Stone Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Stone Wealth Partners disclosed 63 stock positions valued at approximately $136.76M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, VANGUARD INDEX FDS, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $136.76M
Holdings by Sector
Stone Wealth Partners Portfolio Holdings in Q2 2026
| 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 | Technology | 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 | Technology | 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 | Technology | 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 |
Showing 30 of 63 holdings in the latest reporting period.