Stone Wealth Partners holds a focused book of 63 stocks worth $136.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 12% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1813454/holdings"
Use Arkolith to show Stone Wealth Partners's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Stone Wealth Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stone Wealth Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 63 | $590.5B |
| ROYAL BANK OF CANADA | 80 / 63 | $169.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 63 | $107.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 63 | $98.5B |
| LPL Financial LLC | 80 / 63 | $98.3B |
| US BANCORP \DE\ | 80 / 63 | $29.9B |
| STIFEL FINANCIAL CORP | 80 / 63 | $29.9B |
| OSAIC HOLDINGS, INC. | 80 / 63 | $20.2B |
Ranked by how many of Stone Wealth Partners's top 63 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $15.9M | 133.7K | 11.6% | ▼−0.8% Reduced · −1K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $10.6M | 15.4K | 7.8% | ▲+7.9% Added · +1K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $7.3M | 9.8K | 5.4% | ▼−3.0% Reduced · −300 sh | |
| 4 | Vanguard Index FDS VALUE ETF | $5.8M | 26.7K | 4.3% | ▲+1.7% Added · +456 sh | |
| 5 | Pimco ETF TR ENHAN SHRT MA AC | $5.6M | 55.8K | 4.1% | ▲+8.8% Added · +5K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $5.4M | 54.8K | 4.0% | ▼−5.3% Reduced · −3K sh | |
| 7 | Vanguard World FD MEGA GRWTH IND | $5.4M | 61.2K | 3.9% | ▲+421% Added · +49K sh | |
| 8 | Ishares TR S&P SML 600 GWT | $4.8M | 26.9K | 3.5% | ▲+2.6% Added · +678 sh | |
| 9 | Ishares TR RUS MD CP GR ETF | $4.0M | 27.4K | 2.9% | ▲+5.1% Added · +1K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.9M | 54.9K | 2.9% | ▲+1.1% Added · +612 sh | |
| 11 | First TR Exchange-Traded FD FIRST TR ENH NEW | $3.5M | 57.9K | 2.5% | ▲+6.4% Added · +3K sh | |
| 12 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.3M | 20.2K | 2.4% | ▲+0.2% Added · +50 sh | |
| 13 | First TR Exchange Traded FD SMID RISNG ETF | $3.1M | 72.5K | 2.3% | ▲+0.5% Added · +350 sh | |
| 14 | Micron Technology Inc COM | $3.0M | 2.6K | 2.2% | ▲+3.3% Added · +82 sh | |
| 15 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 2.1% | ▼−0.4% Reduced · −29 sh | |
| 16 | Apple Inc COM | $2.8M | 9.6K | 2.0% | ▼−0.6% Reduced · −54 sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $2.6M | 7.1K | 1.9% | ▲+17% Added · +1K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $2.5M | 5.0K | 1.8% | ▼−2.3% Reduced · −121 sh | |
| 19 | SPDR Series Trust ST STR BLO 1 ETF | $2.4M | 26.0K | 1.7% | ▲+17% Added · +4K sh | |
| 20 | Western Digital Corp COM | $2.3M | 3.6K | 1.7% | ▼−23% Reduced · −1K sh | |
| 21 | Advisorshares TR ADVISORSHS ETF | $2.2M | 32.6K | 1.6% | ▼−1.2% Reduced · −397 sh | |
| 22 | Seagate Technology HLDNGS PL ORD SHS | $2.2M | 2.3K | 1.6% | ▲+1.4% Added · +31 sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $2.1M | 2.9K | 1.5% | ▲+29% Added · +647 sh | |
| 24 | Amazon Com Inc COM | $2.0M | 8.4K | 1.5% | ▲+0.5% Added · +43 sh | |
| 25 | Meta Platforms Inc CL A | $1.9M | 3.3K | 1.4% | ▲+25% Added · +663 sh | |
| 26 | Lam Research Corp COM NEW | $1.8M | 4.1K | 1.3% | ▲+9.7% Added · +366 sh | |
| 27 | Nvidia Corporation COM | $1.6M | 8.2K | 1.2% | ▼−1.3% Reduced · −109 sh | |
| 28 | Sandisk Corp COM | $1.6M | 708 | 1.2% | ▲New New position | |
| 29 | Walmart Inc COM | $1.5M | 13.6K | 1.1% | ▲+4.0% Added · +517 sh | |
| 30 | Intel Corp COM | $1.5M | 10.7K | 1.1% | ▲New New position | |
| 31 | Corning Inc COM | $1.4M | 5.7K | 1.1% | ▲+6.3% Added · +336 sh | |
| 32 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 1.0% | ▲+0.6% Added · +27 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $1.3M | 1.7K | 0.9% | ▼−0.8% Reduced · −13 sh | |
| 34 | Dell Technologies Inc CL C | $1.0M | 2.4K | 0.8% | ▲New New position | |
| 35 | Tesla Inc COM | $1.0M | 2.4K | 0.8% | ▲+11% Added · +237 sh | |
| 36 | Advanced Micro Devices Inc COM | $1.0M | 1.8K | 0.7% | ▲New New position | |
| 37 | Microsoft Corp COM | $1.0M | 2.7K | 0.7% | ▲+2.8% Added · +74 sh | |
| 38 | Broadcom Inc COM | $997K | 2.6K | 0.7% | ▲+3.0% Added · +78 sh | |
| 39 | Ishares TR S&P 100 ETF | $932K | 2.5K | 0.7% | ▲+0.5% Added · +12 sh | |
| 40 | Ishares TR US CONSM STAPLES | $817K | 11.2K | 0.6% | ▼−9.8% Reduced · −1K sh | |
| 41 | Ishares TR S&P 500 GRWT ETF | $771K | 5.6K | 0.6% | ▲+3.5% Added · +192 sh | |
| 42 | Ishares TR RUS TOP 200 ETF | $762K | 4.1K | 0.6% | ▼−4.2% Reduced · −181 sh | |
| 43 | Alphabet Inc CAP STK CL A | $760K | 2.1K | 0.6% | ▼−1.8% Reduced · −39 sh | |
| 44 | On Semiconductor Corp COM | $590K | 6.2K | 0.4% | ▲New New position | |
| 45 | Visa Inc COM CL A | $579K | 1.7K | 0.4% | ▲+0.4% Added · +7 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $547K | 17.2K | 0.4% | ▼−1.5% Reduced · −260 sh | |
| 47 | Ishares TR 0-3 MTH TREASURY | $500K | 5.0K | 0.4% | —Held | |
| 48 | Vanguard Specialized Funds DIV APP ETF | $497K | 2.1K | 0.4% | ▲+0.5% Added · +10 sh | |
| 49 | Select Sector SPDR TR ST STR CARE ETF | $492K | 3.1K | 0.4% | ▼−25% Reduced · −1K sh | |
| 50 | SPDR Gold TR GOLD SHS | $489K | 1.3K | 0.4% | ▲+7.5% Added · +93 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.