Stone Wealth Partners
Latest statistics and disclosures from Stone Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, VOO, SPY, AGG, MINT, and represent 35.23% of Stone Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, SPYG, ALB, AMAT, AGG, MRNA, SCHD, WMT, VIG, BRK.B.
- Started 6 new stock positions in VIG, XOM, SCHD, MRNA, ALB, AMAT.
- Reduced shares in these 10 stocks: , BIL, NEM, JPM, AMD, INTC, QSR, WDC, BTI, HHH.
- Sold out of its positions in AMD, BAX, BTI, BN, CP, CMG, EOG, HLT, HHH, INTC. NEM, NKE, QSR, DIA, UBER.
- Stone Wealth Partners was a net buyer of stock by $1.9M.
- Stone Wealth Partners has $111M in assets under management (AUM), dropping by -0.85%.
- Central Index Key (CIK): 0001813454
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Portfolio Holdings for Stone Wealth Partners
Stone Wealth Partners holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 11.9 | $13M | +6% | 135k | 97.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.7 | $8.6M | +3% | 14k | 597.56 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.9 | $6.6M | 10k | 652.15 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.2 | $5.7M | +14% | 58k | 99.27 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 4.6 | $5.2M | 51k | 100.57 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 4.6 | $5.1M | 26k | 196.20 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.9 | $4.3M | +5% | 12k | 367.42 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 3.4 | $3.8M | 26k | 144.71 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $3.5M | +30% | 54k | 64.08 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 3.0 | $3.3M | +7% | 26k | 128.12 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.9 | $3.3M | 54k | 59.99 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.6 | $2.8M | +12% | 72k | 39.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $2.5M | +19% | 5.2k | 479.20 |
|
| Apple (AAPL) | 2.2 | $2.4M | +10% | 9.6k | 253.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.3M | -9% | 8.0k | 286.85 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.0 | $2.3M | +6% | 20k | 112.11 |
|
| Advisorshares Tr Advisorshs Etf (CWS) | 1.9 | $2.1M | -2% | 33k | 64.76 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.8 | $2.0M | -30% | 22k | 91.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $2.0M | +9% | 6.1k | 320.81 |
|
| Amazon (AMZN) | 1.6 | $1.7M | +3% | 8.4k | 208.27 |
|
| Wal-Mart Stores (WMT) | 1.5 | $1.6M | +41% | 13k | 124.45 |
|
| Meta Platforms Cl A (META) | 1.4 | $1.5M | 2.7k | 572.04 |
|
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| NVIDIA Corporation (NVDA) | 1.3 | $1.4M | +9% | 8.3k | 174.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $1.3M | 2.2k | 577.25 |
|
|
| Western Digital (WDC) | 1.1 | $1.2M | -21% | 4.6k | 270.49 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.2M | -29% | 4.2k | 294.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.1M | -4% | 1.7k | 653.03 |
|
| Microsoft Corporation (MSFT) | 0.9 | $980k | +23% | 2.6k | 370.17 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.8 | $916k | -22% | 33k | 27.46 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $891k | -9% | 2.3k | 392.69 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.8 | $874k | +37% | 13k | 70.03 |
|
| Teradyne (TER) | 0.8 | $851k | 2.9k | 296.46 |
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| Micron Technology (MU) | 0.8 | $851k | +2% | 2.5k | 338.01 |
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| Tesla Motors (TSLA) | 0.7 | $822k | +17% | 2.2k | 371.75 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $807k | +7% | 3.8k | 213.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $806k | +37% | 2.5k | 318.07 |
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| Broadcom (AVGO) | 0.7 | $792k | +13% | 2.6k | 309.51 |
|
| Albemarle Corporation (ALB) | 0.7 | $760k | NEW | 4.2k | 179.95 |
|
| Corning Incorporated (GLW) | 0.6 | $724k | -11% | 5.3k | 135.97 |
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| Applied Materials (AMAT) | 0.6 | $709k | NEW | 2.1k | 341.79 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $690k | 4.3k | 160.48 |
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| Moderna (MRNA) | 0.6 | $689k | NEW | 14k | 50.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $623k | 2.2k | 287.56 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $611k | +59% | 5.4k | 113.11 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $603k | +201% | 4.1k | 146.60 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $537k | NEW | 18k | 30.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $531k | +3% | 1.2k | 430.29 |
|
| Visa Com Cl A (V) | 0.5 | $507k | +3% | 1.7k | 302.18 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $500k | 5.0k | 100.66 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $450k | NEW | 2.1k | 215.06 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $425k | 5.4k | 79.06 |
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| Netflix (NFLX) | 0.4 | $398k | 4.1k | 96.15 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $382k | 875.00 | 436.60 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.3 | $279k | 10k | 27.57 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $262k | -14% | 5.2k | 50.81 |
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| Goldman Sachs (GS) | 0.2 | $246k | +6% | 291.00 | 845.99 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $221k | 596.00 | 370.68 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $214k | 2.9k | 73.64 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $205k | NEW | 1.2k | 169.66 |
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Past Filings by Stone Wealth Partners
SEC 13F filings are viewable for Stone Wealth Partners going back to 2025
- Stone Wealth Partners 2026 Q1 filed May 8, 2026
- Stone Wealth Partners 2025 Q4 filed Feb. 24, 2026