13F-HR filed by Stone Wealth Partners
Stone Wealth Partners filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-16, with 63 holding rows worth $136,759,772.
- Accession
- 0001754960-26-000549
- Filer
- CIK 1813454
- Filed
- 2026-07-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 63 entries on the cover page, a total value of $136,759,772 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,759,772 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 133,745 | $15,914,564 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 15,435 | $10,615,418 | dollars as filed | |
| SPY | 78462F103 | SHS | 9,790 | $7,329,246 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 26,701 | $5,818,949 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 55,778 | $5,622,980 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 54,789 | $5,423,015 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 61,221 | $5,382,015 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 26,920 | $4,807,912 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 27,376 | $4,008,120 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 54,876 | $3,910,170 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 57,850 | $3,455,381 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 20,206 | $3,264,077 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 72,506 | $3,127,909 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 2,600 | $3,001,154 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,968 | $2,816,579 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,565 | $2,768,832 | dollars as filed | |
| VTI | 922908769 | COM | 7,121 | $2,642,604 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,036 | $2,519,964 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 25,995 | $2,382,182 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 3,553 | $2,269,372 | dollars as filed | |
| ADVISORSHARES TR | 00768Y560 | ADVISORSHS ETF | 32,647 | $2,227,624 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 2,300 | $2,219,500 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,870 | $2,117,345 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,396 | $2,001,103 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,323 | $1,873,391 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 4,137 | $1,792,686 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,154 | $1,631,809 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 708 | $1,609,801 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 13,576 | $1,537,895 | dollars as filed | |
| Intel Corp | 458140100 | COM | 10,698 | $1,493,762 | dollars as filed | |
| CORNING INC | 219350105 | COM | 5,659 | $1,445,478 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,181 | $1,369,428 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,674 | $1,264,329 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,423 | $1,045,428 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,448 | $1,029,629 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,757 | $1,020,659 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,721 | $1,014,992 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,638 | $996,505 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 2,546 | $931,505 | dollars as filed | |
| ISHARES TR | 464287812 | US CONSM STAPLES | 11,248 | $817,280 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 5,595 | $770,588 | dollars as filed | |
| ISHARES TR | 464289446 | RUS TOP 200 ETF | 4,118 | $761,624 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,127 | $760,126 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 6,241 | $590,024 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,686 | $579,007 | dollars as filed | |
| SCHD | 808524797 | COM | 17,245 | $546,839 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 4,966 | $499,927 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,101 | $497,139 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,097 | $491,512 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,328 | $489,209 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 5,378 | $488,269 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,975 | $428,971 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,758 | $411,121 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 7,470 | $377,758 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U106 | OAKMARK U S LRG | 12,962 | $365,140 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 4,715 | $340,234 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 290 | $308,821 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 5,157 | $303,925 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 291 | $294,309 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,583 | $263,028 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 596 | $254,134 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 641 | $214,605 | dollars as filed | |
| SCHEIN HENRY INC | 806407102 | COM | 2,429 | $202,870 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000549 | this filing | 2026-07-16 | acceptance time not in the bulk data set |