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CIK: 0001813454
Total reported value
$136.8M
$136.8M
59 檔
28.7%
As reported in its official Q1 2026 Form 13F filing, Stone Wealth Partners's tracked investment portfolio stood at $136.8M with 59 total positions.
Stone Wealth Partners executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 15 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, VOO, SPY) accounted for 28.7% of total reported equity market value during Q1 2026.
| # | 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 | 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% | -0.38% | +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% | -0.29% | -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% | -0.34% | +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% | -0.14% | +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% | -0.18% | +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% | -0.06% | — | |
| 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% | -0.08% | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.12% | +3.52% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.04% | +3.26% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | -0.08% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.04% | — |
| # | 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 | VTV | Vanguard Value ETF | +0.1% | -1.17% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +9.09% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +10.49% | Add |
| 20 | GLD | Spdr Gold Shares | +0.1% | +3.52% | Add |
| 21 | MINT | Pimco Enhanced Short Maturit | +0.1% | +0.56% | Add |
| 22 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +0.57% | Add |
| 23 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +7.48% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +9.17% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +13.68% | Add |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +6.46% | Add |
| 27 | NFLX | Netflix Inc | 0% | -0.36% | Trim |
| 28 | GS | Goldman Sachs Group Inc | 0% | +6.99% | Add |
| 29 | SGOV | Ishares 0-3 Month Treasury B | 0% | — | Unchanged |
| 30 | BND | Vanguard Total Bond Market | — | — | Unchanged |
| 31 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 32 | OAKM | Oakmark US Large Cap ETF | 0% | — | Unchanged |
| 33 | PAVE | Global X US Infrastructure | 0% | -14.91% | Trim |
| 34 | TSLA | Tesla Inc | 0% | +17.05% | Add |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 36 | IWL | Ishares Russell Top 200 ETF | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | 0% | +23.98% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +0.46% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | -0.57% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.1% | +3.26% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | -0.1% | +3.28% | Add |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.13% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | -4.96% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.1% | +3.46% | Add |
| 45 | CWS | Advisorshares Equity Focused | -0.2% | -2.47% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.2% | +0.23% | Add |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | +6.24% | Add |
| 48 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | +5.00% | Add |
| 49 | WBD | Warner Bros Discovery Inc | -0.3% | -22.23% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -1.51% | Trim |
According to official SEC Form 13F filings, Stone Wealth Partners reported a total U.S. public equity portfolio value of $136.8M across 59 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ALB
市值: $760.3K
Top Position Liquidated / Trimmed
DIA
前期市值: $1.0M
During Q1 2026, Stone Wealth Partners's top holdings by market value included SPYG (11.9%)、VOO (7.7%)、SPY (5.9%). The largest single position, SPYG, represented 11.9% of total portfolio value.
In Q1 2026, Stone Wealth Partners made 68 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 15 holdings, and fully liquidating 15 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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