Stone Wealth Partners Portfolio Stock Holdings
Stone Wealth Partners disclosed 59 stock positions valued at approximately $111.4 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 March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $111.4M
Holdings by Sector
Stone Wealth Partners Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYG | Other | 11.86% | 134,866 | +7,923 | +6.24% | $13,204,700 |
| VANGUARD INDEX FDS | VOO | Other | 7.68% | 14,310 | +455 | +3.28% | $8,551,108 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.91% | 10,090 | -155 | -1.51% | $6,580,171 |
| ISHARES TR | AGG | Other | 5.16% | 57,844 | +7,129 | +14.06% | $5,742,174 |
| PIMCO ETF TR | MINT | Other | 4.63% | 51,244 | +283 | +0.56% | $5,153,609 |
| VANGUARD INDEX FDS | VTV | Other | 4.62% | 26,245 | -310 | -1.17% | $5,149,269 |
| VANGUARD WORLD FD | MGK | Other | 3.88% | 11,760 | +560 | +5.00% | $4,320,915 |
| ISHARES TR | IJT | Other | 3.41% | 26,242 | +149 | +0.57% | $3,797,480 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.12% | 54,264 | +12,760 | +30.74% | $3,477,247 |
| ISHARES TR | IWP | Other | 3.00% | 26,036 | +1,812 | +7.48% | $3,335,732 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 2.93% | 54,372 | +308 | +0.57% | $3,261,636 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.55% | 72,156 | +7,773 | +12.07% | $2,845,111 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.22% | 5,157 | +850 | +19.74% | $2,471,234 |
| APPLE INC | AAPL | Technology | 2.19% | 9,619 | +913 | +10.49% | $2,441,151 |
| ALPHABET INC | GOOG | Communication Services | 2.06% | 7,997 | -803 | -9.13% | $2,293,900 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 2.03% | 20,156 | +1,223 | +6.46% | $2,259,689 |
| ADVISORSHARES TR | CWS | Other | 1.92% | 33,044 | -837 | -2.47% | $2,139,998 |
| SPDR SERIES TRUST | BIL | Other | 1.83% | 22,192 | -9,828 | -30.69% | $2,033,675 |
| VANGUARD INDEX FDS | VTI | Other | 1.76% | 6,111 | +509 | +9.09% | $1,960,465 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.56% | 8,353 | +279 | +3.46% | $1,739,679 |
| WALMART INC | WMT | Consumer Defensive | 1.46% | 13,059 | +3,859 | +41.95% | $1,625,185 |
| META PLATFORMS INC | META | Communication Services | 1.37% | 2,660 | +6 | +0.23% | $1,521,635 |
| NVIDIA CORPORATION | NVDA | Technology | 1.29% | 8,263 | +694 | +9.17% | $1,441,148 |
| INVESCO QQQ TR | QQQ | Other | 1.15% | 2,223 | -3 | -0.13% | $1,283,224 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.12% | 4,602 | -1,259 | -21.48% | $1,244,795 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 4,154 | -1,714 | -29.21% | $1,221,857 |
| ISHARES TR | IVV | Other | 0.99% | 1,687 | -88 | -4.96% | $1,101,668 |
| MICROSOFT CORP | MSFT | Technology | 0.88% | 2,647 | +512 | +23.98% | $979,840 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 0.82% | 33,354 | -9,534 | -22.23% | $915,901 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.80% | 2,269 | -250 | -9.92% | $891,021 |
| ISHARES TR | IYK | Other | 0.78% | 12,476 | +3,396 | +37.40% | $873,694 |
| TERADYNE INC | TER | Technology | 0.76% | 2,872 | +25 | +0.88% | $851,433 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.76% | 2,518 | +63 | +2.57% | $851,104 |
| TESLA INC | TSLA | Consumer Cyclical | 0.74% | 2,211 | +322 | +17.05% | $821,939 |
| LAM RESEARCH CORP | LRCX | Other | 0.72% | 3,771 | +250 | +7.10% | $806,774 |
| ISHARES TR | OEF | Other | 0.72% | 2,534 | +692 | +37.57% | $805,989 |
| BROADCOM INC | AVGO | Technology | 0.71% | 2,560 | +308 | +13.68% | $792,346 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.68% | 4,225 | +4,225 | +100.00% | $760,291 |
| CORNING INC | GLW | Technology | 0.65% | 5,323 | -719 | -11.90% | $723,768 |
| APPLIED MATLS INC | AMAT | Technology | 0.64% | 2,074 | +2,074 | +100.00% | $708,872 |
| ISHARES TR | IWL | Other | 0.62% | 4,299 | - | - | $689,898 |
| MODERNA INC | MRNA | Healthcare | 0.62% | 13,557 | +13,557 | +100.00% | $688,696 |
| ALPHABET INC | GOOGL | Communication Services | 0.56% | 2,166 | +10 | +0.46% | $622,855 |
| ISHARES TR | IVW | Other | 0.55% | 5,403 | +2,006 | +59.05% | $611,126 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.54% | 4,113 | +2,748 | +201.32% | $602,982 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.48% | 17,505 | +17,505 | +100.00% | $537,053 |
| SPDR GOLD TR | GLD | Other | 0.48% | 1,235 | +42 | +3.52% | $531,408 |
| VISA INC | V | Financial Services | 0.46% | 1,679 | +53 | +3.26% | $507,367 |
| ISHARES TR | SGOV | Other | 0.45% | 4,966 | - | - | $499,878 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.40% | 2,091 | +2,091 | +100.00% | $449,690 |
| SPDR SERIES TRUST | SPTM | Other | 0.38% | 5,378 | - | - | $425,185 |
| NETFLIX INC. | NFLX | Communication Services | 0.36% | 4,138 | -15 | -0.36% | $397,869 |
| VANGUARD INDEX FDS | VUG | Other | 0.34% | 875 | -5 | -0.57% | $382,028 |
| GLOBAL X FDS | PAVE | Other | 0.24% | 5,158 | -904 | -14.91% | $262,091 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.22% | 291 | +19 | +6.99% | $246,183 |
| ISHARES TR | IWV | Other | 0.20% | 596 | - | - | $220,925 |
| VANGUARD BD INDEX FDS | BND | Other | 0.19% | 2,905 | - | - | $213,924 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 1,210 | +1,210 | +100.00% | $205,289 |