Stone Wealth Partners
60 holdingsFiling period: 2026-03-31Current AUM: $127.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 134.9K | $13.2M | $15.8M | 12.44% | +7.9K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 14.3K | $8.6M | $9.8M | 7.74% | +455 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 10.1K | $6.6M | $7.6M | 5.95% | -155 | 2026-03-31 |
| 4 | AGG | ISHARES TR | 57.8K | $5.7M | $5.6M | 4.43% | +7.1K | 2026-03-31 |
| 5 | MINT | PIMCO ETF TR | 51.2K | $5.2M | $5.2M | 4.07% | +283 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 26.2K | $5.1M | $5.8M | 4.54% | -310 | 2026-03-31 |
| 7 | MGK | VANGUARD WORLD FD | 11.8K | $4.3M | $5.1M | 4.00% | +560 | 2026-03-31 |
| 8 | IJT | ISHARES TR | 26.2K | $3.8M | $4.5M | 3.57% | +149 | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 54.3K | $3.5M | $3.8M | 3.02% | +12.8K | 2026-03-31 |
| 10 | IWP | ISHARES TR | 26.0K | $3.3M | $3.6M | 2.81% | +1.8K | 2026-03-31 |
| 11 | FTSM | FIRST TR EXCHANGE-TRADED FD | 54.4K | $3.3M | $3.3M | 2.57% | +308 | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 72.2K | $2.8M | $3.2M | 2.49% | +7.8K | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.2K | $2.5M | $2.5M | 1.95% | +850 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 9.6K | $2.4M | $3.0M | 2.34% | +913 | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 8.0K | $2.3M | $2.9M | 2.24% | -803 | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 20.2K | $2.3M | $2.9M | 2.28% | +1.2K | 2026-03-31 |
| 17 | CWS | ADVISORSHARES TR | 33.0K | $2.1M | $2.4M | 1.86% | -837 | 2026-03-31 |
| 18 | BIL | SPDR SERIES TRUST | 22.2K | $2.0M | $2.0M | 1.60% | -9,828 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 6.1K | $2.0M | $2.2M | 1.77% | +509 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 8.4K | $1.7M | $2.3M | 1.79% | +279 | 2026-03-31 |
| 21 | WMT | WALMART INC | 13.1K | $1.6M | $1.5M | 1.14% | +3.9K | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 2.7K | $1.5M | $1.5M | 1.17% | +6 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 8.3K | $1.4M | $1.7M | 1.31% | +694 | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 2.2K | $1.3M | $1.5M | 1.20% | -3 | 2026-03-31 |
| 25 | WDC | WESTERN DIGITAL CORP | 4.6K | $1.2M | $2.5M | 1.97% | -1,259 | 2026-03-31 |
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