Stone Wealth Partners — Q1 2026 13F Holdings

Name: Stone Wealth Partners — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001813454

Total reported value

$136.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	11.86%	-0.22%	+6.24%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	7.68%	+0.08%	+3.28%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.91%	-0.55%	-1.51%
4	AGG	Ishares Core U.s. Aggregate	ETF-Other	5.16%	-1.19%	+14.06%
5	MINT	Pimco Enhanced Short Maturit	ETF-Other	4.63%	-0.52%	+0.56%
6	VTV	Vanguard Value ETF	ETF-Other	4.62%	-0.37%	-1.17%
7	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	3.88%	+0.06%	+5.00%
8	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	3.41%	+0.11%	+0.57%
9	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.12%	-0.26%	+30.74%
10	IWP	Ishares Russell Mid-cap Grow	ETF-Other	3.00%	-0.07%	+7.48%
11	FTSM	First Trust Enh Short Mat Fd	ETF-Other	2.93%	-0.40%	+0.57%
12	SDVY	First Trust Smid Cap Rising	ETF-Other	2.55%	-0.27%	+12.07%
13	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.22%	—	+19.74%
14	AAPL	Apple INC	Stock-Tech	2.19%	-0.17%	+10.49%
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.06%	—	-9.13%
16	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	2.03%	+0.36%	+6.46%
17	CWS	Advisorshares Equity Focused	ETF-Other	1.92%	—	-2.47%
18	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.83%	-0.09%	-30.69%
19	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.76%	+0.17%	+9.09%
20	AMZN	Amazon.com INC	Stock-Consumer Disc	1.56%	-0.10%	+3.46%
21	WMT	Walmart INC	Stock-Consumer Staples	1.46%	—	+41.95%
22	META	Meta Platforms Inc-class A	Stock-Comm Services	1.37%	—	+0.23%
23	NVDA	Nvidia CORP	Stock-Tech	1.29%	-0.10%	+9.17%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.15%	+0.40%	-0.13%
25	WDC	Western Digital CORP	Stock-Tech	1.12%	+0.54%	-21.48%
26	JPM	Jpmorgan Chase & Co	Stock-Financials	1.10%	-0.10%	-29.21%
27	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.99%	-0.07%	-4.96%
28	MSFT	Microsoft CORP	Stock-Tech	0.88%	—	+23.98%
29	WBD	Warner Bros Discovery INC	Stock-Comm Services	0.82%	-0.82%	EXIT
30	STX	Seagate Technology Holdings plc	Stock-Tech	0.80%	+0.82%	-9.92%
31	IYK	Ishares US Consumer Staples	ETF-Other	0.78%	—	+37.40%
32	TER	Teradyne INC	Stock-Tech	0.76%	-0.76%	EXIT
33	MU	Micron Technology INC	Stock-Tech	0.76%	+1.43%	+2.57%
34	TSLA	Tesla INC	Stock-Consumer Disc	0.74%	+0.01%	+17.05%
35	LRCX	Lam Research CORP	Stock-Tech	0.72%	+0.59%	+7.10%
36	OEF	Ishares S&p 100 ETF	ETF-Other	0.72%	-0.04%	+37.57%
37	AVGO	Broadcom INC	Stock-Tech	0.71%	+0.02%	+13.68%
38	ALB	Albemarle CORP	Stock-Materials	0.68%	-0.68%	EXIT
39	GLW	Corning INC	Stock-Tech	0.65%	+0.41%	-11.90%
40	AMAT	Applied Materials INC	Stock-Tech	0.64%	-0.64%	EXIT
41	IWL	Ishares Russell Top 200 ETF	ETF-Other	0.62%	—	—
42	MRNA	Moderna INC	Stock-Healthcare	0.62%	-0.62%	EXIT
43	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.56%	—	+0.46%
44	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.55%	+0.01%	+59.05%
45	XLV	Ss Health Care Select Sector	ETF-Other	0.54%	-0.18%	+201.32%
46	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.48%	—	—
47	GLD	Spdr Gold Shares	ETF-Commodities	0.48%	—	+3.52%
48	V	Visa Inc-class A Shares	Stock-Financials	0.46%	—	+3.26%
49	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.45%	—	—
50	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.40%	—	—

1–50 of 59

Holding changes this quarter

Position changes disclosed by Stone Wealth Partners for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VEA	Vanguard Ftse Developed ETF	+0.8%	+30.74%	Add
2	AGG	Ishares Core U.s. Aggregate	+0.7%	+14.06%	Add
3	WMT	Walmart INC	+0.6%	+41.95%	Add
4	SDVY	First Trust Smid Cap Rising	+0.4%	+12.07%	Add
5	XLV	Ss Health Care Select Sector	+0.4%	+201.32%	Add
6	BRK-B	Berkshire Hathaway Inc-cl B	+0.3%	+19.74%	Add
7	TER	Teradyne INC	+0.3%	+0.88%	Add
8	IYK	Ishares US Consumer Staples	+0.2%	+37.40%	Add
9	WDC	Western Digital CORP	+0.2%	-21.48%	Trim
10	LRCX	Lam Research CORP	+0.2%	+7.10%	Add
11	STX	Seagate Technology Holdings plc	+0.2%	-9.92%	Trim
12	GLW	Corning INC	+0.2%	-11.90%	Trim
13	IVW	Ishares S&p 500 Growth ETF	+0.2%	+59.05%	Add
14	OEF	Ishares S&p 100 ETF	+0.2%	+37.57%	Add
15	MU	Micron Technology INC	+0.1%	+2.57%	Add
16	IJT	Ishares S&p Small-cap 600 Gr	+0.1%	+0.57%	Add
17	VOO	Vanguard S&p 500 ETF	-0.1%	+3.28%	Add
18	QQQ	Invesco Qqq Trust Series 1	-0.1%	-0.13%	Trim
19	IVV	Ishares Core S&p 500 ETF	-0.1%	-4.96%	Trim
20	AMZN	Amazon.com INC	-0.1%	+3.46%	Add
21	CWS	Advisorshares Equity Focused	-0.2%	-2.47%	Trim
22	META	Meta Platforms Inc-class A	-0.2%	+0.23%	Add
23	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.2%	+6.24%	Add
24	MGK	Vanguard Mega Cap Growth ETF	-0.2%	+5.00%	Add
25	WBD	Warner Bros Discovery INC	-0.3%	-22.23%	Trim
26	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-1.51%	Trim
27	GOOG	Alphabet Inc-cl C	-0.4%	-9.13%	Trim
28	JPM	Jpmorgan Chase & Co	-0.6%	-29.21%	Trim
29	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.8%	-30.69%	Trim
30	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	Sold out
31	ALB	Albemarle CORP	—	NEW	New buy
32	AMAT	Applied Materials INC	—	NEW	New buy
33	MRNA	Moderna INC	—	NEW	New buy
34	NEM	Newmont CORP	—	EXIT	Sold out
35	SCHD	Schwab US Dvd Equity ETF	—	NEW	New buy
36	AMD	Advanced Micro Devices	—	EXIT	Sold out
37	INTC	Intel CORP	—	EXIT	Sold out
38	VIG	Vanguard Dividend Apprec ETF	—	NEW	New buy
39	QSR	Restaurant Brands Intern	—	EXIT	Sold out
40	BTI	British American Tob-sp Adr	—	EXIT	Sold out
41	HHH	Howard Hughes Holdings INC	—	EXIT	Sold out
42	UBER	Uber Technologies INC	—	EXIT	Sold out
43	EOG	Eog Resources INC	—	EXIT	Sold out
44	BAX	Baxter International INC	—	EXIT	Sold out
45	HLT	Hilton Worldwide Holdings In	—	EXIT	Sold out
46	BN	Brookfield CORP	—	EXIT	Sold out
47	CP	Canadian Pacific Kansas City	—	EXIT	Sold out
48	NKE	Nike INC -cl B	—	EXIT	Sold out
49	XOM	Exxon Mobil CORP	—	NEW	New buy
50	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out