Stone Wealth Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Stone Wealth Partners reported 63 stock positions worth $136.8 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 11.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.4%). Compared with Q1 2026, it opened 10 new positions, sold out of 6, added to 32 and reduced 17. The biggest buy was Micron Technology (MU, shares +3%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- JEFFERSON, LA
- CIK
- 0001813454
- Portfolio Value
- $136.8M (Q2 2026)
- SEC Filing
- 0001754960-26-000549 ↗ filed Jul 16, 2026
Holdings Value
Holdings 63 stocks · $136.8M
| SPYG SS SPDR P S&P 500 Growth ETF | 11.64% | 133,745 | $15.9M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 7.76% | 15,435 | $10.6M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.36% | 9,790 | $7.3M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.25% | 26,701 | $5.8M | Add +1.7% |
| MINT PIMCO Enhanced Short Maturit | 4.11% | 55,778 | $5.6M | Add +8.8% |
| AGG iShares Core U.S. Aggregate | 3.97% | 54,789 | $5.4M | Reduce -5.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.94% | 61,221 | $5.4M | Add +4.1% |
| IJT iShares S&P Small-Cap 600 GR | 3.52% | 26,920 | $4.8M | Add +2.6% |
| IWP iShares Russell Mid-Cap Grow | 2.93% | 27,376 | $4.0M | Add +5.2% |
| VEA Vanguard Ftse Developed ETF | 2.86% | 54,876 | $3.9M | Add +1.1% |
| FTSM First Trust Enh Short Mat FD | 2.53% | 57,850 | $3.5M | Add +6.4% |
| SPMO Invesco S&P 500 Momentum ETF | 2.39% | 20,206 | $3.3M | Add +0.3% |
| SDVY First Trust Smid Cap Rising | 2.29% | 72,506 | $3.1M | Add +0.5% |
| MU Micron Technology Inc. | 2.19% | 2,600 | $3.0M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 2.06% | 7,968 | $2.8M | Reduce -0.4% |
| AAPL Apple Inc. | 2.02% | 9,565 | $2.8M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.93% | 7,121 | $2.6M | Add +16.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 5,036 | $2.5M | Reduce -2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.74% | 25,995 | $2.4M | Add +17.1% |
| WDC Western Digital Corp. | 1.66% | 3,553 | $2.3M | Reduce -22.8% |
| CWS Advisorshares Equity Focused | 1.63% | 32,647 | $2.2M | Reduce -1.2% |
| STX Seagate Technology Holdings | 1.62% | 2,300 | $2.2M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.55% | 2,870 | $2.1M | Add +29.1% |
| AMZN Amazon.com Inc. | 1.46% | 8,396 | $2.0M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.37% | 3,323 | $1.9M | Add +24.9% |
| LRCX Lam Research Corp. | 1.31% | 4,137 | $1.8M | Add +9.7% |
| NVDA Nvidia Corp. | 1.19% | 8,154 | $1.6M | Reduce -1.3% |
| SNDK Sandisk Corp. | 1.18% | 708 | $1.6M | New |
| WMT Walmart Inc. | 1.12% | 13,576 | $1.5M | Add +4.0% |
| INTC Intel Corp. | 1.09% | 10,698 | $1.5M | New |
| GLW Corning Inc. | 1.06% | 5,659 | $1.4M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 1.00% | 4,181 | $1.4M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.92% | 1,674 | $1.3M | Reduce -0.8% |
| DELL Dell Technologies -C | 0.76% | 2,423 | $1.0M | New |
| TSLA Tesla Inc. | 0.75% | 2,448 | $1.0M | Add +10.7% |
| AMD Advanced Micro Devices | 0.75% | 1,757 | $1.0M | New |
| MSFT Microsoft Corp. | 0.74% | 2,721 | $1.0M | Add +2.8% |
| AVGO Broadcom Inc. | 0.73% | 2,638 | $997K | Add +3.0% |
| OEF iShares S&P 100 ETF | 0.68% | 2,546 | $932K | Add +0.5% |
| IYK iShares US Consumer Staples | 0.60% | 11,248 | $817K | Reduce -9.8% |
| IVW iShares S&P 500 Growth ETF | 0.56% | 5,595 | $771K | Add +3.5% |
| IWL iShares Russell Top 200 ETF | 0.56% | 4,118 | $762K | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.56% | 2,127 | $760K | Reduce -1.8% |
| ON On Semiconductor | 0.43% | 6,241 | $590K | New |
| V Visa Inc. Class A | 0.42% | 1,686 | $579K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.40% | 17,245 | $547K | Reduce -1.5% |
| SGOV iShares 0-3 Month Treasury B | 0.37% | 4,966 | $500K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,101 | $497K | Add +0.5% |
| XLV SS Health Care Select Sector | 0.36% | 3,097 | $492K | Reduce -24.7% |
| GLD SPDR Gold Shares | 0.36% | 1,328 | $489K | Add +7.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 5,378 | $488K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 4,975 | $429K | Reduce -5.2% |
| NFLX Netflix Inc. | 0.30% | 5,758 | $411K | Add +39.1% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 7,470 | $378K | New |
| OAKM Oakmark US Large Cap ETF | 0.27% | 12,962 | $365K | Add +28.1% |
| UBER Uber Technologies Inc. | 0.25% | 4,715 | $340K | New |
| CAT Caterpillar Inc. | 0.23% | 290 | $309K | New |
| PAVE Global X US Infrastructure | 0.22% | 5,157 | $304K | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.22% | 291 | $294K | No change |
| BND Vanguard Total Bond Market | 0.19% | 3,583 | $263K | Add +23.3% |
| IWV iShares Russell 3000 ETF | 0.19% | 596 | $254K | No change |
| QTEC First Trust Nasdq 100 Tech I | 0.16% | 641 | $215K | New |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 0.15% | 2,429 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -5.3% | 3.97% | −1.19 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.82 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.76 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.68 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.64 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.62 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 5.36% | −0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 1.84% | −0.38 |
| CWS Advisorshares Equity Focused | Reduce -1.2% | 1.63% | −0.29 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.8% | 11.64% | −0.22 |
| IYK iShares US Consumer Staples | Reduce -9.8% | 0.60% | −0.19 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.18 |
| XLV SS Health Care Select Sector | Reduce -24.7% | 0.36% | −0.18 |
| AAPL Apple Inc. | Reduce -0.6% | 2.02% | −0.17 |
| NVDA Nvidia Corp. | Reduce -1.3% | 1.19% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.5% | 0.40% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.92% | −0.06 |
| IWL iShares Russell Top 200 ETF | Reduce -4.2% | 0.56% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.2% | 0.31% | −0.03 |
| PAVE Global X US Infrastructure | Reduce -0.0% | 0.22% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.56% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 2.06% | −0.00 |
| WDC Western Digital Corp. | Reduce -22.8% | 1.66% | +0.54 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +3.3% | 2.19% | +1.43 |
| SNDK Sandisk Corp. | New | 1.18% | +1.18 |
| INTC Intel Corp. | New | 1.09% | +1.09 |
| STX Seagate Technology Holdings | Add +1.4% | 1.62% | +0.82 |
| DELL Dell Technologies -C | New | 0.76% | +0.76 |
| AMD Advanced Micro Devices | New | 0.75% | +0.75 |
| LRCX Lam Research Corp. | Add +9.7% | 1.31% | +0.59 |
| ON On Semiconductor | New | 0.43% | +0.43 |
| GLW Corning Inc. | Add +6.3% | 1.06% | +0.41 |
| QQQ Invesco QQQ Trust Series 1 | Add +29.1% | 1.55% | +0.40 |
| SPMO Invesco S&P 500 Momentum ETF | Add +0.3% | 2.39% | +0.36 |
| JPST JPMorgan Ultra-Short Income | New | 0.28% | +0.28 |
| UBER Uber Technologies Inc. | New | 0.25% | +0.25 |
| CAT Caterpillar Inc. | New | 0.23% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.5% | 1.93% | +0.17 |
| QTEC First Trust Nasdq 100 Tech I | New | 0.16% | +0.16 |
| HSIC Henry Schein Inc. | New | 0.15% | +0.15 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.6% | 3.52% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +7.9% | 7.76% | +0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +4.1% | 3.94% | +0.06 |
| AVGO Broadcom Inc. | Add +3.0% | 0.73% | +0.02 |
| OAKM Oakmark US Large Cap ETF | Add +28.1% | 0.27% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +3.5% | 0.56% | +0.01 |
| TSLA Tesla Inc. | Add +10.7% | 0.75% | +0.01 |
| META Meta Platforms Inc. Class A | Add +24.9% | 1.37% | +0.00 |
| BND Vanguard Total Bond Market | Add +23.3% | 0.19% | +0.00 |
| V Visa Inc. Class A | Add +0.4% | 0.42% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.36% | −0.04 |
| OEF iShares S&P 100 ETF | Add +0.5% | 0.68% | −0.04 |
| NFLX Netflix Inc. | Add +39.1% | 0.30% | −0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +5.2% | 2.93% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +17.1% | 1.74% | −0.08 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 1.00% | −0.10 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.46% | −0.10 |
| GLD SPDR Gold Shares | Add +7.5% | 0.36% | −0.12 |
| MSFT Microsoft Corp. | Add +2.8% | 0.74% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 2.86% | −0.26 |
| SDVY First Trust Smid Cap Rising | Add +0.5% | 2.29% | −0.27 |
| WMT Walmart Inc. | Add +4.0% | 1.12% | −0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.7% | 4.25% | −0.37 |
| FTSM First Trust Enh Short Mat FD | Add +6.4% | 2.53% | −0.40 |
| MINT PIMCO Enhanced Short Maturit | Add +8.8% | 4.11% | −0.52 |