Stone Wealth Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$111.4M
Q ending 2026-03-31
Prior quarter
$112.3M
Q ending 2025-12-31
Change
-0.9% QoQ
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYG | Shares | $13.2M | 135K |
| Vanguard Index Fds | VOO | Shares | $8.6M | 14K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.6M | 10K |
| Ishares Tr | AGG | Shares | $5.7M | 58K |
| Pimco Etf Tr | MINT | Shares | $5.2M | 51K |
| Vanguard Index Fds | VTV | Shares | $5.1M | 26K |
| Vanguard World Fd | MGK | Shares | $4.3M | 12K |
| Ishares Tr | IJT | Shares | $3.8M | 26K |
| Vanguard Tax-Managed Fds | VEA | Shares | $3.5M | 54K |
| Ishares Tr | IWP | Shares | $3.3M | 26K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $3.3M | 54K |
| First Tr Exchange Traded Fd | SDVY | Shares | $2.8M | 72K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| Apple Inc | AAPL | Shares | $2.4M | 10K |
| Alphabet Inc | GOOG | Shares | $2.3M | 8K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $2.3M | 20K |
| Advisorshares Tr | CWS | Shares | $2.1M | 33K |
| Spdr Series Trust | BIL | Shares | $2.0M | 22K |
| Vanguard Index Fds | VTI | Shares | $2.0M | 6K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Walmart Inc | WMT | Shares | $1.6M | 13K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Nvidia Corporation | NVDA | Shares | $1.4M | 8K |
| Invesco Qqq Tr | QQQ | Shares | $1.3M | 2K |
| Western Digital Corp | WDC | Shares | $1.2M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Microsoft Corp | MSFT | Shares | $980K | 3K |
| Warner Bros Discovery Inc | WBD | Shares | $916K | 33K |
| Seagate Technology Hldngs Pl | Shares | $891K | 2K | |
| Ishares Tr | IYK | Shares | $874K | 12K |
| Teradyne Inc | TER | Shares | $851K | 3K |
| Micron Technology Inc | MU | Shares | $851K | 3K |
| Tesla Inc | TSLA | Shares | $822K | 2K |
| Lam Research Corp | LRCX | Shares | $807K | 4K |
| Ishares Tr | OEF | Shares | $806K | 3K |
| Broadcom Inc | AVGO | Shares | $792K | 3K |
| Albemarle Corp | ALB | Shares | $760K | 4K |
| Corning Inc | GLW | Shares | $724K | 5K |
| Applied Matls Inc | AMAT | Shares | $709K | 2K |
| Ishares Tr | IWL | Shares | $690K | 4K |
| Moderna Inc | MRNA | Shares | $689K | 14K |
| Alphabet Inc | GOOGL | Shares | $623K | 2K |
| Ishares Tr | IVW | Shares | $611K | 5K |
| Select Sector Spdr Tr | XLV | Shares | $603K | 4K |
| Schwab Strategic Tr | SCHD | Shares | $537K | 18K |
| Spdr Gold Tr | GLD | Shares | $531K | 1K |
| Visa Inc | V | Shares | $507K | 2K |
| Ishares Tr | SGOV | Shares | $500K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $450K | 2K |
| Spdr Series Trust | SPTM | Shares | $425K | 5K |
| Netflix Inc. | NFLX | Shares | $398K | 4K |
| Vanguard Index Fds | VUG | Shares | $382K | 875 |
| Harris Oakmark Etf Trust | OAKM | Shares | $279K | 10K |
| Global X Fds | PAVE | Shares | $262K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $246K | 291 |
| Ishares Tr | IWV | Shares | $221K | 596 |
| Vanguard Bd Index Fds | BND | Shares | $214K | 3K |
| Exxon Mobil Corp | XOM | Shares | $205K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.