Q2 2026 13F · SEC CIK 1813454

Stone Wealth Partners

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.8M
Reported positions: 63
Holdings vs S&P 500, 3 yrs: —
Assets under management: $142.9M

Stone Wealth Partners is a wealth manager that reported 63 positions worth $136.8M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were State Street Spdr Portfolio S&p 500 Grow (SPYG, 11.6%), Vanguard Index Fds (VOO, 7.8%), State Str Spdr S&p 500 ETF T (SPY, 5.4%).

Stone Wealth Partners holdings largest 50 of 63 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stone Wealth Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYGState Street Spdr Portfolio S&p 500 Grow	11.6%	11.9%	133,745	-0.8%	$15.9M
VOOVanguard Index Fds	7.8%	7.7%	15,435	+7.9%	$10.6M
SPYState Str Spdr S&p 500 ETF T	5.4%	5.9%	9,790	-3.0%	$7.3M
VTVVanguard Index Fds	4.3%	4.6%	26,701	+1.7%	$5.8M
MINTPimco Enhanced Short Maturity Active Exc	4.1%	4.6%	55,778	+8.8%	$5.6M
AGGIshares Tr	4.0%	5.2%	54,789	-5.3%	$5.4M
MGKVanguard World Fd	3.9%	3.9%	61,221	+420.6%	$5.4M
IJTIshares Tr	3.5%	3.4%	26,920	+2.6%	$4.8M
IWPIshares Tr	2.9%	3.0%	27,376	+5.1%	$4.0M
VEAVanguard Ftse Developed Markets Index Fu	2.9%	3.1%	54,876	+1.1%	$3.9M
FTSMFirst Tr Exchange-Traded Fd	2.5%	2.9%	57,850	+6.4%	$3.5M
SPMOInvesco Exch Traded Fd Tr II	2.4%	2.0%	20,206	+0.2%	$3.3M
SDVYFirst Tr Exchange Traded Fd	2.3%	2.6%	72,506	+0.5%	$3.1M
MUMicron Technology Inc	2.2%	0.8%	2,600	+3.3%	$3.0M
GOOGAlphabet Inc	2.1%	2.1%	7,968	-0.4%	$2.8M
AAPLApple Inc	2.0%	2.2%	9,565	-0.6%	$2.8M
VTIVanguard Index Fds	1.9%	1.8%	7,121	+16.5%	$2.6M
BRK-BBerkshire Hathaway Inc Del	1.8%	2.2%	5,036	-2.3%	$2.5M
BILSpdr Series Trust	1.7%	1.8%	25,995	+17.1%	$2.4M
WDCWestern Digital Corp Com	1.7%	1.1%	3,553	-22.8%	$2.3M
CWSAdvisorshares Tr Advisorshs ETF	1.6%	1.9%	32,647	-1.2%	$2.2M
STXSeagate Technology Hldngs Pl	1.6%	0.8%	2,300	+1.4%	$2.2M
QQQInvesco Qqq Tr	1.5%	1.2%	2,870	+29.1%	$2.1M
AMZNAmazon Com Inc	1.5%	1.6%	8,396	+0.5%	$2.0M
METAMeta Platforms Inc	1.4%	1.4%	3,323	+24.9%	$1.9M
LRCXLam Research Corp	1.3%	0.7%	4,137	+9.7%	$1.8M
NVDANvidia Corporation	1.2%	1.3%	8,154	-1.3%	$1.6M
SNDKSandisk Corp	1.2%	—	708	—	$1.6M
WMTWalmart Inc	1.1%	1.5%	13,576	+4.0%	$1.5M
INTCIntel Corp	1.1%	—	10,698	—	$1.5M
GLWCorning Inc	1.1%	0.7%	5,659	+6.3%	$1.4M
JPMJpmorgan Chase & Co	1.0%	1.1%	4,181	+0.6%	$1.4M
IVVIshares Tr	0.9%	1.0%	1,674	-0.8%	$1.3M
DELLDell Technologies Inc	0.8%	—	2,423	—	$1.0M
TSLATesla Inc	0.8%	0.7%	2,448	+10.7%	$1.0M
AMDAdvanced Micro Devices Inc	0.7%	—	1,757	—	$1.0M
MSFTMicrosoft Corp	0.7%	0.9%	2,721	+2.8%	$1.0M
AVGOBroadcom Inc	0.7%	0.7%	2,638	+3.0%	$997K
OEFIshares Tr	0.7%	0.7%	2,546	+0.5%	$932K
IYKIshares U.s. Consumer Staples ETF	0.6%	0.8%	11,248	-9.8%	$817K
IVWIshares Tr	0.6%	0.5%	5,595	+3.6%	$771K
IWLIshares Tr	0.6%	0.6%	4,118	-4.2%	$762K
GOOGLAlphabet Inc	0.6%	0.6%	2,127	-1.8%	$760K
ONOn Semiconductor Corp	0.4%	—	6,241	—	$590K
VVisa Inc	0.4%	0.5%	1,686	+0.4%	$579K
SCHDSchwab Strategic Tr	0.4%	0.5%	17,245	-1.5%	$547K
SGOVIshares Tr	0.4%	0.4%	4,966	+0.0%	$500K
VIGVanguard Specialized Funds	0.4%	0.4%	2,101	+0.5%	$497K
XLVSelect Sector Spdr Tr	0.4%	0.5%	3,097	-24.7%	$492K
GLDSpdr Gold Tr	0.4%	0.5%	1,328	+7.5%	$489K

What Stone Wealth Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MGK Vanguard World Fd+420.6% shares
QQQ Invesco Qqq Tr+29.1% shares
META Meta Platforms Inc+24.9% shares
BIL Spdr Series Trust+17.1% shares
VTI Vanguard Index Fds+16.5% shares
TSLA Tesla Inc+10.7% shares
LRCX Lam Research Corp+9.7% shares
MINT Pimco Enhanced Short Maturity Active Exc+8.8% shares

Reduced

XLV Select Sector Spdr Tr-24.7% shares
WDC Western Digital Corp Com-22.8% shares
IYK Ishares U.s. Consumer Staples ETF-9.8% shares
AGG Ishares Tr-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$136.8M	63
Q1 2026	$111.4M	59
Q4 2025	$112.3M	68

Questions about Stone Wealth Partners's portfolio

What stocks does Stone Wealth Partners own?

Stone Wealth Partners's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 63 positions worth $136.8M. The largest are State Street Spdr Portfolio S&p 500 Grow (SPYG) at 11.6%, Vanguard Index Fds (VOO) at 7.8%, State Str Spdr S&p 500 ETF T (SPY) at 5.4%, Vanguard Index Fds (VTV) at 4.3% and Pimco Enhanced Short Maturity Active Exc (MINT) at 4.1%.

What did Stone Wealth Partners buy last quarter?

In Q2 2026, Stone Wealth Partners added Vanguard World Fd (MGK) (+420.6% shares), Invesco Qqq Tr (QQQ) (+29.1% shares) and Meta Platforms Inc (META) (+24.9% shares), compared with its Q1 2026 filing.

What did Stone Wealth Partners sell last quarter?

In Q2 2026, Stone Wealth Partners cut from its top 50 Warner Bros Discovery Inc (WBD), cut from its top 50 Teradyne Inc (TER), cut from its top 50 Albemarle Corp (ALB), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Moderna Inc (MRNA), Select Sector Spdr Tr (XLV) (-24.7% shares), Western Digital Corp Com (WDC) (-22.8% shares) and Ishares U.s. Consumer Staples ETF (IYK) (-9.8% shares), compared with its Q1 2026 filing.

When is Stone Wealth Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stone Wealth Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stone Wealth Partners manage?

Stone Wealth Partners reported $142.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.8M.