Stone Wealth Partners
Stone Wealth Partners reported 88 US-listed holdings worth $286.7 million in its 13F for the quarter ended 30 September 2026, filed 5 November 2026. Its largest: SPDR S&P 500 Growth ETF (11.6%), Vanguard S&P 500 (7.8%) and SPDR S&P 500 (4.9%). Against the quarter before, it opened 29 positions, added to 55, trimmed 4 and sold out of 4.
The 14 largest of its 88 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +14.5% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 29
- Moderna, Inc. MRNA$3.3 million
- Vanguard Short-Term Corp. BD Idx VCSH$3.0 million
- Vanguard Scottsdale FDS VGIT$3.0 million
- Hewlett Packard Enterprise Co. HPE$2.6 million
- Palo Alto Networks Inc. PANW$2.5 million
- EchoStar Corp. ECHO$2.4 million
- Marathon Petroleum Corp. MPC$2.3 million
- Litman Gregory FDS Trust DBMF$2.2 million
and 21 more in the table below
Added to 55
- SPDR S&P 500 Growth ETF SPYG+136,535 shares · +102%
- Vanguard S&P 500 VOO+16,559 shares · +107%
- JP Morgan Ultra Short Income Et JPST+144,925 shares · +1940%
- Vanguard Value ETF VTV+30,567 shares · +114%
- SPDR S&P 500 SPY+8,484 shares · +87%
- Vanguard Mega Cap Growth ETF MGK+64,383 shares · +105%
- iShares Trust IJT+31,448 shares · +117%
- iShares Russell Mid-Cap Growth ETF IWP+35,460 shares · +130%
and 47 more in the table below
Trimmed 4
- PIMCO ETF Trust MINT-13,150 shares · -24%
- Lam Research Corp. LRCX-3,195 shares · -77%
- First Trust Exchange-Traded FD FTSM-15,524 shares · -27%
- Advanced Micro Devices Inc. AMD-1,361 shares · -77%
Sold out of 4
- Western Digital Corp. WDC$2.3 million last quarter
- Intel Corp. INTC$1.5 million last quarter
- Corning Inc. GLW$1.4 million last quarter
- ON Semiconductor Corp. ON$590,024 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| SPDR S&P 500 Growth ETF SPYG | 270.3K | $33.3 million | 11.61% | +136.5K |
| Vanguard S&P 500 VOO | 32.0K | $22.4 million | 7.83% | +16.6K |
| SPDR S&P 500 SPY | 18.3K | $14.0 million | 4.87% | +8.5K |
| Vanguard Value ETF VTV | 57.3K | $12.4 million | 4.33% | +30.6K |
| Vanguard Mega Cap Growth ETF MGK | 125.6K | $11.6 million | 4.05% | +64.4K |
| iShares Trust IJT | 58.4K | $9.4 million | 3.27% | +31.4K |
| iShares Russell Mid-Cap Growth ETF IWP | 62.8K | $8.7 million | 3.02% | +35.5K |
| Vanguard Ftse Developed Markets VEA | 118.7K | $8.4 million | 2.93% | +63.8K |
| JP Morgan Ultra Short Income Et JPST | 152.4K | $7.7 million | 2.68% | +144.9K |
| iShares Trust AGG | 73.1K | $6.9 million | 2.41% | +18.3K |
| First Trust Exchange-Traded FD SDVY | 163.3K | $6.7 million | 2.32% | +90.7K |
| SPDR Ser Trust BIL | 70.0K | $6.4 million | 2.24% | +44.0K |
| Apple Inc. AAPL | 18.4K | $6.1 million | 2.13% | +8.8K |
| Invesco Exch Traded FD Trust II SPMO | 39.2K | $5.9 million | 2.07% | +19.0K |
| VG Totl STK Vprs VTI | 14.4K | $5.4 million | 1.89% | +7.3K |
| Alphabet Inc. GOOG | 15.3K | $5.2 million | 1.81% | +7.3K |
| Meta Platforms, Inc. META | 6.7K | $4.9 million | 1.70% | +3.3K |
| PIMCO ETF Trust MINT | 42.6K | $4.3 million | 1.50% | -13.2K |
| Micron Technology Inc. MU | 4.0K | $4.2 million | 1.48% | +1.4K |
| Advisorshares Trust CWS | 62.8K | $4.2 million | 1.46% | +30.2K |
| Amazon.com Inc. AMZN | 16.7K | $4.1 million | 1.44% | +8.3K |
| Berkshire Hathaway Inc. Class B BRKB | 8.3K | $4.1 million | 1.44% | +3.2K |
| NVIDIA Corp. NVDA | 15.8K | $3.6 million | 1.25% | +7.6K |
| Moderna, Inc. MRNA | 16.9K | $3.3 million | 1.17% | new |
| Invesco QQQ Trust QQQ | 4.5K | $3.3 million | 1.16% | +1.6K |
| Vanguard Short-Term Corp. BD Idx VCSH | 39.0K | $3.0 million | 1.05% | new |
| Vanguard Scottsdale FDS VGIT | 52.6K | $3.0 million | 1.04% | new |
| Microsoft Corp. MSFT | 5.5K | $2.8 million | 0.98% | +2.8K |
| JPMorgan Chase & Co. JPM | 8.2K | $2.7 million | 0.95% | +4.0K |
| Hewlett Packard Enterprise Co. HPE | 40.7K | $2.6 million | 0.89% | new |
| First Trust Exchange-Traded FD FTSM | 42.3K | $2.5 million | 0.88% | -15.5K |
| Dell Technologies Inc. DELL | 4.6K | $2.5 million | 0.87% | +2.2K |
| Seagate Technology Holdings plc STX | 2.7K | $2.5 million | 0.87% | +410 |
| Palo Alto Networks Inc. PANW | 6.3K | $2.5 million | 0.86% | new |
| Sandisk Corp. SNDK | 1.4K | $2.4 million | 0.83% | +668 |
| EchoStar Corp. ECHO | 26.4K | $2.4 million | 0.83% | new |
| Marathon Petroleum Corp. MPC | 5.9K | $2.3 million | 0.81% | new |
| Litman Gregory FDS Trust DBMF | 67.3K | $2.2 million | 0.76% | new |
| CrowdStrike Holdings, Inc. CRWD | 8.2K | $2.2 million | 0.76% | new |
| First Trust Exchng Traded FD Vi BUFD | 70.5K | $2.1 million | 0.75% | new |
| iShares Gold Trust IAU | 27.2K | $2.1 million | 0.74% | new |
| Tesla, Inc. TSLA | 6.0K | $2.1 million | 0.74% | +3.5K |
| Broadcom Inc. AVGO | 5.9K | $2.1 million | 0.72% | +3.2K |
| Janus Detroit STR Trust JAAA | 40.9K | $2.1 million | 0.72% | new |
| iShares Trust OEF | 5.1K | $1.9 million | 0.68% | +2.5K |
| Walmart Inc. WMT | 18.3K | $1.9 million | 0.67% | +4.7K |
| iShares Core S&P 500 ETF IVV | 2.3K | $1.8 million | 0.62% | +638 |
| Eli Lilly & Co. LLY | 1.4K | $1.7 million | 0.58% | new |
| iShares Trust IYK | 23.2K | $1.7 million | 0.58% | +11.9K |
| iShares S&P Growth Index FD IVW | 11.2K | $1.6 million | 0.55% | +5.6K |
| iShares Trust IWL | 8.2K | $1.6 million | 0.55% | +4.1K |
| Alphabet Inc. GOOGL | 4.3K | $1.5 million | 0.51% | +2.2K |
| Schwab Strategic Trust SCHD | 39.9K | $1.3 million | 0.45% | +22.7K |
| iShares Trust SGOV | 12.4K | $1.2 million | 0.44% | +7.4K |
| Visa Inc. V | 3.4K | $1.2 million | 0.42% | +1.7K |
| Select Sector SPDR Trust XLV | 7.1K | $1.2 million | 0.42% | +4.0K |
| Vanguard Specialized Funds VIG | 4.8K | $1.1 million | 0.39% | +2.7K |
| SPDR Gold Trust GLD | 2.6K | $1.0 million | 0.35% | +1.3K |
| SPDR Ser Trust SPTM | 10.8K | $991,488 | 0.35% | +5.4K |
| Vanguard Growth ETF VUG | 9.7K | $875,288 | 0.31% | +4.7K |
| iShares Trust ICSH | 16.8K | $846,630 | 0.30% | new |
| Netflix Inc. NFLX | 11.5K | $805,429 | 0.28% | +5.8K |
| Harris Oakmark ETF Trust OAKM | 25.9K | $763,851 | 0.27% | +13.0K |
| Warby Parker Inc. WRBY | 23.0K | $634,712 | 0.22% | new |
| Uber Technologies, Inc. UBER | 8.0K | $553,548 | 0.19% | +3.3K |
| Goldman Sachs Group Inc. GS | 582 | $528,631 | 0.18% | +291 |
| Phillips 66 PSX | 2.1K | $523,117 | 0.18% | new |
| iShares Trust IWV | 1.2K | $515,093 | 0.18% | +596 |
| Vanguard Total Bond Market ETF BND | 7.1K | $499,753 | 0.17% | +3.5K |
| Global X Infrastr Development ETF (pave) PAVE | 9.3K | $491,993 | 0.17% | +4.2K |
| Caterpillar Inc. CAT | 548 | $448,656 | 0.16% | +258 |
| First Trust Advisors LP QTEC | 1.3K | $422,035 | 0.15% | +641 |
| Henry Schein Inc. HSIC | 4.7K | $398,698 | 0.14% | +2.3K |
| ExxonMobil Holdings Corp. XOM | 2.5K | $398,319 | 0.14% | new |
| ConocoPhillips COP | 3.0K | $378,641 | 0.13% | new |
| General Motors Co. GM | 4.7K | $370,967 | 0.13% | new |
| RBB Fund Trust FEOE | 6.0K | $321,423 | 0.11% | new |
| Lam Research Corp. LRCX | 942 | $307,266 | 0.11% | -3.2K |
| Vanguard S&P 500 Growth ETF VOOG | 3.6K | $306,100 | 0.11% | new |
| Johnson & Johnson JNJ | 984 | $261,897 | 0.09% | new |
| BlackRock, Inc. BLK | 246 | $261,016 | 0.09% | new |
| Advanced Micro Devices Inc. AMD | 396 | $241,427 | 0.08% | -1.4K |
| Fidelity Enhanced Large Cap Core ETF FELC | 5.6K | $241,401 | 0.08% | new |
| Space Exploration Technologies Corp. SPCX | 1.5K | $230,477 | 0.08% | new |
| Schwab US Large Cap SCHX | 7.7K | $230,138 | 0.08% | new |
| Palantir Technologies Inc. PLTR | 1.1K | $208,703 | 0.07% | new |
| Energy Transfer LP ET | 10.5K | $207,346 | 0.07% | new |
| Home Bancorp, Inc. HBCP | 3.1K | $203,199 | 0.07% | new |