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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tyler-Stone Wealth Management LLC
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| CRD # | 173667 |
| SEC # | 801-80876 |
| CIK # | 0001912584 |
| AUM | $598.9 M (2025-06-30) |
| Employees | 25 (76% Investors, 76% Brokers) |
| Phone | 216-295-0945 |
| Address | 3601 Green Road Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 48.2 | ||
| Apple Inc | 22.8 | ||
| Parker Hannifin Corp | 19.4 | ||
| Palantir Technologies Inc | 18.8 | ||
| Alphabet Inc | 12.0 | ||
| Microsoft Corp | 11.7 | ||
| Amazon Com Inc | 9.9 | ||
| Philip Morris International Inc | 7.8 | ||
| Exxon Mobil Corp | 7.7 | ||
| Blackstone Group LP | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 704 | 143.5 |
| (b) Individuals (high net worth individuals) | 501 | 422.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.9 |
| (h) Charitable organizations | 0 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 22.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 598.9 |
| By Discretionary | ||
| Discretionary | 1,818 | 598.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,818 | 598.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.9 | |
| Total | 1,818 | 598.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912584] |
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Prestige Wealth Management Group LLC
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TX | 0.6 |
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Harrell Investment Partners LLC
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TX | 0.6 |
|
Arjuna Capital LLC
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MA | 0.6 |
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Lesko Securities Inc
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NY | 0.6 |