Stone Wealth Partners
Sector Allocation
- Other68.8%$94.1M
- Technology19.9%$27.2M
- Financials6.2%$8.5M
- Consumer Discretionary2.2%$3.0M
- Consumer Staples1.1%$1.5M
- Materials1.1%$1.4M
- Communication Services0.3%$411,121
- Industrials0.2%$308,821
- Healthcare0.1%$202,870
AUM History
13fpro.ai/research/fund/stone-wealth-partners-1813454
Conviction and streaks
Diversifying · top 10 = 50.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$15.9M
- VANGUARD$10.6M
SPY
$7.3M- VANGUARD$5.8M
- PIMCO$5.6M
- ISHARES$5.4M
- VANGUARD$5.4M
- ISHARES$4.8M
- ISHARES$4.0M
- VANGUARD$3.9M
- FIRST$3.5M
IVZ
$3.3M- FIRST$3.1M
MU
$3.0MGOOG
$2.8MAAPL
$2.8M- VANGUARD$2.6M
BRK.B
$2.5M- SPDR$2.4M
WDC
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stone-wealth-partners-1813454
Stone Wealth Partners 13F holdings — Q2 2026
$136.8M portfolio (+22.8% QoQ) · 63 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500GRW
$15.9M
11.6% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$10.6M
7.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
5.4% of stocks
-3%This quarter+1.9%Since filed3+ qtrsHeld- 4
VANGUARD INDEX FDS - VALUE ETF
$5.8M
4.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
PIMCO ETF TR - ENHAN SHRT MA AC
$5.6M
4.1% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE US AGGBD ET
$5.4M
4.0% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD WORLD FD - MEGA GRWTH IND
$5.4M
3.9% of stocks
+421%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P SML 600 GWT
$4.8M
3.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS MD CP GR ETF
$4.0M
2.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$3.9M
2.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500GRW | $15.9M | 11.6% | -0.8% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.6M | 7.8% | +8% | — | — | — | — | |
| 3 | $7.3M | 5.4% | -3% | +1.9% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - VALUE ETF | $5.8M | 4.3% | +2% | — | — | — | — | |
| 5 | PIMCO ETF TR - ENHAN SHRT MA AC | $5.6M | 4.1% | +9% | — | — | — | — | |
| 6 | ISHARES TR - CORE US AGGBD ET | $5.4M | 4.0% | -5% | — | — | — | — | |
| 7 | VANGUARD WORLD FD - MEGA GRWTH IND | $5.4M | 3.9% | +421% | — | — | — | — | |
| 8 | ISHARES TR - S&P SML 600 GWT | $4.8M | 3.5% | +3% | — | — | — | — | |
| 9 | ISHARES TR - RUS MD CP GR ETF | $4.0M | 2.9% | +5% | — | — | — | — | |
| 10 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.9M | 2.9% | +1% | — | — | — | — |
All holdings — Stone Wealth Partners (Q2 2026)
63 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $3.5M | 2.5% | 58K | +6% | — | — | 13F |
| 12 | Invesco Ltd. | Financials | $3.3M | 2.4% | 20K | +0.2% | 3+ qtrs | — | 13F | |
| 13 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $3.1M | 2.3% | 73K | +0.5% | — | — | 13F |
| 14 | MICRON TECHNOLOGY INC | Technology | $3.0M | 2.2% | 2,600 | +3% | 3+ qtrsAdded 2 qtrs in a row | 89.7 | 13F | |
| 15 | Alphabet Inc. | Technology | $2.8M | 2.1% | 7,968 | -0.4% | 3+ qtrs | 77.7 | 13F | |
| 16 | Apple Inc. | Technology | $2.8M | 2.0% | 9,565 | -0.6% | 3+ qtrs | 75.7 | 13F | |
| 17 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.6M | 1.9% | 7,121 | +17% | — | — | 13F |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $2.5M | 1.8% | 5,036 | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $2.4M | 1.7% | 26K | +17% | — | — | 13F |
| 20 | WESTERN DIGITAL CORP | Technology | $2.3M | 1.7% | 3,553 | -23% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ADVISORSHARES TR - ADVISORSHS ETFetf/fund | — | $2.2M | 1.6% | 33K | -1% | — | — | 13F |
| 22 | Seagate Technology Holdings plc | Technology | $2.2M | 1.6% | 2,300 | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.1M | 1.6% | 2,870 | +29% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMAZON COM INC | Consumer Discretionary | $2.0M | 1.5% | 8,396 | +0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $1.9M | 1.4% | 3,323 | +25% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LRCX | LAM RESEARCH CORP | Technology | $1.8M | 1.3% | 4,137 | +10% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $1.6M | 1.2% | 8,154 | -1% | |||
| 28 | $SNDK | Sandisk Corp | Technology | $1.6M | 1.2% | 708 | New | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 1.1% | 14K | +4% | |||
| 30 | $INTC | INTEL CORP | Technology | $1.5M | 1.1% | 11K | New | |||
| 31 | $GLW | CORNING INC /NY | Materials | $1.4M | 1.1% | 5,659 | +6% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 1.0% | 4,181 | +0.6% | |||
| 33 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.9% | 1,674 | -0.8% | |||
| 34 | $DELL | Dell Technologies Inc. | Technology | $1.0M | 0.8% | 2,423 | New | |||
| 35 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.8% | 2,448 | +11% | |||
| 36 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.8% | 1,757 | New | |||
| 37 | $MSFT | MICROSOFT CORP | Technology | $1.0M | 0.7% | 2,721 | +3% | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $997K | 0.7% | 2,638 | +3% | |||
| 39 | — | ISHARES TR - S&P 100 ETF | — | $932K | 0.7% | 2,546 | +0.5% | |||
| 40 | — | ISHARES TR - US CONSM STAPLES | — | $817K | 0.6% | 11K | -10% | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $771K | 0.6% | 5,595 | +4% | |||
| 42 | — | ISHARES TR - RUS TOP 200 ETF | — | $762K | 0.6% | 4,118 | -4% | |||
| 43 | $GOOGL | Alphabet Inc. | Technology | $760K | 0.6% | 2,127 | -2% | |||
| 44 | $ON | ON SEMICONDUCTOR CORP | Technology | $590K | 0.4% | 6,241 | New | |||
| 45 | $V | VISA INC. | Financials | $579K | 0.4% | 1,686 | +0.4% | |||
| 46 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $547K | 0.4% | 17K | -1% | |||
| 47 | — | ISHARES TR - 0-3 MTH TREASURY | — | $500K | 0.4% | 4,966 | — | |||
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $497K | 0.4% | 2,101 | +0.5% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $492K | 0.4% | 3,097 | -25% | |||
| 50 | $GLD | SPDR GOLD TRUST | Financials | $489K | 0.4% | 1,328 | +8% | |||
| 51 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $488K | 0.4% | 5,378 | — | |||
| 52 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $429K | 0.3% | 4,975 | +469% | |||
| 53 | $NFLX | NETFLIX INC | Communication Services | $411K | 0.3% | 5,758 | +39% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $378K | 0.3% | 7,470 | New | |||
| 55 | — | HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG | — | $365K | 0.3% | 13K | +28% | |||
| 56 | $UBER | Uber Technologies, Inc | Technology | $340K | 0.3% | 4,715 | New | |||
| 57 | $CAT | CATERPILLAR INC | Industrials | $309K | 0.2% | 290 | New | |||
| 58 | — | GLOBAL X FDS - US INFR DEV ETF | — | $304K | 0.2% | 5,157 | -0.0% | |||
| 59 | $GS | GOLDMAN SACHS GROUP INC | Financials | $294K | 0.2% | 291 | — | |||
| 60 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $263K | 0.2% | 3,583 | +23% | |||
| 61 | — | ISHARES TR - RUSSELL 3000 ETF | — | $254K | 0.2% | 596 | — | |||
| 62 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $215K | 0.2% | 641 | New | |||
| 63 | $HSIC | HENRY SCHEIN INC | Healthcare | $203K | 0.1% | 2,429 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 33 added to, 16 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$SNDKSandisk Corp$1.6M
first bought this quarter
$INTCINTEL CORP$1.5M
first bought this quarter
$DELLDell Technologies Inc.$1.0M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$1.0M
first bought this quarter
$ONON SEMICONDUCTOR CORP$590K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$378K
first bought this quarter
+4 more in the Excel export
Added to (33)
- VANGUARD WORLD FD - MEGA GRWTH IND+421%
now $5.4M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+8%
now $10.6M
$QQQINVESCO QQQ TRUST, SERIES 1+29%
now $2.1M · held 3+ qtrs
- PIMCO ETF TR - ENHAN SHRT MA AC+9%
now $5.6M
- VANGUARD INDEX FDS - TOTAL STK MKT+17%
now $2.6M
$METAMeta Platforms, Inc.+25%
now $1.9M · held 3+ qtrs
+27 more in the Excel export
Trimmed (16)
now $2.3M · held 3+ qtrs, 2 trims in a row
- ISHARES TR - CORE US AGGBD ET-5%
now $5.4M
now $7.3M · held 3+ qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR CARE ETF-25%
now $492K
- SPDR SERIES TRUST - ST STR P500GRW-0.8%
now $15.9M
- ISHARES TR - US CONSM STAPLES-10%
now $817K
+10 more in the Excel export
Holdings by quarter
Every 13F Stone Wealth Partners has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Stone Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Stone Wealth Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Stone Wealth Partners disclosed 63 positions worth $136.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 6 — including a new stake in $SNDK and a full exit from $WBD. The portfolio is most concentrated in Other (68.8% of disclosed assets). All figures are sourced directly from Stone Wealth Partners’s Form 13F-HR filing with the SEC under CIK 1813454.
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