Stone Wealth Partners

Stone Wealth Partners as of March 31, 2026

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 135k 97.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $8.6M 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 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
Vanguard World Mega Grwth Ind (MGK) 3.9 $4.3M 12k 367.42
Ishares Tr S&P SML 600 GWT (IJT) 3.4 $3.8M 26k 144.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $3.5M 54k 64.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $3.3M 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 72k 39.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.5M 5.2k 479.20
Apple (AAPL) 2.2 $2.4M 9.6k 253.78
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.3M 8.0k 286.85
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.0 $2.3M 20k 112.11
Advisorshares Tr Advisorshs Etf (CWS) 1.9 $2.1M 33k 64.76
Spdr Series Trust State Street Spd (BIL) 1.8 $2.0M 22k 91.64
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.0M 6.1k 320.81
Amazon (AMZN) 1.6 $1.7M 8.4k 208.27
Wal-Mart Stores (WMT) 1.5 $1.6M 13k 124.45
Meta Platforms Cl A (META) 1.4 $1.5M 2.7k 572.04
NVIDIA Corporation (NVDA) 1.3 $1.4M 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 4.6k 270.49
JPMorgan Chase & Co. (JPM) 1.1 $1.2M 4.2k 294.14
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.1M 1.7k 653.03
Microsoft Corporation (MSFT) 0.9 $980k 2.6k 370.17
Warner Bros Discovery Com Ser A (WBD) 0.8 $916k 33k 27.46
Seagate Technology Hldngs Pl Ord Shs (STX) 0.8 $891k 2.3k 392.69
Ishares Tr Us Consm Staples (IYK) 0.8 $874k 13k 70.03
Teradyne (TER) 0.8 $851k 2.9k 296.46
Micron Technology (MU) 0.8 $851k 2.5k 338.01
Tesla Motors (TSLA) 0.7 $822k 2.2k 371.75
Lam Research Corp Com New (LRCX) 0.7 $807k 3.8k 213.94
Ishares Tr S&p 100 Etf (OEF) 0.7 $806k 2.5k 318.07
Broadcom (AVGO) 0.7 $792k 2.6k 309.51
Albemarle Corporation (ALB) 0.7 $760k 4.2k 179.95
Corning Incorporated (GLW) 0.6 $724k 5.3k 135.97
Applied Materials (AMAT) 0.6 $709k 2.1k 341.79
Ishares Tr Rus Top 200 Etf (IWL) 0.6 $690k 4.3k 160.48
Moderna (MRNA) 0.6 $689k 14k 50.80
Alphabet Cap Stk Cl A (GOOGL) 0.6 $623k 2.2k 287.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $611k 5.4k 113.11
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $603k 4.1k 146.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $537k 18k 30.68
Spdr Gold Tr Gold Shs (GLD) 0.5 $531k 1.2k 430.29
Visa Com Cl A (V) 0.5 $507k 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 2.1k 215.06
Spdr Series Trust State Street Spd (SPTM) 0.4 $425k 5.4k 79.06
Netflix (NFLX) 0.4 $398k 4.1k 96.15
Vanguard Index Fds Growth Etf (VUG) 0.3 $382k 875.00 436.60
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.3 $279k 10k 27.57
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $262k 5.2k 50.81
Goldman Sachs (GS) 0.2 $246k 291.00 845.99
Ishares Tr Russell 3000 Etf (IWV) 0.2 $221k 596.00 370.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $214k 2.9k 73.64
Exxon Mobil Corporation (XOM) 0.2 $205k 1.2k 169.66