Stone Wealth Partners

CIK 1813454 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +22.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas50,33%

Bobot 25 kepemilikan teratas78,62%

Posisi di atas 1%32

Jumlah posisi efektif25,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,77% Perkiraan pembelian $16.320.732 · penjualan $5.912.206

Posisi baru10

Meningkat33

Menurun16

Tertutup6

Nilai Portofolio $136.8M #7.703 dari 9.337 berdasarkan nilai 13F · top 82.5%

Posisi 63

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 15,7%

Communication Services 4,3%

Financials 3,5%

Retail 2,6%

Industrials 1,5%

Consumer Discretionary 0,8%

Health Care 0,1%

Lainnya/Tidak terpetakan 71,5%

Portofolio lengkap 63 posisi

					Rentetan
SPYG SPDR SERIES TRUST	$15.914.564	11,64%	133.745	$2.709.864	Turun ×1
VOO VANGUARD INDEX FUNDS	$10.615.418	7,76%	15.435	$2.064.310	Naik ×2
SPY SPY	$7.329.246	5,36%	9.790	$749.075	Turun ×2
VTV VANGUARD INDEX FUNDS	$5.818.949	4,25%	26.701	$669.680	Naik ×1
MINT PIMCO ETF Trust	$5.622.980	4,11%	55.778	$469.371	Naik ×2
AGG iShares Trust	$5.423.015	3,97%	54.789	$-319.159	Turun ×1
MGK VANGUARD WORLD FUND	$5.382.015	3,94%	61.221	$1.061.100	Naik ×2
IJT iShares S&P SmallCap 600 Growth ETF	$4.807.912	3,52%	26.920	$1.010.432	Naik ×2
IWP iShares Trust	$4.008.120	2,93%	27.376	$672.388	Naik ×2
VEA VANGUARD TAX-MANAGED FUNDS	$3.910.170	2,86%	54.876	$432.923	Naik ×2
FTSM First Trust Enhanced Short Maturity ETF	$3.455.381	2,53%	57.850	$193.745	Naik ×2
SPMO Invesco Exchange-Traded Fund Trust II	$3.264.077	2,39%	20.206	$1.004.388	Naik ×2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$3.127.909	2,29%	72.506	$282.798	Naik ×2
MU Micron Technology, Inc. - Common Stock	$3.001.154	2,19%	2.600	$2.150.050	Naik ×2
GOOG Alphabet Inc. - Class C Capital Stock	$2.816.579	2,06%	7.968	$522.679	Turun ×2
AAPL Apple Inc. - Common Stock	$2.768.832	2,02%	9.565	$327.681	Turun ×1
VTI VANGUARD INDEX FUNDS	$2.642.604	1,93%	7.121	$682.139	Naik ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$2.519.964	1,84%	5.036	$48.730	Turun ×1
BIL SPDR SERIES TRUST	$2.382.182	1,74%	25.995	$348.507	Naik ×1
WDC Western Digital Corporation - Common Stock	$2.269.372	1,66%	3.553	$1.024.577	Turun ×2
CWS AdvisorShares Trust	$2.227.624	1,63%	32.647	$87.626	Turun ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland)	$2.219.500	1,62%	2.300	$1.328.479	Naik ×1
QQQ Invesco QQQ Trust, Series 1	$2.117.345	1,55%	2.870	$834.121	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$2.001.103	1,46%	8.396	$261.424	Naik ×2
META Meta Platforms, Inc. - Class A Common Stock	$1.873.391	1,37%	3.323	$351.756	Naik ×2
LRCX Lam Research Corporation - Common Stock	$1.792.686	1,31%	4.137	$985.912	Naik ×2
NVDA NVIDIA Corporation - Common Stock	$1.631.809	1,19%	8.154	$190.661	Turun ×1
SNDK Sandisk Corporation - Common Stock	$1.609.801	1,18%	708		Naik ×1
WMT Walmart Inc. - Common Stock	$1.537.895	1,12%	13.576	$-87.290	Naik ×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	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$1.369.428	1,00%	4.181	$147.571	Naik ×1
IVV iShares Trust	$1.264.329	0,92%	1.674	$162.661	Turun ×2
DELL Dell Technologies Inc. Class C Common Stock	$1.045.428	0,76%	2.423		Naik ×1
TSLA Tesla, Inc. - Common Stock	$1.029.629	0,75%	2.448	$207.690	Naik ×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	Naik ×2
AVGO Broadcom Inc. - Common Stock	$996.505	0,73%	2.638	$204.159	Naik ×2
OEF iShares Trust	$931.505	0,68%	2.546	$125.516	Naik ×2
IYK iShares Trust	$817.280	0,60%	11.248	$-56.414	Turun ×1
IVW iShares Trust	$770.588	0,56%	5.595	$159.462	Naik ×2
IWL iShares Trust	$761.624	0,56%	4.118	$71.726	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$760.126	0,56%	2.127	$137.271	Turun ×1
ON ON Semiconductor Corporation - Common Stock	$590.024	0,43%	6.241		Naik ×1
V Visa Inc.	$579.007	0,42%	1.686	$71.640	Naik ×2
SCHD SCHWAB STRATEGIC TRUST	$546.839	0,40%	17.245	$9.786	Turun ×1
SGOV iShares Trust	$499.927	0,37%	4.966	$49
VIG VANGUARD SPECIALIZED FUNDS	$497.139	0,36%	2.101	$47.449	Naik ×1
XLV SELECT SECTOR SPDR TRUST	$491.512	0,36%	3.097	$-111.470	Turun ×1
GLD SPDR Gold Shares	$489.209	0,36%	1.328	$-42.199	Naik ×2
SPTM SPDR SERIES TRUST	$488.269	0,36%	5.378	$63.084
VUG VANGUARD INDEX FUNDS	$428.971	0,31%	4.975	$46.943	Naik ×1
NFLX Netflix, Inc. - Common Stock	$411.121	0,30%	5.758	$13.252	Naik ×1
JPST J.P. Morgan Exchange-Traded Fund Trust	$377.758	0,28%	7.470		Naik ×1
OAKM Harris Oakmark ETF Trust	$365.140	0,27%	12.962	$86.099	Naik ×1
UBER Uber Technologies, Inc. Common Stock	$340.234	0,25%	4.715
CAT Caterpillar, Inc. Common Stock	$308.821	0,23%	290		Naik ×1
PAVE Global X Funds	$303.925	0,22%	5.157	$41.834	Turun ×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	Naik ×1
IWV iShares Trust	$254.134	0,19%	596	$33.209
QTEC First Trust NASDAQ-100-Technology Sector Index Fund	$214.605	0,16%	641		Naik ×1
HSIC Henry Schein, Inc. - Common Stock	$202.870	0,15%	2.429		Naik ×1
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
SNDK	$1.609.801	708	1,18%
INTC	$1.493.762	10.698	1,09%
DELL	$1.045.428	2.423	0,76%
AMD	$1.020.659	1.757	0,75%
ON	$590.024	6.241	0,43%
JPST	$377.758	7.470	0,28%
UBER	$340.234	4.715	0,25%
CAT	$308.821	290	0,23%
QTEC	$214.605	641	0,16%
HSIC	$202.870	2.429	0,15%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
SPYG	Dipangkas	-1K	+$2.7M
MU	Beli lebih banyak	+82	+$2.2M
VOO	Beli lebih banyak	+1K	+$2.1M
STX	Beli lebih banyak	+31	+$1.3M
MGK	Beli lebih banyak	+49K	+$1.1M
WDC	Dipangkas	-1K	+$1.0M
IJT	Beli lebih banyak	+678	+$1.0M
SPMO	Beli lebih banyak	+50	+$1.0M
LRCX	Beli lebih banyak	+366	+$986K
QQQ	Beli lebih banyak	+647	+$834K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
DIA	31 Maret 2026	2.146	$1.033.388
WBD	30 Juni 2026	33.354	$915.901	16,1%
TER	30 Juni 2026	2.872	$851.433	-7,2%
ALB	30 Juni 2026	4.225	$760.291	-22,5%
AMAT	30 Juni 2026	2.074	$708.872	-25,3%
MRNA	30 Juni 2026	13.557	$688.696	171,3%
NEM	31 Maret 2026	5.874	$586.519	6,8%
AMD	31 Maret 2026	2.217	$474.793	211,6%
INTC	31 Maret 2026	12.688	$468.191	170,4%
QSR	31 Maret 2026	5.068	$348.932	-5,4%
BTI	31 Maret 2026	5.621	$318.261	-10,0%
HHH	31 Maret 2026	3.521	$280.870	12,3%
UBER	31 Maret 2026	3.263	$266.620	-5,3%
EOG	31 Maret 2026	2.480	$260.425	-2,2%
BAX	31 Maret 2026	12.424	$237.543	39,8%
HLT	31 Maret 2026	809	$232.385	5,0%
BN	31 Maret 2026	4.848	$222.475	-8,8%
CP	31 Maret 2026	2.860	$210.582	9,3%
NKE	31 Maret 2026	3.257	$208.942	-35,9%
XOM	30 Juni 2026	1.210	$205.289	20,0%
CMG	31 Maret 2026	5.528	$204.536	1,1%