Stone Wealth Partners — 13F Holdings & Portfolio
CIK 1813454 · latest 13F-HR filed 2026-07-16
Stone Wealth Partners manages $136.8M in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYG (11.64%), VOO (7.76%), SPY (5.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 6, added to 42, and trimmed 5.
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.
SUITE 310
LAFAYETTE, LA 70503
$136.8M
Long-equity book
63
Distinct positions
2026-06-30
Filed 2026-07-16
+10 / −6 / ↑42 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$2.7M +20.5%
- MICRON TECHNOLOGY INC$2.2M +252.6%
- VANGUARD INDEX FDS$2.1M +24.1%
- SEAGATE TECHNOLOGY HLDNGS PL$1.3M +149.1%
- VANGUARD WORLD FD$1.1M +24.6%
Top Trims
- ISHARES TR-$319.2K -5.6%
- SELECT SECTOR SPDR TR-$111.5K -18.5%
- WALMART INC-$87.3K -5.4%
- ISHARES TR-$56.4K -6.5%
- SPDR GOLD TR-$42.2K -7.9%
New Positions
- SANDISK CORP$1.6M
- INTEL CORP$1.5M
- DELL TECHNOLOGIES INC$1.0M
- ADVANCED MICRO DEVICES INC$1.0M
- ON SEMICONDUCTOR CORP$590.0K
Exited Positions
- WARNER BROS DISCOVERY INC$915.9K
- TERADYNE INC$851.4K
- ALBEMARLE CORP$760.3K
- APPLIED MATLS INC$708.9K
- MODERNA INC$688.7K
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 | $15.9M | 11.64% | 133,745 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $10.6M | 7.76% | 15,435 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.3M | 5.36% | 9,790 | SH |
| 4 | VANGUARD INDEX FDS | VTV | 922908744 | $5.8M | 4.25% | 26,701 | SH |
| 5 | PIMCO ETF TR | MINT | 72201R833 | $5.6M | 4.11% | 55,778 | SH |
| 6 | ISHARES TR | AGG | 464287226 | $5.4M | 3.97% | 54,789 | SH |
| 7 | VANGUARD WORLD FD | MGK | 921910816 | $5.4M | 3.94% | 61,221 | SH |
| 8 | ISHARES TR | IJT | 464287887 | $4.8M | 3.52% | 26,920 | SH |
| 9 | ISHARES TR | IWP | 464287481 | $4.0M | 2.93% | 27,376 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.9M | 2.86% | 54,876 | SH |
| 11 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $3.5M | 2.53% | 57,850 | SH |
| 12 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $3.3M | 2.39% | 20,206 | SH |
| 13 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $3.1M | 2.29% | 72,506 | SH |
| 14 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.0M | 2.19% | 2,600 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $2.8M | 2.06% | 7,968 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.8M | 2.02% | 9,565 | SH |
| 17 | VANGUARD INDEX FDS | VTI | 922908769 | $2.6M | 1.93% | 7,121 | SH |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.5M | 1.84% | 5,036 | SH |
| 19 | SPDR SERIES TRUST | BIL | 78468R663 | $2.4M | 1.74% | 25,995 | SH |
| 20 | WESTERN DIGITAL CORP | WDC | 958102105 | $2.3M | 1.66% | 3,553 | SH |
| 21 | ADVISORSHARES TR | CWS | 00768Y560 | $2.2M | 1.63% | 32,647 | SH |
| 22 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $2.2M | 1.62% | 2,300 | SH |
| 23 | INVESCO QQQ TR | QQQ | 46090E103 | $2.1M | 1.55% | 2,870 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $2.0M | 1.46% | 8,396 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $1.9M | 1.37% | 3,323 | SH |
| 26 | LAM RESEARCH CORP | LRCX | 512807306 | $1.8M | 1.31% | 4,137 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.6M | 1.19% | 8,154 | SH |
| 28 | SANDISK CORP | SNDK | 80004C200 | $1.6M | 1.18% | 708 | SH |
| 29 | WALMART INC | WMT | 931142103 | $1.5M | 1.12% | 13,576 | SH |
| 30 | INTEL CORP | INTC | 458140100 | $1.5M | 1.09% | 10,698 | SH |
| 31 | CORNING INC | GLW | 219350105 | $1.4M | 1.06% | 5,659 | SH |
| 32 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.4M | 1.00% | 4,181 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $1.3M | 0.92% | 1,674 | SH |
| 34 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $1.0M | 0.76% | 2,423 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $1.0M | 0.75% | 2,448 | SH |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.0M | 0.75% | 1,757 | SH |
| 37 | MICROSOFT CORP | MSFT | 594918104 | $1.0M | 0.74% | 2,721 | SH |
| 38 | BROADCOM INC | AVGO | 11135F101 | $996.5K | 0.73% | 2,638 | SH |
| 39 | ISHARES TR | OEF | 464287101 | $931.5K | 0.68% | 2,546 | SH |
| 40 | ISHARES TR | IYK | 464287812 | $817.3K | 0.60% | 11,248 | SH |
| 41 | ISHARES TR | IVW | 464287309 | $770.6K | 0.56% | 5,595 | SH |
| 42 | ISHARES TR | IWL | 464289446 | $761.6K | 0.56% | 4,118 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $760.1K | 0.56% | 2,127 | SH |
| 44 | ON SEMICONDUCTOR CORP | ON | 682189105 | $590.0K | 0.43% | 6,241 | SH |
| 45 | VISA INC | V | 92826C839 | $579.0K | 0.42% | 1,686 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $546.8K | 0.40% | 17,245 | SH |
| 47 | ISHARES TR | SGOV | 46436E718 | $499.9K | 0.37% | 4,966 | SH |
| 48 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $497.1K | 0.36% | 2,101 | SH |
| 49 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $491.5K | 0.36% | 3,097 | SH |
| 50 | SPDR GOLD TR | GLD | 78463V107 | $489.2K | 0.36% | 1,328 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-16 | $136.8M | 63 | 0001754960-26-000549 |
| 2026-03-31 | 2026-05-08 | $111.4M | 59 | 0001754960-26-000370 |
| 2025-12-31 | 2026-02-24 | $112.3M | 68 | 0001754960-26-000192 |