Stone Wealth Partners
CIK 1813454 · View on SEC EDGAR ↗
- Portfolio value
- $136.8M
- Positions
- 63
- As of
- June 30, 2026
#7,670 of 9,443 by 13F value · top 81.2%
Portfolio value QoQ: +22.8% 13F does not disclose cash
- Top 10 holdings weight
- 50.33%
- Top 25 holdings weight
- 78.62%
- Positions above 1%
- 32
- Effective number of positions
- 25.6
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 positions
- 10
- Increased
- 33
- Decreased
- 16
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
15.7%
Communication Services
4.3%
Retail
2.6%
Industrials
1.5%
Financials
1.0%
Consumer Discretionary
0.8%
Financial Services
0.6%
Health Care
0.1%
Other/Unmapped
73.4%
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 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 iShares S&P SmallCap 600 Growth ETF | $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 First Trust Enhanced Short Maturity ETF | $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 First Trust SMID Cap Rising Dividend Achievers ETF | $3,127,909 | 2.29% | 72,506 | $282,798 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $3,001,154 | 2.19% | 2,600 | $2,150,050 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,816,579 | 2.06% | 7,968 | $522,679 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,768,832 | 2.02% | 9,565 | $327,681 | Down ×1 | ||
| VTI | $2,642,604 | 1.93% | 7,121 | $682,139 | Up ×2 | ||
| BRKB | $2,519,964 | 1.84% | 5,036 | $48,730 | Down ×1 | ||
| BIL | $2,382,182 | 1.74% | 25,995 | $348,507 | Up ×1 | ||
| WDC Western Digital Corporation - Common Stock | $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 Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $2,219,500 | 1.62% | 2,300 | $1,328,479 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,117,345 | 1.55% | 2,870 | $834,121 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,001,103 | 1.46% | 8,396 | $261,424 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,873,391 | 1.37% | 3,323 | $351,756 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1,792,686 | 1.31% | 4,137 | $985,912 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,631,809 | 1.19% | 8,154 | $190,661 | Down ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $1,609,801 | 1.18% | 708 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $1,537,895 | 1.12% | 13,576 | $-87,290 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $1,493,762 | 1.09% | 10,698 | ||||
| GLW Corning Incorporated Common Stock | $1,445,478 | 1.06% | 5,659 | $721,710 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,369,428 | 1.00% | 4,181 | $147,571 | Up ×1 | ||
| IVV | $1,264,329 | 0.92% | 1,674 | $162,661 | Down ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1,045,428 | 0.76% | 2,423 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1,029,629 | 0.75% | 2,448 | $207,690 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,020,659 | 0.75% | 1,757 | ||||
| MSFT Microsoft Corporation - Common Stock | $1,014,992 | 0.74% | 2,721 | $35,152 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $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 Alphabet Inc. - Class A Common Stock | $760,126 | 0.56% | 2,127 | $137,271 | Down ×1 | ||
| ON ON Semiconductor Corporation - Common Stock | $590,024 | 0.43% | 6,241 | Up ×1 | |||
| V Visa Inc. | $579,007 | 0.42% | 1,686 | $71,640 | Up ×2 | ||
| SCHD | $546,839 | 0.40% | 17,245 | $9,786 | Down ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $499,927 | 0.37% | 4,966 | $49 | |||
| VIG | $497,139 | 0.36% | 2,101 | $47,449 | Up ×1 | ||
| XLV 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 Netflix, Inc. - Common Stock | $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 Uber Technologies, Inc. Common Stock | $340,234 | 0.25% | 4,715 | ||||
| CAT Caterpillar, Inc. Common Stock | $308,821 | 0.23% | 290 | Up ×1 | |||
| PAVE | $303,925 | 0.22% | 5,157 | $41,834 | Down ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $294,309 | 0.22% | 291 | $48,126 | |||
| BND Vanguard Total Bond Market ETF | $263,028 | 0.19% | 3,583 | $49,104 | Up ×1 | ||
| IWV | $254,134 | 0.19% | 596 | $33,209 | |||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $214,605 | 0.16% | 641 | Up ×1 | |||
| HSIC Henry Schein, Inc. - Common Stock | $202,870 | 0.15% | 2,429 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYG | Trimmed | -1K | +$2.7M |
| MU | Bought more | +82 | +$2.2M |
| VOO | Bought more | +1K | +$2.1M |
| STX | Bought more | +31 | +$1.3M |
| MGK | Bought more | +49K | +$1.1M |
| WDC | Trimmed | -1K | +$1.0M |
| IJT | Bought more | +678 | +$1.0M |
| SPMO | Bought more | +50 | +$1.0M |
| LRCX | Bought more | +366 | +$986K |
| QQQ | Bought more | +647 | +$834K |
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 | No longer tracked |
| WBD | June 30, 2026 | 33,354 | $915,901 | 7.4% |
| TER | June 30, 2026 | 2,872 | $851,433 | -20.5% |
| ALB | June 30, 2026 | 4,225 | $760,291 | -2.3% |
| AMAT | June 30, 2026 | 2,074 | $708,872 | -31.6% |
| MRNA | June 30, 2026 | 13,557 | $688,696 | 92.7% |
| NEM | March 31, 2026 | 5,874 | $586,519 | 15.2% |
| AMD | March 31, 2026 | 2,217 | $474,793 | 128.2% |
| INTC | March 31, 2026 | 12,688 | $468,191 | 108.8% |
| QSR | March 31, 2026 | 5,068 | $348,932 | 6.0% |
| BTI | March 31, 2026 | 5,621 | $318,261 | -4.4% |
| HHH | March 31, 2026 | 3,521 | $280,870 | 6.6% |
| UBER | March 31, 2026 | 3,263 | $266,620 | 5.6% |
| EOG | March 31, 2026 | 2,480 | $260,425 | 4.1% |
| BAX | March 31, 2026 | 12,424 | $237,543 | 58.1% |
| HLT | March 31, 2026 | 809 | $232,385 | 10.1% |
| BN | March 31, 2026 | 4,848 | $222,475 | 5.1% |
| CP | March 31, 2026 | 2,860 | $210,582 | 21.0% |
| NKE | March 31, 2026 | 3,257 | $208,942 | -22.5% |
| XOM | June 30, 2026 | 1,210 | $205,289 | 22.8% |
| CMG | March 31, 2026 | 5,528 | $204,536 | 9.5% |