Stone Wealth Partners

CIK

1813454

Location

JEFFERSON, LA

Portfolio Value

Small $265,441,899

Diversification

Diversified

Filing Date

Global Rank

#7,706 / 8,827 ▲ 188 · as of Jun 2026

Top Industry

Internet Content & Information 14.8%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.9% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 72.0%; sector active share 56.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

88 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.5%

+1.2 pts

Top 5

48.0%

+0.9 pts

Top 10

61.4%

−0.5 pts

HHI

631

Diversified+10

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.7%	$187,703,651	45
Technology	13.1%	$34,811,247	15
Communication Services	5.5%	$14,683,469	5
Financial Services	3.4%	$9,012,767	7
Consumer Cyclical	2.5%	$6,640,138	3
Healthcare	2.3%	$6,184,891	5
Energy	1.4%	$3,832,957	5
Consumer Defensive	0.7%	$1,896,747	1
Industrials	0.3%	$676,032	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	+144,925	152,395	$7,676,136
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+136,535	270,280	$33,266,062
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+90,746	163,252	$6,624,766
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+64,383	125,604	$11,637,210
VEA	Vanguard FTSE Developed Markets ETF	+63,814	118,690	$8,380,700
—		+44,028	70,023	$0
—		+35,460	62,836	$0
IJT	iShares S&P Small-Cap 600 Growth ETF	+31,448	58,368	$9,358,141
VTV	VANGUARD VALUE INDEX FUND	+30,567	57,268	$12,374,469
CWS	AdvisorShares Focused Equity ETF	+30,186	62,833	$4,180,216
SCHD	Schwab U.S. Dividend Equity ETF	+22,655	39,900	$1,297,947
SPMO	Invesco Ltd.	+18,985	39,191	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+18,330	73,119	$6,912,670
VOO	VANGUARD 500 INDEX FUND	+16,559	31,994	$22,423,314
OAKM	Oakmark U.S. Large Cap ETF	+12,962	25,924	$761,128
IYK	iShares U.S. Consumer Staples ETF	+11,912	23,160	$1,638,106
AAPL	Apple Inc.	+8,847	18,412	$6,131,564
SPY	Spdr S&P 500 ETF Trust	+8,484	18,274	$13,936,300
AMZN	Amazon Com Inc	+8,300	16,696	$4,159,808
NVDA	Nvidia Corp	+7,601	15,755	$3,598,126
SGOV	iShares 0-3 Month Treasury Bond ETF	+7,448	12,414	$1,249,841
GOOG	Alphabet Inc.	+7,333	15,301	$5,213,662
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+7,323	14,444	$5,405,522
NFLX	Netflix Inc	+5,758	11,516	$801,283
IVW	iShares S&P 500 Growth ETF	+5,567	11,162	$1,587,906
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
FTSM	First Trust Enhanced Short Maturity ETF	−15,524	42,326	$2,518,820
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	−13,150	42,628	$4,286,245
LRCX	Lam Research Corp	−3,195	942	$309,456
AMD	Advanced Micro Devices Inc	−1,361	396	$242,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRNA	Moderna, Inc.	16,884	$3,251,351
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	39,014	$3,013,831
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	52,634	$2,982,242
HPE	Hewlett Packard Enterprise Co	40,698	$2,600,195
PANW	Palo Alto Networks Inc	6,258	$2,486,365
ECHO	EchoStar CORP	26,444	$2,364,358
MPC	Marathon Petroleum Corp	5,872	$2,321,906
DBMF	iMGP DBI Managed Futures Strategy ETF	67,316	$2,189,789
CRWD	CrowdStrike Holdings, Inc.	8,236	$2,180,481
BUFD	FT Vest Laddered Deep Buffer ETF	70,546	$2,142,482
IAU	Ishares Gold Trust	27,196	$2,124,007
JAAA	Janus Henderson AAA CLO ETF	40,883	$2,063,365
LLY	ELI LILLY & Co	1,416	$1,638,425
ICSH	iShares Ultra Short Duration Bond Active ETF	16,801	$846,770
WRBY	Warby Parker Inc.	22,976	$638,273
PSX	Phillips 66	2,061	$526,193
XOM	ExxonMobil Holdings Corp	2,458	$400,039
COP	Conocophillips	3,022	$378,203
GM	General Motors Co	4,712	$362,824
FEOE	First Eagle Overseas Equity ETF	5,960	$320,469
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	3,579	$305,932
JNJ	Johnson & Johnson	984	$260,504
BLK	BlackRock, Inc.	246	$260,339
FELC	Fidelity Enhanced Large Cap Core ETF	5,568	$241,205
SPCX	Space Exploration Technologies Corp	1,536	$231,720
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	3,553	$2,269,372
INTC	Intel Corp	10,698	$1,493,761
GLW	Corning Inc	5,659	$1,445,478
ON	On Semiconductor Corp	6,241	$590,024
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $265,441,899 total · filing declares 88 positions · $286,748,367 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	270,280	+136,535	$33,266,062	+109.0%	12.53%
VOO	VANGUARD 500 INDEX FUND	Added	31,994	+16,559	$22,423,314	+111.5%	8.45%
SPY	Spdr S&P 500 ETF Trust	Added	18,274	+8,484	$13,936,300	+90.6%	5.25%
VTV	VANGUARD VALUE INDEX FUND	Added	57,268	+30,567	$12,374,469	+112.7%	4.66%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	125,604	+64,383	$11,637,210	+116.2%	4.38%
IJT	iShares S&P Small-Cap 600 Growth ETF	Added	58,368	+31,448	$9,358,141	+94.6%	3.53%
VEA	Vanguard FTSE Developed Markets ETF	Added	118,690	+63,814	$8,380,700	+114.3%	3.16%
JPST	JPMorgan Ultra-Short Income ETF	Added	152,395	+144,925	$7,676,136	+1932.0%	2.89%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	73,119	+18,330	$6,912,670	+27.5%	2.60%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	163,252	+90,746	$6,624,766	+111.8%	2.50%
AAPL	Apple Inc. Technology	Added	18,412	+8,847	$6,131,564	+121.5%	2.31%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	14,444	+7,323	$5,405,522	+105.1%	2.04%
GOOG	Alphabet Inc. Communication Services	Added	15,301	+7,333	$5,213,662	+85.2%	1.96%
META	Meta Platforms, Inc. Communication Services	Added	6,653	+3,330	$4,824,622	+157.8%	1.82%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Reduced	42,628	-13,150	$4,286,245	−23.8%	1.61%
MU	Micron Technology Inc Technology	Added	3,988	+1,388	$4,247,658	+41.5%	1.60%
CWS	AdvisorShares Focused Equity ETF	Added	62,833	+30,186	$4,180,216	+87.8%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,696	+8,300	$4,159,808	+107.9%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,274	+3,238	$4,120,038	+63.5%	1.55%
NVDA	Nvidia Corp Technology	Added	15,755	+7,601	$3,598,126	+120.5%	1.36%
QQQ	Invesco Qqq Trust, Series 1	Added	4,507	+1,637	$3,334,143	+57.8%	1.26%
MRNA	Moderna, Inc. Healthcare	NEW	16,884	NEW	$3,251,351	NEW	1.22%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	NEW	39,014	NEW	$3,013,831	NEW	1.14%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	NEW	52,634	NEW	$2,982,242	NEW	1.12%
MSFT	Microsoft Corp Technology	Added	5,490	+2,769	$2,815,821	+177.4%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,160	+3,979	$2,699,572	+97.3%	1.02%
HPE	Hewlett Packard Enterprise Co Technology	NEW	40,698	NEW	$2,600,195	NEW	0.98%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	42,326	-15,524	$2,518,820	−27.1%	0.95%
STX	Seagate Technology Holdings plc Technology	Added	2,710	+410	$2,499,541	+12.6%	0.94%
PANW	Palo Alto Networks Inc Technology	NEW	6,258	NEW	$2,486,365	NEW	0.94%
DELL	Dell Technologies Inc. Technology	Added	4,620	+2,197	$2,485,329	+137.7%	0.94%
SNDK	Sandisk Corp Technology	Added	1,376	+668	$2,394,088	+48.7%	0.90%
ECHO	EchoStar CORP Communication Services	NEW	26,444	NEW	$2,364,358	NEW	0.89%
MPC	Marathon Petroleum Corp Energy	NEW	5,872	NEW	$2,321,906	NEW	0.87%
DBMF	iMGP DBI Managed Futures Strategy ETF	NEW	67,316	NEW	$2,189,789	NEW	0.82%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	8,236	NEW	$2,180,481	NEW	0.82%
BUFD	FT Vest Laddered Deep Buffer ETF	NEW	70,546	NEW	$2,142,482	NEW	0.81%
IAU	Ishares Gold Trust	NEW	27,196	NEW	$2,124,007	NEW	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,968	+3,520	$2,117,506	+105.7%	0.80%
JAAA	Janus Henderson AAA CLO ETF	NEW	40,883	NEW	$2,063,365	NEW	0.78%
AVGO	Broadcom Inc. Technology	Added	5,870	+3,232	$2,061,485	+106.9%	0.78%
OEF	iShares S&P 100 ETF	Added	5,092	+2,546	$1,945,551	+108.9%	0.73%
WMT	Walmart Inc. Consumer Defensive	Added	18,252	+4,676	$1,896,747	+23.4%	0.71%
IVV	iShares Core S&P 500 ETF	Added	2,312	+638	$1,770,645	+41.2%	0.67%
LLY	ELI LILLY & Co Healthcare	NEW	1,416	NEW	$1,638,425	NEW	0.62%
IYK	iShares U.S. Consumer Staples ETF	Added	23,160	+11,912	$1,638,106	+100.4%	0.62%
IVW	iShares S&P 500 Growth ETF	Added	11,162	+5,567	$1,587,906	+106.4%	0.60%
IWL	iShares Russell Top 200 ETF	Added	8,236	+4,118	$1,566,157	+105.6%	0.59%
GOOGL	Alphabet Inc. Communication Services	Added	4,300	+2,173	$1,479,544	+94.6%	0.56%
SCHD	Schwab U.S. Dividend Equity ETF	Added	39,900	+22,655	$1,297,947	+137.4%	0.49%

Showing the top 50 of 88 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.