BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 5,595.0 $771K 0.56% +192.0 +3.5% $137.73 +2.2%
42 IWL ISHARES TR 4,118.0 $762K 0.56% -181.0 -4.2% $184.95 +3.3%
43 GOOGL ALPHABET INC Communication Services 2,127.0 $760K 0.56% -39.0 -1.8% $357.37 -4.7%
44 ON ON SEMICONDUCTOR CORP Technology 6,241.0 $590K 0.43% NEW $94.54 -20.9%
45 V VISA INC Financial Services 1,686.0 $579K 0.42% $343.42 +10.6%
46 SCHD SCHWAB STRATEGIC TR 17,245.0 $547K 0.40% -260.0 -1.5% $31.71 +9.8%
47 SGOV ISHARES TR 4,966.0 $500K 0.37% $100.67 -0.0%
48 VIG VANGUARD SPECIALIZED FUNDS 2,101.0 $497K 0.36% $236.62 +2.8%
49 XLV SELECT SECTOR SPDR TR 3,097.0 $492K 0.36% -1K -24.7% $158.71 +8.1%
50 GLD SPDR GOLD TR Financial Services 1,328.0 $489K 0.36% +93.0 +7.5% $368.38 +14.7%
51 SPTM SPDR SERIES TRUST 5,378.0 $488K 0.36% $90.79 +3.0%
52 VUG VANGUARD INDEX FDS 4,975.0 $429K 0.31% +4K +468.6% $86.23 +3.1%
53 NFLX NETFLIX INC. Communication Services 5,758.0 $411K 0.30% +2K +39.1% $71.40 +11.8%
54 J P MORGAN EXCHANGE TRADED F 7,470.0 $378K 0.28% NEW $50.57
55 OAKM HARRIS OAKMARK ETF TRUST 12,962.0 $365K 0.27% +3K +28.1% $28.17 +12.3%
56 UBER UBER TECHNOLOGIES INC Technology 4,715.0 $340K 0.25% NEW $72.16 +6.6%
57 CAT CATERPILLAR INC Industrials 290.0 $309K 0.23% NEW $1064.90 -23.3%
58 PAVE GLOBAL X FDS 5,157.0 $304K 0.22% $58.93 -4.9%
59 GS GOLDMAN SACHS GROUP INC Financial Services 291.0 $294K 0.21% $1011.37 +2.9%
60 BND VANGUARD BD INDEX FDS 3,583.0 $263K 0.19% +678.0 +23.3% $73.41 -1.2%
Page 3 of 4  ·  63 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%