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Portfolio (Quarterly) Guide ↗

Stone Wealth Partners

· CIK 0001813454
13F Portfolio $112M AUM Filed Feb 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,626.0 $570K 0.51% NEW $350.65 -5.1%
42 TER TERADYNE INC Technology 2,847.0 $551K 0.49% NEW $193.56 +65.9%
43 GLW CORNING INC Technology 6,042.0 $529K 0.47% NEW $87.56 +103.9%
44 SGOV ISHARES TR 4,966.0 $498K 0.44% NEW $100.38 +0.2%
45 AMD ADVANCED MICRO DEVICES INC Technology 2,217.0 $475K 0.42% NEW $214.16 +93.3%
46 GLD SPDR GOLD TR Financial Services 1,193.0 $473K 0.42% NEW $396.31 +5.6%
47 INTC INTEL CORP Technology 12,688.0 $468K 0.42% NEW $36.90 +193.1%
48 SPTM SPDR SERIES TRUST 5,378.0 $444K 0.40% NEW $82.50 +7.6%
49 VUG VANGUARD INDEX FDS 880.0 $429K 0.38% NEW $487.68 -82.3%
50 IVW ISHARES TR 3,397.0 $419K 0.37% NEW $123.26 +9.1%
51 NFLX NETFLIX INC Communication Services 4,153.0 $389K 0.35% NEW $93.76 -4.4%
52 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,068.0 $349K 0.31% NEW $68.85 +9.9%
53 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,621.0 $318K 0.28% NEW $56.62 +17.2%
54 PAVE GLOBAL X FDS 6,062.0 $292K 0.26% NEW $48.12 +11.7%
55 OAKM HARRIS OAKMARK ETF TRUST 10,123.0 $287K 0.26% NEW $28.36 -2.2%
56 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,521.0 $281K 0.25% NEW $79.77 -20.0%
57 UBER UBER TECHNOLOGIES INC Technology 3,263.0 $267K 0.24% NEW $81.71 -8.1%
58 EOG EOG RES INC Energy 2,480.0 $260K 0.23% NEW $105.01 +36.2%
59 GS GOLDMAN SACHS GROUP INC Financial Services 272.0 $239K 0.21% NEW $879.00 +7.7%
60 BAX BAXTER INTL INC Healthcare 12,424.0 $238K 0.21% NEW $19.12 -4.1%
Page 3 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.6%
Technology 29.5%
Communication Services 18.5%
Consumer Cyclical 10.0%
Consumer Defensive 3.6%
Basic Materials 1.6%
Real Estate 0.8%
Energy 0.7%
Healthcare 0.6%