# Stone Wealth Partners

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1813454. Source: https://holderbook.com/funds/1813454-stone-wealth-partners/

- Reported value: $136.8M
- Positions: 63
- Weight of the ten largest: 50.3%
- Filed: 2026-07-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $15.9M | 133,745 | 11.6% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.6M | 15,435 | 7.8% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $7.3M | 9,790 | 5.4% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $5.8M | 26,701 | 4.3% | 3 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $5.6M | 55,778 | 4.1% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $5.4M | 54,789 | 4.0% | 3 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $5.4M | 61,221 | 3.9% | 3 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $4.8M | 26,920 | 3.5% | 3 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $4.0M | 27,376 | 2.9% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $3.9M | 54,876 | 2.9% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $3.5M | 57,850 | 2.5% | 3 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $3.3M | 20,206 | 2.4% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $3.1M | 72,506 | 2.3% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.0M | 2,600 | 2.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.8M | 7,968 | 2.1% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.8M | 9,565 | 2.0% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.6M | 7,121 | 1.9% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.5M | 5,036 | 1.8% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $2.4M | 25,995 | 1.7% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $2.3M | 3,553 | 1.7% | 3 |
| ADVISORSHARES TR | [CWS](https://holderbook.com/stocks/CWS/) | $2.2M | 32,647 | 1.6% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $2.2M | 2,300 | 1.6% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.1M | 2,870 | 1.5% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,396 | 1.5% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.9M | 3,323 | 1.4% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.8M | 4,137 | 1.3% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.6M | 8,154 | 1.2% | 3 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.6M | 708 | 1.2% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.5M | 13,576 | 1.1% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.5M | 10,698 | 1.1% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.4M | 5,659 | 1.1% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.4M | 4,181 | 1.0% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.3M | 1,674 | 0.9% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.0M | 2,423 | 0.8% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.0M | 2,448 | 0.8% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.0M | 1,757 | 0.7% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.0M | 2,721 | 0.7% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $996.5K | 2,638 | 0.7% | 3 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $931.5K | 2,546 | 0.7% | 3 |
| ISHARES TR | [IYK](https://holderbook.com/stocks/IYK/) | $817.3K | 11,248 | 0.6% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $770.6K | 5,595 | 0.6% | 3 |
| ISHARES TR | [IWL](https://holderbook.com/stocks/IWL/) | $761.6K | 4,118 | 0.6% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $760.1K | 2,127 | 0.6% | 3 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $590.0K | 6,241 | 0.4% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $579.0K | 1,686 | 0.4% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $546.8K | 17,245 | 0.4% | 2 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $499.9K | 4,966 | 0.4% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $497.1K | 2,101 | 0.4% | 2 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $491.5K | 3,097 | 0.4% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $489.2K | 1,328 | 0.4% | 3 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $488.3K | 5,378 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $429.0K | 4,975 | 0.3% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $411.1K | 5,758 | 0.3% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $377.8K | 7,470 | 0.3% | 1 |
| HARRIS OAKMARK ETF TRUST | [OAKM](https://holderbook.com/stocks/OAKM/) | $365.1K | 12,962 | 0.3% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $340.2K | 4,715 | 0.2% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $308.8K | 290 | 0.2% | 1 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $303.9K | 5,157 | 0.2% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $294.3K | 291 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $263.0K | 3,583 | 0.2% | 3 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $254.1K | 596 | 0.2% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [QTEC](https://holderbook.com/stocks/QTEC/) | $214.6K | 641 | 0.2% | 1 |
| SCHEIN HENRY INC | [HSIC](https://holderbook.com/stocks/HSIC/) | $202.9K | 2,429 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.7% | +14.8% | +3.9% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $136.8M | 63 |
| Q1 2026 | $111.4M | 59 |
| Q4 2025 | $112.3M | 68 |