Tyler-Stone Wealth Management
CIK 1912584 · Holdings on Jun 30, 2025 · First reported Aug 18, 2025
Top ten holdings
Q2 2025- NVDA7.76%
- DGRW4.24%
- AAPL3.67%
- IVV3.60%
- PH3.12%
- PLTR3.03%
- JPST2.02%
- JAVA1.95%
- GOOG1.94%
- MSFT1.88%
Share classes counted separately33.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $48.17M | 7.76% | 304.91K shares | Prior unavailable — | — | ▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $26.33M | 4.24% | 314.48K shares | Prior unavailable — | — | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $22.80M | 3.67% | 111.12K shares | Prior unavailable — | — | ▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $22.36M | 3.60% | 36.01K shares | Prior unavailable — | — | ▾ |
| 05 | PHPARKER HANNIFIN CORP View history and evidence | $19.40M | 3.12% | 27.78K shares | Prior unavailable — | — | ▾ |
| 06 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $18.81M | 3.03% | 137.99K shares | Prior unavailable — | — | ▾ |
| 07 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $12.52M | 2.02% | 246.99K shares | Prior unavailable — | — | ▾ |
| 08 | JAVAJPMORGAN ACTIVE VALUE ETFACTIVE VALUE ETF View history and evidence | $12.09M | 1.95% | 184.54K shares | Prior unavailable — | — | ▾ |
| 09 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $12.03M | 1.94% | 67.84K shares | Prior unavailable — | — | ▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $11.69M | 1.88% | 23.50K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1912584 · Period 2025-06-30
Data loaded 2026-09-21 · First reported 2025-08-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 621020499
}Research all 330 reported holdings.
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