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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WBD	WARNER BROS DISCOVERY INC	Communication Services	33,354	$916K	0.82%	SOLD
2	TER	TERADYNE INC	Technology	2,872	$851K	0.77%	SOLD
3	ALB	ALBEMARLE CORP	Basic Materials	4,225	$760K	0.68%	SOLD
4	AMAT	APPLIED MATLS INC	Technology	2,074	$709K	0.64%	SOLD
5	MRNA	MODERNA INC	Healthcare	13,557	$689K	0.62%	SOLD
6	XOM	EXXON MOBIL CORP	Energy	1,210	$205K	0.18%	SOLD

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%