Arkolith/Funds/Stone Wealth Partners

Stone Wealth Partners

CIK 1813454Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
33
existing
Trimmed
16
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.5%
+15.9%/yr · since Feb '26
Their reported book
+7.4%
held from quarter-end
S&P 500
+8.1%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Stone Wealth Partners (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
50%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

29% mapped to company sectors

ETF / fund or unclassified
71%
Information Technology
18%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Materials
1%
Communication Services
0%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stone Wealth Partners

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 63$590.5B
ROYAL BANK OF CANADA80 / 63$169.1B
RAYMOND JAMES FINANCIAL INC80 / 63$107.2B
ENVESTNET ASSET MANAGEMENT INC80 / 63$98.5B
LPL Financial LLC80 / 63$98.3B
US BANCORP \DE\80 / 63$29.9B
STIFEL FINANCIAL CORP80 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

63 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$15.9M133.7K
11.6%
−0.8%
Reduced · −1K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$10.6M15.4K
7.8%
+7.9%
Added · +1K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$7.3M9.8K
5.4%
−3.0%
Reduced · −300 sh
4Vanguard Index FDS
VALUE ETF
$5.8M26.7K
4.3%
+1.7%
Added · +456 sh
5Pimco ETF TR
ENHAN SHRT MA AC
$5.6M55.8K
4.1%
+8.8%
Added · +5K sh
6Ishares TR
CORE US AGGBD ET
$5.4M54.8K
4.0%
−5.3%
Reduced · −3K sh
7Vanguard World FD
MEGA GRWTH IND
$5.4M61.2K
3.9%
+421%
Added · +49K sh
8Ishares TR
S&P SML 600 GWT
$4.8M26.9K
3.5%
+2.6%
Added · +678 sh
9Ishares TR
RUS MD CP GR ETF
$4.0M27.4K
2.9%
+5.1%
Added · +1K sh
10Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.9M54.9K
2.9%
+1.1%
Added · +612 sh
11First TR Exchange-Traded FD
FIRST TR ENH NEW
$3.5M57.9K
2.5%
+6.4%
Added · +3K sh
12Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$3.3M20.2K
2.4%
+0.2%
Added · +50 sh
13First TR Exchange Traded FD
SMID RISNG ETF
$3.1M72.5K
2.3%
+0.5%
Added · +350 sh
14Micron Technology Inc
COM
$3.0M2.6K
2.2%
+3.3%
Added · +82 sh
15Alphabet Inc
CAP STK CL C
$2.8M8.0K
2.1%
−0.4%
Reduced · −29 sh
16Apple Inc
COM
$2.8M9.6K
2.0%
−0.6%
Reduced · −54 sh
17Vanguard Index FDS
TOTAL STK MKT
$2.6M7.1K
1.9%
+17%
Added · +1K sh
18Berkshire Hathaway Inc Del
CL B NEW
$2.5M5.0K
1.8%
−2.3%
Reduced · −121 sh
19SPDR Series Trust
ST STR BLO 1 ETF
$2.4M26.0K
1.7%
+17%
Added · +4K sh
20Western Digital Corp
COM
$2.3M3.6K
1.7%
−23%
Reduced · −1K sh
21Advisorshares TR
ADVISORSHS ETF
$2.2M32.6K
1.6%
−1.2%
Reduced · −397 sh
22Seagate Technology HLDNGS PL
ORD SHS
$2.2M2.3K
1.6%
+1.4%
Added · +31 sh
23Invesco QQQ TR
UNIT SER 1
$2.1M2.9K
1.5%
+29%
Added · +647 sh
24Amazon Com Inc
COM
$2.0M8.4K
1.5%
+0.5%
Added · +43 sh
25Meta Platforms Inc
CL A
$1.9M3.3K
1.4%
+25%
Added · +663 sh
26Lam Research Corp
COM NEW
$1.8M4.1K
1.3%
+9.7%
Added · +366 sh
27Nvidia Corporation
COM
$1.6M8.2K
1.2%
−1.3%
Reduced · −109 sh
28Sandisk Corp
COM
$1.6M708
1.2%
New
New position
29Walmart Inc
COM
$1.5M13.6K
1.1%
+4.0%
Added · +517 sh
30Intel Corp
COM
$1.5M10.7K
1.1%
New
New position
31Corning Inc
COM
$1.4M5.7K
1.1%
+6.3%
Added · +336 sh
32JPMorgan Chase & Co
COM
$1.4M4.2K
1.0%
+0.6%
Added · +27 sh
33Ishares TR
CORE S&P500 ETF
$1.3M1.7K
0.9%
−0.8%
Reduced · −13 sh
34Dell Technologies Inc
CL C
$1.0M2.4K
0.8%
New
New position
35Tesla Inc
COM
$1.0M2.4K
0.8%
+11%
Added · +237 sh
36Advanced Micro Devices Inc
COM
$1.0M1.8K
0.7%
New
New position
37Microsoft Corp
COM
$1.0M2.7K
0.7%
+2.8%
Added · +74 sh
38Broadcom Inc
COM
$997K2.6K
0.7%
+3.0%
Added · +78 sh
39Ishares TR
S&P 100 ETF
$932K2.5K
0.7%
+0.5%
Added · +12 sh
40Ishares TR
US CONSM STAPLES
$817K11.2K
0.6%
−9.8%
Reduced · −1K sh
41Ishares TR
S&P 500 GRWT ETF
$771K5.6K
0.6%
+3.5%
Added · +192 sh
42Ishares TR
RUS TOP 200 ETF
$762K4.1K
0.6%
−4.2%
Reduced · −181 sh
43Alphabet Inc
CAP STK CL A
$760K2.1K
0.6%
−1.8%
Reduced · −39 sh
44On Semiconductor Corp
COM
$590K6.2K
0.4%
New
New position
45Visa Inc
COM CL A
$579K1.7K
0.4%
+0.4%
Added · +7 sh
46Schwab Strategic TR
US DIVIDEND EQ
$547K17.2K
0.4%
−1.5%
Reduced · −260 sh
47Ishares TR
0-3 MTH TREASURY
$500K5.0K
0.4%
Held
48Vanguard Specialized Funds
DIV APP ETF
$497K2.1K
0.4%
+0.5%
Added · +10 sh
49Select Sector SPDR TR
ST STR CARE ETF
$492K3.1K
0.4%
−25%
Reduced · −1K sh
50SPDR Gold TR
GOLD SHS
$489K1.3K
0.4%
+7.5%
Added · +93 sh
Showing 50 of 63 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202663$136.8M13F-HR
Q1 2026Mar 31, 2026May 8, 202659$111.4M13F-HR
Q4 2025Dec 31, 2025Feb 24, 202668$112.3M13F-HR

Data source

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.