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Latest Tyler-Stone Wealth Management Stock Portfolio

$621Million | No. of Holdings #328

Tyler-Stone Wealth Management Performance

2025 Q2+23.64%
YTD+19.67%
2024+18.21%

About Tyler-Stone Wealth Management and 13F Hedge Fund Stock Holdings

Tyler-Stone Wealth Management is a hedge fund based in Beachwood, OH. On 2025-08-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tyler-Stone Wealth Management reported an equity portfolio of $621 Millions as of 30 Jun, 2025. <br><br> The top stock holdings of Tyler-Stone Wealth Management are NVDA, JAMF, AAPL. The fund has invested 7.8% of it's portfolio in NVIDIA CORPORATION and 4.2% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off SUPER MICRO COMPUTER INC (SMCI), ISHARES TR (IJR) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in CVS HEALTH CORP (CVS), QUALCOMM INC (QCOM) and LAM RESEARCH CORP (LRCX). Tyler-Stone Wealth Management opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), KODIAK GAS SVCS INC and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), INVESCO EXCH TRD SLF IDX FD (BSAE) and FLOWERS FOODS INC (FLO).
Tyler-Stone Wealth Management Equity Portfolio Value
Last Reported on: 18 Aug, 2025
$621Million
  as of Aug 18, 2025

Tyler-Stone Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Tyler-Stone Wealth Management made a return of 23.64% in the last quarter. In trailing 12 months, it's portfolio return was 27.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t1,547,770
kodiak gas svcs inc1,068,130
applied matls inc872,236
markel group inc479,368
t rowe price etf inc368,696
schwab strategic tr356,678
asml holding n v351,011
coinbase global inc350,492
New stocks bought by Tyler-Stone Wealth Management

Additions

Ticker% Inc.
vanguard bd index fds86.5
invesco exch trd slf idx fd74.7
flowers foods inc60.82
etf ser solutions59.86
ishares tr59.21
verizon communications inc58.2
constellation energy corp54.94
firstenergy corp44.65
Additions to existing portfolio by Tyler-Stone Wealth Management

Reductions

Ticker% Reduced
cvs health corp-42.97
qualcomm inc-41.78
lam research corp-41.53
first tr exchng traded fd vi-38.09
merck & co inc-32.58
kinder morgan inc del-29.96
micron technology inc-28.52
upstart hldgs inc-27.72
Tyler-Stone Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
super micro computer inc-938,178
invesco exchange traded fd t-207,094
dbx etf tr-238,280
paypal hldgs inc-255,082
grayscale bitcoin trust etf-245,562
fidelity comwlth tr-211,004
vanguard intl equity index f-214,140
ishares tr-356,616
Tyler-Stone Wealth Management got rid off the above stocks

Sector Distribution

Tyler-Stone Wealth Management has about 48.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
  • Energy
  • Healthcare
Sector%
Others48.2
Technology24
Financial Services5.9
Industrials4.4
Communication Services4.3
Consumer Defensive3.2
Consumer Cyclical3.1
Utilities2.3
Energy2
Healthcare1.5

Market Cap. Distribution

Tyler-Stone Wealth Management has about 43.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED48.2
MEGA-CAP24.9
LARGE-CAP18.9
MID-CAP6.1
SMALL-CAP1.8

Stocks belong to which Index?

About 46% of the stocks held by Tyler-Stone Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others54
S&P 50039
RUSSELL 20007
Top 5 Winners (%)%
AMPS
ishares tr
882.4 %
AVGO
broadcom inc
64.7 %
PLTR
palantir technologies inc
61.5 %
ORCL
oracle corp
56.4 %
SNOW
snowflake inc
52.1 %
Top 5 Winners ($)$
AMPS
ishares tr
86.5 M
NVDA
nvidia corporation
15.9 M
PLTR
palantir technologies inc
8.9 M
MSFT
microsoft corp
2.8 M
PH
parker-hannifin corp
2.5 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-40.4 %
LPI
vital energy inc
-24.2 %
BMY
bristol-myers squibb co
-24.1 %
ARDX
ardelyx inc
-20.2 %
COP
conocophillips
-14.5 %
Top 5 Losers ($)$
AAPL
apple inc
-1.9 M
XOM
exxon mobil corp
-0.7 M
UNH
unitedhealth group inc
-0.3 M
AON
aon plc
-0.2 M
FLO
flowers foods inc
-0.2 M

Tyler-Stone Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tyler-Stone Wealth Management

Tyler-Stone Wealth Management has 328 stocks in it's portfolio. About 33.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Tyler-Stone Wealth Management last quarter.

$621.02MTotal Value
341Positions
18 Aug, 2025Last Reported
Current holdings of Current Stock Holdings of Tyler-Stone Wealth Management, last reported on 18 Aug, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.09%3,041
$573.6K
0.09%
increased 59.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.09%6,698
$558.5K
0.09%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.07%13,459
$412.9K
0.07%
increased 0.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.04%3,526
$280.9K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.04%3,181
$271.9K
0.04%
increased 1.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.04%5,084
$270.9K
0.04%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Tyler-Stone Wealth Management's holding in Alps Etf Tr over time
0.18%22,527
$1.10M
0.18%
increased 1.71 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Tyler-Stone Wealth Management's holding in Etf Ser Solutions over time
0.12%22,700
$736.4K
0.12%
increased 59.86 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Tyler-Stone Wealth Management's holding in Dbx Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Tyler-Stone Wealth Management's holding in Ishares Tr over time
0.05%5,271
$337.0K
0.05%
increased 0.21 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tyler-Stone Wealth Management's holding in American Centy Etf Tr over time
0.07%4,970
$452.8K
0.07%
decreased 6.44 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tyler-Stone Wealth Management's holding in Vaneck Etf Trust over time
0.34%40,224
$2.09M
0.34%
decreased 1.38 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tyler-Stone Wealth Management's holding in Vaneck Etf Trust over time
0.09%35,136
$572.0K
0.09%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tyler-Stone Wealth Management's holding in Vaneck Etf Trust over time
0.07%1,596
$445.0K
0.07%
decreased 5.9 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tyler-Stone Wealth Management's holding in Vaneck Etf Trust over time
0.04%3,122
$229.9K
0.04%
decreased 26.59 percentreduced