Stone Wealth Partners Top Holdings and 13F Report (2026) About Stone Wealth PartnersInvestment ActivityStone Wealth Partners has $136.76 million in total holdings as of June 30, 2026.Stone Wealth Partners owns shares of 63 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 11.93% of the portfolio was purchased this quarter.About 4.32% of the portfolio was sold this quarter.This quarter, Stone Wealth Partners has purchased 59 new stocks and bought additional shares in 33 stocks.Stone Wealth Partners sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $15,914,564Vanguard S&P 500 ETF $10,615,418SPDR S&P 500 ETF Trust $7,329,246Vanguard Value ETF $5,818,949PIMCO Enhanced Short Maturity Exchange-Traded Fund $5,622,980 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $1,609,801 Holding458140100 - Intel $1,493,762 Holding24703L202 - Dell Technologies $1,045,428 Holding007903107 - Advanced Micro Devices $1,020,659 Holding682189105 - onsemi $590,024 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 49,461 shares (about $4.35M)SANDISK CORP 708 shares (about $1.61M)Intel 10,698 shares (about $1.49M)Dell Technologies 2,423 shares (about $1.05M)Advanced Micro Devices 1,757 shares (about $1.02M) Largest Sales this Quarter Western Digital 1,049 shares (about $670.02K)iShares Core U.S. Aggregate Bond ETF 3,055 shares (about $302.38K)SPDR S&P 500 ETF Trust 300 shares (about $224.59K)Health Care Select Sector SPDR Fund 1,016 shares (about $161.25K)SPDR Portfolio S&P 500 Growth ETF 1,121 shares (about $133.39K) 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$15,914,564$133,390 â–¼-0.8%133,74511.6%ETFVOOVanguard S&P 500 ETF$10,615,418$773,719 â–²7.9%15,4357.8%ETFSPYSPDR S&P 500 ETF Trust$7,329,246$224,594 â–¼-3.0%9,7905.4%FinanceVTVVanguard Value ETF$5,818,949$99,376 â–²1.7%26,7014.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,622,980$457,073 â–²8.8%55,7784.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,423,015$302,384 â–¼-5.3%54,7894.0%FinanceMGKVanguard Mega Cap Growth ETF$5,382,015$4,348,179 â–²420.6%61,2213.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,807,912$121,091 â–²2.6%26,9203.5%ETFIWPiShares Russell Mid-Cap Growth ETF$4,008,120$196,189 â–²5.1%27,3762.9%ETFVEAVanguard FTSE Developed Markets ETF$3,910,170$43,608 â–²1.1%54,8762.9%ETFFTSMFirst Trust Enhanced Short Maturity ETF$3,455,381$207,741 â–²6.4%57,8502.5%ManufacturingSPMOInvesco S&P 500 Momentum ETF$3,264,077$8,077 â–²0.2%20,2062.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,127,909$15,099 â–²0.5%72,5062.3%ETFMUMicron Technology$3,001,154$94,652 â–²3.3%2,6002.2%Computer and TechnologyGOOGAlphabet$2,816,579$10,251 â–¼-0.4%7,9682.1%Computer and TechnologyAAPLApple$2,768,832$15,632 â–¼-0.6%9,5652.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,642,604$374,811 â–²16.5%7,1211.9%ETFBRK.BBerkshire Hathaway$2,519,964$60,547 â–¼-2.3%5,0361.8%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,382,182$348,507 â–²17.1%25,9951.7%ETFWDCWestern Digital$2,269,372$670,017 â–¼-22.8%3,5531.7%Computer and TechnologyCWSAdvisorShares Focused Equity ETF$2,227,624$27,089 â–¼-1.2%32,6471.6%ETFSTXSeagate Technology$2,219,500$29,915 â–²1.4%2,3001.6%Computer and TechnologyQQQInvesco QQQ$2,117,345$477,325 â–²29.1%2,8701.5%FinanceAMZNAmazon.com$2,001,103$10,249 â–²0.5%8,3961.5%Retail/WholesaleMETAMeta Platforms$1,873,391$373,776 â–²24.9%3,3231.4%Computer and TechnologyLAM RESEARCH CORP$1,792,686$158,599 â–²9.7%4,1371.3%COM NEWNVDANVIDIA$1,631,809$21,813 â–¼-1.3%8,1541.2%Computer and TechnologySANDISK CORP$1,609,801$1,609,801 â–²New Holding7081.2%COMWALMART INC$1,537,895$58,566 â–²4.0%13,5761.1%COMINTCIntel$1,493,762$1,493,762 â–²New Holding10,6981.1%Computer and TechnologyGLWCorning$1,445,478$85,824 â–²6.3%5,6591.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,369,428$8,843 â–²0.6%4,1811.0%FinanceIVViShares Core S&P 500 ETF$1,264,329$9,819 â–¼-0.8%1,6740.9%ETFDELLDell Technologies$1,045,428$1,045,428 â–²New Holding2,4230.8%Computer and TechnologyTSLATesla$1,029,629$99,682 â–²10.7%2,4480.8%Auto/Tires/TrucksAMDAdvanced Micro Devices$1,020,659$1,020,659 â–²New Holding1,7570.7%Computer and TechnologyMSFTMicrosoft$1,014,992$27,604 â–²2.8%2,7210.7%Computer and TechnologyAVGOBroadcom$996,505$29,465 â–²3.0%2,6380.7%Computer and TechnologyOEFiShares S&P 100 ETF$931,505$4,390 â–²0.5%2,5460.7%ETFIYKiShares U.S. Consumer Staples ETF$817,280$89,227 â–¼-9.8%11,2480.6%ETFIVWiShares S&P 500 Growth ETF$770,588$26,444 â–²3.6%5,5950.6%ETFIWLiShares Russell Top 200 ETF$761,624$33,476 â–¼-4.2%4,1180.6%ETFGOOGLAlphabet$760,126$13,937 â–¼-1.8%2,1270.6%Computer and TechnologyONonsemi$590,024$590,024 â–²New Holding6,2410.4%Computer and TechnologyVVisa$579,007$2,404 â–²0.4%1,6860.4%Business ServicesSCHDSchwab US Dividend Equity ETF$546,839$8,245 â–¼-1.5%17,2450.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$499,9270.0%4,9660.4%ETFVIGVanguard Dividend Appreciation ETF$497,139$2,366 â–²0.5%2,1010.4%ETFXLVHealth Care Select Sector SPDR Fund$491,512$161,245 â–¼-24.7%3,0970.4%ETFGLDSPDR Gold Shares$489,209$34,259 â–²7.5%1,3280.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$488,2690.0%5,3780.4%ETFVUGVanguard Growth ETF$428,971$353,524 â–²468.6%4,9750.3%ETFNFLXNetflix$411,121$115,668 â–²39.1%5,7580.3%Consumer DiscretionaryJPSTJPMorgan Ultra-Short Income ETF$377,758$377,758 â–²New Holding7,4700.3%ETFHARRIS OAKMARK ETF TRUST$365,140$79,975 â–²28.0%12,9620.3%OAKMARK U S LRGUBERUber Technologies$340,234$340,234 â–²New Holding4,7150.2%Computer and TechnologyCATCaterpillar$308,821$308,821 â–²New Holding2900.2%IndustrialsPAVEGlobal X U.S. Infrastructure Development ETF$303,925$59 â–¼0.0%5,1570.2%ETFGSThe Goldman Sachs Group$294,3090.0%2910.2%FinanceBNDVanguard Total Bond Market ETF$263,028$49,772 â–²23.3%3,5830.2%ETFIWViShares Russell 3000 ETF$254,1340.0%5960.2%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$214,605$214,605 â–²New Holding6410.2%ManufacturingHSICHenry Schein$202,870$202,870 â–²New Holding2,4290.1%MedicalWBDWarner Bros. Discovery$0$915,901 â–¼-100.0%00.0%Consumer DiscretionaryTERTeradyne$0$851,433 â–¼-100.0%00.0%Computer and TechnologyALBAlbemarle$0$760,291 â–¼-100.0%00.0%Basic MaterialsAMATApplied Materials$0$708,872 â–¼-100.0%00.0%Computer and TechnologyMRNAModerna$0$688,696 â–¼-100.0%00.0%MedicalXOMExxonMobil$0$205,289 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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