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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 2,721.0 $1.0M 0.74% +74.0 +2.8% $373.02 +37.2%
22 AVGO BROADCOM INC Technology 2,638.0 $997K 0.73% +78.0 +3.0% $377.75 -0.7%
23 IVW ISHARES TR 5,595.0 $771K 0.56% +192.0 +3.5% $137.73 +2.5%
24 GLD SPDR GOLD TR Financial Services 1,328.0 $489K 0.36% +93.0 +7.5% $368.38 +14.6%
25 VUG VANGUARD INDEX FDS 4,975.0 $429K 0.31% +4K +468.6% $86.23 +3.4%
26 NFLX NETFLIX INC. Communication Services 5,758.0 $411K 0.30% +2K +39.1% $71.40 +13.0%
27 OAKM HARRIS OAKMARK ETF TRUST 12,962.0 $365K 0.27% +3K +28.1% $28.17 +12.6%
28 BND VANGUARD BD INDEX FDS 3,583.0 $263K 0.19% +678.0 +23.3% $73.41 -1.2%
Page 2 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%