13F HOLDINGS REPORT
Stone Wealth Partners
Quarter ended Q4 2025 · Filed February 24, 2026 · Accession 0001754960-26-000192
Total Value
$112.3M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A409 | 126,943 | $13.5M | 12.06% |
| 2 | VANGUARD INDEX FDS | 922908363 | 13,855 | $8.7M | 7.74% |
| 3 | SPDR S&P 500 ETF TR | SPY | 10,245 | $7.0M | 6.22% |
| 4 | PIMCO ETF TR | 72201R833 | 50,961 | $5.1M | 4.57% |
| 5 | VANGUARD INDEX FDS | 922908744 | 26,555 | $5.1M | 4.52% |
| 6 | ISHARES TR | 464287226 | 50,715 | $5.1M | 4.51% |
| 7 | VANGUARD WORLD FD | 921910816 | 11,200 | $4.6M | 4.12% |
| 8 | ISHARES TR | 464287887 | 26,093 | $3.7M | 3.28% |
| 9 | ISHARES TR | 464287481 | 24,224 | $3.3M | 2.95% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 54,064 | $3.2M | 2.88% |
| 11 | SPDR SERIES TRUST | 78468R663 | 32,020 | $2.9M | 2.61% |
| 12 | ALPHABET INC | GOOG | 8,800 | $2.8M | 2.46% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 41,504 | $2.6M | 2.31% |
| 14 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 64,383 | $2.5M | 2.20% |
| 15 | APPLE INC | AAPL | 8,706 | $2.4M | 2.11% |
| 16 | ADVISORSHARES TR | 00768Y560 | 33,881 | $2.3M | 2.07% |
| 17 | INVESCO EXCH TRADED FD TR II | IVZ | 18,933 | $2.3M | 2.01% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,307 | $2.2M | 1.93% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 5,868 | $1.9M | 1.68% |
| 20 | VANGUARD INDEX FDS | 922908769 | 5,602 | $1.9M | 1.67% |
| 21 | AMAZON COM INC | AMZN | 8,074 | $1.9M | 1.66% |
| 22 | META PLATFORMS INC | META | 2,654 | $1.8M | 1.56% |
| 23 | NVIDIA CORPORATION | NVDA | 7,569 | $1.4M | 1.26% |
| 24 | INVESCO QQQ TR | IVZ | 2,226 | $1.4M | 1.22% |
| 25 | WARNER BROS DISCOVERY INC | WBD | 42,888 | $1.2M | 1.10% |
| 26 | ISHARES TR | 464287200 | 1,775 | $1.2M | 1.08% |
| 27 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 2,146 | $1.0M | 0.92% |
| 28 | MICROSOFT CORP | MSFT | 2,135 | $1.0M | 0.92% |
| 29 | WALMART INC | WMT | 9,200 | $1.0M | 0.91% |
| 30 | WESTERN DIGITAL CORP | WDC | 5,861 | $1.0M | 0.90% |
| 31 | TESLA INC | TSLA | 1,889 | $849,521 | 0.76% |
| 32 | BROADCOM INC | AVGO | 2,252 | $779,417 | 0.69% |
| 33 | ISHARES TR | 464289446 | 4,299 | $733,538 | 0.65% |
| 34 | MICRON TECHNOLOGY INC | MU | 2,455 | $700,964 | 0.62% |
| 35 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 2,519 | $695,571 | 0.62% |
| 36 | ALPHABET INC | GOOG | 2,156 | $674,828 | 0.60% |
| 37 | ISHARES TR | 464287101 | 1,842 | $631,751 | 0.56% |
| 38 | ISHARES TR | 464287812 | 9,080 | $607,634 | 0.54% |
| 39 | LAM RESEARCH CORP | LRCX | 3,521 | $603,623 | 0.54% |
| 40 | NEWMONT CORP | NEMCL | 5,874 | $586,519 | 0.52% |
| 41 | VISA INC | V | 1,626 | $570,157 | 0.51% |
| 42 | TERADYNE INC | TER | 2,847 | $551,065 | 0.49% |
| 43 | CORNING INC | GLW | 6,042 | $529,038 | 0.47% |
| 44 | ISHARES TR | 46436E718 | 4,966 | $498,487 | 0.44% |
| 45 | ADVANCED MICRO DEVICES INC | AMD | 2,217 | $474,793 | 0.42% |
| 46 | SPDR GOLD TR | GLD | 1,193 | $472,798 | 0.42% |
| 47 | INTEL CORP | INTC | 12,688 | $468,191 | 0.42% |
| 48 | SPDR SERIES TRUST | 78464A805 | 5,378 | $443,685 | 0.40% |
| 49 | VANGUARD INDEX FDS | 922908736 | 880 | $429,161 | 0.38% |
| 50 | ISHARES TR | 464287309 | 3,397 | $418,720 | 0.37% |
| 51 | NETFLIX INC | NFLX | 4,153 | $389,385 | 0.35% |
| 52 | RESTAURANT BRANDS INTL INC | 76131D103 | 5,068 | $348,932 | 0.31% |
| 53 | BRITISH AMERN TOB PLC | 110448107 | 5,621 | $318,261 | 0.28% |
| 54 | GLOBAL X FDS | 37954Y673 | 6,062 | $291,692 | 0.26% |
| 55 | HARRIS OAKMARK ETF TRUST | 41456U106 | 10,123 | $287,088 | 0.26% |
| 56 | HOWARD HUGHES HOLDINGS INC | HHH | 3,521 | $280,870 | 0.25% |
| 57 | UBER TECHNOLOGIES INC | UBER | 3,263 | $266,620 | 0.24% |
| 58 | EOG RES INC | EOG | 2,480 | $260,425 | 0.23% |
| 59 | GOLDMAN SACHS GROUP INC | GSCE | 272 | $239,088 | 0.21% |
| 60 | BAXTER INTL INC | 071813109 | 12,424 | $237,543 | 0.21% |
| 61 | HILTON WORLDWIDE HLDGS INC | HLT | 809 | $232,385 | 0.21% |
| 62 | ISHARES TR | 464287689 | 596 | $230,563 | 0.21% |
| 63 | BROOKFIELD CORP | 11271J107 | 4,848 | $222,475 | 0.20% |
| 64 | VANGUARD BD INDEX FDS | 921937835 | 2,905 | $215,173 | 0.19% |
| 65 | SELECT SECTOR SPDR TR | 81369Y209 | 1,365 | $211,267 | 0.19% |
| 66 | CANADIAN PACIFIC KANSAS CITY | CP | 2,860 | $210,582 | 0.19% |
| 67 | NIKE INC | NKE | 3,257 | $208,942 | 0.19% |
| 68 | CHIPOTLE MEXICAN GRILL INC | CMG | 5,528 | $204,536 | 0.18% |