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CIK: 0001813454
Total reported value
$136.8M
$136.8M
68 檔
28.8%
At the close of Q4 2025, Stone Wealth Partners disclosed equity holdings valued at approximately $136.8M, spread across 68 reported holdings.
During Q4 2025, Stone Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, VOO, SPY) accounted for 28.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.06% | -0.22% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.74% | +0.08% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.22% | -0.55% | — | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 4.57% | -0.52% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.52% | -0.37% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.51% | -1.19% | — | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.12% | +0.06% | — | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 3.28% | +0.11% | — | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.95% | -0.07% | — | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.88% | -0.40% | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.61% | -0.09% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.31% | -0.26% | — | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.20% | -0.27% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.11% | -0.17% | — | |
| 16 | CWS | Advisorshares Equity Focused | ETF-Other | 2.07% | -0.29% | — | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.01% | +0.36% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.38% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.10% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | +0.17% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.10% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.10% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.40% | — | |
| 25 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.10% | -0.82% | EXIT | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.07% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.92% | — | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.14% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.34% | — | |
| 30 | WDC | Western Digital CORP | Stock-Tech | 0.90% | +0.54% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.01% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.02% | — | |
| 33 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.65% | -0.06% | — | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.62% | +1.43% | — | |
| 35 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.62% | +0.82% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | — | — | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.56% | -0.04% | — | |
| 38 | IYK | Ishares US Consumer Staples | ETF-Other | 0.54% | -0.18% | — | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.59% | — | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.52% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.04% | — | |
| 42 | TER | Teradyne Inc | Stock-Tech | 0.49% | -0.76% | EXIT | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.47% | +0.41% | — | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | -0.08% | — | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.75% | NEW | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.12% | — | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.42% | +1.09% | NEW | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.40% | -0.02% | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | -0.03% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | — |
According to official SEC Form 13F filings, Stone Wealth Partners reported a total U.S. public equity portfolio value of $136.8M across 68 disclosed positions in Q4 2025.
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During Q4 2025, Stone Wealth Partners's top holdings by market value included SPYG (12.1%)、VOO (7.7%)、SPY (6.2%). The largest single position, SPYG, represented 12.1% of total portfolio value.
In Q4 2025, Stone Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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