Stackstone Wealth, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 324 equity securities. The filing lists a total of 324 positions held by the firm, with the largest positions being in technology and energy companies.
The top five holdings by number of shares include Microsoft Corporation, with 89,501 shares; NVIDIA Corporation, with 118,047 shares; SPDR Gold Shares, with 65,648 shares; Alphabet Inc. Class A, with 68,261 shares; and Broadcom Inc., with 61,430 shares. Other notable holdings in the top ten include the Invesco Exchange Traded Fund T S&P500 Quality, with 222,226 shares; SPDR Series Trust ST STR SP1500VT, with 72,513 shares; AT&T Inc., with 699,016 shares; Chevron Corporation, with 83,267 shares; and ExxonMobil Holdings Corp. Com Shs, with 104,257 shares.
The filing also lists significant positions in Southern Copper Corp, Deere & Co, Johnson & Johnson, Verizon Communications Inc, and Taiwan Semiconductor Manufacturing Sponsored ADSs, with holdings ranging from 81,776 to 30,697 shares. The report was signed by Michelle Eldridge, the Senior Compliance Officer for the firm.
