Stone Wealth Partners

Stone Wealth Partners as of June 30, 2026

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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $11M 15k 687.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.4 $7.3M 9.8k 748.65
Vanguard Index Fds Value Etf (VTV) 4.3 $5.8M 27k 217.93
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.1 $5.6M 56k 100.81
Ishares Tr Core Us Aggbd Et (AGG) 4.0 $5.4M 55k 98.98
Vanguard World Mega Grwth Ind (MGK) 3.9 $5.4M 61k 87.91
Ishares Tr S&P SML 600 GWT (IJT) 3.5 $4.8M 27k 178.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.9 $4.0M 27k 146.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.9M 55k 71.25
First Tr Exchange-traded First Tr Enh New (FTSM) 2.5 $3.5M 58k 59.73
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.4 $3.3M 20k 161.54
First Tr Exchange Traded Smid Risng Etf (SDVY) 2.3 $3.1M 73k 43.14
Micron Technology (MU) 2.2 $3.0M 2.6k 1154.29
Alphabet Cap Stk Cl C (GOOG) 2.1 $2.8M 8.0k 353.49
Apple (AAPL) 2.0 $2.8M 9.6k 289.48
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.6M 7.1k 371.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.5M 5.0k 500.39
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.7 $2.4M 26k 91.64
Western Digital (WDC) 1.7 $2.3M 3.6k 638.72
Advisorshares Tr Advisorshs Etf (CWS) 1.6 $2.2M 33k 68.23
Seagate Technology Hldngs Pl Ord Shs (STX) 1.6 $2.2M 2.3k 965.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.1M 2.9k 737.75
Amazon (AMZN) 1.5 $2.0M 8.4k 238.34
Meta Platforms Cl A (META) 1.4 $1.9M 3.3k 563.76
Lam Research Corp Com New (LRCX) 1.3 $1.8M 4.1k 433.33
NVIDIA Corporation (NVDA) 1.2 $1.6M 8.2k 200.12
Sandisk Corp (SNDK) 1.2 $1.6M 708.00 2273.73
Wal-Mart Stores (WMT) 1.1 $1.5M 14k 113.28
Intel Corporation (INTC) 1.1 $1.5M 11k 139.63
Corning Incorporated (GLW) 1.1 $1.4M 5.7k 255.43
JPMorgan Chase & Co. (JPM) 1.0 $1.4M 4.2k 327.54
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.3M 1.7k 755.27
Dell Technologies CL C (DELL) 0.8 $1.0M 2.4k 431.46
Tesla Motors (TSLA) 0.8 $1.0M 2.4k 420.60
Advanced Micro Devices (AMD) 0.7 $1.0M 1.8k 580.91
Microsoft Corporation (MSFT) 0.7 $1.0M 2.7k 373.02
Broadcom (AVGO) 0.7 $997k 2.6k 377.75
Ishares Tr S&p 100 Etf (OEF) 0.7 $932k 2.5k 365.87
Ishares Tr Us Consm Staples (IYK) 0.6 $817k 11k 72.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $771k 5.6k 137.73
Ishares Tr Rus Top 200 Etf (IWL) 0.6 $762k 4.1k 184.95
Alphabet Cap Stk Cl A (GOOGL) 0.6 $760k 2.1k 357.37
ON Semiconductor (ON) 0.4 $590k 6.2k 94.54
Visa Com Cl A (V) 0.4 $579k 1.7k 343.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $547k 17k 31.71
Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $500k 5.0k 100.67
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $497k 2.1k 236.62
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $492k 3.1k 158.71
Spdr Gold Tr Gold Shs (GLD) 0.4 $489k 1.3k 368.38
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.4 $488k 5.4k 90.79
Vanguard Index Fds Growth Etf (VUG) 0.3 $429k 5.0k 86.23
Netflix (NFLX) 0.3 $411k 5.8k 71.40
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $378k 7.5k 50.57
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.3 $365k 13k 28.17
Uber Technologies (UBER) 0.2 $340k 4.7k 72.16
Caterpillar (CAT) 0.2 $309k 290.00 1064.90
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $304k 5.2k 58.93
Goldman Sachs (GS) 0.2 $294k 291.00 1011.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $263k 3.6k 73.41
Ishares Tr Russell 3000 Etf (IWV) 0.2 $254k 596.00 426.40
First Tr Exchange-traded SHS (QTEC) 0.2 $215k 641.00 334.80
Henry Schein (HSIC) 0.1 $203k 2.4k 83.52