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 %
98.72%
Top 10 Hldgs %
52.85%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$13.5M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.61M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.92M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$5.12M
5
AGG icon
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
NFLX icon
51
Netflix
NFLX
$334B
$389K 0.35%
+4,153
New +$448K
QSR icon
52
Restaurant Brands International
QSR
$26.9B
$349K 0.31%
+5,068
New +$349K
BTI icon
53
British American Tobacco
BTI
$121B
$318K 0.28%
+5,621
New +$307K
PAVE icon
54
Global X US Infrastructure Development ETF
PAVE
$13.9B
$292K 0.26%
+6,062
New +$291K
OAKM
55
Oakmark U.S. Large Cap ETF
OAKM
$1.17B
$287K 0.26%
+10,123
New +$275K
HHH icon
56
Howard Hughes
HHH
$4.07B
$281K 0.25%
+3,521
New +$292K
UBER icon
57
Uber
UBER
$159B
$267K 0.24%
+3,263
New +$294K
EOG icon
58
EOG Resources
EOG
$78.4B
$260K 0.23%
+2,480
New +$266K
GS icon
59
Goldman Sachs
GS
$297B
$239K 0.21%
+272
New +$222K
BAX icon
60
Baxter International
BAX
$13.8B
$238K 0.21%
+12,424
New +$249K
HLT icon
61
Hilton Worldwide
HLT
$75.3B
$232K 0.21%
+809
New +$220K
IWV icon
62
iShares Russell 3000 ETF
IWV
$20.3B
$231K 0.21%
+596
New +$229K
BN icon
63
Brookfield
BN
$94.1B
$222K 0.2%
+4,848
New +$221K
BND icon
64
Vanguard Total Bond Market
BND
$162B
$215K 0.19%
+2,905
New +$216K
XLV icon
65
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$211K 0.19%
+1,365
New +$204K
CP icon
66
Canadian Pacific Kansas City
CP
$83B
$211K 0.19%
+2,860
New +$211K
NKE icon
67
Nike
NKE
$60.9B
$209K 0.19%
+3,257
New +$212K
CMG icon
68
Chipotle Mexican Grill
CMG
$43.9B
$205K 0.18%
+5,528
New +$200K
1 2
3

Similar funds

BCM
Barrier Capital Management San Francisco, California $137M AUM 43.09% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return
TWM
Timmons Wealth Management Attleboro, Massachusetts $137M AUM
IASG
Investment Advisory Services Group Boca Raton, Florida $137M AUM
SR
Syntax Research Boca Raton, Florida $137M AUM 21.22% 1-Year Est. Return
AI
Axos Invest Las Vegas, Nevada $137M AUM 18.06% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return

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.