Stone Wealth Partners holds a focused book of 63 reported positions worth $136.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-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 reported non-option book. Cloning the disclosed picks since 2026 would be +13% (+24.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Stone Wealth Partners is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Stone Wealth Partners's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with 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
+3 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stone Wealth Partners
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 63 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 63 | $4.4B |
| Swiss Re Ltd | 27 / 63 | $1.0B |
| Hoffman, Alan N Investment Management | 9 / 63 | $160.0M |
| Prospect Hill Management, LLC | 8 / 63 | $240.2M |
| Marest Capital, LLC | 13 / 63 | $182.8M |
| Trivest Advisors Ltd | 9 / 63 | $2.9B |
| Draper Asset Management, LLC | 9 / 63 | $172.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Stone Wealth Partners: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.