Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Stackstone Wealth, Llc > Profile

Instuitional Investor - Stackstone Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Stackstone Wealth, Llc
Portfolio Value $1,014,602,226
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 89,501 $45,905,209 4.52%
2.
Nvidia Corp
 NVDA 118,047 $26,959,574 2.66%
3.
Spdr Gold Trust
 GLD 65,648 $25,001,374 2.46%
4.
Alphabet Inc.
 GOOGL 68,261 $23,487,279 2.31%
5.
Broadcom Inc.
 AVGO 61,430 $21,573,685 2.13%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.