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Disclosery

13F-HR filed by Stone Wealth Partners

Stone Wealth Partners filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-24, with 68 holding rows worth $112,313,400.

Accession
0001754960-26-000192
Filer
CIK 1813454
Filed
2026-02-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 68 entries on the cover page, a total value of $112,313,400 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,313,400 with VALUE read as dollars as filed, 13F file number 028-26689. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Portfolio S&P 500 Growth ETF78464A409SHS126,943$13,544,851dollars as filed
Vanguard S&P 500 ETF922908363COM13,855$8,689,119dollars as filed
SPY78462F103SHS10,245$6,986,166dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC50,961$5,131,773dollars as filed
Vanguard Value ETF922908744SHS26,555$5,071,739dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS50,715$5,065,414dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS11,200$4,623,211dollars as filed
ISHARES TR464287887S&P SML 600 GWT26,093$3,683,288dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF24,224$3,317,235dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW54,064$3,240,056dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS32,020$2,925,999dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,800$2,761,546dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS41,504$2,592,735dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF64,383$2,467,157dollars as filed
Apple Inc037833100COM8,706$2,366,947dollars as filed
ADVISORSHARES TR00768Y560ADVISORSHS ETF33,881$2,328,641dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS18,933$2,259,086dollars as filed
Berkshire Hathaway Inc084670702COM4,307$2,164,914dollars as filed
JPMorgan Chase & Co46625H100COM5,868$1,890,674dollars as filed
VTI922908769COM5,602$1,878,283dollars as filed
Amazon.com, Inc023135106COM8,074$1,863,641dollars as filed
META PLATFORMS INC CL A30303M102COM2,654$1,752,153dollars as filed
NVIDIA Corp67066G104COM7,569$1,411,623dollars as filed
INVESCO QQQ TR46090E103COM2,226$1,367,511dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock42,888$1,236,032dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,775$1,215,642dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,146$1,033,388dollars as filed
Microsoft Corp594918104COM2,135$1,032,529dollars as filed
Walmart Inc.931142103COM9,200$1,027,085dollars as filed
WESTERN DIGITAL CORP958102105COM5,861$1,009,674dollars as filed
Tesla Motors, Inc88160R101COM1,889$849,521dollars as filed
Broadcom Inc.11135F101COM2,252$779,417dollars as filed
ISHARES TR464289446RUS TOP 200 ETF4,299$733,538dollars as filed
Micron Technology,Inc.595112103COM2,455$700,964dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS2,519$695,571dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,156$674,828dollars as filed
ISHARES TR464287101S&P 100 ETF1,842$631,751dollars as filed
ISHARES TR464287812US CONSM STAPLES9,080$607,634dollars as filed
Lam Research Corporation512807306COM3,521$603,623dollars as filed
NEWMONT CORP651639106COM5,874$586,519dollars as filed
Visa Inc92826C839COM1,626$570,157dollars as filed
TERADYNE INC COM880770102Stock2,847$551,065dollars as filed
CORNING INC219350105COM6,042$529,038dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS4,966$498,487dollars as filed
Advanced Micro Devices,Inc.007903107COM2,217$474,793dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,193$472,798dollars as filed
Intel Corp458140100COM12,688$468,191dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS5,378$443,685dollars as filed
Vanguard Growth922908736COM880$429,161dollars as filed
iShares S&P 500 Growth ETF464287309SHS3,397$418,720dollars as filed
Netflix, Inc64110L106COM4,153$389,385dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock5,068$348,932dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR5,621$318,261dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF6,062$291,692dollars as filed
HARRIS OAKMARK ETF TRUST41456U106OAKMARK U S LRG10,123$287,088dollars as filed
HOWARD HUGHES HOLDINGS INC COM44267T102Stock3,521$280,870dollars as filed
Uber Technologies90353T100COM3,263$266,620dollars as filed
EOG RES INC COM26875P101Stock2,480$260,425dollars as filed
Goldman Sachs Group,Inc.38141G104COM272$239,088dollars as filed
BAXTER INTL INC071813109COM12,424$237,543dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock809$232,385dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF596$230,563dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock4,848$222,475dollars as filed
Vanguard Total Bond Market ETF921937835SHS2,905$215,173dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,365$211,267dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock2,860$210,582dollars as filed
NIKE,Inc. Class B654106103COM3,257$208,942dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK5,528$204,536dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000192this filing2026-02-24acceptance time not in the bulk data set