Stone Wealth Partners

Institutional manager (13F) · CIK 1813454

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $109M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$13M	134,866
2	VANGUARD INDEX FDS	$9M	14,310
3	STATE STR SPDR S&P 500 ETF T	$7M	10,090
4	ISHARES TR	$6M	57,844
5	PIMCO ETF TR	$5M	51,244
6	VANGUARD INDEX FDS	$5M	26,245
7	VANGUARD WORLD FD	$4M	11,760
8	ISHARES TR	$4M	26,242
9	VANGUARD TAX-MANAGED FDS	$3M	54,264
10	ISHARES TR	$3M	26,036
11	FIRST TR EXCHANGE-TRADED FD	$3M	54,372
12	FIRST TR EXCHANGE TRADED FD	$3M	72,156
13	BERKSHIRE HATHAWAY INC DEL	$2M	5,157
14	APPLE INC	$2M	9,619
15	ALPHABET INC	$2M	7,997
16	INVESCO EXCH TRADED FD TR II	$2M	20,156
17	ADVISORSHARES TR	$2M	33,044
18	SPDR SERIES TRUST	$2M	22,192
19	VANGUARD INDEX FDS	$2M	6,111
20	AMAZON COM INC	$2M	8,353
21	WALMART INC	$2M	13,059
22	META PLATFORMS INC	$2M	2,660
23	NVIDIA CORPORATION	$1M	8,263
24	INVESCO QQQ TR	$1M	2,223
25	WESTERN DIGITAL CORP	$1M	4,602
26	JPMORGAN CHASE & CO	$1M	4,154
27	ISHARES TR	$1M	1,687
28	MICROSOFT CORP	$980k	2,647
29	WARNER BROS DISCOVERY INC	$916k	33,354
30	SEAGATE TECHNOLOGY HLDNGS PL	$891k	2,269
31	ISHARES TR	$874k	12,476
32	TERADYNE INC	$851k	2,872
33	MICRON TECHNOLOGY INC	$851k	2,518
34	TESLA INC	$822k	2,211
35	LAM RESEARCH CORP	$807k	3,771
36	ISHARES TR	$806k	2,534
37	BROADCOM INC	$792k	2,560
38	ALBEMARLE CORP	$760k	4,225
39	CORNING INC	$724k	5,323
40	APPLIED MATLS INC	$709k	2,074
41	ISHARES TR	$690k	4,299
42	MODERNA INC	$689k	13,557
43	ALPHABET INC	$623k	2,166
44	ISHARES TR	$611k	5,403
45	SELECT SECTOR SPDR TR	$603k	4,113
46	SCHWAB STRATEGIC TR	$537k	17,505
47	SPDR GOLD TR	$531k	1,235
48	VISA INC	$507k	1,679
49	ISHARES TR	$500k	4,966
50	VANGUARD SPECIALIZED FUNDS	$450k	2,091

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.