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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 708.0 $1.6M 1.18% NEW $2273.73 -34.7%
2 INTC INTEL CORP Technology 10,698.0 $1.5M 1.09% NEW $139.63 -34.0%
3 DELL DELL TECHNOLOGIES INC Technology 2,423.0 $1.0M 0.76% NEW $431.46 +9.3%
4 AMD ADVANCED MICRO DEVICES INC Technology 1,757.0 $1.0M 0.75% NEW $580.91 -17.9%
5 ON ON SEMICONDUCTOR CORP Technology 6,241.0 $590K 0.43% NEW $94.54 -20.9%
6 J P MORGAN EXCHANGE TRADED F 7,470.0 $378K 0.28% NEW $50.57
7 UBER UBER TECHNOLOGIES INC Technology 4,715.0 $340K 0.25% NEW $72.16 +6.6%
8 CAT CATERPILLAR INC Industrials 290.0 $309K 0.23% NEW $1064.90 -23.3%
9 QTEC FIRST TR EXCHANGE-TRADED FD 641.0 $215K 0.16% NEW $334.80 -3.9%
10 HSIC SCHEIN HENRY INC Healthcare 2,429.0 $203K 0.15% NEW $83.52 +8.1%

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%