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, VTV, MINT, and represent 33.12% of Stone Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: MGK, SNDK, INTC, DELL, AMD, VOO, ON, QQQ, MINT, JPST.
- Started 10 new stock positions in INTC, QTEC, SNDK, AMD, DELL, JPST, UBER, CAT, HSIC, ON.
- Reduced shares in these 10 stocks: WBD, TER, ALB, AMAT, MRNA, WDC, AGG, SPY, , XLV.
- Sold out of its positions in ALB, AMAT, XOM, MRNA, TER, WBD.
- Stone Wealth Partners was a net buyer of stock by $10M.
- Stone Wealth Partners has $137M in assets under management (AUM), dropping by 22.81%.
- Central Index Key (CIK): 0001813454
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Portfolio Holdings for Stone Wealth Partners
Stone Wealth Partners holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 11.6 | $16M | 134k | 118.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.8 | $11M | +7% | 15k | 687.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.4 | $7.3M | -2% | 9.8k | 748.65 |
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| Vanguard Index Fds Value Etf (VTV) | 4.3 | $5.8M | 27k | 217.93 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 4.1 | $5.6M | +8% | 56k | 100.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.0 | $5.4M | -5% | 55k | 98.98 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.9 | $5.4M | +420% | 61k | 87.91 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 3.5 | $4.8M | +2% | 27k | 178.60 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.9 | $4.0M | +5% | 27k | 146.41 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $3.9M | 55k | 71.25 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.5 | $3.5M | +6% | 58k | 59.73 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.4 | $3.3M | 20k | 161.54 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 2.3 | $3.1M | 73k | 43.14 |
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| Micron Technology (MU) | 2.2 | $3.0M | +3% | 2.6k | 1154.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $2.8M | 8.0k | 353.49 |
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| Apple (AAPL) | 2.0 | $2.8M | 9.6k | 289.48 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.6M | +16% | 7.1k | 371.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $2.5M | -2% | 5.0k | 500.39 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.7 | $2.4M | +17% | 26k | 91.64 |
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| Western Digital (WDC) | 1.7 | $2.3M | -22% | 3.6k | 638.72 |
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| Advisorshares Tr Advisorshs Etf (CWS) | 1.6 | $2.2M | 33k | 68.23 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $2.2M | 2.3k | 965.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $2.1M | +29% | 2.9k | 737.75 |
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| Amazon (AMZN) | 1.5 | $2.0M | 8.4k | 238.34 |
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| Meta Platforms Cl A (META) | 1.4 | $1.9M | +24% | 3.3k | 563.76 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $1.8M | +9% | 4.1k | 433.33 |
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| NVIDIA Corporation (NVDA) | 1.2 | $1.6M | 8.2k | 200.12 |
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| Sandisk Corp (SNDK) | 1.2 | $1.6M | NEW | 708.00 | 2273.73 |
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| Wal-Mart Stores (WMT) | 1.1 | $1.5M | +3% | 14k | 113.28 |
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| Intel Corporation (INTC) | 1.1 | $1.5M | NEW | 11k | 139.63 |
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| Corning Incorporated (GLW) | 1.1 | $1.4M | +6% | 5.7k | 255.43 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $1.4M | 4.2k | 327.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.3M | 1.7k | 755.27 |
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| Dell Technologies CL C (DELL) | 0.8 | $1.0M | NEW | 2.4k | 431.46 |
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| Tesla Motors (TSLA) | 0.8 | $1.0M | +10% | 2.4k | 420.60 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.0M | NEW | 1.8k | 580.91 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.0M | +2% | 2.7k | 373.02 |
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| Broadcom (AVGO) | 0.7 | $997k | +3% | 2.6k | 377.75 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $932k | 2.5k | 365.87 |
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| Ishares Tr Us Consm Staples (IYK) | 0.6 | $817k | -9% | 11k | 72.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $771k | +3% | 5.6k | 137.73 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.6 | $762k | -4% | 4.1k | 184.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $760k | 2.1k | 357.37 |
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| ON Semiconductor (ON) | 0.4 | $590k | NEW | 6.2k | 94.54 |
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| Visa Com Cl A (V) | 0.4 | $579k | 1.7k | 343.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $547k | 17k | 31.71 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.4 | $500k | 5.0k | 100.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $497k | 2.1k | 236.62 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.4 | $492k | -24% | 3.1k | 158.71 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $489k | +7% | 1.3k | 368.38 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.4 | $488k | 5.4k | 90.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $429k | +468% | 5.0k | 86.23 |
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| Netflix (NFLX) | 0.3 | $411k | +39% | 5.8k | 71.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $378k | NEW | 7.5k | 50.57 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.3 | $365k | +28% | 13k | 28.17 |
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| Uber Technologies (UBER) | 0.2 | $340k | NEW | 4.7k | 72.16 |
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| Caterpillar (CAT) | 0.2 | $309k | NEW | 290.00 | 1064.90 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $304k | 5.2k | 58.93 |
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| Goldman Sachs (GS) | 0.2 | $294k | 291.00 | 1011.37 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $263k | +23% | 3.6k | 73.41 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $254k | 596.00 | 426.40 |
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| First Tr Exchange-traded SHS (QTEC) | 0.2 | $215k | NEW | 641.00 | 334.80 |
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| Henry Schein (HSIC) | 0.1 | $203k | NEW | 2.4k | 83.52 |
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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 Q2 filed July 16, 2026
- Stone Wealth Partners 2026 Q1 filed May 8, 2026
- Stone Wealth Partners 2025 Q4 filed Feb. 24, 2026