Institutional Fund
Slatestone Wealth, LLC
Jupiter, FLCIK 17640495 filings on record
Portfolio Value
$1.21M
Q1 2026
Holdings
291
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+1.5%
from $1.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.5%
- Nvidia Corporation3.8%
- Ishares Tr3.2%
- Microsoft Corp3.0%
- Vanguard Index Fds2.5%
- Alphabet Inc2.4%
- Other80.6%
Portfolio Holdings
291 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 214.5K | $54.4K | 4.5% | +8.7K | Added |
| 2 | Nvidia Corporation | 264.6K | $46.1K | 3.8% | +9.0K | Added |
| 3 | Ishares Tr | 202.7K | $38.9K | 3.2% | +7.8K | Added |
| 4 | Microsoft Corp | 97.3K | $36.0K | 3.0% | +5.7K | Added |
| 5 | Vanguard Index Fds | 145.6K | $30.0K | 2.5% | +11.6K | Added |
| 6 | Alphabet Inc | 101.9K | $29.3K | 2.4% | −1.7K | Reduced |
| 7 | Amazon Com Inc | 117.6K | $24.5K | 2.0% | +2.9K | Added |
| 8 | Caterpillar Inc | 34.3K | $24.3K | 2.0% | −5.6K | Reduced |
| 9 | Jpmorgan Chase & Co. | 76.8K | $22.6K | 1.9% | −1.2K | Reduced |
| 10 | Chevron Corp New | 104.2K | $21.6K | 1.8% | +2.5K | Added |
281 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio