Stone Wealth Partners Portfolio Stock Holdings
Stone Wealth Partners disclosed 63 stock positions valued at approximately $136.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VANGUARD INDEX FDS, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $136.8M
Holdings by Sector
Stone Wealth Partners Portfolio Holdings in Q2 2026
62 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 11.64% | 133,745 | -1,121 | -0.83% | $15,914,564 |
| VANGUARD INDEX FDS | VOO | Other | 7.76% | 15,435 | +1,125 | +7.86% | $10,615,418 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.36% | 9,790 | -300 | -2.97% | $7,329,246 |
| VANGUARD INDEX FDS | VTV | Other | 4.25% | 26,701 | +456 | +1.74% | $5,818,949 |
| PIMCO ETF TR | MINT | Other | 4.11% | 55,778 | +4,534 | +8.85% | $5,622,980 |
| ISHARES TR | AGG | Other | 3.97% | 54,789 | -3,055 | -5.28% | $5,423,015 |
| VANGUARD WORLD FD | MGK | Other | 3.94% | 61,221 | +49,461 | +420.59% | $5,382,015 |
| ISHARES TR | IJT | Other | 3.52% | 26,920 | +678 | +2.58% | $4,807,912 |
| ISHARES TR | IWP | Other | 2.93% | 27,376 | +1,340 | +5.15% | $4,008,120 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.86% | 54,876 | +612 | +1.13% | $3,910,170 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 2.53% | 57,850 | +3,478 | +6.40% | $3,455,381 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.39% | 20,206 | +50 | +0.25% | $3,264,077 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.29% | 72,506 | +350 | +0.49% | $3,127,909 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.19% | 2,600 | +82 | +3.26% | $3,001,154 |
| ALPHABET INC | GOOG | Communication Services | 2.06% | 7,968 | -29 | -0.36% | $2,816,579 |
| APPLE INC | AAPL | Technology | 2.02% | 9,565 | -54 | -0.56% | $2,768,832 |
| VANGUARD INDEX FDS | VTI | Other | 1.93% | 7,121 | +1,010 | +16.53% | $2,642,604 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.84% | 5,036 | -121 | -2.35% | $2,519,964 |
| SPDR SERIES TRUST | BIL | Other | 1.74% | 25,995 | +3,803 | +17.14% | $2,382,182 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.66% | 3,553 | -1,049 | -22.79% | $2,269,372 |
| ADVISORSHARES TR | CWS | Other | 1.63% | 32,647 | -397 | -1.20% | $2,227,624 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 1.62% | 2,300 | +31 | +1.37% | $2,219,500 |
| INVESCO QQQ TR | QQQ | Other | 1.55% | 2,870 | +647 | +29.10% | $2,117,345 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.46% | 8,396 | +43 | +0.51% | $2,001,103 |
| META PLATFORMS INC | META | Communication Services | 1.37% | 3,323 | +663 | +24.92% | $1,873,391 |
| LAM RESEARCH CORP | LRCX | Other | 1.31% | 4,137 | +366 | +9.71% | $1,792,686 |
| NVIDIA CORPORATION | NVDA | Technology | 1.19% | 8,154 | -109 | -1.32% | $1,631,809 |
| SANDISK CORP | SNDK | Other | 1.18% | 708 | +708 | +100.00% | $1,609,801 |
| WALMART INC | WMT | Consumer Defensive | 1.12% | 13,576 | +517 | +3.96% | $1,537,895 |
| INTEL CORP | INTC | Technology | 1.09% | 10,698 | -1,990 | -15.68% | $1,493,762 |
| CORNING INC | GLW | Technology | 1.06% | 5,659 | +336 | +6.31% | $1,445,478 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.00% | 4,181 | +27 | +0.65% | $1,369,428 |
| ISHARES TR | IVV | Other | 0.92% | 1,674 | -13 | -0.77% | $1,264,329 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.76% | 2,423 | +2,423 | +100.00% | $1,045,428 |
| TESLA INC | TSLA | Consumer Cyclical | 0.75% | 2,448 | +237 | +10.72% | $1,029,629 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.75% | 1,757 | -460 | -20.75% | $1,020,659 |
| MICROSOFT CORP | MSFT | Technology | 0.74% | 2,721 | +74 | +2.80% | $1,014,992 |
| BROADCOM INC | AVGO | Technology | 0.73% | 2,638 | +78 | +3.05% | $996,505 |
| ISHARES TR | OEF | Other | 0.68% | 2,546 | +12 | +0.47% | $931,505 |
| ISHARES TR | IYK | Other | 0.60% | 11,248 | -1,228 | -9.84% | $817,280 |
| ISHARES TR | IVW | Other | 0.56% | 5,595 | +192 | +3.55% | $770,588 |
| ISHARES TR | IWL | Other | 0.56% | 4,118 | -181 | -4.21% | $761,624 |
| ALPHABET INC | GOOGL | Communication Services | 0.56% | 2,127 | -39 | -1.80% | $760,126 |
| ON SEMICONDUCTOR CORP | ON | Technology | 0.43% | 6,241 | +6,241 | +100.00% | $590,024 |
| VISA INC | V | Financial Services | 0.42% | 1,686 | +7 | +0.42% | $579,007 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.40% | 17,245 | -260 | -1.49% | $546,839 |
| ISHARES TR | SGOV | Other | 0.37% | 4,966 | - | - | $499,927 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.36% | 2,101 | +10 | +0.48% | $497,139 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.36% | 3,097 | -1,016 | -24.70% | $491,512 |
| SPDR GOLD TR | GLD | Other | 0.36% | 1,328 | +93 | +7.53% | $489,209 |
| SPDR SERIES TRUST | SPTM | Other | 0.36% | 5,378 | - | - | $488,269 |
| VANGUARD INDEX FDS | VUG | Other | 0.31% | 4,975 | +4,100 | +468.57% | $428,971 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 5,758 | +1,620 | +39.15% | $411,121 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.28% | 7,470 | +7,470 | +100.00% | $377,758 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.25% | 4,715 | +1,452 | +44.50% | $340,234 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 290 | +290 | +100.00% | $308,821 |
| GLOBAL X FDS | PAVE | Other | 0.22% | 5,157 | -1 | -0.02% | $303,925 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.22% | 291 | - | - | $294,309 |
| VANGUARD BD INDEX FDS | BND | Other | 0.19% | 3,583 | +678 | +23.34% | $263,028 |
| ISHARES TR | IWV | Other | 0.19% | 596 | - | - | $254,134 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.16% | 641 | +641 | +100.00% | $214,605 |
| SCHEIN HENRY INC | HSIC | Healthcare | 0.15% | 2,429 | +2,429 | +100.00% | $202,870 |