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Stone Wealth Partners

Latest statistics and disclosures from Stone Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001813454

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Positions held by Stone Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stone Wealth Partners

Stone Wealth Partners holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	12.1	$14M	127k	106.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.7	$8.7M	14k	627.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.2	$7.0M	10k	681.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	4.6	$5.1M	51k	100.70	View chart
Vanguard Index Fds Value Etf (VTV)	4.5	$5.1M	27k	190.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.5	$5.1M	51k	99.88	View chart
Vanguard World Mega Grwth Ind (MGK)	4.1	$4.6M	11k	412.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	3.3	$3.7M	26k	141.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	3.0	$3.3M	24k	136.94	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.9	$3.2M	54k	59.93	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$2.9M	32k	91.38	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$2.8M	8.8k	313.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$2.6M	42k	62.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.2	$2.5M	64k	38.32	View chart
Apple (AAPL)	2.1	$2.4M	8.7k	271.88	View chart
Advisorshares Tr Advisorshs Etf (CWS)	2.1	$2.3M	34k	68.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.0	$2.3M	19k	119.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$2.2M	4.3k	502.65	View chart
JPMorgan Chase & Co. (JPM)	1.7	$1.9M	5.9k	322.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$1.9M	5.6k	335.29	View chart
Amazon (AMZN)	1.7	$1.9M	8.1k	230.82	View chart
Meta Platforms Cl A (META)	1.6	$1.8M	2.7k	660.19	View chart
NVIDIA Corporation (NVDA)	1.3	$1.4M	7.6k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$1.4M	2.2k	614.34	View chart
Warner Bros Discovery Com Ser A (WBD)	1.1	$1.2M	43k	28.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.2M	1.8k	684.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.9	$1.0M	2.1k	481.54	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M	2.1k	483.62	View chart
Wal-Mart Stores (WMT)	0.9	$1.0M	9.2k	111.64	View chart
Western Digital (WDC)	0.9	$1.0M	5.9k	172.27	View chart
Tesla Motors (TSLA)	0.8	$850k	1.9k	449.72	View chart
Broadcom (AVGO)	0.7	$779k	2.3k	346.10	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.7	$734k	4.3k	170.63	View chart
Micron Technology (MU)	0.6	$701k	2.5k	285.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$696k	2.5k	276.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$675k	2.2k	313.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$632k	1.8k	342.97	View chart
Ishares Tr Us Consm Staples (IYK)	0.5	$608k	9.1k	66.92	View chart
Lam Research Corp Com New (LRCX)	0.5	$604k	3.5k	171.44	View chart
Newmont Mining Corporation (NEM)	0.5	$587k	5.9k	99.85	View chart
Visa Com Cl A (V)	0.5	$570k	1.6k	350.65	View chart
Teradyne (TER)	0.5	$551k	2.8k	193.56	View chart
Corning Incorporated (GLW)	0.5	$529k	6.0k	87.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$499k	5.0k	100.38	View chart
Advanced Micro Devices (AMD)	0.4	$475k	2.2k	214.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$473k	1.2k	396.31	View chart
Intel Corporation (INTC)	0.4	$468k	13k	36.90	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$444k	5.4k	82.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$429k	880.00	487.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$419k	3.4k	123.26	View chart
Netflix (NFLX)	0.3	$389k	4.2k	93.76	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.3	$349k	5.1k	68.85	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$318k	5.6k	56.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$292k	6.1k	48.12	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.3	$287k	10k	28.36	View chart
Howard Hughes Holdings (HHH)	0.3	$281k	3.5k	79.77	View chart
Uber Technologies (UBER)	0.2	$267k	3.3k	81.71	View chart
EOG Resources (EOG)	0.2	$260k	2.5k	105.01	View chart
Goldman Sachs (GS)	0.2	$239k	272.00	879.00	View chart
Baxter International (BAX)	0.2	$238k	12k	19.12	View chart
Hilton Worldwide Holdings (HLT)	0.2	$232k	809.00	287.25	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$231k	596.00	386.85	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$223k	4.8k	45.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$215k	2.9k	74.07	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$211k	1.4k	154.77	View chart
Canadian Pacific Kansas City (CP)	0.2	$211k	2.9k	73.63	View chart
Nike CL B (NKE)	0.2	$209k	3.3k	64.15	View chart
Chipotle Mexican Grill (CMG)	0.2	$205k	5.5k	37.00	View chart

Past Filings by Stone Wealth Partners

SEC 13F filings are viewable for Stone Wealth Partners going back to 2025

Stone Wealth Partners 2025 Q4 filed Feb. 24, 2026

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