Stone Wealth Partners — 13F Holdings & Portfolio
CIK 1813454 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$111.4M
Long-equity book
Holdings
59
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+6 / −15 / ↑16 / ↓17
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$884.5K +34.1%
- ISHARES TR$676.8K +13.4%
- WALMART INC$598.1K +58.2%
- SELECT SECTOR SPDR TR$391.7K +185.4%
- FIRST TR EXCHANGE TRADED FD$378.0K +15.3%
Top Trims
- SPDR SERIES TRUST-$892.3K -30.5%
- JPMORGAN CHASE & CO-$668.8K -35.4%
- ALPHABET INC-$467.6K -16.9%
- STATE STR SPDR S&P 500 ETF T-$406.0K -5.8%
- WARNER BROS DISCOVERY INC-$320.1K -25.9%
New Positions
- ALBEMARLE CORP$760.3K
- APPLIED MATLS INC$708.9K
- MODERNA INC$688.7K
- SCHWAB STRATEGIC TR$537.1K
- VANGUARD SPECIALIZED FUNDS$449.7K
Exited Positions
- SPDR DOW JONES INDL AVERAGE$1.0M
- NEWMONT CORP$586.5K
- ADVANCED MICRO DEVICES INC$474.8K
- INTEL CORP$468.2K
- RESTAURANT BRANDS INTL INC$348.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYG | 78464A409 | $13.2M | 11.86% | 134,866 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $8.6M | 7.68% | 14,310 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.6M | 5.91% | 10,090 | SH |
| 4 | ISHARES TR | AGG | 464287226 | $5.7M | 5.16% | 57,844 | SH |
| 5 | PIMCO ETF TR | MINT | 72201R833 | $5.2M | 4.63% | 51,244 | SH |
| 6 | VANGUARD INDEX FDS | VTV | 922908744 | $5.1M | 4.62% | 26,245 | SH |
| 7 | VANGUARD WORLD FD | MGK | 921910816 | $4.3M | 3.88% | 11,760 | SH |
| 8 | ISHARES TR | IJT | 464287887 | $3.8M | 3.41% | 26,242 | SH |
| 9 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.5M | 3.12% | 54,264 | SH |
| 10 | ISHARES TR | IWP | 464287481 | $3.3M | 3.00% | 26,036 | SH |
| 11 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $3.3M | 2.93% | 54,372 | SH |
| 12 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $2.8M | 2.55% | 72,156 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.5M | 2.22% | 5,157 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $2.4M | 2.19% | 9,619 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $2.3M | 2.06% | 7,997 | SH |
| 16 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $2.3M | 2.03% | 20,156 | SH |
| 17 | ADVISORSHARES TR | CWS | 00768Y560 | $2.1M | 1.92% | 33,044 | SH |
| 18 | SPDR SERIES TRUST | BIL | 78468R663 | $2.0M | 1.83% | 22,192 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $2.0M | 1.76% | 6,111 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 1.56% | 8,353 | SH |
| 21 | WALMART INC | WMT | 931142103 | $1.6M | 1.46% | 13,059 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $1.5M | 1.37% | 2,660 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.4M | 1.29% | 8,263 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $1.3M | 1.15% | 2,223 | SH |
| 25 | WESTERN DIGITAL CORP | WDC | 958102105 | $1.2M | 1.12% | 4,602 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 1.10% | 4,154 | SH |
| 27 | ISHARES TR | IVV | 464287200 | $1.1M | 0.99% | 1,687 | SH |
| 28 | MICROSOFT CORP | MSFT | 594918104 | $979.8K | 0.88% | 2,647 | SH |
| 29 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $915.9K | 0.82% | 33,354 | SH |
| 30 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $891.0K | 0.80% | 2,269 | SH |
| 31 | ISHARES TR | IYK | 464287812 | $873.7K | 0.78% | 12,476 | SH |
| 32 | TERADYNE INC | TER | 880770102 | $851.4K | 0.76% | 2,872 | SH |
| 33 | MICRON TECHNOLOGY INC | MU | 595112103 | $851.1K | 0.76% | 2,518 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $821.9K | 0.74% | 2,211 | SH |
| 35 | LAM RESEARCH CORP | LRCX | 512807306 | $806.8K | 0.72% | 3,771 | SH |
| 36 | ISHARES TR | OEF | 464287101 | $806.0K | 0.72% | 2,534 | SH |
| 37 | BROADCOM INC | AVGO | 11135F101 | $792.3K | 0.71% | 2,560 | SH |
| 38 | ALBEMARLE CORP | ALB | 012653101 | $760.3K | 0.68% | 4,225 | SH |
| 39 | CORNING INC | GLW | 219350105 | $723.8K | 0.65% | 5,323 | SH |
| 40 | APPLIED MATLS INC | AMAT | 038222105 | $708.9K | 0.64% | 2,074 | SH |
| 41 | ISHARES TR | IWL | 464289446 | $689.9K | 0.62% | 4,299 | SH |
| 42 | MODERNA INC | MRNA | 60770K107 | $688.7K | 0.62% | 13,557 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $622.9K | 0.56% | 2,166 | SH |
| 44 | ISHARES TR | IVW | 464287309 | $611.1K | 0.55% | 5,403 | SH |
| 45 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $603.0K | 0.54% | 4,113 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $537.1K | 0.48% | 17,505 | SH |
| 47 | SPDR GOLD TR | GLD | 78463V107 | $531.4K | 0.48% | 1,235 | SH |
| 48 | VISA INC | V | 92826C839 | $507.4K | 0.46% | 1,679 | SH |
| 49 | ISHARES TR | SGOV | 46436E718 | $499.9K | 0.45% | 4,966 | SH |
| 50 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $449.7K | 0.40% | 2,091 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $111.4M | 59 | 0001754960-26-000370 |
| 2025-12-31 | 2026-02-24 | $112.3M | 68 | 0001754960-26-000192 |