Stone Wealth Partners 13F Holdings · Q2 2026
Stone Wealth Partners reported 63 securities worth $136.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYG (11.64%), VOO (7.76%), SPY (5.36%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $15.9M | 11.64% | 133,745 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $10.6M | 7.76% | 15,435 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 5.36% | 9,790 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $5.8M | 4.25% | 26,701 | Added |
| 5 | MINT | PIMCO ETF TR | $5.6M | 4.11% | 55,778 | Added |
| 6 | AGG | ISHARES TR | $5.4M | 3.97% | 54,789 | Trimmed |
| 7 | MGK | VANGUARD WORLD FD | $5.4M | 3.94% | 61,221 | Added |
| 8 | IJT | ISHARES TR | $4.8M | 3.52% | 26,920 | Added |
| 9 | IWP | ISHARES TR | $4.0M | 2.93% | 27,376 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $3.9M | 2.86% | 54,876 | Added |
| 11 | FTSM | FIRST TR EXCHANGE-TRADED FD | $3.5M | 2.53% | 57,850 | Added |
| 12 | SPMO | INVESCO EXCH TRADED FD TR II | $3.3M | 2.39% | 20,206 | Added |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.1M | 2.29% | 72,506 | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $3.0M | 2.19% | 2,600 | Added |
| 15 | GOOG | ALPHABET INC | $2.8M | 2.06% | 7,968 | Trimmed |
| 16 | AAPL | APPLE INC | $2.8M | 2.02% | 9,565 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $2.6M | 1.93% | 7,121 | Added |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.5M | 1.84% | 5,036 | Trimmed |
| 19 | BIL | SPDR SERIES TRUST | $2.4M | 1.74% | 25,995 | Added |
| 20 | WDC | WESTERN DIGITAL CORP | $2.3M | 1.66% | 3,553 | Trimmed |
| 21 | CWS | ADVISORSHARES TR | $2.2M | 1.63% | 32,647 | Trimmed |
| 22 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.2M | 1.62% | 2,300 | Added |
| 23 | QQQ | INVESCO QQQ TR | $2.1M | 1.55% | 2,870 | Added |
| 24 | AMZN | AMAZON COM INC | $2.0M | 1.46% | 8,396 | Added |
| 25 | META | META PLATFORMS INC | $1.9M | 1.37% | 3,323 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR