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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 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,090.0 $6.6M 5.91% -155.0 -1.5% $652.15 +12.5%
2 VTV VANGUARD INDEX FDS 26,245.0 $5.1M 4.62% -310.0 -1.2% $196.20 +5.5%
3 GOOG ALPHABET INC Communication Services 7,997.0 $2.3M 2.06% -803.0 -9.1% $286.85 +37.0%
4 CWS ADVISORSHARES TR 33,044.0 $2.1M 1.92% -837.0 -2.5% $64.76 +3.3%
5 BIL SPDR SERIES TRUST 22,192.0 $2.0M 1.83% -10K -30.7% $91.64 -0.1%
6 WDC WESTERN DIGITAL CORP Technology 4,602.0 $1.2M 1.12% -1K -21.5% $270.49 +69.6%
7 JPM JPMORGAN CHASE & CO Financial Services 4,154.0 $1.2M 1.10% -2K -29.2% $294.14 +2.2%
8 IVV ISHARES TR 1,687.0 $1.1M 0.99% -88.0 -5.0% $653.03 +12.9%
9 WBD WARNER BROS DISCOVERY INC Communication Services 33,354.0 $916K 0.82% -10K -22.2% $27.46 -1.7%
10 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,269.0 $891K 0.80% -250.0 -9.9% $392.69 +88.7%
11 GLW CORNING INC Technology 5,323.0 $724K 0.65% -719.0 -11.9% $135.97 +31.3%
12 VUG VANGUARD INDEX FDS 875.0 $382K 0.34% -5.0 -0.6% $436.60 -80.2%
13 PAVE GLOBAL X FDS 5,158.0 $262K 0.23% -904.0 -14.9% $50.81 +5.8%

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%