Stone Wealth Partners Top Holdings and 13F Report (2026) About Stone Wealth PartnersInvestment ActivityStone Wealth Partners has $111.35 million in total holdings as of March 31, 2026.Stone Wealth Partners owns shares of 59 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 8.95% of the portfolio was purchased this quarter.About 7.29% of the portfolio was sold this quarter.This quarter, Stone Wealth Partners has purchased 68 new stocks and bought additional shares in 32 stocks.Stone Wealth Partners sold shares of 15 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $13,204,700Vanguard S&P 500 ETF $8,551,108SPDR S&P 500 ETF Trust $6,580,171iShares Core U.S. Aggregate Bond ETF $5,742,174PIMCO Enhanced Short Maturity Exchange-Traded Fund $5,153,609 Largest New Holdings this Quarter 012653101 - Albemarle $760,291 Holding038222105 - Applied Materials $708,872 Holding60770K107 - Moderna $688,696 Holding808524797 - Schwab US Dividend Equity ETF $537,053 Holding921908844 - Vanguard Dividend Appreciation ETF $449,690 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 12,760 shares (about $817.66K)SPDR Portfolio S&P 500 Growth ETF 7,923 shares (about $775.74K)Albemarle 4,225 shares (about $760.29K)Applied Materials 2,074 shares (about $708.87K)iShares Core U.S. Aggregate Bond ETF 7,129 shares (about $707.70K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 9,828 shares (about $900.64K)JPMorgan Chase & Co. 1,714 shares (about $504.16K)Western Digital 1,259 shares (about $340.55K)Warner Bros. Discovery 9,534 shares (about $261.80K)Alphabet 803 shares (about $230.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStone Wealth Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$13,204,700$775,739 â–²6.2%134,86611.9%ETFVOOVanguard S&P 500 ETF$8,551,108$271,891 â–²3.3%14,3107.7%ETFSPYSPDR S&P 500 ETF Trust$6,580,171$101,083 â–¼-1.5%10,0905.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,742,174$707,696 â–²14.1%57,8445.2%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,153,609$28,461 â–²0.6%51,2444.6%ETFVTVVanguard Value ETF$5,149,269$60,822 â–¼-1.2%26,2454.6%ETFMGKVanguard Mega Cap Growth ETF$4,320,915$205,758 â–²5.0%11,7603.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$3,797,480$21,562 â–²0.6%26,2423.4%ETFVEAVanguard FTSE Developed Markets ETF$3,477,247$817,663 â–²30.7%54,2643.1%ETFIWPiShares Russell Mid-Cap Growth ETF$3,335,732$232,153 â–²7.5%26,0363.0%ETFFTSMFirst Trust Enhanced Short Maturity ETF$3,261,636$18,476 â–²0.6%54,3722.9%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,845,111$306,489 â–²12.1%72,1562.6%ETFBRK.BBerkshire Hathaway$2,471,234$407,320 â–²19.7%5,1572.2%FinanceAAPLApple$2,441,151$231,705 â–²10.5%9,6192.2%Computer and TechnologyGOOGAlphabet$2,293,900$230,337 â–¼-9.1%7,9972.1%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$2,259,689$137,111 â–²6.5%20,1562.0%ETFCWSAdvisorShares Focused Equity ETF$2,139,998$54,206 â–¼-2.5%33,0441.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,033,675$900,638 â–¼-30.7%22,1921.8%ETFVTIVanguard Total Stock Market ETF$1,960,465$163,292 â–²9.1%6,1111.8%ETFAMZNAmazon.com$1,739,679$58,107 â–²3.5%8,3531.6%Retail/WholesaleWALMART INC$1,625,185$480,250 â–²41.9%13,0591.5%COMMETAMeta Platforms$1,521,635$3,432 â–²0.2%2,6601.4%Computer and TechnologyNVDANVIDIA$1,441,148$121,040 â–²9.2%8,2631.3%Computer and TechnologyQQQInvesco QQQ$1,283,224$1,732 â–¼-0.1%2,2231.2%FinanceWDCWestern Digital$1,244,795$340,547 â–¼-21.5%4,6021.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,221,857$504,156 â–¼-29.2%4,1541.1%FinanceIVViShares Core S&P 500 ETF$1,101,668$57,467 â–¼-5.0%1,6871.0%ETFMSFTMicrosoft$979,840$189,527 â–²24.0%2,6470.9%Computer and TechnologyWBDWarner Bros. Discovery$915,901$261,804 â–¼-22.2%33,3540.8%Consumer DiscretionarySTXSeagate Technology$891,021$98,173 â–¼-9.9%2,2690.8%Computer and TechnologyIYKiShares U.S. Consumer Staples ETF$873,694$237,822 â–²37.4%12,4760.8%ETFTERTeradyne$851,433$7,411 â–²0.9%2,8720.8%Computer and TechnologyMUMicron Technology$851,104$21,295 â–²2.6%2,5180.8%Computer and TechnologyTSLATesla$821,939$119,703 â–²17.0%2,2110.7%Auto/Tires/TrucksLAM RESEARCH CORP$806,774$53,485 â–²7.1%3,7710.7%COM NEWOEFiShares S&P 100 ETF$805,989$220,104 â–²37.6%2,5340.7%ETFAVGOBroadcom$792,346$95,329 â–²13.7%2,5600.7%Computer and TechnologyALBAlbemarle$760,291$760,291 â–²New Holding4,2250.7%Basic MaterialsGLWCorning$723,768$97,762 â–¼-11.9%5,3230.6%Computer and TechnologyAMATApplied Materials$708,872$708,872 â–²New Holding2,0740.6%Computer and TechnologyIWLiShares Russell Top 200 ETF$689,8980.0%4,2990.6%ETFMRNAModerna$688,696$688,696 â–²New Holding13,5570.6%MedicalGOOGLAlphabet$622,855$2,876 â–²0.5%2,1660.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$611,126$226,896 â–²59.1%5,4030.5%ETFXLVHealth Care Select Sector SPDR Fund$602,982$402,868 â–²201.3%4,1130.5%ETFSCHDSchwab US Dividend Equity ETF$537,053$537,053 â–²New Holding17,5050.5%ETFGLDSPDR Gold Shares$531,408$18,072 â–²3.5%1,2350.5%FinanceVVisa$507,367$16,016 â–²3.3%1,6790.5%Business ServicesSGOViShares 0-3 Month Treasury Bond ETF$499,8780.0%4,9660.4%ETFVIGVanguard Dividend Appreciation ETF$449,690$449,690 â–²New Holding2,0910.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$425,1850.0%5,3780.4%ETFNFLXNetflix$397,869$1,442 â–¼-0.4%4,1380.4%Consumer DiscretionaryVUGVanguard Growth ETF$382,028$2,183 â–¼-0.6%8750.3%ETFHARRIS OAKMARK ETF TRUST$279,0410.0%10,1230.3%OAKMARK U S LRGPAVEGlobal X U.S. Infrastructure Development ETF$262,091$45,935 â–¼-14.9%5,1580.2%ETFGSThe Goldman Sachs Group$246,183$16,074 â–²7.0%2910.2%FinanceIWViShares Russell 3000 ETF$220,9250.0%5960.2%ETFBNDVanguard Total Bond Market ETF$213,9240.0%2,9050.2%ETFXOMExxonMobil$205,289$205,289 â–²New Holding1,2100.2%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$0$1,033,388 â–¼-100.0%00.0%FinanceNEMNewmont$0$586,519 â–¼-100.0%00.0%Basic MaterialsAMDAdvanced Micro Devices$0$474,793 â–¼-100.0%00.0%Computer and TechnologyINTCIntel$0$468,191 â–¼-100.0%00.0%Computer and TechnologyQSRRestaurant Brands International$0$348,932 â–¼-100.0%00.0%Retail/WholesaleBTIBritish American Tobacco$0$318,261 â–¼-100.0%00.0%Consumer StaplesHOWARD HUGHES HOLDINGS INC$0$280,870 â–¼-100.0%00.0%COMUBERUber Technologies$0$266,620 â–¼-100.0%00.0%Computer and TechnologyEOGEOG Resources$0$260,425 â–¼-100.0%00.0%EnergyBAXBaxter International$0$237,543 â–¼-100.0%00.0%MedicalHLTHilton Worldwide$0$232,385 â–¼-100.0%00.0%Consumer DiscretionaryBNBrookfield$0$222,475 â–¼-100.0%00.0%FinanceCPCanadian Pacific Kansas City$0$210,582 â–¼-100.0%00.0%TransportationNKENIKE$0$208,942 â–¼-100.0%00.0%Consumer DiscretionaryCMGChipotle Mexican Grill$0$204,536 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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