Stone Wealth Partners
63 holdingsFiling period: 2026-06-30Current AUM: $126.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | Spdr Series Trust | 133.7K | $15.9M | $15.0M | 11.90% | -1,121 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 15.4K | $10.6M | $10.4M | 8.28% | +1.1K | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 9.8K | $7.3M | $7.2M | 5.72% | -300 | 2026-06-30 |
| 4 | VTV | Vanguard Index Fds | 26.7K | $5.8M | $6.0M | 4.72% | +456 | 2026-06-30 |
| 5 | MINT | PIMCO ETF TR | 55.8K | $5.6M | $5.6M | 4.44% | +4.5K | 2026-06-30 |
| 6 | AGG | iShares TR | 54.8K | $5.4M | $5.3M | 4.19% | -3,055 | 2026-06-30 |
| 7 | MGK | Vanguard World FD | 61.2K | $5.4M | $5.1M | 4.06% | +49.5K | 2026-06-30 |
| 8 | IJT | iShares TR | 26.9K | $4.8M | $4.3M | 3.44% | +678 | 2026-06-30 |
| 9 | IWP | iShares TR | 27.4K | $4.0M | $3.4M | 2.69% | +1.3K | 2026-06-30 |
| 10 | VEA | Vanguard Tax-Managed Fds | 54.9K | $3.9M | $3.7M | 2.95% | +612 | 2026-06-30 |
| 11 | FTSM | First TR Exchange-Traded FD | 57.9K | $3.5M | $3.5M | 2.74% | +3.5K | 2026-06-30 |
| 12 | SPMO | Invesco Exch Traded FD TR II | 20.2K | $3.3M | $2.5M | 1.99% | +50 | 2026-06-30 |
| 13 | SDVY | First TR Exchange Traded FD | 72.5K | $3.1M | $3.0M | 2.41% | +350 | 2026-06-30 |
| 14 | MU | Micron Technology Inc | 2.6K | $3.0M | $1.8M | 1.42% | +82 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 8.0K | $2.8M | $2.3M | 1.79% | -29 | 2026-06-30 |
| 16 | AAPL | Apple Inc | 9.6K | $2.8M | $3.3M | 2.60% | -54 | 2026-06-30 |
| 17 | VTI | Vanguard Index Fds | 7.1K | $2.6M | $2.6M | 2.05% | +1.0K | 2026-06-30 |
| 18 | BRK-B | Berkshire Hathaway Inc Del | 5.0K | $2.5M | $2.5M | 2.00% | -121 | 2026-06-30 |
| 19 | BIL | Spdr Series Trust | 26.0K | $2.4M | $2.4M | 1.89% | +3.8K | 2026-06-30 |
| 20 | WDC | Western Digital Corp | 3.6K | $2.3M | $937K | 0.74% | -1,049 | 2026-06-30 |
| 21 | CWS | Advisorshares TR | 32.6K | $2.2M | $2.2M | 1.73% | -397 | 2026-06-30 |
| 22 | — | Seagate Technology Hldngs PL | 2.3K | $2.2M | $2.2M | 1.76% | +31 | 2026-06-30 |
| 23 | QQQ | Invesco Qqq TR | 2.9K | $2.1M | $1.9M | 1.50% | +647 | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 8.4K | $2.0M | $2.2M | 1.73% | +43 | 2026-06-30 |
| 25 | META | Meta Platforms Inc | 3.3K | $1.9M | $2.0M | 1.61% | +663 | 2026-06-30 |
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