StockDriftsStockDriftsTop 50 Stone Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 11.64% | 133.7K | $15.9M | -0.83%(-1.12K) | $105.42(+16.47%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.76% | 15.4K | $10.6M | +7.86%(+1.12K) | $620.57(+14.58%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.36% | 9.8K | $7.3M | -2.97%(-300) | $674.05(+14.76%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.25% | 26.7K | $5.8M | +1.74%(+456) | $189.03(+19.46%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 4.11% | 55.8K | $5.6M | +8.85%(+4.53K) | $100.53(+0.05%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.97% | 54.8K | $5.4M | -5.28%(-3.06K) | $100.00(-2.58%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.94% | 61.2K | $5.4M | +4.12%(+2.42K) | $81.27(+11.26%) | 2026-06-30 | |
| IJT | ISHARES TR | 3.52% | 26.9K | $4.8M | +2.58%(+678) | $141.79(+24.83%) | 2026-06-30 | |
| IWP | ISHARES TR | 2.93% | 27.4K | $4.0M | +5.15%(+1.34K) | $138.97(+3.96%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.86% | 54.9K | $3.9M | +1.13%(+612) | $61.74(+18.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.13% |
Stone Wealth Partners reports $136.76M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (11.6%), VOO (7.8%) and SPY (5.4%). The top 20 holdings account for 70.99% of reported assets. Its disclosed equity book has returned +9.08% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1813454). View Stone Wealth Partners’s 13F filings on SEC