§ 13F · FUND PROFILE
Tyler-Stone Wealth Management.
AUM · $621M (13F)Positions · 330Turnover · n/a · Q2Filed · Aug 18, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 18, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 305K | $48M | 7.8% | −5% |
| 2 | DGRW | WISDOMTREE TR | 314K | $26M | 4.2% | +7% |
| 3 | AAPL | APPLE INC | 111K | $23M | 3.7% | ±0% |
| 4 | IVV | ISHARES TR | 36K | $22M | 3.6% | −1% |
| 5 | PH | PARKER-HANNIFIN CORP | 28K | $19M | 3.1% | +1% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 138K | $19M | 3.0% | −20% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 247K | $13M | 2.0% | +2% |
| 8 | JAVA | J P MORGAN EXCHANGE TRADED F | 185K | $12M | 1.9% | −6% |
| 9 | GOOG | ALPHABET INC | 68K | $12M | 1.9% | +16% |
| 10 | MSFT | MICROSOFT CORP | 23K | $12M | 1.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TYLER-STONE SIGNAL
AC read
Tyler-Stone Wealth Management is a Other fund managing $621 million in assets. The fund runs a broad portfolio of 330 positions.
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