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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 2  ·  30 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 AGG ISHARES TR 57,844.0 $5.7M 5.16% +7K +14.1% $99.27 -1.7%
4 MINT PIMCO ETF TR 51,244.0 $5.2M 4.63% +283.0 +0.6% $100.57 -0.0%
5 MGK VANGUARD WORLD FD 11,760.0 $4.3M 3.88% +560.0 +5.0% $367.42 -76.2%
6 IJT ISHARES TR 26,242.0 $3.8M 3.41% +149.0 +0.6% $144.71 +8.8%
7 VEA VANGUARD TAX-MANAGED FDS 54,264.0 $3.5M 3.12% +13K +30.7% $64.08 +7.7%
8 IWP ISHARES TR 26,036.0 $3.3M 3.00% +2K +7.5% $128.12 +5.4%
9 FTSM FIRST TR EXCHANGE-TRADED FD 54,372.0 $3.3M 2.93% +308.0 +0.6% $59.99 -0.2%
10 SDVY FIRST TR EXCHANGE TRADED FD 72,156.0 $2.8M 2.56% +8K +12.1% $39.43 +3.0%
11 BERKSHIRE HATHAWAY INC DEL 5,157.0 $2.5M 2.22% +850.0 +19.7% $479.20
12 AAPL APPLE INC Technology 9,619.0 $2.4M 2.19% +913.0 +10.5% $253.78 +17.8%
13 SPMO INVESCO EXCH TRADED FD TR II 20,156.0 $2.3M 2.03% +1K +6.5% $112.11 +25.4%
14 VTI VANGUARD INDEX FDS 6,111.0 $2.0M 1.76% +509.0 +9.1% $320.81 +12.2%
15 AMZN AMAZON COM INC Consumer Cyclical 8,353.0 $1.7M 1.56% +279.0 +3.5% $208.27 +24.5%
16 WMT WALMART INC Consumer Defensive 13,059.0 $1.6M 1.46% +4K +42.0% $124.45 +7.1%
17 NVDA NVIDIA CORPORATION Technology 8,263.0 $1.4M 1.29% +694.0 +9.2% $174.41 +27.5%
18 MSFT MICROSOFT CORP Technology 2,647.0 $980K 0.88% +512.0 +24.0% $370.17 +14.4%
19 IYK ISHARES TR 12,476.0 $874K 0.79% +3K +37.4% $70.03 +3.8%
20 TER TERADYNE INC Technology 2,872.0 $851K 0.77% +25.0 +0.9% $296.46 +8.3%
Page 1 of 2  ·  30 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%