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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 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 134,866.0 $13.2M 11.86% +8K +6.2% $97.91 +18.9%
2 VOO VANGUARD INDEX FDS 14,310.0 $8.6M 7.68% +455.0 +3.3% $597.56 +12.9%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,090.0 $6.6M 5.91% -155.0 -1.5% $652.15 +12.5%
4 AGG ISHARES TR 57,844.0 $5.7M 5.16% +7K +14.1% $99.27 -1.7%
5 MINT PIMCO ETF TR 51,244.0 $5.2M 4.63% +283.0 +0.6% $100.57 -0.0%
6 VTV VANGUARD INDEX FDS 26,245.0 $5.1M 4.62% -310.0 -1.2% $196.20 +5.5%
7 MGK VANGUARD WORLD FD 11,760.0 $4.3M 3.88% +560.0 +5.0% $367.42 -76.2%
8 IJT ISHARES TR 26,242.0 $3.8M 3.41% +149.0 +0.6% $144.71 +8.8%
9 VEA VANGUARD TAX-MANAGED FDS 54,264.0 $3.5M 3.12% +13K +30.7% $64.08 +7.7%
10 IWP ISHARES TR 26,036.0 $3.3M 3.00% +2K +7.5% $128.12 +5.4%
11 FTSM FIRST TR EXCHANGE-TRADED FD 54,372.0 $3.3M 2.93% +308.0 +0.6% $59.99 -0.2%
12 SDVY FIRST TR EXCHANGE TRADED FD 72,156.0 $2.8M 2.56% +8K +12.1% $39.43 +3.0%
13 BERKSHIRE HATHAWAY INC DEL 5,157.0 $2.5M 2.22% +850.0 +19.7% $479.20
14 AAPL APPLE INC Technology 9,619.0 $2.4M 2.19% +913.0 +10.5% $253.78 +17.8%
15 GOOG ALPHABET INC Communication Services 7,997.0 $2.3M 2.06% -803.0 -9.1% $286.85 +34.2%
16 SPMO INVESCO EXCH TRADED FD TR II 20,156.0 $2.3M 2.03% +1K +6.5% $112.11 +25.4%
17 CWS ADVISORSHARES TR 33,044.0 $2.1M 1.92% -837.0 -2.5% $64.76 +3.6%
18 BIL SPDR SERIES TRUST 22,192.0 $2.0M 1.83% -10K -30.7% $91.64 -0.1%
19 VTI VANGUARD INDEX FDS 6,111.0 $2.0M 1.76% +509.0 +9.1% $320.81 +12.2%
20 AMZN AMAZON COM INC Consumer Cyclical 8,353.0 $1.7M 1.56% +279.0 +3.5% $208.27 +24.5%
Page 1 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%