Stone Wealth Partners
Portfolio value QoQ: +22.8% 13F does not disclose cash
Top 10 holdings weight50.33%
Top 25 holdings weight78.62%
Positions above 1%32
Effective number of positions25.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.77% Est. buys $16,320,732 · sells $5,912,206
New positions10
Increased33
Decreased16
Closed6
Portfolio value
$136.8M
Positions
63
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 63 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $15,914,564 | 11.64% | 133,745 | $2,709,864 | Down ×1 | ||
| VOO | $10,615,418 | 7.76% | 15,435 | $2,064,310 | Up ×2 | ||
| SPY | $7,329,246 | 5.36% | 9,790 | $749,075 | Down ×2 | ||
| VTV | $5,818,949 | 4.25% | 26,701 | $669,680 | Up ×1 | ||
| MINT | $5,622,980 | 4.11% | 55,778 | $469,371 | Up ×2 | ||
| AGG | $5,423,015 | 3.97% | 54,789 | $-319,159 | Down ×1 | ||
| MGK | $5,382,015 | 3.94% | 61,221 | $1,061,100 | Up ×2 | ||
| IJT | $4,807,912 | 3.52% | 26,920 | $1,010,432 | Up ×2 | ||
| IWP | $4,008,120 | 2.93% | 27,376 | $672,388 | Up ×2 | ||
| VEA | $3,910,170 | 2.86% | 54,876 | $432,923 | Up ×2 | ||
| FTSM | $3,455,381 | 2.53% | 57,850 | $193,745 | Up ×2 | ||
| SPMO | $3,264,077 | 2.39% | 20,206 | $1,004,388 | Up ×2 | ||
| SDVY | $3,127,909 | 2.29% | 72,506 | $282,798 | Up ×2 | ||
| MU | $3,001,154 | 2.19% | 2,600 | $2,150,050 | Up ×2 | ||
| GOOG | $2,816,579 | 2.06% | 7,968 | $522,679 | Down ×2 | ||
| AAPL | $2,768,832 | 2.02% | 9,565 | $327,681 | Down ×1 | ||
| VTI | $2,642,604 | 1.93% | 7,121 | $682,139 | Up ×2 | ||
| BRK-B | $2,519,964 | 1.84% | 5,036 | $48,730 | Down ×1 | ||
| BIL | $2,382,182 | 1.74% | 25,995 | $348,507 | Up ×1 | ||
| WDC | $2,269,372 | 1.66% | 3,553 | $1,024,577 | Down ×2 | ||
| CWS | $2,227,624 | 1.63% | 32,647 | $87,626 | Down ×2 | ||
| STX | $2,219,500 | 1.62% | 2,300 | $1,328,479 | Up ×1 | ||
| QQQ | $2,117,345 | 1.55% | 2,870 | $834,121 | Up ×1 | ||
| AMZN | $2,001,103 | 1.46% | 8,396 | $261,424 | Up ×2 | ||
| META | $1,873,391 | 1.37% | 3,323 | $351,756 | Up ×2 | ||
| LRCX | $1,792,686 | 1.31% | 4,137 | $985,912 | Up ×2 | ||
| NVDA | $1,631,809 | 1.19% | 8,154 | $190,661 | Down ×1 | ||
| SNDK | $1,609,801 | 1.18% | 708 | Up ×1 | |||
| WMT | $1,537,895 | 1.12% | 13,576 | $-87,290 | Up ×2 | ||
| INTC | $1,493,762 | 1.09% | 10,698 | ||||
| GLW | $1,445,478 | 1.06% | 5,659 | $721,710 | Up ×1 | ||
| JPM | $1,369,428 | 1.00% | 4,181 | $147,571 | Up ×1 | ||
| IVV | $1,264,329 | 0.92% | 1,674 | $162,661 | Down ×2 | ||
| DELL | $1,045,428 | 0.76% | 2,423 | Up ×1 | |||
| TSLA | $1,029,629 | 0.75% | 2,448 | $207,690 | Up ×2 | ||
| AMD | $1,020,659 | 0.75% | 1,757 | ||||
| MSFT | $1,014,992 | 0.74% | 2,721 | $35,152 | Up ×2 | ||
| AVGO | $996,505 | 0.73% | 2,638 | $204,159 | Up ×2 | ||
| OEF | $931,505 | 0.68% | 2,546 | $125,516 | Up ×2 | ||
| IYK | $817,280 | 0.60% | 11,248 | $-56,414 | Down ×1 | ||
| IVW | $770,588 | 0.56% | 5,595 | $159,462 | Up ×2 | ||
| IWL | $761,624 | 0.56% | 4,118 | $71,726 | Down ×1 | ||
| GOOGL | $760,126 | 0.56% | 2,127 | $137,271 | Down ×1 | ||
| ON | $590,024 | 0.43% | 6,241 | Up ×1 | |||
| V | $579,007 | 0.42% | 1,686 | $71,640 | Up ×2 | ||
| SCHD | $546,839 | 0.40% | 17,245 | $9,786 | Down ×1 | ||
| SGOV | $499,927 | 0.37% | 4,966 | $49 | |||
| VIG | $497,139 | 0.36% | 2,101 | $47,449 | Up ×1 | ||
| XLV | $491,512 | 0.36% | 3,097 | $-111,470 | Down ×1 | ||
| GLD | $489,209 | 0.36% | 1,328 | $-42,199 | Up ×2 | ||
| SPTM | $488,269 | 0.36% | 5,378 | $63,084 | |||
| VUG | $428,971 | 0.31% | 4,975 | $46,943 | Up ×1 | ||
| NFLX | $411,121 | 0.30% | 5,758 | $13,252 | Up ×1 | ||
| JPST | $377,758 | 0.28% | 7,470 | Up ×1 | |||
| OAKM | $365,140 | 0.27% | 12,962 | $86,099 | Up ×1 | ||
| UBER | $340,234 | 0.25% | 4,715 | ||||
| CAT | $308,821 | 0.23% | 290 | Up ×1 | |||
| PAVE | $303,925 | 0.22% | 5,157 | $41,834 | Down ×2 | ||
| GS | $294,309 | 0.22% | 291 | $48,126 | |||
| BND | $263,028 | 0.19% | 3,583 | $49,104 | Up ×1 | ||
| IWV | $254,134 | 0.19% | 596 | $33,209 | |||
| QTEC | $214,605 | 0.16% | 641 | Up ×1 | |||
| HSIC | $202,870 | 0.15% | 2,429 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DIA | March 31, 2026 | 2,146 | $1,033,388 | |
| WBD | June 30, 2026 | 33,354 | $915,901 | 16.1% |
| TER | June 30, 2026 | 2,872 | $851,433 | -8.1% |
| ALB | June 30, 2026 | 4,225 | $760,291 | -22.7% |
| AMAT | June 30, 2026 | 2,074 | $708,872 | -25.0% |
| MRNA | June 30, 2026 | 13,557 | $688,696 | 190.2% |
| NEM | March 31, 2026 | 5,874 | $586,519 | 7.0% |
| AMD | March 31, 2026 | 2,217 | $474,793 | 210.5% |
| INTC | March 31, 2026 | 12,688 | $468,191 | 163.3% |
| QSR | March 31, 2026 | 5,068 | $348,932 | -5.5% |
| BTI | March 31, 2026 | 5,621 | $318,261 | -9.6% |
| HHH | March 31, 2026 | 3,521 | $280,870 | 13.3% |
| UBER | March 31, 2026 | 3,263 | $266,620 | -3.4% |
| EOG | March 31, 2026 | 2,480 | $260,425 | -0.3% |
| BAX | March 31, 2026 | 12,424 | $237,543 | 44.2% |
| HLT | March 31, 2026 | 809 | $232,385 | 4.0% |
| BN | March 31, 2026 | 4,848 | $222,475 | -9.0% |
| CP | March 31, 2026 | 2,860 | $210,582 | 9.1% |
| NKE | March 31, 2026 | 3,257 | $208,942 | -35.7% |
| XOM | June 30, 2026 | 1,210 | $205,289 | 20.0% |
| CMG | March 31, 2026 | 5,528 | $204,536 | -3.6% |