Stone Wealth Partners
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Stone Wealth Partners reported 59 stock positions worth $111.4 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 11.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.9%). Compared with Q4 2025, it opened 6 new positions, sold out of 15, added to 32 and reduced 15. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +31%) and the biggest sale an exit from SS SPDR Dow Jones Indus Avg (DIA).
- Most Recent 13F
- Q2 2026
- Location
- JEFFERSON, LA
- CIK
- 0001813454
- Portfolio Value
- $111.4M (Q1 2026)
- SEC Filing
- 0001754960-26-000370 ↗ filed May 8, 2026
Holdings Value
Holdings 59 stocks · $111.4M
| SPYG SS SPDR P S&P 500 Growth ETF | 11.86% | 134,866 | $13.2M | Add +6.2% |
| VOO Vanguard S&P 500 ETF | 7.68% | 14,310 | $8.6M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.91% | 10,090 | $6.6M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 5.16% | 57,844 | $5.7M | Add +14.1% |
| MINT PIMCO Enhanced Short Maturit | 4.63% | 51,244 | $5.2M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.62% | 26,245 | $5.1M | Reduce -1.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 3.88% | 11,760 | $4.3M | Add +5.0% |
| IJT iShares S&P Small-Cap 600 GR | 3.41% | 26,242 | $3.8M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 3.12% | 54,264 | $3.5M | Add +30.7% |
| IWP iShares Russell Mid-Cap Grow | 3.00% | 26,036 | $3.3M | Add +7.5% |
| FTSM First Trust Enh Short Mat FD | 2.93% | 54,372 | $3.3M | Add +0.6% |
| SDVY First Trust Smid Cap Rising | 2.56% | 72,156 | $2.8M | Add +12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.22% | 5,157 | $2.5M | Add +19.7% |
| AAPL Apple Inc. | 2.19% | 9,619 | $2.4M | Add +10.5% |
| GOOG Alphabet Inc. Class C | 2.06% | 7,997 | $2.3M | Reduce -9.1% |
| SPMO Invesco S&P 500 Momentum ETF | 2.03% | 20,156 | $2.3M | Add +6.5% |
| CWS Advisorshares Equity Focused | 1.92% | 33,044 | $2.1M | Reduce -2.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.83% | 22,192 | $2.0M | Reduce -30.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 6,111 | $2.0M | Add +9.1% |
| AMZN Amazon.com Inc. | 1.56% | 8,353 | $1.7M | Add +3.5% |
| WMT Walmart Inc. | 1.46% | 13,059 | $1.6M | Add +42.0% |
| META Meta Platforms Inc. Class A | 1.37% | 2,660 | $1.5M | Add +0.2% |
| NVDA Nvidia Corp. | 1.29% | 8,263 | $1.4M | Add +9.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 2,223 | $1.3M | Reduce -0.1% |
| WDC Western Digital Corp. | 1.12% | 4,602 | $1.2M | Reduce -21.5% |
| JPM JPMorgan Chase & Co. | 1.10% | 4,154 | $1.2M | Reduce -29.2% |
| IVV iShares Core S&P 500 ETF | 0.99% | 1,687 | $1.1M | Reduce -5.0% |
| MSFT Microsoft Corp. | 0.88% | 2,647 | $980K | Add +24.0% |
| WBD Warner Bros Discovery Inc. | 0.82% | 33,354 | $916K | Reduce -22.2% |
| STX Seagate Technology Holdings | 0.80% | 2,269 | $891K | Reduce -9.9% |
| IYK iShares US Consumer Staples | 0.78% | 12,476 | $874K | Add +37.4% |
| TER Teradyne Inc. | 0.76% | 2,872 | $851K | Add +0.9% |
| MU Micron Technology Inc. | 0.76% | 2,518 | $851K | Add +2.6% |
| TSLA Tesla Inc. | 0.74% | 2,211 | $822K | Add +17.1% |
| LRCX Lam Research Corp. | 0.72% | 3,771 | $807K | Add +7.1% |
| OEF iShares S&P 100 ETF | 0.72% | 2,534 | $806K | Add +37.6% |
| AVGO Broadcom Inc. | 0.71% | 2,560 | $792K | Add +13.7% |
| ALB Albemarle Corp. | 0.68% | 4,225 | $760K | New |
| GLW Corning Inc. | 0.65% | 5,323 | $724K | Reduce -11.9% |
| AMAT Applied Materials Inc. | 0.64% | 2,074 | $709K | New |
| IWL iShares Russell Top 200 ETF | 0.62% | 4,299 | $690K | No change |
| MRNA Moderna Inc. | 0.62% | 13,557 | $689K | New |
| GOOGL Alphabet Inc. Class A | 0.56% | 2,166 | $623K | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 5,403 | $611K | Add +59.0% |
| XLV SS Health Care Select Sector | 0.54% | 4,113 | $603K | Add +201.3% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 17,505 | $537K | New |
| GLD SPDR Gold Shares | 0.48% | 1,235 | $531K | Add +3.5% |
| V Visa Inc. Class A | 0.46% | 1,679 | $507K | Add +3.3% |
| SGOV iShares 0-3 Month Treasury B | 0.45% | 4,966 | $500K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 2,091 | $450K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.38% | 5,378 | $425K | No change |
| NFLX Netflix Inc. | 0.36% | 4,138 | $398K | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 875 | $382K | Reduce -0.6% |
| OAKM Oakmark US Large Cap ETF | 0.25% | 10,123 | $279K | No change |
| PAVE Global X US Infrastructure | 0.24% | 5,158 | $262K | Reduce -14.9% |
| GS Goldman Sachs Group Inc. | 0.22% | 291 | $246K | Add +7.0% |
| IWV iShares Russell 3000 ETF | 0.20% | 596 | $221K | No change |
| BND Vanguard Total Bond Market | 0.19% | 2,905 | $214K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 1,210 | $205K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.92 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -30.7% | 1.83% | −0.78 |
| JPM JPMorgan Chase & Co. | Reduce -29.2% | 1.10% | −0.59 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.52 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.42 |
| INTC Intel Corp. | Sold out | 0.00% | −0.42 |
| GOOG Alphabet Inc. Class C | Reduce -9.1% | 2.06% | −0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 5.91% | −0.31 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.31 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.28 |
| WBD Warner Bros Discovery Inc. | Reduce -22.2% | 0.82% | −0.28 |
| HHH Howard Hughes Holdings Inc. | Sold out | 0.00% | −0.25 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.24 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.23 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.21 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.21 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.20 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.19 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.19 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.18 |
| CWS Advisorshares Equity Focused | Reduce -2.5% | 1.92% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -5.0% | 0.99% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 1.15% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.34% | −0.04 |
| PAVE Global X US Infrastructure | Reduce -14.9% | 0.24% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.36% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 4.62% | +0.11 |
| GLW Corning Inc. | Reduce -11.9% | 0.65% | +0.18 |
| STX Seagate Technology Holdings | Reduce -9.9% | 0.80% | +0.18 |
| WDC Western Digital Corp. | Reduce -21.5% | 1.12% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +30.7% | 3.12% | +0.81 |
| ALB Albemarle Corp. | New | 0.68% | +0.68 |
| AGG iShares Core U.S. Aggregate | Add +14.1% | 5.16% | +0.65 |
| AMAT Applied Materials Inc. | New | 0.64% | +0.64 |
| MRNA Moderna Inc. | New | 0.62% | +0.62 |
| WMT Walmart Inc. | Add +42.0% | 1.46% | +0.55 |
| SCHD Schwab US DVD Equity ETF | New | 0.48% | +0.48 |
| VIG Vanguard Dividend Apprec ETF | New | 0.40% | +0.40 |
| SDVY First Trust Smid Cap Rising | Add +12.1% | 2.56% | +0.36 |
| XLV SS Health Care Select Sector | Add +201.3% | 0.54% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.7% | 2.22% | +0.29 |
| TER Teradyne Inc. | Add +0.9% | 0.76% | +0.27 |
| IYK iShares US Consumer Staples | Add +37.4% | 0.78% | +0.24 |
| LRCX Lam Research Corp. | Add +7.1% | 0.72% | +0.19 |
| XOM Exxon Mobil Corp. | New | 0.18% | +0.18 |
| IVW iShares S&P 500 Growth ETF | Add +59.0% | 0.55% | +0.18 |
| OEF iShares S&P 100 ETF | Add +37.6% | 0.72% | +0.16 |
| MU Micron Technology Inc. | Add +2.6% | 0.76% | +0.14 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.6% | 3.41% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.1% | 1.76% | +0.09 |
| AAPL Apple Inc. | Add +10.5% | 2.19% | +0.08 |
| MINT PIMCO Enhanced Short Maturit | Add +0.6% | 4.63% | +0.06 |
| GLD SPDR Gold Shares | Add +3.5% | 0.48% | +0.06 |
| FTSM First Trust Enh Short Mat FD | Add +0.6% | 2.93% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +7.5% | 3.00% | +0.04 |
| NVDA Nvidia Corp. | Add +9.2% | 1.29% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +6.5% | 2.03% | +0.02 |
| AVGO Broadcom Inc. | Add +13.7% | 0.71% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +7.0% | 0.22% | +0.01 |
| TSLA Tesla Inc. | Add +17.1% | 0.74% | −0.02 |
| MSFT Microsoft Corp. | Add +24.0% | 0.88% | −0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.56% | −0.04 |
| V Visa Inc. Class A | Add +3.3% | 0.46% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 7.68% | −0.06 |
| AMZN Amazon.com Inc. | Add +3.5% | 1.56% | −0.10 |
| META Meta Platforms Inc. Class A | Add +0.2% | 1.37% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.2% | 11.86% | −0.20 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +5.0% | 3.88% | −0.24 |