StoneCrest Wealth Management, Inc.
RIA/Wealth
StoneCrest Wealth Management, Inc. is a RIA/Wealth based in Chandler, AZ led by Keith Casey Mahan, reporting $307.4M in AUM as of Q3 2025 with 63% ETF concentration.
PresidentKeith Casey Mahan
- Portfolio Value
- $212.4M
- Positions
- 68
- Top Holding
- QQQM at 7.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in StoneCrest Wealth Management, Inc.'s portfolio (45.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.6M | 7.84% | +$129.0K Bought | — 67.4K shares | |
Semiconductors Technology | $15.0M | 7.07% | -$175.2K Sold | 0.00% 80.5K shares | |
ETF ETF | $11.1M | 5.24% | +$2.5M Bought | — 206.0K shares | |
ETF ETF | $10.3M | 4.83% | +$2.1M Bought | — 84.7K shares | |
ETF ETF | $9.3M | 4.39% | +$106.7K Bought | — 119.2K shares | |
ETF ETF | $7.9M | 3.74% | +$152.7K Bought | — 185.8K shares | |
ETF ETF | $7.2M | 3.37% | +$190.3K Bought | — 106.4K shares | |
Software - Infrastructure Technology | $6.8M | 3.21% | +$3.1K Bought | 0.00% 13.2K shares | |
Internet Content & Information Communication Services | $6.3M | 2.98% | -$8.8K Sold | 0.00% 8.6K shares | |
Specialty Retail Consumer Cyclical | $6.3M | 2.97% | +$10.8K Bought | 0.00% 28.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in StoneCrest Wealth Management, Inc.'s latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for StoneCrest Wealth Management, Inc.
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