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Portfolio (Quarterly) Guide ↗

Stone Wealth Partners

· CIK 0001813454
13F Portfolio $137M AUM 63 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 28 Added 14 Reduced 6 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 15,435.0 $10.6M 7.76% +1K +7.9% $687.75 +3.1%
2 VTV VANGUARD INDEX FDS 26,701.0 $5.8M 4.25% +456.0 +1.7% $217.93 +3.5%
3 MINT PIMCO ETF TR 55,778.0 $5.6M 4.11% +5K +8.8% $100.81 -0.0%
4 MGK VANGUARD WORLD FD 61,221.0 $5.4M 3.94% +49K +420.6% $87.91 +2.9%
5 IJT ISHARES TR 26,920.0 $4.8M 3.52% +678.0 +2.6% $178.60 -3.0%
6 IWP ISHARES TR 27,376.0 $4.0M 2.93% +1K +5.2% $146.41 -2.1%
7 VEA VANGUARD TAX-MANAGED FDS 54,876.0 $3.9M 2.86% +612.0 +1.1% $71.25 +3.0%
8 FTSM FIRST TR EXCHANGE-TRADED FD 57,850.0 $3.5M 2.53% +3K +6.4% $59.73 +0.3%
9 MU MICRON TECHNOLOGY INC Technology 2,600.0 $3.0M 2.19% +82.0 +3.3% $1154.29 -19.0%
10 VTI VANGUARD INDEX FDS 7,121.0 $2.6M 1.93% +1K +16.5% $371.10 +2.6%
11 BIL SPDR SERIES TRUST 25,995.0 $2.4M 1.74% +4K +17.1% $91.64 -0.0%
12 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,300.0 $2.2M 1.62% +31.0 +1.4% $965.00 -12.2%
13 QQQ INVESCO QQQ TR Financial Services 2,870.0 $2.1M 1.55% +647.0 +29.1% $737.75 -2.3%
14 AMZN AMAZON COM INC Consumer Cyclical 8,396.0 $2.0M 1.46% +43.0 +0.5% $238.34 +7.5%
15 META META PLATFORMS INC Communication Services 3,323.0 $1.9M 1.37% +663.0 +24.9% $563.76 +1.3%
16 LRCX LAM RESEARCH CORP Technology 4,137.0 $1.8M 1.31% +366.0 +9.7% $433.33 -26.5%
17 WMT WALMART INC Consumer Defensive 13,576.0 $1.5M 1.12% +517.0 +4.0% $113.28 -9.4%
18 GLW CORNING INC Technology 5,659.0 $1.4M 1.06% +336.0 +6.3% $255.43 -40.2%
19 JPM JPMORGAN CHASE & CO Financial Services 4,181.0 $1.4M 1.00% +27.0 +0.7% $327.54 +8.1%
20 TSLA TESLA INC Consumer Cyclical 2,448.0 $1.0M 0.75% +237.0 +10.7% $420.60 -15.6%
Page 1 of 2  ·  28 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 53.4%
Financial Services 28.0%
Communication Services 7.0%
Consumer Cyclical 7.0%
Consumer Defensive 3.5%
Industrials 0.7%
Healthcare 0.5%