Home › Stone Wealth Partners

Stone Wealth Partners 13F holdings

Filed 2026-07-16 · Stone Wealth Partners · 63 positions · $136.8M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPYGSPDR SERIES TRUST133.7K$15.9M11.6%
VOOVANGUARD INDEX FDS15.4K$10.6M7.8%
SPYSTATE STR SPDR S&P 500 ETF T9.8K$7.3M5.4%
VTVVANGUARD INDEX FDS26.7K$5.8M4.3%
MINTPIMCO ETF TR55.8K$5.6M4.1%
AGGISHARES TR54.8K$5.4M4.0%
MGKVANGUARD WORLD FD61.2K$5.4M3.9%
IJTISHARES TR26.9K$4.8M3.5%
IWPISHARES TR27.4K$4.0M2.9%
VEAVANGUARD TAX-MANAGED FDS54.9K$3.9M2.9%
FTSMFIRST TR EXCHANGE-TRADED FD57.9K$3.5M2.5%
SPMOINVESCO EXCH TRADED FD TR II20.2K$3.3M2.4%
SDVYFIRST TR EXCHANGE TRADED FD72.5K$3.1M2.3%
MUMICRON TECHNOLOGY INC2.6K$3.0M2.2%
GOOGALPHABET INC8.0K$2.8M2.1%
AAPLAPPLE INC9.6K$2.8M2.0%
VTIVANGUARD INDEX FDS7.1K$2.6M1.9%
BRK-BBERKSHIRE HATHAWAY INC DEL5.0K$2.5M1.8%
BILSPDR SERIES TRUST26.0K$2.4M1.7%
WDCWESTERN DIGITAL CORP3.6K$2.3M1.7%
CWSADVISORSHARES TR32.6K$2.2M1.6%
STXSEAGATE TECHNOLOGY HLDNGS PL2.3K$2.2M1.6%
QQQINVESCO QQQ TR2.9K$2.1M1.5%
AMZNAMAZON COM INC8.4K$2.0M1.5%
METAMETA PLATFORMS INC3.3K$1.9M1.4%
LRCXLAM RESEARCH CORP4.1K$1.8M1.3%
NVDANVIDIA CORPORATION8.2K$1.6M1.2%
SNDKSANDISK CORP708$1.6M1.2%
WMTWALMART INC13.6K$1.5M1.1%
INTCINTEL CORP10.7K$1.5M1.1%
GLWCORNING INC5.7K$1.4M1.1%
JPMJPMORGAN CHASE & CO4.2K$1.4M1.0%
IVVISHARES TR1.7K$1.3M0.9%
DELLDELL TECHNOLOGIES INC2.4K$1.0M0.8%
TSLATESLA INC2.4K$1.0M0.8%
AMDADVANCED MICRO DEVICES INC1.8K$1.0M0.7%
MSFTMICROSOFT CORP2.7K$1.0M0.7%
AVGOBROADCOM INC2.6K$996,5050.7%
OEFISHARES TR2.5K$931,5050.7%
IYKISHARES TR11.2K$817,2800.6%
IVWISHARES TR5.6K$770,5880.6%
IWLISHARES TR4.1K$761,6240.6%
GOOGLALPHABET INC2.1K$760,1260.6%
ONON SEMICONDUCTOR CORP6.2K$590,0240.4%
VVISA INC1.7K$579,0070.4%
SCHDSCHWAB STRATEGIC TR17.2K$546,8390.4%
SGOVISHARES TR5.0K$499,9270.4%
VIGVANGUARD SPECIALIZED FUNDS2.1K$497,1390.4%
XLVSELECT SECTOR SPDR TR3.1K$491,5120.4%
GLDSPDR GOLD TR1.3K$489,2090.4%
SPTMSPDR SERIES TRUST5.4K$488,2690.4%
VUGVANGUARD INDEX FDS5.0K$428,9710.3%
NFLXNETFLIX INC.5.8K$411,1210.3%
JPSTJ P MORGAN EXCHANGE TRADED F7.5K$377,7580.3%
OAKMHARRIS OAKMARK ETF TRUST13.0K$365,1400.3%
UBERUBER TECHNOLOGIES INC4.7K$340,2340.2%
CATCATERPILLAR INC290$308,8210.2%
PAVEGLOBAL X FDS5.2K$303,9250.2%
GSGOLDMAN SACHS GROUP INC291$294,3090.2%
BNDVANGUARD BD INDEX FDS3.6K$263,0280.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}