Filed: 5/8/2026ACC: 0001754960-26-000370
📋 What this filing means
STONE WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $111.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$111.35M
Total AUM (reported)
855.23K
Total Shares
Allocation by class
COM$17.74M15.9%
STATE STREET SPD$15.66M14.1%
S&P 500 ETF SHS$8.55M7.7%
TR UNIT$6.58M5.9%
CORE US AGGBD ET$5.74M5.2%
ENHAN SHRT MA AC$5.15M4.6%
VALUE ETF$5.15M4.6%
Portfolio Concentration
Top 3$28.34M25.4%
4–10$30.98M27.8%
11–25$30.56M27.4%
Rest$21.48M19.3%
Top 3 weight
25.4%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 855.23K
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
855.23K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
SPDR SERIES TRUST
SOLEShares134.87K
TypeSH
Market value$13.20M
11.86%
Sole
0.00
Shared
0.00
None
134.87K
VANGUARD INDEX FDS
SOLEShares14.31K
TypeSH
Market value$8.55M
7.68%
Sole
0.00
Shared
0.00
None
14.31K
STATE STR SPDR S&P 500 ETF T
SOLEShares10.09K
TypeSH
Market value$6.58M
5.91%
Sole
0.00
Shared
0.00
None
10.09K
ISHARES TR
SOLEShares57.84K
TypeSH
Market value$5.74M
5.16%
Sole
0.00
Shared
0.00
None
57.84K
PIMCO ETF TR
SOLEShares51.24K
TypeSH
Market value$5.15M
4.63%
Sole
0.00
Shared
0.00
None
51.24K
VANGUARD INDEX FDS
SOLEShares26.25K
TypeSH
Market value$5.15M
4.62%
Sole
0.00
Shared
0.00
None
26.25K
VANGUARD WORLD FD
SOLEShares11.76K
TypeSH
Market value$4.32M
3.88%
Sole
0.00
Shared
0.00
None
11.76K
ISHARES TR
SOLEShares26.24K
TypeSH
Market value$3.80M
3.41%
Sole
0.00
Shared
0.00
None
26.24K
VANGUARD TAX-MANAGED FDS
SOLEShares54.26K
TypeSH
Market value$3.48M
3.12%
Sole
0.00
Shared
0.00
None
54.26K
ISHARES TR
SOLEShares26.04K
TypeSH
Market value$3.34M
3.00%
Sole
0.00
Shared
0.00
None
26.04K
FIRST TR EXCHANGE-TRADED FD
SOLEShares54.37K
TypeSH
Market value$3.26M
2.93%
Sole
0.00
Shared
0.00
None
54.37K
FIRST TR EXCHANGE TRADED FD
SOLEShares72.16K
TypeSH
Market value$2.85M
2.55%
Sole
0.00
Shared
0.00
None
72.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.16K
TypeSH
Market value$2.47M
2.22%
Sole
0.00
Shared
0.00
None
5.16K
APPLE INC
SOLEShares9.62K
TypeSH
Market value$2.44M
2.19%
Sole
0.00
Shared
0.00
None
9.62K
ALPHABET INC
SOLEShares8K
TypeSH
Market value$2.29M
2.06%
Sole
0.00
Shared
0.00
None
8K
INVESCO EXCH TRADED FD TR II
SOLEShares20.16K
TypeSH
Market value$2.26M
2.03%
Sole
0.00
Shared
0.00
None
20.16K
ADVISORSHARES TR
SOLEShares33.04K
TypeSH
Market value$2.14M
1.92%
Sole
0.00
Shared
0.00
None
33.04K
SPDR SERIES TRUST
SOLEShares22.19K
TypeSH
Market value$2.03M
1.83%
Sole
0.00
Shared
0.00
None
22.19K
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$1.96M
1.76%
Sole
0.00
Shared
0.00
None
6.11K
AMAZON COM INC
SOLEShares8.35K
TypeSH
Market value$1.74M
1.56%
Sole
0.00
Shared
0.00
None
8.35K
WALMART INC
SOLEShares13.06K
TypeSH
Market value$1.63M
1.46%
Sole
0.00
Shared
0.00
None
13.06K
META PLATFORMS INC
SOLEShares2.66K
TypeSH
Market value$1.52M
1.37%
Sole
0.00
Shared
0.00
None
2.66K
NVIDIA CORPORATION
SOLEShares8.26K
TypeSH
Market value$1.44M
1.29%
Sole
0.00
Shared
0.00
None
8.26K
INVESCO QQQ TR
SOLEShares2.22K
TypeSH
Market value$1.28M
1.15%
Sole
0.00
Shared
0.00
None
2.22K
WESTERN DIGITAL CORP
SOLEShares4.60K
TypeSH
Market value$1.24M
1.12%
Sole
0.00
Shared
0.00
None
4.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 134.87K | SH | $13.20M 11.86% | 0.00 | 0.00 | 134.87K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.31K | SH | $8.55M 7.68% | 0.00 | 0.00 | 14.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.09K | SH | $6.58M 5.91% | 0.00 | 0.00 | 10.09K |
ISHARES TRSOLE | CORE US AGGBD ET | 57.84K | SH | $5.74M 5.16% | 0.00 | 0.00 | 57.84K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 51.24K | SH | $5.15M 4.63% | 0.00 | 0.00 | 51.24K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.25K | SH | $5.15M 4.62% | 0.00 | 0.00 | 26.25K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 11.76K | SH | $4.32M 3.88% | 0.00 | 0.00 | 11.76K |
ISHARES TRSOLE | S&P SML 600 GWT | 26.24K | SH | $3.80M 3.41% | 0.00 | 0.00 | 26.24K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 54.26K | SH | $3.48M 3.12% | 0.00 | 0.00 | 54.26K |
ISHARES TRSOLE | RUS MD CP GR ETF | 26.04K | SH | $3.34M 3.00% | 0.00 | 0.00 | 26.04K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 54.37K | SH | $3.26M 2.93% | 0.00 | 0.00 | 54.37K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 72.16K | SH | $2.85M 2.55% | 0.00 | 0.00 | 72.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.16K | SH | $2.47M 2.22% | 0.00 | 0.00 | 5.16K |
APPLE INCSOLE | COM | 9.62K | SH | $2.44M 2.19% | 0.00 | 0.00 | 9.62K |
ALPHABET INCSOLE | CAP STK CL C | 8K | SH | $2.29M 2.06% | 0.00 | 0.00 | 8K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 20.16K | SH | $2.26M 2.03% | 0.00 | 0.00 | 20.16K |
ADVISORSHARES TRSOLE | ADVISORSHS ETF | 33.04K | SH | $2.14M 1.92% | 0.00 | 0.00 | 33.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.19K | SH | $2.03M 1.83% | 0.00 | 0.00 | 22.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.11K | SH | $1.96M 1.76% | 0.00 | 0.00 | 6.11K |
AMAZON COM INCSOLE | COM | 8.35K | SH | $1.74M 1.56% | 0.00 | 0.00 | 8.35K |
WALMART INCSOLE | COM | 13.06K | SH | $1.63M 1.46% | 0.00 | 0.00 | 13.06K |
META PLATFORMS INCSOLE | CL A | 2.66K | SH | $1.52M 1.37% | 0.00 | 0.00 | 2.66K |
NVIDIA CORPORATIONSOLE | COM | 8.26K | SH | $1.44M 1.29% | 0.00 | 0.00 | 8.26K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.22K | SH | $1.28M 1.15% | 0.00 | 0.00 | 2.22K |
WESTERN DIGITAL CORPSOLE | COM | 4.60K | SH | $1.24M 1.12% | 0.00 | 0.00 | 4.60K |
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