Stackstone Wealth
Stackstone Wealth reported 323 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (4.5%), NVDA (2.7%) and GLD (2.5%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $45.9M | 4.5% | 90K | – | 1 of 1 | |
| 2 |  NVDA Nvidia Corporation | $27M | 2.7% | 118K | – | 1 of 1 | |
| 3 |  GLD Spdr Gold TR | $25M | 2.5% | 66K | – | 1 of 1 | |
| 4 |  GOOGL Alphabet Inc | $23.5M | 2.3% | 68K | – | 1 of 1 | |
| 5 |  AVGO Broadcom Inc | $21.6M | 2.1% | 61K | – | 1 of 1 | |
| 6 |  SPHQ Invesco Exchange Traded FD T | $18.7M | 1.8% | 222K | – | 1 of 1 | |
| 7 |  VLU State Street | $17.3M | 1.7% | 73K | – | 1 of 1 | |
| 8 |  T At&T Inc | $17.1M | 1.7% | 699K | – | 1 of 1 | |
| 9 |  CVX Chevron Corp New | $17M | 1.7% | 83K | – | 1 of 1 | |
| 10 |  XOM Exxon Mobil Corp | $17M | 1.7% | 104K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Stackstone Wealth 13F FAQ
What does Stackstone Wealth own?
Stackstone Wealth reported 323 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (4.5%), NVDA (2.7%) and GLD (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Stackstone Wealth buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Stackstone Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stackstone Wealth's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.