Stackstone Wealth, LLC recently disclosed its investment holdings for the quarter ending September 30, 2026, in a filing that reveals a total portfolio value exceeding $1 billion. This update is significant for the firm as it highlights its investment strategies and positions in various sectors, particularly technology and energy.

The filing, submitted on October 19, 2026, indicates that Stackstone Wealth has been actively managing its investments in major companies. The firm’s portfolio includes substantial stakes in well-known entities such as Microsoft Corp, NVIDIA Corporation, and Alphabet Inc, among others. The disclosure of these holdings provides insight into the firm’s strategic focus and investment preferences.

Background

Stackstone Wealth, LLC, incorporated in Iowa, operates in the financial services sector, specializing in wealth management and investment advisory services. The firm has a Central Index Key (CIK) of 2153379 and is categorized under the entity type 'other'. The company is based in Dubuque, Iowa, with its business address listed as 6601 Boulder Brook Court.

The recent filing is part of Stackstone Wealth's ongoing compliance with the Securities and Exchange Commission (SEC) regulations, specifically under the 1934 Act. The firm’s last reported fiscal year ended on December 31, and the current filing reflects its holdings as of the end of the third quarter of 2026.

What the Filing Says

The filing indicates that Stackstone Wealth holds a total of 324 positions, with a combined value of $1,014,602,226. This substantial portfolio showcases the firm’s investment strategy and its focus on diverse sectors, particularly technology and energy.

Notable investments include:

  • Microsoft Corp: 89,501 shares valued at approximately $45,905,209.
  • NVIDIA Corporation: 118,047 shares valued at around $26,959,574.
  • Alphabet Inc: 68,261 shares valued at about $23,487,279.
  • SPDR Gold Trust: 65,648 shares valued at approximately $25,001,374.
  • Broadcom Inc: 61,430 shares valued at about $21,573,685.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors in the wealth management industry. By disclosing its holdings, Stackstone Wealth provides transparency to its clients and potential investors regarding its investment strategies and market positioning. Competitors will likely analyze these holdings to assess Stackstone's investment approach and performance relative to other firms in the wealth management sector.

What's Next

The filing does not specify what happens next for Stackstone Wealth, LLC. However, ongoing monitoring of market conditions and adjustments to its portfolio may be anticipated as the firm continues to navigate the evolving financial landscape.