Investor
Stone Wealth Partners
CIK 0001813454 · filed 2026-05-08 · SEC filing
13F book
$111.4M
Positions
59
6 new · 15 sold
Largest name
11.9%
Spdr Series Trust
Est. mark
−$2.91M
Price effect on 53 names still held. Flow $1.95M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 134.9K | $13.2M | 11.9% | −$1.12M | Added−$340.2K |
| Vanguard Index Fds | — | 14.3K | $8.55M | 7.7% | −$409.9K | Added−$138K |
| Spdr S&P 500 Etf Tr | — | 10.1K | $6.58M | 5.9% | −$300.3K | Cut−$406K |
| Ishares Tr | — | 57.8K | $5.74M | 5.2% | −$30.9K | Added$676.8K |
| Pimco Etf Tr | — | 51.2K | $5.15M | 4.6% | −$6.63K | Added$21.8K |
| Vanguard Index Fds | — | 26.2K | $5.15M | 4.6% | $136.7K | Cut$77.5K |
| Vanguard World Fd | — | 11.8K | $4.32M | 3.9% | −$508.1K | Added−$302.3K |
| Ishares Tr | — | 26.2K | $3.8M | 3.4% | $92.6K | Added$114.2K |
| Vanguard Tax-Managed Fds | — | 54.3K | $3.48M | 3.1% | $66.8K | Added$884.5K |
| Ishares Tr | — | 26K | $3.34M | 3.0% | −$213.7K | Added$18.5K |
| First Tr Exchange-Traded Fd | — | 54.4K | $3.26M | 2.9% | $3.1K | Added$21.6K |
| First Tr Exchange-Traded Fd | — | 72.2K | $2.85M | 2.6% | $71.5K | Added$378K |
| Berkshire Hathaway Inc Del | — | 5.16K | $2.47M | 2.2% | −$101K | Added$306.3K |
| Apple Inc. | AAPL | 9.62K | $2.44M | 2.2% | −$157.5K | Added$74.2K |
| Alphabet Inc | — | 8K | $2.29M | 2.1% | −$215.7K | Cut−$467.6K |
| Invesco Exch Traded Fd Tr Ii | — | 20.2K | $2.26M | 2.0% | −$136.5K | Added$603 |
| Advisorshares Tr | — | 33K | $2.14M | 1.9% | −$131.1K | Cut−$188.6K |
| Spdr Series Trust | — | 22.2K | $2.03M | 1.8% | $5.76K | Cut−$892.3K |
| Vanguard Index Fds | — | 6.11K | $1.96M | 1.8% | −$81.1K | Added$82.2K |
| Amazon Com Inc | AMZN | 8.35K | $1.74M | 1.6% | −$182.1K | Added−$124K |
| Walmart Inc. | WMT | 13.1K | $1.63M | 1.5% | $117.8K | Added$598.1K |
| Meta Platforms, Inc. | META | 2.66K | $1.52M | 1.4% | −$234K | Added−$230.5K |
| Nvidia Corp | NVDA | 8.26K | $1.44M | 1.3% | −$91.5K | Added$29.5K |
| Invesco Qqq Tr | — | 2.22K | $1.28M | 1.2% | −$82.4K | Cut−$84.3K |
| Western Digital Corp | WDC | 4.6K | $1.24M | 1.1% | $452K | Cut$235.1K |
| Jpmorgan Chase & Co. | — | 4.15K | $1.22M | 1.1% | −$116.6K | Cut−$668.8K |
| Ishares Tr | — | 1.69K | $1.1M | 1.0% | −$53.7K | Cut−$114K |
| Microsoft Corp | MSFT | 2.65K | $979.8K | 0.9% | −$242.2K | Added−$52.7K |
| Warner Bros. Discovery, Inc. | WBD | 33.4K | $915.9K | 0.8% | −$45.4K | Cut−$320.1K |
| Seagate Technology Hldngs Pl | — | 2.27K | $891K | 0.8% | $264.5K | Cut$195.4K |
| Ishares Tr | — | 12.5K | $873.7K | 0.8% | $28.2K | Added$266.1K |
| Teradyne, Inc | TER | 2.87K | $851.4K | 0.8% | $293K | Added$300.4K |
| Micron Technology Inc | MU | 2.52K | $851.1K | 0.8% | $128.8K | Added$150.1K |
| Tesla, Inc. | TSLA | 2.21K | $821.9K | 0.7% | −$147.3K | Added−$27.6K |
| Lam Research Corp | LRCX | 3.77K | $806.8K | 0.7% | $149.7K | Added$203.2K |
| Ishares Tr | — | 2.53K | $806K | 0.7% | −$45.9K | Added$174.2K |
| Broadcom Inc. | AVGO | 2.56K | $792.3K | 0.7% | −$82.4K | Added$12.9K |
| Albemarle Corp | — | 4.22K | $760.3K | 0.7% | — | New |
| Corning Inc | — | 5.32K | $723.8K | 0.7% | $257.7K | Cut$194.7K |
| Applied Matls Inc | — | 2.07K | $708.9K | 0.6% | — | New |
| Ishares Tr | — | 4.3K | $689.9K | 0.6% | −$43.6K | Held |
| Moderna, Inc. | MRNA | 13.6K | $688.7K | 0.6% | — | New |
| Alphabet Inc | — | 2.17K | $622.9K | 0.6% | −$54.8K | Added−$52K |
| Ishares Tr | — | 5.4K | $611.1K | 0.5% | −$34.5K | Added$192.4K |
| Select Sector Spdr Tr | — | 4.11K | $603K | 0.5% | −$11.2K | Added$391.7K |
| Schwab Strategic Tr | — | 17.5K | $537.1K | 0.5% | — | New |
| Spdr Gold Tr | — | 1.24K | $531.4K | 0.5% | $40.5K | Added$58.6K |
| Visa Inc. | V | 1.68K | $507.4K | 0.5% | −$78.8K | Added−$62.8K |
| Ishares 0-3 Month | — | 4.97K | $499.9K | 0.4% | $1.39K | Held |
| Vanguard Specialized Funds | — | 2.09K | $449.7K | 0.4% | — | New |
| Spdr Series Trust | — | 5.38K | $425.2K | 0.4% | −$18.5K | Held |
| Netflix Inc | NFLX | 4.14K | $397.9K | 0.4% | $9.89K | Cut$8.48K |
| Vanguard Growth Etf | — | 875 | $382K | 0.3% | −$44.7K | Cut−$47.1K |
| Harris Oakmark Etf Trust | — | 10.1K | $279K | 0.3% | −$8.05K | Held |
| Global X Fds | — | 5.16K | $262.1K | 0.2% | $13.9K | Cut−$29.6K |
| Goldman Sachs Group Inc | — | 291 | $246.2K | 0.2% | −$8.98K | Added$7.09K |
| Ishares Tr | — | 596 | $220.9K | 0.2% | −$9.64K | Held |
| Vanguard Bd Index Fds | — | 2.9K | $213.9K | 0.2% | −$1.25K | Held |
| Exxon Mobil Corp | — | 1.21K | $205.3K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.