DOSSIER · 13F-HR · Q2 2026

Stone Wealth Partners

$137M in tracked AUM across 63 positions as of Q2 2026.

SW
CIK 0001813454 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
63
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Stone Wealth Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$16M134K11.6%
02
VOO
VANGUARD INDEX FDS
$11M15K7.8%
03
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K5.4%
04
VTV
VANGUARD INDEX FDS
$6M27K4.3%
05
MINT
PIMCO ETF TR
$6M56K4.1%
06
AGG
ISHARES TR
$5M55K4.0%
07
MGK
VANGUARD WORLD FD
$5M61K3.9%
08
IJT
ISHARES TR
$5M27K3.5%
09
IWP
ISHARES TR
$4M27K2.9%
10
VEA
VANGUARD TAX-MANAGED FDS
$4M55K2.9%

Filing history

2026Q2Jun 30
$137M 22.8%
63 positionsView →
2026Q1Mar 31
$111M 0.9%
59 positionsView →
2025Q4Dec 31
$112M
68 positionsView →