Tyler-Stone Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Tyler-Stone Wealth Management 13F Holdings
CIK 0001912584
As of Jun 30, 2025, Tyler-Stone Wealth Management reported
330 positions worth $581.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 304,913 | $48.2M | 8.29% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 314,479 | $26.3M | 4.53% |
| APPLE INC | AAPL | Technology | 111,121 | $22.8M | 3.92% |
| ISHARES CORE S&P 500 ETF | IVV | — | 36,010 | $22.4M | 3.85% |
| PARKER-HANNIFIN CORP | PH | Industrials | 27,779 |
|
9.4M3.34% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 137,993 |
8.8M | 3.24% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 246,992 |
2.5M | 2.15% |
| JPMORGAN ACTIVE VALUE ETF | JAVA | — | 184,536 |
2.1M | 2.08% |
| ALPHABET INC | GOOG | Equity | 67,838 |
2.0M | 2.07% |
| MICROSOFT CORP | MSFT | Technology | 23,497 |
1.7M | 2.01% |
| NEOS ETF TRUST | — | — | 196,455 |
0.2M | 1.76% |
| AMAZON.COM INC | AMZN | Equity | 45,332 | $9.9M | 1.71% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 101,023 | $9.5M | 1.63% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 18,581 | $9.0M | 1.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 13,786 | $8.5M | 1.47% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 43,087 | $7.8M | 1.35% |
| EXXON MOBIL CORP | XOM | Energy | 71,091 | $7.7M | 1.32% |
| BLACKSTONE INC | BX | Financial Services | 48,420 | $7.2M | 1.25% |
| ALPHABET INC | GOOGL | Equity | 39,365 | $6.9M | 1.19% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 22,285 | $6.8M | 1.17% |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF | BSJQ | — | 284,051 | $6.6M | 1.14% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 103,617 | $6.5M | 1.12% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 203,548 | $6.5M | 1.11% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 45,689 | $6.2M | 1.06% |
| VISA INC-CLASS A SHARES | V | Financial Services | 16,793 | $6.0M | 1.03% |