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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
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
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 | Miscellaneous | 73.8% |
| 2 | Technology | 9.7% |
| 3 | Communication Services | 6.07% |
| 4 | Financials | 4.53% |
| 5 | Consumer Discretionary | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Netflix
NFLX
$298B
| $389K | 0.35% |
+4,153
| New | +$448K |
2025 Q4
0 quarters
|
|
52
Restaurant Brands International
QSR
$24.6B
| $349K | 0.31% |
+5,068
| New | +$349K |
2025 Q4
0 quarters
|
|
53
British American Tobacco
BTI
$119B
| $318K | 0.28% |
+5,621
| New | +$307K |
2025 Q4
0 quarters
|
|
54
Global X US Infrastructure Development ETF
PAVE
$13.6B
| $292K | 0.26% |
+6,062
| New | +$291K |
2025 Q4
0 quarters
|
|
|
OAKM
55
Oakmark U.S. Large Cap ETF
OAKM
$1.12B
| $287K | 0.26% |
+10,123
| New | +$275K |
2025 Q4
0 quarters
|
|
56
Howard Hughes
HHH
$4.3B
| $281K | 0.25% |
+3,521
| New | +$292K |
2025 Q4
0 quarters
|
|
57
Uber
UBER
$143B
| $267K | 0.24% |
+3,263
| New | +$294K |
2025 Q4
0 quarters
|
|
58
EOG Resources
EOG
$77.9B
| $260K | 0.23% |
+2,480
| New | +$266K |
2025 Q4
0 quarters
|
|
59
Goldman Sachs
GS
$257B
| $239K | 0.21% |
+272
| New | +$222K |
2025 Q4
0 quarters
|
|
60
Baxter International
BAX
$12.4B
| $238K | 0.21% |
+12,424
| New | +$249K |
2025 Q4
0 quarters
|
|
61
Hilton Worldwide
HLT
$72.8B
| $232K | 0.21% |
+809
| New | +$220K |
2025 Q4
0 quarters
|
|
62
iShares Russell 3000 ETF
IWV
$20.5B
| $231K | 0.21% |
+596
| New | +$229K |
2025 Q4
0 quarters
|
|
63
Brookfield
BN
$82.1B
| $222K | 0.2% |
+4,848
| New | +$221K |
2025 Q4
0 quarters
|
|
64
Vanguard Total Bond Market
BND
$159B
| $215K | 0.19% |
+2,905
| New | +$216K |
2025 Q4
0 quarters
|
|
65
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
| $211K | 0.19% |
+1,365
| New | +$204K |
2025 Q4
0 quarters
|
|
66
Canadian Pacific Kansas City
CP
$74.2B
| $211K | 0.19% |
+2,860
| New | +$211K |
2025 Q4
0 quarters
|
|
67
Nike
NKE
$51.6B
| $209K | 0.19% |
+3,257
| New | +$212K |
2025 Q4
0 quarters
|
|
68
Chipotle Mexican Grill
CMG
$41.4B
| $205K | 0.18% |
+5,528
| New | +$200K |
2025 Q4
0 quarters
|
|
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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 Miscellaneous at 74% of assets, followed by Technology and Communication Services.
- 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.