Stone Wealth Partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), Stone Wealth Partners reported 68 stock positions worth $112.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 12.1% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- JEFFERSON, LA
- CIK
- 0001813454
- Portfolio Value
- $112.3M (Q4 2025)
- SEC Filing
- 0001754960-26-000192 ↗ filed Feb 24, 2026
Holdings Value
Holdings 68 stocks · $112.3M
| SPYG SS SPDR P S&P 500 Growth ETF | 12.06% | 126,943 | $13.5M | — |
| VOO Vanguard S&P 500 ETF | 7.74% | 13,855 | $8.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.22% | 10,245 | $7.0M | — |
| MINT PIMCO Enhanced Short Maturit | 4.57% | 50,961 | $5.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.52% | 26,555 | $5.1M | — |
| AGG iShares Core U.S. Aggregate | 4.51% | 50,715 | $5.1M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.12% | 11,200 | $4.6M | — |
| IJT iShares S&P Small-Cap 600 GR | 3.28% | 26,093 | $3.7M | — |
| IWP iShares Russell Mid-Cap Grow | 2.95% | 24,224 | $3.3M | — |
| FTSM First Trust Enh Short Mat FD | 2.88% | 54,064 | $3.2M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.61% | 32,020 | $2.9M | — |
| GOOG Alphabet Inc. Class C | 2.46% | 8,800 | $2.8M | — |
| VEA Vanguard Ftse Developed ETF | 2.31% | 41,504 | $2.6M | — |
| SDVY First Trust Smid Cap Rising | 2.20% | 64,383 | $2.5M | — |
| AAPL Apple Inc. | 2.11% | 8,706 | $2.4M | — |
| CWS Advisorshares Equity Focused | 2.07% | 33,881 | $2.3M | — |
| SPMO Invesco S&P 500 Momentum ETF | 2.01% | 18,933 | $2.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 4,307 | $2.2M | — |
| JPM JPMorgan Chase & Co. | 1.68% | 5,868 | $1.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 5,602 | $1.9M | — |
| AMZN Amazon.com Inc. | 1.66% | 8,074 | $1.9M | — |
| META Meta Platforms Inc. Class A | 1.56% | 2,654 | $1.8M | — |
| NVDA Nvidia Corp. | 1.26% | 7,569 | $1.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.22% | 2,226 | $1.4M | — |
| WBD Warner Bros Discovery Inc. | 1.10% | 42,888 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 1.08% | 1,775 | $1.2M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.92% | 2,146 | $1.0M | — |
| MSFT Microsoft Corp. | 0.92% | 2,135 | $1.0M | — |
| WMT Walmart Inc. | 0.91% | 9,200 | $1.0M | — |
| WDC Western Digital Corp. | 0.90% | 5,861 | $1.0M | — |
| TSLA Tesla Inc. | 0.76% | 1,889 | $850K | — |
| AVGO Broadcom Inc. | 0.69% | 2,252 | $779K | — |
| IWL iShares Russell Top 200 ETF | 0.65% | 4,299 | $734K | — |
| MU Micron Technology Inc. | 0.62% | 2,455 | $701K | — |
| STX Seagate Technology Holdings | 0.62% | 2,519 | $696K | — |
| GOOGL Alphabet Inc. Class A | 0.60% | 2,156 | $675K | — |
| OEF iShares S&P 100 ETF | 0.56% | 1,842 | $632K | — |
| IYK iShares US Consumer Staples | 0.54% | 9,080 | $608K | — |
| LRCX Lam Research Corp. | 0.54% | 3,521 | $604K | — |
| NEM Newmont Corp. | 0.52% | 5,874 | $587K | — |
| V Visa Inc. Class A | 0.51% | 1,626 | $570K | — |
| TER Teradyne Inc. | 0.49% | 2,847 | $551K | — |
| GLW Corning Inc. | 0.47% | 6,042 | $529K | — |
| SGOV iShares 0-3 Month Treasury B | 0.44% | 4,966 | $498K | — |
| AMD Advanced Micro Devices | 0.42% | 2,217 | $475K | — |
| GLD SPDR Gold Shares | 0.42% | 1,193 | $473K | — |
| INTC Intel Corp. | 0.42% | 12,688 | $468K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.40% | 5,378 | $444K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 880 | $429K | — |
| IVW iShares S&P 500 Growth ETF | 0.37% | 3,397 | $419K | — |
| NFLX Netflix Inc. | 0.35% | 4,153 | $389K | — |
| QSR Restaurant Brands Intern | 0.31% | 5,068 | $349K | — |
| BTI British American Tob-SP ADR | 0.28% | 5,621 | $318K | — |
| PAVE Global X US Infrastructure | 0.26% | 6,062 | $292K | — |
| OAKM Oakmark US Large Cap ETF | 0.26% | 10,123 | $287K | — |
| HHH Howard Hughes Holdings Inc. | 0.25% | 3,521 | $281K | — |
| UBER Uber Technologies Inc. | 0.24% | 3,263 | $267K | — |
| EOG EOG Resources Inc. | 0.23% | 2,480 | $260K | — |
| GS Goldman Sachs Group Inc. | 0.21% | 272 | $239K | — |
| BAX Baxter International Inc. | 0.21% | 12,424 | $238K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 809 | $232K | — |
| IWV iShares Russell 3000 ETF | 0.21% | 596 | $231K | — |
| BN Brookfield Corp. | 0.20% | 4,848 | $222K | — |
| BND Vanguard Total Bond Market | 0.19% | 2,905 | $215K | — |
| XLV SS Health Care Select Sector | 0.19% | 1,365 | $211K | — |
| CP Canadian Pacific Kansas City | 0.19% | 2,860 | $211K | — |
| NKE Nike Inc. Class B | 0.19% | 3,257 | $209K | — |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 5,528 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.