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The Analysis of Stone Wealth Partners's Holdings & P&L

Currently, Stone Wealth Partners holds 59 types of securities in its portfolio with a total value $111.4M. In the most recent quarter, they have increased their positions in VEA (+12.8K shares, valued at $817.7K), SPYG (+7.9K shares, valued at $775.7K), ALB (+4.2K shares, valued at $760.3K); decreased their positions in BIL (-9.8K shares, valued at $900.6K), JPM (-1.7K shares, valued at $504.2K), WDC (-1.3K shares, valued at $340.5K); initiated new positions in ALB (+4.2K shares, valued at $760.3K), AMAT (+2.1K shares, valued at $708.9K), MRNA (+13.6K shares, valued at $688.7K).

1M P&L

-2.2M-2.06%

3M P&L

+3.4M+3.31%

HY P&L

-13.5M-11.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A73.7M

78.8%

2Consumer Electronics2.4M

2.6%

3Semiconductors2.3M

2.4%

Top Industries by Stock Count

1N/A31 stocks

60.8%

2Semiconductor Equipment & Materials2 stocks

3.9%

3Semiconductors2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST134.9K shares6.24%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS14.3K shares3.28%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T10.1K shares-1.51%2026-03-312026-05-08

AGG ISHARES TR57.8K shares14.06%2026-03-312026-05-08

MINT PIMCO ETF TR51.2K shares0.56%2026-03-312026-05-08

VTV VANGUARD INDEX FDS26.2K shares-1.17%2026-03-312026-05-08

MGK VANGUARD WORLD FD11.8K shares5.00%2026-03-312026-05-08

IJT ISHARES TR26.2K shares0.57%2026-03-312026-05-08

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VEA VANGUARD TAX-MANAGED FDS54.3K shares30.74%2026-03-312026-05-08

IWP ISHARES TR26.0K shares7.48%2026-03-312026-05-08

FTSM FIRST TR EXCHANGE-TRADED FD54.4K shares0.57%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD72.2K shares12.07%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K shares19.74%2026-03-312026-05-08

AAPL APPLE INC9.6K shares10.49%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.0K shares-9.13%2026-03-312026-05-08

SPMO INVESCO EXCH TRADED FD TR II20.2K shares6.46%2026-03-312026-05-08

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CWS ADVISORSHARES TR33.0K shares-2.47%2026-03-312026-05-08

BIL SPDR SERIES TRUST22.2K shares-30.69%2026-03-312026-05-08

VTI VANGUARD INDEX FDS6.1K shares9.09%2026-03-312026-05-08

AMZN AMAZON COM INC8.4K shares3.46%2026-03-312026-05-08

WMT WALMART INC13.1K shares41.95%2026-03-312026-05-08

META META PLATFORMS INC2.7K shares0.23%2026-03-312026-05-08

NVDA NVIDIA CORPORATION8.3K shares9.17%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR2.2K shares-0.13%2026-03-312026-05-08

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WDC WESTERN DIGITAL CORP4.6K shares-21.48%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO4.2K shares-29.21%2026-03-312026-05-08

IVV ISHARES TR1.7K shares-4.96%2026-03-312026-05-08

MSFT MICROSOFT CORP2.6K shares23.98%2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC33.4K shares-22.23%2026-03-312026-05-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.3K shares-9.92%2026-03-312026-05-08

IYK ISHARES TR12.5K shares37.40%2026-03-312026-05-08

TER TERADYNE INC2.9K shares0.88%2026-03-312026-05-08

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MU MICRON TECHNOLOGY INC2.5K shares2.57%2026-03-312026-05-08

TSLA TESLA INC2.2K shares17.05%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP3.8K shares7.10%2026-03-312026-05-08

OEF ISHARES TR2.5K shares37.57%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.6K shares13.68%2026-03-312026-05-08

ALB ALBEMARLE CORP4.2K sharesnew addition2026-03-312026-05-08

GLW CORNING INC5.3K shares-11.90%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.1K sharesnew addition2026-03-312026-05-08

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IWL ISHARES TR4.3K shares0.00%2026-03-312026-05-08

MRNA MODERNA INC13.6K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.2K shares0.46%2026-03-312026-05-08

IVW ISHARES TR5.4K shares59.05%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR4.1K shares201.32%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR17.5K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR1.2K shares3.52%2026-03-312026-05-08

V VISA INC1.7K shares3.26%2026-03-312026-05-08

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SGOV ISHARES TR5.0K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS2.1K sharesnew addition2026-03-312026-05-08

SPTM SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-05-08

NFLX NETFLIX INC.4.1K shares-0.36%2026-03-312026-05-08

VUG VANGUARD INDEX FDS875 shares-0.57%2026-03-312026-05-08

OAKM HARRIS OAKMARK ETF TRUST10.1K shares0.00%2026-03-312026-05-08

PAVE GLOBAL X FDS5.2K shares-14.91%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC291 shares6.99%2026-03-312026-05-08

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IWV ISHARES TR596 shares0.00%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-05-08

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-08

SPYG

SPDR SERIES TRUST

6.24%

Shares134.9K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

3.28%

Shares14.3K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-1.51%

Shares10.1K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

14.06%

Shares57.8K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

0.56%

Shares51.2K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-1.17%

Shares26.2K

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD

5.00%

Shares11.8K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

0.57%

Shares26.2K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

30.74%

Shares54.3K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

7.48%

Shares26.0K

Event2026-03-31

Filed2026-05-08

FTSM

FIRST TR EXCHANGE-TRADED FD

0.57%

Shares54.4K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

12.07%

Shares72.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

19.74%

Shares5.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

10.49%

Shares9.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-9.13%

Shares8.0K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

6.46%

Shares20.2K

Event2026-03-31

Filed2026-05-08

CWS

ADVISORSHARES TR

-2.47%

Shares33.0K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

-30.69%

Shares22.2K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

9.09%

Shares6.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.46%

Shares8.4K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

41.95%

Shares13.1K

Event2026-03-31

Filed2026-05-08