Filed: 2/24/2026ACC: 0001754960-26-000192
📋 What this filing means
STONE WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $112.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$112.31M
Total AUM (reported)
855.66K
Total Shares
Allocation by class
COM$18.21M16.2%
STATE STREET SPD$16.91M15.1%
S&P 500 ETF SHS$8.69M7.7%
TR UNIT$6.99M6.2%
ENHAN SHRT MA AC$5.13M4.6%
VALUE ETF$5.07M4.5%
CORE US AGGBD ET$5.07M4.5%
Portfolio Concentration
Top 3$29.22M26.0%
4–10$30.13M26.8%
11–25$31.27M27.8%
Rest$21.69M19.3%
Top 3 weight
26.0%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 855.66K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
855.66K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
SPDR SERIES TRUST
SOLEShares126.94K
TypeSH
Market value$13.54M
12.06%
Sole
0.00
Shared
0.00
None
126.94K
VANGUARD INDEX FDS
SOLEShares13.86K
TypeSH
Market value$8.69M
7.74%
Sole
0.00
Shared
0.00
None
13.86K
SPDR S&P 500 ETF TR
SOLEShares10.24K
TypeSH
Market value$6.99M
6.22%
Sole
0.00
Shared
0.00
None
10.24K
PIMCO ETF TR
SOLEShares50.96K
TypeSH
Market value$5.13M
4.57%
Sole
0.00
Shared
0.00
None
50.96K
VANGUARD INDEX FDS
SOLEShares26.55K
TypeSH
Market value$5.07M
4.52%
Sole
0.00
Shared
0.00
None
26.55K
ISHARES TR
SOLEShares50.72K
TypeSH
Market value$5.07M
4.51%
Sole
0.00
Shared
0.00
None
50.72K
VANGUARD WORLD FD
SOLEShares11.20K
TypeSH
Market value$4.62M
4.12%
Sole
0.00
Shared
0.00
None
11.20K
ISHARES TR
SOLEShares26.09K
TypeSH
Market value$3.68M
3.28%
Sole
0.00
Shared
0.00
None
26.09K
ISHARES TR
SOLEShares24.22K
TypeSH
Market value$3.32M
2.95%
Sole
0.00
Shared
0.00
None
24.22K
FIRST TR EXCHANGE-TRADED FD
SOLEShares54.06K
TypeSH
Market value$3.24M
2.88%
Sole
0.00
Shared
0.00
None
54.06K
SPDR SERIES TRUST
SOLEShares32.02K
TypeSH
Market value$2.93M
2.61%
Sole
0.00
Shared
0.00
None
32.02K
ALPHABET INC
SOLEShares8.80K
TypeSH
Market value$2.76M
2.46%
Sole
0.00
Shared
0.00
None
8.80K
VANGUARD TAX-MANAGED FDS
SOLEShares41.50K
TypeSH
Market value$2.59M
2.31%
Sole
0.00
Shared
0.00
None
41.50K
FIRST TR EXCHANGE-TRADED FD
SOLEShares64.38K
TypeSH
Market value$2.47M
2.20%
Sole
0.00
Shared
0.00
None
64.38K
APPLE INC
SOLEShares8.71K
TypeSH
Market value$2.37M
2.11%
Sole
0.00
Shared
0.00
None
8.71K
ADVISORSHARES TR
SOLEShares33.88K
TypeSH
Market value$2.33M
2.07%
Sole
0.00
Shared
0.00
None
33.88K
INVESCO EXCH TRADED FD TR II
SOLEShares18.93K
TypeSH
Market value$2.26M
2.01%
Sole
0.00
Shared
0.00
None
18.93K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.31K
TypeSH
Market value$2.16M
1.93%
Sole
0.00
Shared
0.00
None
4.31K
JPMORGAN CHASE & CO.
SOLEShares5.87K
TypeSH
Market value$1.89M
1.68%
Sole
0.00
Shared
0.00
None
5.87K
VANGUARD INDEX FDS
SOLEShares5.60K
TypeSH
Market value$1.88M
1.67%
Sole
0.00
Shared
0.00
None
5.60K
AMAZON COM INC
SOLEShares8.07K
TypeSH
Market value$1.86M
1.66%
Sole
0.00
Shared
0.00
None
8.07K
META PLATFORMS INC
SOLEShares2.65K
TypeSH
Market value$1.75M
1.56%
Sole
0.00
Shared
0.00
None
2.65K
NVIDIA CORPORATION
SOLEShares7.57K
TypeSH
Market value$1.41M
1.26%
Sole
0.00
Shared
0.00
None
7.57K
INVESCO QQQ TR
SOLEShares2.23K
TypeSH
Market value$1.37M
1.22%
Sole
0.00
Shared
0.00
None
2.23K
WARNER BROS DISCOVERY INC
SOLEShares42.89K
TypeSH
Market value$1.24M
1.10%
Sole
0.00
Shared
0.00
None
42.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 126.94K | SH | $13.54M 12.06% | 0.00 | 0.00 | 126.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.86K | SH | $8.69M 7.74% | 0.00 | 0.00 | 13.86K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.24K | SH | $6.99M 6.22% | 0.00 | 0.00 | 10.24K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 50.96K | SH | $5.13M 4.57% | 0.00 | 0.00 | 50.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.55K | SH | $5.07M 4.52% | 0.00 | 0.00 | 26.55K |
ISHARES TRSOLE | CORE US AGGBD ET | 50.72K | SH | $5.07M 4.51% | 0.00 | 0.00 | 50.72K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 11.20K | SH | $4.62M 4.12% | 0.00 | 0.00 | 11.20K |
ISHARES TRSOLE | S&P SML 600 GWT | 26.09K | SH | $3.68M 3.28% | 0.00 | 0.00 | 26.09K |
ISHARES TRSOLE | RUS MD CP GR ETF | 24.22K | SH | $3.32M 2.95% | 0.00 | 0.00 | 24.22K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 54.06K | SH | $3.24M 2.88% | 0.00 | 0.00 | 54.06K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 32.02K | SH | $2.93M 2.61% | 0.00 | 0.00 | 32.02K |
ALPHABET INCSOLE | CAP STK CL C | 8.80K | SH | $2.76M 2.46% | 0.00 | 0.00 | 8.80K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 41.50K | SH | $2.59M 2.31% | 0.00 | 0.00 | 41.50K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 64.38K | SH | $2.47M 2.20% | 0.00 | 0.00 | 64.38K |
APPLE INCSOLE | COM | 8.71K | SH | $2.37M 2.11% | 0.00 | 0.00 | 8.71K |
ADVISORSHARES TRSOLE | ADVISORSHS ETF | 33.88K | SH | $2.33M 2.07% | 0.00 | 0.00 | 33.88K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 18.93K | SH | $2.26M 2.01% | 0.00 | 0.00 | 18.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.31K | SH | $2.16M 1.93% | 0.00 | 0.00 | 4.31K |
JPMORGAN CHASE & CO.SOLE | COM | 5.87K | SH | $1.89M 1.68% | 0.00 | 0.00 | 5.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.60K | SH | $1.88M 1.67% | 0.00 | 0.00 | 5.60K |
AMAZON COM INCSOLE | COM | 8.07K | SH | $1.86M 1.66% | 0.00 | 0.00 | 8.07K |
META PLATFORMS INCSOLE | CL A | 2.65K | SH | $1.75M 1.56% | 0.00 | 0.00 | 2.65K |
NVIDIA CORPORATIONSOLE | COM | 7.57K | SH | $1.41M 1.26% | 0.00 | 0.00 | 7.57K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.23K | SH | $1.37M 1.22% | 0.00 | 0.00 | 2.23K |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 42.89K | SH | $1.24M 1.10% | 0.00 | 0.00 | 42.89K |
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