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Slatestone Wealth - Q2 2026 13F Filings

SL

Slatestone Wealth, LLC

CIK: 0001764049
Address: Florida Jupiter 661 University Blvd Suite 100
$1.31 B
Portfolio Value
294
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IWF Ishares Russell 1000 Growth Etf
+$16.47 M
2. SNPS Synopsys
+$3.93 M
3. BWA Borgwarner
+$1.6 M
4. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$1.31 M
5. LLY Eli Lilly And Company
+$1.28 M

Top Sells

Q2 2026
1. ACN Accenture PLC
−$6.46 M
2. AAPL Apple
−$3.91 M
3. CAT Caterpillar
−$2.32 M
4. TLT Ishares 20+ Year Treasury Bond Etf
−$1.8 M
5. NBIS Nebius Group Nv
−$1.65 M

Asset Allocation

Stocks/ETFs
+7.66%
$1.31 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Slatestone Wealth Q2 2026 Filing Summary

Slatestone Wealth, LLC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 1.31 B reflecting a +7.66% change from the prior quarter, spanning 294 assets. The top 10 holdings comprised 28.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 10 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Slatestone Wealth’s Q2 2026 Filing

Slatestone Wealth submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Slatestone Wealth reported a managed portfolio value of 1.31 B, consisting of 296 individual positions.

This page displays the raw filing documents. To see which stocks Slatestone Wealth bought or sold during Q2 2026, please visit Slatestone Wealth's Portfolio Analysis page.