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Tyler-stone Wealth Management
Tyler-Stone Wealth Management LLC is a SEC-registered investment advisory firm headquartered in Beachwood, Ohio. Founded roughly in 1995, the firm has around 25 employees, including financial advisors and client relationship specialists. Tyler-Stone provides wealth management and financial planning services to individuals—both high net worth and non-high net worth—as well as organizations and pension plans. The firm maintains fiduciary standards and is transparent about fees and its commitment to acting in clients’ best interests, serving clients primarily in the US.
Investment Strategy
Tyler-Stone Wealth Management focuses on comprehensive, customized guidance for each client, deploying a broad spectrum of investment options including equities, fixed income, real estate, and alternative assets like cryptocurrencies. Its approach prioritizes independence, aiming to preserve and grow client portfolios while designing retirement and income planning strategies for steady income and long-term security. Estate and tax planning, insurance optimization, and education on financial literacy are integral to its philosophy, with tailored portfolios developed according to client risk tolerance, time horizon, and goals. The firm’s fiduciary ethos means recommendations are made solely for the client’s advantage, excluding commission-based products.
Latest 13F Filing Activity
Tyler-stone Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 330 equity positions with a total 13F market value of $621M. The fund increased holdings in Nvidia Corporation, Palantir Technologies Inc., Microsoft Corp. among other positions. Tyler-stone Wealth Management reduced exposure to Apple Inc., Super Micro Computer Inc., Kinder Morgan Inc. Del among others.
Top Holdings
Equity Positions (330)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.76% | $48.2M | 304,913 | $82.45 | $157.99 | +$13.5M |
D DGRW | WISDOMTREE TR | 4.24% | $26.3M | 314,479 | $78.50 | $83.74 | +$2.9M |
A AAPL | APPLE INC | 3.67% | $22.8M | 111,121 | $214.60 | $205.17 | -$1.9M |
I IVV | ISHARES TR | 3.60% | $22.4M | 36,010 | $524.38 | $620.90 | +$1.8M |
P PH | PARKER-HANNIFIN CORP | 3.12% | $19.4M | 27,779 | $519.58 | $698.47 | +$2.7M |
Industry Allocation
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