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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 | |
|---|---|---|---|---|---|---|---|
|
1
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.3B
| $13.5M | 12.06% |
+126,943
| New | +$13.5M |
2025 Q4
0 quarters
|
|
|
2
Vanguard S&P 500 ETF
VOO
$1.06T
| $8.69M | 7.74% |
+13,855
| New | +$8.61M |
2025 Q4
0 quarters
|
|
|
3
State Street SPDR S&P 500 ETF Trust
SPY
$828B
| $6.99M | 6.22% |
+10,245
| New | +$6.92M |
2025 Q4
0 quarters
|
|
|
4
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $5.13M | 4.57% |
+50,961
| New | +$5.12M |
2025 Q4
0 quarters
|
|
5
Vanguard Morningstar Value ETF
VTV
$188B
| $5.07M | 4.52% |
+26,555
| New | +$4.99M |
2025 Q4
0 quarters
|
|
|
6
iShares Core US Aggregate Bond ETF
AGG
$136B
| $5.07M | 4.51% |
+50,715
| New | +$5.09M |
2025 Q4
0 quarters
|
|
7
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.9B
| $4.62M | 4.12% |
+56,000
| New | +$4.6M |
2025 Q4
0 quarters
|
|
8
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.68B
| $3.68M | 3.28% |
+26,093
| New | +$3.69M |
2025 Q4
0 quarters
|
|
9
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
| $3.32M | 2.95% |
+24,224
| New | +$3.39M |
2025 Q4
0 quarters
|
|
10
First Trust Enhanced Short Maturity ETF
FTSM
$6.62B
| $3.24M | 2.88% |
+54,064
| New | +$3.24M |
2025 Q4
0 quarters
|
|
11
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
| $2.93M | 2.61% |
+32,020
| New | +$2.93M |
2025 Q4
0 quarters
|
|
12
Alphabet (Google) Class C
GOOG
$4.22T
| $2.76M | 2.46% |
+8,800
| New | +$2.52M |
2025 Q4
0 quarters
|
|
13
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $2.59M | 2.31% |
+41,504
| New | +$2.54M |
2025 Q4
0 quarters
|
|
14
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
| $2.47M | 2.2% |
+64,383
| New | +$2.44M |
2025 Q4
0 quarters
|
|
15
Apple
AAPL
$4.97T
| $2.37M | 2.11% |
+8,706
| New | +$2.34M |
2025 Q4
0 quarters
|
|
16
AdvisorShares Focused Equity ETF
CWS
$119M
| $2.33M | 2.07% |
+33,881
| New | +$2.32M |
2025 Q4
0 quarters
|
|
17
Invesco S&P 500 Momentum ETF
SPMO
$23B
| $2.26M | 2.01% |
+18,933
| New | +$2.27M |
2025 Q4
0 quarters
|
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.16M | 1.93% |
+4,307
| New | +$2.14M |
2025 Q4
0 quarters
|
|
19
JPMorgan Chase
JPM
$881B
| $1.89M | 1.68% |
+5,868
| New | +$1.82M |
2025 Q4
0 quarters
|
|
20
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $1.88M | 1.67% |
+5,602
| New | +$1.86M |
2025 Q4
0 quarters
|
|
21
Amazon
AMZN
$2.74T
| $1.86M | 1.66% |
+8,074
| New | +$1.85M |
2025 Q4
0 quarters
|
|
22
Meta Platforms (Facebook)
META
$1.84T
| $1.75M | 1.56% |
+2,654
| New | +$1.77M |
2025 Q4
0 quarters
|
|
23
NVIDIA
NVDA
$5.57T
| $1.41M | 1.26% |
+7,569
| New | +$1.41M |
2025 Q4
0 quarters
|
|
24
Invesco QQQ Trust
QQQ
$504B
| $1.37M | 1.22% |
+2,226
| New | +$1.37M |
2025 Q4
0 quarters
|
|
25
Warner Bros
WBD
| $1.24M | 1.1% |
+42,888
| New | +$1M |
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.