STONECREST WEALTH MANAGEMENT, INC.

PrivateCIK: 2008409
Location

CHANDLER, AZ

73
Positions
$312.96M
Total AUM (reported)
3.53M
Total Shares

Allocation by class

TOTAL AUM$312.96M73 positions
COM$64.84M20.7%
NASDAQ 100 ETF$21.06M6.7%
S&P 500 MOMNTM$16.43M5.2%
S&P INTL MOMNT$13.53M4.3%
ST STR P500ETF$10.31M3.3%
FOCUSED LAR CAP$10.08M3.2%
DYNAMIC VALUE$9.83M3.1%

Portfolio Concentration

Top 316.3%4–1023.8%11–2533.4%Rest26.5%TOP 1040.1%0%100%
Top 3$51.02M16.3%
4–10$74.52M23.8%
11–25$104.47M33.4%
Rest$82.94M26.5%

Top 3 weight

16.3%

Top 10 weight

40.1%

Voting Authority Distribution

Total shares with voting rights: 3.53M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.53M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares69.52K
TypeSH
Market value$21.06M
6.73%
Sole
0.00
Shared
0.00
None
69.52K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares101.70K
TypeSH
Market value$16.43M
5.25%
Sole
0.00
Shared
0.00
None
101.70K

INVESCO EXCH TRADED FD TR II

SOLE
S&P INTL MOMNT
Shares224.42K
TypeSH
Market value$13.53M
4.32%
Sole
0.00
Shared
0.00
None
224.42K

NVIDIA CORPORATION

SOLE
COM
Shares64.53K
TypeSH
Market value$12.91M
4.13%
Sole
0.00
Shared
0.00
None
64.53K

MICRON TECHNOLOGY INC

SOLE
COM
Shares10.38K
TypeSH
Market value$11.98M
3.83%
Sole
0.00
Shared
0.00
None
10.38K

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares117.31K
TypeSH
Market value$10.31M
3.29%
Sole
0.00
Shared
0.00
None
117.31K

PUTNAM ETF TRUST

SOLE
FOCUSED LAR CAP
Shares197.88K
TypeSH
Market value$10.08M
3.22%
Sole
0.00
Shared
0.00
None
197.88K

BNY MELLON ETF TRUST II

SOLE
DYNAMIC VALUE
Shares293.64K
TypeSH
Market value$9.83M
3.14%
Sole
0.00
Shared
0.00
None
293.64K

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares14.87K
TypeSH
Market value$9.75M
3.12%
Sole
0.00
Shared
0.00
None
14.87K

SEI EXCHANGE TRADED FUNDS

SOLE
QIM US LARGE VAL
Shares200.95K
TypeSH
Market value$9.65M
3.08%
Sole
0.00
Shared
0.00
None
200.95K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares117.96K
TypeSH
Market value$9.56M
3.06%
Sole
0.00
Shared
0.00
None
117.96K

INVESCO EXCHANGE TRADED FD T

SOLE
LARG CAP GRO ETF
Shares53.94K
TypeSH
Market value$9.09M
2.90%
Sole
0.00
Shared
0.00
None
53.94K

ALPHABET INC

SOLE
CAP STK CL A
Shares24.20K
TypeSH
Market value$8.65M
2.76%
Sole
0.00
Shared
0.00
None
24.20K

ROUNDHILL ETF TRUST

SOLE
MEMORY ETF
Shares100.33K
TypeSH
Market value$7.41M
2.37%
Sole
0.00
Shared
0.00
None
100.33K

BLACKROCK ETF TRUST

SOLE
ISHA I IN TE ETF
Shares139.68K
TypeSH
Market value$7.36M
2.35%
Sole
0.00
Shared
0.00
None
139.68K

AB ACTIVE ETFS INC

SOLE
DISRUPTORS ETF
Shares48.75K
TypeSH
Market value$7.22M
2.31%
Sole
0.00
Shared
0.00
None
48.75K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares79.98K
TypeSH
Market value$7.19M
2.30%
Sole
0.00
Shared
0.00
None
79.98K

AMAZON COM INC

SOLE
COM
Shares29.82K
TypeSH
Market value$7.11M
2.27%
Sole
0.00
Shared
0.00
None
29.82K

INVESCO EXCHANGE TRADED FD T

SOLE
AI AND NEXT GEN
Shares68.26K
TypeSH
Market value$7.11M
2.27%
Sole
0.00
Shared
0.00
None
68.26K

ELI LILLY & CO

SOLE
COM
Shares5.35K
TypeSH
Market value$6.42M
2.05%
Sole
0.00
Shared
0.00
None
5.35K

NEOS ETF TRUST

SOLE
NASDAQ 100 HIGH
Shares103.39K
TypeSH
Market value$5.87M
1.88%
Sole
0.00
Shared
0.00
None
103.39K

TIDAL TRUST II

SOLE
DEFIA AI PWR ETF
Shares171.82K
TypeSH
Market value$5.74M
1.83%
Sole
0.00
Shared
0.00
None
171.82K

MICROSOFT CORP

SOLE
COM
Shares14.46K
TypeSH
Market value$5.39M
1.72%
Sole
0.00
Shared
0.00
None
14.46K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST RIS
Shares180.28K
TypeSH
Market value$5.30M
1.69%
Sole
0.00
Shared
0.00
None
180.28K

META PLATFORMS INC

SOLE
CL A
Shares8.98K
TypeSH
Market value$5.06M
1.62%
Sole
0.00
Shared
0.00
None
8.98K
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