Filed: 7/16/2026ACC: 0001754960-26-000549
📋 What this filing means
STONE WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $136.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$136.76M
Total AUM (reported)
905.88K
Total Shares
Allocation by class
COM$25.34M18.5%
ST STR P500GRW$15.91M11.6%
S&P 500 ETF SHS$10.62M7.8%
TR UNIT$7.33M5.4%
VALUE ETF$5.82M4.3%
ENHAN SHRT MA AC$5.62M4.1%
CORE US AGGBD ET$5.42M4.0%
Portfolio Concentration
Top 3$33.86M24.8%
4–10$34.97M25.6%
11–25$38.69M28.3%
Rest$29.24M21.4%
Top 3 weight
24.8%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 905.88K
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
905.88K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
SPDR SERIES TRUST
SOLEShares133.75K
TypeSH
Market value$15.91M
11.64%
Sole
0.00
Shared
0.00
None
133.75K
VANGUARD INDEX FDS
SOLEShares15.44K
TypeSH
Market value$10.62M
7.76%
Sole
0.00
Shared
0.00
None
15.44K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.79K
TypeSH
Market value$7.33M
5.36%
Sole
0.00
Shared
0.00
None
9.79K
VANGUARD INDEX FDS
SOLEShares26.70K
TypeSH
Market value$5.82M
4.25%
Sole
0.00
Shared
0.00
None
26.70K
PIMCO ETF TR
SOLEShares55.78K
TypeSH
Market value$5.62M
4.11%
Sole
0.00
Shared
0.00
None
55.78K
ISHARES TR
SOLEShares54.79K
TypeSH
Market value$5.42M
3.97%
Sole
0.00
Shared
0.00
None
54.79K
VANGUARD WORLD FD
SOLEShares61.22K
TypeSH
Market value$5.38M
3.94%
Sole
0.00
Shared
0.00
None
61.22K
ISHARES TR
SOLEShares26.92K
TypeSH
Market value$4.81M
3.52%
Sole
0.00
Shared
0.00
None
26.92K
ISHARES TR
SOLEShares27.38K
TypeSH
Market value$4.01M
2.93%
Sole
0.00
Shared
0.00
None
27.38K
VANGUARD TAX-MANAGED FDS
SOLEShares54.88K
TypeSH
Market value$3.91M
2.86%
Sole
0.00
Shared
0.00
None
54.88K
FIRST TR EXCHANGE-TRADED FD
SOLEShares57.85K
TypeSH
Market value$3.46M
2.53%
Sole
0.00
Shared
0.00
None
57.85K
INVESCO EXCH TRADED FD TR II
SOLEShares20.21K
TypeSH
Market value$3.26M
2.39%
Sole
0.00
Shared
0.00
None
20.21K
FIRST TR EXCHANGE TRADED FD
SOLEShares72.51K
TypeSH
Market value$3.13M
2.29%
Sole
0.00
Shared
0.00
None
72.51K
MICRON TECHNOLOGY INC
SOLEShares2.60K
TypeSH
Market value$3.00M
2.19%
Sole
0.00
Shared
0.00
None
2.60K
ALPHABET INC
SOLEShares7.97K
TypeSH
Market value$2.82M
2.06%
Sole
0.00
Shared
0.00
None
7.97K
APPLE INC
SOLEShares9.56K
TypeSH
Market value$2.77M
2.02%
Sole
0.00
Shared
0.00
None
9.56K
VANGUARD INDEX FDS
SOLEShares7.12K
TypeSH
Market value$2.64M
1.93%
Sole
0.00
Shared
0.00
None
7.12K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.04K
TypeSH
Market value$2.52M
1.84%
Sole
0.00
Shared
0.00
None
5.04K
SPDR SERIES TRUST
SOLEShares26K
TypeSH
Market value$2.38M
1.74%
Sole
0.00
Shared
0.00
None
26K
WESTERN DIGITAL CORP
SOLEShares3.55K
TypeSH
Market value$2.27M
1.66%
Sole
0.00
Shared
0.00
None
3.55K
ADVISORSHARES TR
SOLEShares32.65K
TypeSH
Market value$2.23M
1.63%
Sole
0.00
Shared
0.00
None
32.65K
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares2.30K
TypeSH
Market value$2.22M
1.62%
Sole
0.00
Shared
0.00
None
2.30K
INVESCO QQQ TR
SOLEShares2.87K
TypeSH
Market value$2.12M
1.55%
Sole
0.00
Shared
0.00
None
2.87K
AMAZON COM INC
SOLEShares8.40K
TypeSH
Market value$2.00M
1.46%
Sole
0.00
Shared
0.00
None
8.40K
META PLATFORMS INC
SOLEShares3.32K
TypeSH
Market value$1.87M
1.37%
Sole
0.00
Shared
0.00
None
3.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 133.75K | SH | $15.91M 11.64% | 0.00 | 0.00 | 133.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.44K | SH | $10.62M 7.76% | 0.00 | 0.00 | 15.44K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.79K | SH | $7.33M 5.36% | 0.00 | 0.00 | 9.79K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.70K | SH | $5.82M 4.25% | 0.00 | 0.00 | 26.70K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 55.78K | SH | $5.62M 4.11% | 0.00 | 0.00 | 55.78K |
ISHARES TRSOLE | CORE US AGGBD ET | 54.79K | SH | $5.42M 3.97% | 0.00 | 0.00 | 54.79K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 61.22K | SH | $5.38M 3.94% | 0.00 | 0.00 | 61.22K |
ISHARES TRSOLE | S&P SML 600 GWT | 26.92K | SH | $4.81M 3.52% | 0.00 | 0.00 | 26.92K |
ISHARES TRSOLE | RUS MD CP GR ETF | 27.38K | SH | $4.01M 2.93% | 0.00 | 0.00 | 27.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 54.88K | SH | $3.91M 2.86% | 0.00 | 0.00 | 54.88K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 57.85K | SH | $3.46M 2.53% | 0.00 | 0.00 | 57.85K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 20.21K | SH | $3.26M 2.39% | 0.00 | 0.00 | 20.21K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 72.51K | SH | $3.13M 2.29% | 0.00 | 0.00 | 72.51K |
MICRON TECHNOLOGY INCSOLE | COM | 2.60K | SH | $3.00M 2.19% | 0.00 | 0.00 | 2.60K |
ALPHABET INCSOLE | CAP STK CL C | 7.97K | SH | $2.82M 2.06% | 0.00 | 0.00 | 7.97K |
APPLE INCSOLE | COM | 9.56K | SH | $2.77M 2.02% | 0.00 | 0.00 | 9.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.12K | SH | $2.64M 1.93% | 0.00 | 0.00 | 7.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.04K | SH | $2.52M 1.84% | 0.00 | 0.00 | 5.04K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 26K | SH | $2.38M 1.74% | 0.00 | 0.00 | 26K |
WESTERN DIGITAL CORPSOLE | COM | 3.55K | SH | $2.27M 1.66% | 0.00 | 0.00 | 3.55K |
ADVISORSHARES TRSOLE | ADVISORSHS ETF | 32.65K | SH | $2.23M 1.63% | 0.00 | 0.00 | 32.65K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 2.30K | SH | $2.22M 1.62% | 0.00 | 0.00 | 2.30K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.87K | SH | $2.12M 1.55% | 0.00 | 0.00 | 2.87K |
AMAZON COM INCSOLE | COM | 8.40K | SH | $2.00M 1.46% | 0.00 | 0.00 | 8.40K |
META PLATFORMS INCSOLE | CL A | 3.32K | SH | $1.87M 1.37% | 0.00 | 0.00 | 3.32K |
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