We are live on
!
Find out more
SWP
Stone Wealth Partners Portfolio holdings
AUM
$137M
This Fund
S&P 500
This Quarter
Est. Return
+4.04%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
98.72%
Top 10 Holdings %
Top 10 Hldgs %
52.85%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$13.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$8.61M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.92M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$5.12M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.09M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.7% |
| 2 | Communication Services | 6.07% |
| 3 | Financials | 4.53% |
| 4 | Consumer Discretionary | 3.3% |
| 5 | Consumer Staples | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$897B
| $1.22M | 1.08% |
+1,775
| New | +$1.21M |
|
27
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
| $1.03M | 0.92% |
+2,146
| New | +$1.02M |
|
28
Microsoft
MSFT
$3.6T
| $1.03M | 0.92% |
+2,135
| New | +$1.07M |
|
29
Walmart Inc
WMT
$910B
| $1.03M | 0.91% |
+9,200
| New | +$988K |
|
30
Western Digital
WDC
$167B
| $1.01M | 0.9% |
+5,861
| New | +$889K |
|
31
Tesla
TSLA
$1.39T
| $850K | 0.76% |
+1,889
| New | +$837K |
|
32
Broadcom
AVGO
$1.72T
| $779K | 0.69% |
+2,252
| New | +$805K |
|
33
iShares Russell Top 200 ETF
IWL
$2.25B
| $734K | 0.65% |
+4,299
| New | +$726K |
|
34
Micron Technology
MU
$1.06T
| $701K | 0.62% |
+2,455
| New | +$563K |
|
35
Seagate
STX
$189B
| $696K | 0.62% |
+2,519
| New | +$654K |
|
36
Alphabet (Google) Class A
GOOGL
$4.22T
| $675K | 0.6% |
+2,156
| New | +$616K |
|
37
iShares S&P 100 ETF
OEF
$20.4B
| $632K | 0.56% |
+1,842
| New | +$626K |
|
38
iShares US Consumer Staples ETF
IYK
$1.42B
| $608K | 0.54% |
+9,080
| New | +$616K |
|
39
Lam Research
LRCX
$384B
| $604K | 0.54% |
+3,521
| New | +$548K |
|
40
Newmont
NEM
$132B
| $587K | 0.52% |
+5,874
| New | +$531K |
|
41
Visa
V
$682B
| $570K | 0.51% |
+1,626
| New | +$554K |
|
42
Teradyne
TER
$59.4B
| $551K | 0.49% |
+2,847
| New | +$488K |
|
43
Corning
GLW
$131B
| $529K | 0.47% |
+6,042
| New | +$520K |
|
44
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
| $498K | 0.44% |
+4,966
| New | +$499K |
|
45
Advanced Micro Devices
AMD
$761B
| $475K | 0.42% |
+2,217
| New | +$498K |
|
46
SPDR Gold Trust
GLD
$148B
| $473K | 0.42% |
+1,193
| New | +$456K |
|
47
Intel
INTC
$491B
| $468K | 0.42% |
+12,688
| New | +$479K |
|
48
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
| $444K | 0.4% |
+5,378
| New | +$440K |
|
49
Vanguard Morningstar Growth ETF
VUG
$227B
| $429K | 0.38% |
+5,280
| New | +$428K |
|
50
iShares S&P 500 Growth ETF
IVW
$76.2B
| $419K | 0.37% |
+3,397
| New | +$416K |
|
Similar funds
BCM
II
MWP
TWM
IASG
SR
AI
CCM
Stone Wealth Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Stone Wealth Partners, which disclosed 68 positions worth $112M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 Growth ETF: 126,943 shares worth $13.5M.
By sector, the portfolio is most concentrated in Technology at 9.7% of assets, followed by Communication Services and Financials.
- Stone Wealth Partners's largest Q4 2025 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 126,943 shares worth $13.5M.
- Stone Wealth Partners's ten largest holdings make up 53% of its $112M portfolio in Q4 2025.
- Stone Wealth Partners disclosed 68 positions in Q4 2025, its first 13F filing on record.
Based on Stone Wealth Partners's 13F filing for Q4 2025, filed 24 Feb 2026.