Stone Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, Stone Wealth Partners held in its portfolio 66 assets valued at $112,313,400 (i.e. $112.31M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($16.92M), VANGUARD INDEX FDS ($8.69M), and SPDR S&P 500 ETF TR ($6.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stone Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 164341 | 16914535 | STATE STREET SPD |
| VANGUARD INDEX FDS | 13855 | 8689119 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 10245 | 6986166 | TR UNIT |
| PIMCO ETF TR | 50961 | 5131773 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 26555 | 5071739 | VALUE ETF |
| ISHARES TR | 50715 | 5065414 | CORE US AGGBD ET |
| VANGUARD WORLD FD | 11200 | 4623211 | MEGA GRWTH IND |
| ISHARES TR | 26093 | 3683288 | S&P SML 600 GWT |
| ISHARES TR | 24224 | 3317235 | RUS MD CP GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 54064 | 3240056 | FIRST TR ENH NEW |
| ALPHABET INC | 8800 | 2761546 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 41504 | 2592735 | VAN FTSE DEV MKT |
| FIRST TR EXCHANGE-TRADED FD | 64383 | 2467157 | SMID RISNG ETF |
| APPLE INC | 8706 | 2366947 | COM |
| ADVISORSHARES TR | 33881 | 2328641 | ADVISORSHS ETF |
| INVESCO EXCH TRADED FD TR II | 18933 | 2259086 | S&P 500 MOMNTM |
| BERKSHIRE HATHAWAY INC DEL | 4307 | 2164914 | CL B NEW |
| JPMORGAN CHASE & CO. | 5868 | 1890674 | COM |
| VANGUARD INDEX FDS | 5602 | 1878283 | TOTAL STK MKT |
| AMAZON COM INC | 8074 | 1863641 | COM |
| META PLATFORMS INC | 2654 | 1752153 | CL A |
| NVIDIA CORPORATION | 7569 | 1411623 | COM |
| INVESCO QQQ TR | 2226 | 1367511 | UNIT SER 1 |
| WARNER BROS DISCOVERY INC | 42888 | 1236032 | COM SER A |
| ISHARES TR | 1775 | 1215642 | CORE S&P500 ETF |
| SPDR DOW JONES INDL AVERAGE | 2146 | 1033388 | UT SER 1 |
| MICROSOFT CORP | 2135 | 1032529 | COM |
| WALMART INC | 9200 | 1027085 | COM |
| WESTERN DIGITAL CORP | 5861 | 1009674 | COM |
| TESLA INC | 1889 | 849521 | COM |
| BROADCOM INC | 2252 | 779417 | COM |
| ISHARES TR | 4299 | 733538 | RUS TOP 200 ETF |
| MICRON TECHNOLOGY INC | 2455 | 700964 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 2519 | 695571 | ORD SHS |
| ALPHABET INC | 2156 | 674828 | CAP STK CL A |
| ISHARES TR | 1842 | 631751 | S&P 100 ETF |
| ISHARES TR | 9080 | 607634 | US CONSM STAPLES |
| LAM RESEARCH CORP | 3521 | 603623 | COM NEW |
| NEWMONT CORP | 5874 | 586519 | COM |
| VISA INC | 1626 | 570157 | COM CL A |
| TERADYNE INC | 2847 | 551065 | COM |
| CORNING INC | 6042 | 529038 | COM |
| ISHARES TR | 4966 | 498487 | 0-3 MNTH TREASRY |
| ADVANCED MICRO DEVICES INC | 2217 | 474793 | COM |
| SPDR GOLD TR | 1193 | 472798 | GOLD SHS |
| INTEL CORP | 12688 | 468191 | COM |
| VANGUARD INDEX FDS | 880 | 429161 | GROWTH ETF |
| ISHARES TR | 3397 | 418720 | S&P 500 GRWT ETF |
| NETFLIX INC | 4153 | 389385 | COM |
| RESTAURANT BRANDS INTL INC | 5068 | 348932 | COM |
| BRITISH AMERN TOB PLC | 5621 | 318261 | SPONSORED ADR |
| GLOBAL X FDS | 6062 | 291692 | US INFR DEV ETF |
| HARRIS OAKMARK ETF TRUST | 10123 | 287088 | OAKMARK U S LRG |
| HOWARD HUGHES HOLDINGS INC | 3521 | 280870 | COM |
| UBER TECHNOLOGIES INC | 3263 | 266620 | COM |
| EOG RES INC | 2480 | 260425 | COM |
| GOLDMAN SACHS GROUP INC | 272 | 239088 | COM |
| BAXTER INTL INC | 12424 | 237543 | COM |
| HILTON WORLDWIDE HLDGS INC | 809 | 232385 | COM |
| ISHARES TR | 596 | 230563 | RUSSELL 3000 ETF |
| BROOKFIELD CORP | 4848 | 222475 | CL A LTD VT SH |
| VANGUARD BD INDEX FDS | 2905 | 215173 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 1365 | 211267 | STATE STREET HEA |
| CANADIAN PACIFIC KANSAS CITY | 2860 | 210582 | COM |
| NIKE INC | 3257 | 208942 | CL B |
| CHIPOTLE MEXICAN GRILL INC | 5528 | 204536 | COM |
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