Stone Wealth Partners

CIK

1813454

Location

JEFFERSON, LA

Portfolio Value

Micro $33,847,419

Diversification

Diversified

Filing Date

Global Rank

#7,305 / 8,605 ▲ 26 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

+27.7%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.5%

SPY

+10.0%

Annualised alpha

+23.1%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.4%

+0.2 pts

Top 5

43.8%

+2.0 pts

Top 10

63.7%

+3.2 pts

HHI

691

Diversified+54

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$11,728,619	11
Unclassified	24.7%	$8,376,409	3
Financial Services	13.1%	$4,446,817	4
Communication Services	10.2%	$3,458,487	4
Consumer Cyclical	7.6%	$2,561,618	2
Consumer Defensive	4.8%	$1,622,972	1
Basic Materials	2.2%	$758,514	1
Healthcare	2.0%	$688,695	1
Energy	0.6%	$205,288	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+3,859	13,059	$1,622,972
AAPL	Apple Inc.	+913	9,619	$2,441,206
BRK-B	Berkshire Hathaway Inc	+850	5,157	$2,471,234
NVDA	Nvidia Corp	+694	8,263	$1,441,067
MSFT	Microsoft Corp	+512	2,647	$979,839
TSLA	Tesla, Inc.	+322	2,211	$821,939
AVGO	Broadcom Inc.	+308	2,560	$792,345
AMZN	Amazon Com Inc	+279	8,353	$1,739,679
LRCX	Lam Research Corp	+250	3,771	$805,711
MU	Micron Technology Inc	+63	2,518	$850,681
V	Visa Inc.	+53	1,679	$507,460
GLD	Spdr Gold Trust	+42	1,235	$531,408
TER	Teradyne, Inc	+25	2,872	$851,433
GS	Goldman Sachs Group Inc	+19	291	$246,183
GOOGL	Alphabet Inc.	+10	2,166	$622,854
META	Meta Platforms, Inc.	+6	2,660	$1,521,865
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	−9,534	33,354	$915,900
JPM	Jpmorgan Chase & Co	−1,714	4,154	$1,221,940
WDC	Western Digital Corp	−1,259	4,602	$1,244,794
GLW	Corning Inc /Ny	−719	5,323	$723,768
STX	Seagate Technology Holdings plc	−250	2,269	$888,903
SPY	Spdr S&P 500 ETF Trust	−155	10,090	$6,561,930
NFLX	Netflix Inc	−15	4,138	$397,868
QQQ	Invesco Qqq Trust, Series 1	−3	2,223	$1,283,071
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ALB	Albemarle Corp	4,225	$758,514
AMAT	Applied Materials Inc /De	2,074	$708,872
MRNA	Moderna, Inc.	13,557	$688,695
XOM	Exxon Mobil Corp	1,210	$205,288
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,146	$1,031,303
NEM	NEWMONT Corp /DE/	5,874	$586,518
AMD	Advanced Micro Devices Inc	2,217	$474,792
INTC	Intel Corp	12,688	$468,187
QSR	Restaurant Brands International Inc.	5,068	$345,789
BTI	British American Tobacco p.l.c.	5,621	$318,261
HHH	Howard Hughes Holdings Inc.	3,521	$280,870
UBER	Uber Technologies, Inc	3,263	$266,619
EOG	Eog Resources Inc	2,480	$260,424
BAX	Baxter International Inc	12,424	$237,422
HLT	Hilton Worldwide Holdings Inc.	809	$232,385
BN	BROOKFIELD Corp /ON/	4,848	$222,474
CP	Canadian Pacific Kansas City Ltd/Cn	2,860	$210,581
NKE	NIKE, Inc.	3,257	$207,503
CMG	Chipotle Mexican Grill Inc	5,528	$204,536
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $33,847,419 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	10,090	-155	$6,561,930	−6.1%	19.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,157	+850	$2,471,234	+14.1%	7.30%
AAPL	Apple Inc. Technology	Added	9,619	+913	$2,441,206	+3.1%	7.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,353	+279	$1,739,679	−6.7%	5.14%
WMT	Walmart Inc. Consumer Defensive	Added	13,059	+3,859	$1,622,972	+58.3%	4.79%
META	Meta Platforms, Inc. Communication Services	Added	2,660	+6	$1,521,865	−13.1%	4.50%
NVDA	Nvidia Corp Technology	Added	8,263	+694	$1,441,067	+2.1%	4.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,223	-3	$1,283,071	−6.2%	3.79%
WDC	Western Digital Corp Technology	Reduced	4,602	-1,259	$1,244,794	+23.3%	3.68%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,154	-1,714	$1,221,940	−35.4%	3.61%
MSFT	Microsoft Corp Technology	Added	2,647	+512	$979,839	−5.1%	2.89%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	33,354	-9,534	$915,900	−25.9%	2.71%
STX	Seagate Technology Holdings plc Technology	Reduced	2,269	-250	$888,903	+28.1%	2.63%
TER	Teradyne, Inc Technology	Added	2,872	+25	$851,433	+54.5%	2.52%
MU	Micron Technology Inc Technology	Added	2,518	+63	$850,681	+21.4%	2.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,211	+322	$821,939	−3.2%	2.43%
LRCX	Lam Research Corp Technology	Added	3,771	+250	$805,711	+33.7%	2.38%
AVGO	Broadcom Inc. Technology	Added	2,560	+308	$792,345	+1.7%	2.34%
ALB	Albemarle Corp Basic Materials	NEW	4,225	NEW	$758,514	NEW	2.24%
GLW	Corning Inc /Ny Technology	Reduced	5,323	-719	$723,768	+36.8%	2.14%
AMAT	Applied Materials Inc /De Technology	NEW	2,074	NEW	$708,872	NEW	2.09%
MRNA	Moderna, Inc. Healthcare	NEW	13,557	NEW	$688,695	NEW	2.03%
GOOGL	Alphabet Inc. Communication Services	Added	2,166	+10	$622,854	−7.7%	1.84%
GLD	Spdr Gold Trust	Added	1,235	+42	$531,408	+12.4%	1.57%
V	Visa Inc. Financial Services	Added	1,679	+53	$507,460	−11.0%	1.50%
NFLX	Netflix Inc Communication Services	Reduced	4,138	-15	$397,868	+2.2%	1.18%
GS	Goldman Sachs Group Inc Financial Services	Added	291	+19	$246,183	+3.0%	0.73%
XOM	Exxon Mobil Corp Energy	NEW	1,210	NEW	$205,288	NEW	0.61%