Stone Wealth Partners

Stone Wealth Partners as of Dec. 31, 2025

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