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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 %
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
SPYG icon
1
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$13.5M 12.06%
+126,943
New +$13.5M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$8.69M 7.74%
+13,855
New +$8.61M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$6.99M 6.22%
+10,245
New +$6.92M
MINT icon
4
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.2B
$5.13M 4.57%
+50,961
New +$5.12M
VTV icon
5
Vanguard Morningstar Value ETF
VTV
$194B
$5.07M 4.52%
+26,555
New +$4.99M
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$139B
$5.07M 4.51%
+50,715
New +$5.09M
MGK icon
7
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.4B
$4.62M 4.12%
+56,000
New +$4.6M
IJT icon
8
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$3.68M 3.28%
+26,093
New +$3.69M
IWP icon
9
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$3.32M 2.95%
+24,224
New +$3.39M
FTSM icon
10
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$3.24M 2.88%
+54,064
New +$3.24M
BIL icon
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.93M 2.61%
+32,020
New +$2.93M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.18T
$2.76M 2.46%
+8,800
New +$2.52M
VEA icon
13
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.59M 2.31%
+41,504
New +$2.54M
SDVY icon
14
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.7B
$2.47M 2.2%
+64,383
New +$2.44M
AAPL icon
15
Apple
AAPL
$4.62T
$2.37M 2.11%
+8,706
New +$2.34M
CWS icon
16
AdvisorShares Focused Equity ETF
CWS
$133M
$2.33M 2.07%
+33,881
New +$2.32M
SPMO icon
17
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$2.26M 2.01%
+18,933
New +$2.27M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.16M 1.93%
+4,307
New +$2.14M
JPM icon
19
JPMorgan Chase
JPM
$950B
$1.89M 1.68%
+5,868
New +$1.82M
VTI icon
20
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$1.88M 1.67%
+5,602
New +$1.86M
AMZN icon
21
Amazon
AMZN
$2.87T
$1.86M 1.66%
+8,074
New +$1.85M
META icon
22
Meta Platforms (Facebook)
META
$1.39T
$1.75M 1.56%
+2,654
New +$1.77M
NVDA icon
23
NVIDIA
NVDA
$5.27T
$1.41M 1.26%
+7,569
New +$1.41M
QQQ icon
24
Invesco QQQ Trust
QQQ
$487B
$1.37M 1.22%
+2,226
New +$1.37M
WBD icon
25
Warner Bros
WBD
$71.5B
$1.24M 1.1%
+42,888
New +$1M
1
2 3

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MWP
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TWM
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IASG
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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 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.