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SWP

Stone Wealth Partners Portfolio holdings

AUM $137M
This Fund
S&P 500
This Quarter Est. Return
+32.35%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$25.4M
Cap. Flow
+$4.23M
Cap. Flow %
3.09%
Top 10 Hldgs %
50.33%
Holding
69
New
10
Increased
32
Reduced
17
Closed
6
Avg Time Held
1.7 quarters
Top 10 Avg Time Held
1.9 quarters
Top 20 Avg Time Held
1.8 quarters

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$1.08M
2
SNDK
Sandisk
SNDK
+$1.01M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$750K
4
AMD icon
Advanced Micro Devices
AMD
+$720K
5
DELL icon
Dell
DELL
+$701K

Top Sells

Rank Stock Value
1
WBD
Warner Bros
WBD
+$916K
2
TER icon
Teradyne
TER
+$851K
3
ALB icon
Albemarle
ALB
+$760K
4
AMAT icon
Applied Materials
AMAT
+$709K
5
MRNA icon
Moderna
MRNA
+$689K

Sector Composition

Rank Sector Weight
1 Miscellaneous 71.52%
2 Technology 16.99%
3 Communication Services 4.29%
4 Financials 3.48%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
LRCX icon
26
Lam Research
LRCX
$401B
$1.79M 1.31%
4,137
+366
+10% +$111K
2025 Q4
2 quarters
NVDA icon
27
NVIDIA
NVDA
$5.57T
$1.63M 1.19%
8,154
-109
-1% -$22.4K
2025 Q4
2 quarters
SNDK
28
Sandisk
SNDK
$233B
$1.61M 1.18%
+708
New +$1.01M
2026 Q2
0 quarters
WMT icon
29
Walmart Inc
WMT
$877B
$1.54M 1.12%
13,576
+517
+4% +$64.2K
2025 Q4
2 quarters
INTC icon
30
Intel
INTC
$566B
$1.49M 1.09%
+10,698
New +$1.08M
2026 Q2
0 quarters
GLW icon
31
Corning
GLW
$132B
$1.45M 1.06%
5,659
+336
+6% +$61.1K
2025 Q4
2 quarters
JPM icon
32
JPMorgan Chase
JPM
$881B
$1.37M 1%
4,181
+27
+0.6% +$8.38K
2025 Q4
2 quarters
IVV icon
33
iShares Core S&P 500 ETF
IVV
$893B
$1.26M 0.92%
1,674
-13
-0.8% -$9.47K
2025 Q4
2 quarters
DELL icon
34
Dell
DELL
$365B
$1.05M 0.76%
+2,423
New +$701K
2026 Q2
0 quarters
TSLA icon
35
Tesla
TSLA
$1.48T
$1.03M 0.75%
2,448
+237
+11% +$94.3K
2025 Q4
2 quarters
AMD icon
36
Advanced Micro Devices
AMD
$1.01T
$1.02M 0.75%
+1,757
New +$720K
2026 Q2
0 quarters
MSFT icon
37
Microsoft
MSFT
$3.88T
$1.01M 0.74%
2,721
+74
+3% +$29.9K
2025 Q4
2 quarters
AVGO icon
38
Broadcom
AVGO
$1.72T
$997K 0.73%
2,638
+78
+3% +$31.3K
2025 Q4
2 quarters
OEF icon
39
iShares S&P 100 ETF
OEF
$20.7B
$932K 0.68%
2,546
+12
+0.5% +$4.3K
2025 Q4
2 quarters
IYK icon
40
iShares US Consumer Staples ETF
IYK
$1.66B
$817K 0.6%
11,248
-1,228
-10% -$87.8K
2025 Q4
2 quarters
IVW icon
41
iShares S&P 500 Growth ETF
IVW
$79.2B
$771K 0.56%
5,595
+192
+4% +$25.4K
2025 Q4
2 quarters
IWL icon
42
iShares Russell Top 200 ETF
IWL
$2.27B
$762K 0.56%
4,118
-181
-4% -$32.5K
2025 Q4
2 quarters
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.26T
$760K 0.56%
2,127
-39
-2% -$14K
2025 Q4
2 quarters
ON icon
44
ON Semiconductor
ON
$30.9B
$590K 0.43%
+6,241
New +$640K
2026 Q2
0 quarters
V icon
45
Visa
V
$704B
$579K 0.42%
1,686
+7
+0.4% +$2.25K
2025 Q4
2 quarters
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$110B
$547K 0.4%
17,245
-260
-1% -$8.25K
2026 Q1
1 quarter
SGOV icon
47
iShares 0-3 Month Treasury Bond ETF
SGOV
$112B
$500K 0.37%
4,966
– –
2025 Q4
2 quarters
VIG icon
48
Vanguard Dividend Appreciation ETF
VIG
$111B
$497K 0.36%
2,101
+10
+0.5% +$2.3K
2026 Q1
1 quarter
XLV icon
49
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$492K 0.36%
3,097
-1,016
-25% -$151K
2025 Q4
2 quarters
GLD icon
50
SPDR Gold Trust
GLD
$140B
$489K 0.36%
1,328
+93
+8% +$38.5K
2025 Q4
2 quarters
1
2
3

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MWP
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TWM
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Stone Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Stone Wealth Partners held 69 positions worth $137M, up 23% from $111M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Stone Wealth Partners deployed $4.23M of net new capital in Q2 2026, opening 10 new positions and adding to 32 existing holdings. Its largest new stake was Intel: 10,698 shares worth $1.49M.

By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, down from 75% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Western Digital, an estimated $510K trimmed.

  • Stone Wealth Partners's largest Q2 2026 buy was Intel: 10,698 shares worth $1.49M.
  • Stone Wealth Partners added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $750K increase.
  • Stone Wealth Partners's biggest Q2 2026 reduction was Western Digital, cutting an estimated $510K.
  • Stone Wealth Partners fully exited Warner Bros in Q2 2026, selling an estimated $916K.
  • Stone Wealth Partners's ten largest holdings make up 50% of its $137M portfolio in Q2 2026.
  • Stone Wealth Partners opened 10 new positions and closed 6 in Q2 2026.
  • Stone Wealth Partners's portfolio value rose 23% quarter-over-quarter to $137M.

Based on Stone Wealth Partners's 13F filing for Q2 2026, filed 16 Jul 2026.