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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002008409

StoneCrest Wealth Management, Inc.

CHANDLER, AZ · File #028-23519

Latest AUM
$247.8M
Positions
71
Top-10 Concentration
45.1%
Filings
8

Sector Allocation

Financials
19.3%$47.9M
Technology
14.4%$35.8M
Healthcare
4.4%$11.0M
Industrials
0.9%$2.2M
Utilities
0.3%$786,346
Consumer Staples
0.1%$261,925

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO EXCH TRADED FD TR IIIVZ70,684$17.9M7.52%
2NVIDIA CORPORATIONNVDA79,846$14.9M6.26%
3INVESCO EXCH TRADED FD TR IIIVZ222,178$12.3M5.19%
4INVESCO EXCH TRADED FD TR IIIVZ91,204$10.9M4.58%
5SPDR SERIES TRUST78464A854127,642$10.2M4.30%
6PUTNAM ETF TRUST746729300203,474$9.3M3.90%
7BNY MELLON ETF TRUST II05613H100297,668$8.6M3.63%
8FIRST TR EXCHANGE TRADED FD33738R506116,713$8.1M3.41%
9ALPHABET INCGOOG24,842$7.8M3.27%
10VANECK ETF TRUST92189F67620,140$7.3M3.05%
11ELI LILLY & COLLY6,598$7.1M2.98%
12AMAZON COM INCAMZN30,134$7.0M2.92%
13MICROSOFT CORPMSFT13,567$6.6M2.76%
14META PLATFORMS INCMETA9,065$6.0M2.52%
15NEOS ETF TRUST78433H675105,812$5.7M2.40%
16FIRST TR EXCHANGE TRADED FD33734X84677,872$5.6M2.34%
17AB ACTIVE ETFS INC00039J50952,204$5.5M2.29%
18GLOBAL X FDS37960A52982,498$5.3M2.25%
19VANECK ETF TRUST92189F60142,248$5.2M2.21%
20BLACKROCK ETF TRUSTBLK150,972$5.0M2.11%