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Portfolio (Quarterly) Guide ↗

Stone Wealth Partners

· CIK 0001813454
13F Portfolio $111M AUM 59 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 30 Added 13 Reduced 15 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWL ISHARES TR 4,299.0 $690K 0.62% $160.48 +15.0%
42 MRNA MODERNA INC Healthcare 13,557.0 $689K 0.62% NEW $50.80 -10.0%
43 GOOGL ALPHABET INC Communication Services 2,166.0 $623K 0.56% $287.56 +34.8%
44 IVW ISHARES TR 5,403.0 $611K 0.55% +2K +59.0% $113.11 +20.5%
45 XLV SELECT SECTOR SPDR TR 4,113.0 $603K 0.54% +3K +201.3% $146.60 +0.4%
46 SCHD SCHWAB STRATEGIC TR 17,505.0 $537K 0.48% NEW $30.68 +4.7%
47 GLD SPDR GOLD TR Financial Services 1,235.0 $531K 0.48% +42.0 +3.5% $430.29 -4.4%
48 V VISA INC Financial Services 1,679.0 $507K 0.46% +53.0 +3.3% $302.18 +9.2%
49 SGOV ISHARES TR 4,966.0 $500K 0.45% $100.66 -0.1%
50 VIG VANGUARD SPECIALIZED FUNDS 2,091.0 $450K 0.40% NEW $215.06 +7.3%
51 SPTM SPDR SERIES TRUST 5,378.0 $425K 0.38% $79.06 +13.5%
52 NFLX NETFLIX INC. Communication Services 4,138.0 $398K 0.36% $96.15 -7.1%
53 VUG VANGUARD INDEX FDS 875.0 $382K 0.34% -5.0 -0.6% $436.60 -80.0%
54 OAKM HARRIS OAKMARK ETF TRUST 10,123.0 $279K 0.25% $27.57 +1.5%
55 PAVE GLOBAL X FDS 5,158.0 $262K 0.23% -904.0 -14.9% $50.81 +7.2%
56 GS GOLDMAN SACHS GROUP INC Financial Services 291.0 $246K 0.22% +19.0 +7.0% $845.99 +9.8%
57 IWV ISHARES TR 596.0 $221K 0.20% $370.68 +13.2%
58 BND VANGUARD BD INDEX FDS 2,905.0 $214K 0.19% $73.64 -1.1%
59 XOM EXXON MOBIL CORP Energy 1,210.0 $205K 0.18% NEW $169.66 -4.2%
Page 3 of 3  ·  59 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
Technology 34.8%
Financial Services 30.8%
Communication Services 17.1%
Consumer Cyclical 7.6%
Consumer Defensive 4.8%
Basic Materials 2.3%
Healthcare 2.0%
Energy 0.6%