Holders — by stockHoldings — by fund
Stone Wealth Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001813454
$136.8M
disclosed book value
63
positions
11.6%
largest position share
Positions, as of 2026-06-30
top 63 of 63 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 133,745 | $15.9M | 11.6% |
| 2 | VOOVANGUARD INDEX FDS | 15,435 | $10.6M | 7.8% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 9,790 | $7.3M | 5.4% |
| 4 | VTVVANGUARD INDEX FDS | 26,701 | $5.8M | 4.3% |
| 5 | MINTPIMCO ETF TR | 55,778 | $5.6M | 4.1% |
| 6 | AGGISHARES TR | 54,789 | $5.4M | 4% |
| 7 | MGKVANGUARD WORLD FD | 61,221 | $5.4M | 3.9% |
| 8 | IJTISHARES TR | 26,920 | $4.8M | 3.5% |
| 9 | IWPISHARES TR | 27,376 | $4.0M | 2.9% |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 54,876 | $3.9M | 2.9% |
| 11 | FTSMFIRST TR EXCHANGE-TRADED FD | 57,850 | $3.5M | 2.5% |
| 12 | SPMOINVESCO EXCH TRADED FD TR II | 20,206 | $3.3M | 2.4% |
| 13 | SDVYFIRST TR EXCHANGE TRADED FD | 72,506 | $3.1M | 2.3% |
| 14 | MUMICRON TECHNOLOGY INC | 2,600 | $3.0M | 2.2% |
| 15 | GOOGALPHABET INC | 7,968 | $2.8M | 2.1% |
| 16 | AAPLAPPLE INC | 9,565 | $2.8M | 2% |
| 17 | VTIVANGUARD INDEX FDS | 7,121 | $2.6M | 1.9% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,036 | $2.5M | 1.8% |
| 19 | BILSPDR SERIES TRUST | 25,995 | $2.4M | 1.7% |
| 20 | WDCWESTERN DIGITAL CORP | 3,553 | $2.3M | 1.7% |
| 21 | CWSADVISORSHARES TR | 32,647 | $2.2M | 1.6% |
| 22 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,300 | $2.2M | 1.6% |
| 23 | QQQINVESCO QQQ TR | 2,870 | $2.1M | 1.5% |
| 24 | AMZNAMAZON COM INC | 8,396 | $2.0M | 1.5% |
| 25 | METAMETA PLATFORMS INC | 3,323 | $1.9M | 1.4% |
| 26 | LRCXLAM RESEARCH CORP | 4,137 | $1.8M | 1.3% |
| 27 | NVDANVIDIA CORPORATION | 8,154 | $1.6M | 1.2% |
| 28 | SNDKSANDISK CORP | 708 | $1.6M | 1.2% |
| 29 | WMTWALMART INC | 13,576 | $1.5M | 1.1% |
| 30 | INTCINTEL CORP | 10,698 | $1.5M | 1.1% |
| 31 | GLWCORNING INC | 5,659 | $1.4M | 1.1% |
| 32 | JPMJPMORGAN CHASE & CO | 4,181 | $1.4M | 1% |
| 33 | IVVISHARES TR | 1,674 | $1.3M | 0.9% |
| 34 | DELLDELL TECHNOLOGIES INC | 2,423 | $1.0M | 0.8% |
| 35 | TSLATESLA INC | 2,448 | $1.0M | 0.8% |
| 36 | AMDADVANCED MICRO DEVICES INC | 1,757 | $1.0M | 0.7% |
| 37 | MSFTMICROSOFT CORP | 2,721 | $1.0M | 0.7% |
| 38 | AVGOBROADCOM INC | 2,638 | $996,505 | 0.7% |
| 39 | OEFISHARES TR | 2,546 | $931,505 | 0.7% |
| 40 | IYKISHARES TR | 11,248 | $817,280 | 0.6% |
| 41 | IVWISHARES TR | 5,595 | $770,588 | 0.6% |
| 42 | IWLISHARES TR | 4,118 | $761,624 | 0.6% |
| 43 | GOOGLALPHABET INC | 2,127 | $760,126 | 0.6% |
| 44 | ONON SEMICONDUCTOR CORP | 6,241 | $590,024 | 0.4% |
| 45 | VVISA INC | 1,686 | $579,007 | 0.4% |
| 46 | SCHDSCHWAB STRATEGIC TR | 17,245 | $546,839 | 0.4% |
| 47 | SGOVISHARES TR | 4,966 | $499,927 | 0.4% |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 2,101 | $497,139 | 0.4% |
| 49 | XLVSELECT SECTOR SPDR TR | 3,097 | $491,512 | 0.4% |
| 50 | GLDSPDR GOLD TR | 1,328 | $489,209 | 0.4% |
| 51 | SPTMSPDR SERIES TRUST | 5,378 | $488,269 | 0.4% |
| 52 | VUGVANGUARD INDEX FDS | 4,975 | $428,971 | 0.3% |
| 53 | NFLXNETFLIX INC. | 5,758 | $411,121 | 0.3% |
| 54 | JPSTJ P MORGAN EXCHANGE TRADED F | 7,470 | $377,758 | 0.3% |
| 55 | OAKMHARRIS OAKMARK ETF TRUST | 12,962 | $365,140 | 0.3% |
| 56 | UBERUBER TECHNOLOGIES INC | 4,715 | $340,234 | 0.2% |
| 57 | CATCATERPILLAR INC | 290 | $308,821 | 0.2% |
| 58 | PAVEGLOBAL X FDS | 5,157 | $303,925 | 0.2% |
| 59 | GSGOLDMAN SACHS GROUP INC | 291 | $294,309 | 0.2% |
| 60 | BNDVANGUARD BD INDEX FDS | 3,583 | $263,028 | 0.2% |
| 61 | IWVISHARES TR | 596 | $254,134 | 0.2% |
| 62 | QTECFIRST TR EXCHANGE-TRADED FD | 641 | $214,605 | 0.2% |
| 63 | HSICSCHEIN HENRY INC | 2,429 | $202,870 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.