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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALB ALBEMARLE CORP Basic Materials 4,225.0 $760K 0.68% NEW $179.95 -6.1%
2 AMAT APPLIED MATLS INC Technology 2,074.0 $709K 0.64% NEW $341.79 +19.1%
3 MRNA MODERNA INC Healthcare 13,557.0 $689K 0.62% NEW $50.80 -5.3%
4 SCHD SCHWAB STRATEGIC TR 17,505.0 $537K 0.48% NEW $30.68 +4.6%
5 VIG VANGUARD SPECIALIZED FUNDS 2,091.0 $450K 0.40% NEW $215.06 +6.7%
6 XOM EXXON MOBIL CORP Energy 1,210.0 $205K 0.18% NEW $169.66 -5.4%

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%