Long-term investor
Stonecrest Wealth Management, Inc. @stonecrestwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008409).
Record
- Tracked since 2025-06-30 (449 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +26.3% · 1 year n/a · all +24.7%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46138G649 · 6.7% · long · since 2025-06-30
- 46138E339 · 5.2% · long · since 2025-06-30
- 46138E222 · 4.3% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- MU · 3.8% · long · since 2026-03-31
- 78464A854 · 3.3% · long · since 2025-06-30
- 746729300 · 3.2% · long · since 2025-06-30
- 05613H100 · 3.1% · long · since 2025-06-30
- 92189F676 · 3.1% · long · since 2025-06-30
- 81589A304 · 3.1% · long · since 2026-06-30
- 33738R506 · 3.1% · long · since 2025-06-30
- 46137V746 · 2.9% · long · since 2026-06-30