Portfolio (Quarterly) Guide ↗

StoneCrest Wealth Management, Inc.

· CIK 0002008409

13F Portfolio $236M AUM 73 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 24 Added 34 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COWG	PACER FDS TR	—	81,315	$2.9M	1.16%	SOLD
2	PANW	PALO ALTO NETWORKS INC	Technology	14,718	$2.7M	1.09%	SOLD
3	VRDN	VIRIDIAN THERAPEUTICS INC	Healthcare	24,920	$776K	0.31%	SOLD
4	TSLA	TESLA INC	Consumer Cyclical	594	$267K	0.11%	SOLD

Sector Allocation

Technology 48.4%

Communication Services 19.6%

Healthcare 13.6%

Consumer Cyclical 8.7%

Industrials 5.2%

Financial Services 3.1%

Consumer Defensive 0.8%

Utilities 0.7%