Stone Wealth Partners

Est. AUM

$111.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	134866	11.86%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.6M	14310	7.68%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.6M	10090	5.91%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$5.7M	57844	5.16%	SOLE
5	PIMCO ETF TR	ENHAN SHRT MA AC	$5.2M	51244	4.63%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$5.1M	26245	4.62%	SOLE
7	VANGUARD WORLD FD	MEGA GRWTH IND	$4.3M	11760	3.88%	SOLE
8	ISHARES TR	S&P SML 600 GWT	$3.8M	26242	3.41%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.5M	54264	3.12%	SOLE
10	ISHARES TR	RUS MD CP GR ETF	$3.3M	26036	3.00%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.3M	54372	2.93%	SOLE
12	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$2.8M	72156	2.55%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5157	2.22%	SOLE
14	APPLE INC	COM	$2.4M	9619	2.19%	SOLE
15	ALPHABET INC	CAP STK CL C	$2.3M	7997	2.06%	SOLE
16	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.3M	20156	2.03%	SOLE
17	ADVISORSHARES TR	ADVISORSHS ETF	$2.1M	33044	1.92%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	22192	1.83%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6111	1.76%	SOLE
20	AMAZON COM INC	COM	$1.7M	8353	1.56%	SOLE
21	WALMART INC	COM	$1.6M	13059	1.46%	SOLE
22	META PLATFORMS INC	CL A	$1.5M	2660	1.37%	SOLE
23	NVIDIA CORPORATION	COM	$1.4M	8263	1.29%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$1.3M	2223	1.15%	SOLE
25	WESTERN DIGITAL CORP	COM	$1.2M	4602	1.12%	SOLE
26	JPMORGAN CHASE & CO	COM	$1.2M	4154	1.10%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$1.1M	1687	0.99%	SOLE
28	MICROSOFT CORP	COM	$980K	2647	0.88%	SOLE
29	WARNER BROS DISCOVERY INC	COM SER A	$916K	33354	0.82%	SOLE
30	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$891K	2269	0.80%	SOLE
31	ISHARES TR	US CONSM STAPLES	$874K	12476	0.78%	SOLE
32	TERADYNE INC	COM	$851K	2872	0.76%	SOLE
33	MICRON TECHNOLOGY INC	COM	$851K	2518	0.76%	SOLE
34	TESLA INC	COM	$822K	2211	0.74%	SOLE
35	LAM RESEARCH CORP	COM NEW	$807K	3771	0.72%	SOLE
36	ISHARES TR	S&P 100 ETF	$806K	2534	0.72%	SOLE
37	BROADCOM INC	COM	$792K	2560	0.71%	SOLE
38	ALBEMARLE CORP	COM	$760K	4225	0.68%	SOLE
39	CORNING INC	COM	$724K	5323	0.65%	SOLE
40	APPLIED MATLS INC	COM	$709K	2074	0.64%	SOLE
41	ISHARES TR	RUS TOP 200 ETF	$690K	4299	0.62%	SOLE
42	MODERNA INC	COM	$689K	13557	0.62%	SOLE
43	ALPHABET INC	CAP STK CL A	$623K	2166	0.56%	SOLE
44	ISHARES TR	S&P 500 GRWT ETF	$611K	5403	0.55%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET HEA	$603K	4113	0.54%	SOLE
46	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$537K	17505	0.48%	SOLE
47	SPDR GOLD TR	GOLD SHS	$531K	1235	0.48%	SOLE
48	VISA INC	COM CL A	$507K	1679	0.46%	SOLE
49	ISHARES TR	0-3 MNTH TREASRY	$500K	4966	0.45%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$450K	2091	0.40%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.