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

Currently, Stone Wealth Partners holds 63 types of securities in its portfolio with a total value $136.8M. In the most recent quarter, they have increased their positions in MGK (+49.5K shares, valued at $4.3M), SNDK (+708 shares, valued at $1.6M), INTC (+10.7K shares, valued at $1.5M); decreased their positions in WDC (-1.0K shares, valued at $670.0K), N/A (-3.1K shares, valued at $302.4K), N/A (-300 shares, valued at $224.6K); initiated new positions in SNDK (+708 shares, valued at $1.6M), INTC (+10.7K shares, valued at $1.5M), DELL (+2.4K shares, valued at $1.0M).

1M P&L

-2.2M-2.04%

3M P&L

+2.2M+2.11%

HY P&L

+7.1M+7.06%

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/A81.2M

72.4%

2Semiconductors7.1M

6.4%

3Computer Hardware4.9M

4.4%

Top Industries by Stock Count

1N/A31 stocks

59.6%

2Semiconductors4 stocks

7.7%

3Computer Hardware3 stocks

5.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST133.7K shares-0.83%2026-06-302026-07-16

VOO VANGUARD INDEX FDS15.4K shares7.86%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T9.8K shares-2.97%2026-06-302026-07-16

VTV VANGUARD INDEX FDS26.7K shares1.74%2026-06-302026-07-16

MINT PIMCO ETF TR55.8K shares8.85%2026-06-302026-07-16

ISHARES TR ISHARES TR54.8K shares-5.28%2026-06-302026-07-16

MGK VANGUARD WORLD FD61.2K shares420.59%2026-06-302026-07-16

IJT ISHARES TR26.9K shares2.58%2026-06-302026-07-16

Sponsored

IWP ISHARES TR27.4K shares5.15%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS54.9K shares1.13%2026-06-302026-07-16

FTSM FIRST TR EXCHANGE-TRADED FD57.9K shares6.40%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II20.2K shares0.25%2026-06-302026-07-16

SDVY FIRST TR EXCHANGE TRADED FD72.5K shares0.49%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC2.6K shares3.26%2026-06-302026-07-16

GOOG ALPHABET INC8.0K shares-0.36%2026-06-302026-07-16

AAPL APPLE INC9.6K shares-0.56%2026-06-302026-07-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS7.1K shares16.53%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares-2.35%2026-06-302026-07-16

BIL SPDR SERIES TRUST26.0K shares17.14%2026-06-302026-07-16

WDC WESTERN DIGITAL CORP3.6K shares-22.79%2026-06-302026-07-16

CWS ADVISORSHARES TR32.6K shares-1.20%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.3K shares1.37%2026-06-302026-07-16

QQQ INVESCO QQQ TR2.9K shares29.10%2026-06-302026-07-16

AMZN AMAZON COM INC8.4K shares0.51%2026-06-302026-07-16

Sponsored

META PLATFORMS INC META PLATFORMS INC3.3K shares24.92%2026-06-302026-07-16

LRCX LAM RESEARCH CORP4.1K shares9.71%2026-06-302026-07-16

NVDA NVIDIA CORPORATION8.2K shares-1.32%2026-06-302026-07-16

SNDK SANDISK CORP708 sharesnew addition2026-06-302026-07-16

WMT WALMART INC13.6K shares3.96%2026-06-302026-07-16

INTC INTEL CORP10.7K sharesnew addition2026-06-302026-07-16

GLW CORNING INC5.7K shares6.31%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.2K shares0.65%2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR1.7K shares-0.77%2026-06-302026-07-16

DELL DELL TECHNOLOGIES INC2.4K sharesnew addition2026-06-302026-07-16

TSLA TESLA INC2.4K shares10.72%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC1.8K sharesnew addition2026-06-302026-07-16

MSFT MICROSOFT CORP2.7K shares2.80%2026-06-302026-07-16

BROADCOM INC BROADCOM INC2.6K shares3.05%2026-06-302026-07-16

OEF ISHARES TR2.5K shares0.47%2026-06-302026-07-16

IYK ISHARES TR11.2K shares-9.84%2026-06-302026-07-16

Sponsored

IVW ISHARES TR5.6K shares3.55%2026-06-302026-07-16

IWL ISHARES TR4.1K shares-4.21%2026-06-302026-07-16

GOOGL ALPHABET INC2.1K shares-1.80%2026-06-302026-07-16

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP6.2K sharesnew addition2026-06-302026-07-16

VISA INC VISA INC1.7K shares0.42%2026-06-302026-07-16

SCHD SCHWAB STRATEGIC TR17.2K shares-1.49%2026-06-302026-07-16

SGOV ISHARES TR5.0K shares0.00%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.48%2026-06-302026-07-16

Sponsored

XLV SELECT SECTOR SPDR TR3.1K shares-24.70%2026-06-302026-07-16

GLD SPDR GOLD TR1.3K shares7.53%2026-06-302026-07-16

SPTM SPDR SERIES TRUST5.4K shares0.00%2026-06-302026-07-16

VUG VANGUARD INDEX FDS5.0K shares468.57%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.5.8K shares39.15%2026-06-302026-07-16

JPST J P MORGAN EXCHANGE TRADED F7.5K sharesnew addition2026-06-302026-07-16

OAKM HARRIS OAKMARK ETF TRUST13.0K shares28.05%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC4.7K sharesnew addition2026-06-302026-07-16

Sponsored

CAT CATERPILLAR INC290 sharesnew addition2026-06-302026-07-16

PAVE GLOBAL X FDS5.2K shares-0.02%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC291 shares0.00%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS3.6K shares23.34%2026-06-302026-07-16

IWV ISHARES TR596 shares0.00%2026-06-302026-07-16

QTEC FIRST TR EXCHANGE-TRADED FD641 sharesnew addition2026-06-302026-07-16

HSIC SCHEIN HENRY INC2.4K sharesnew addition2026-06-302026-07-16

SPYG

SPDR SERIES TRUST

-0.83%

Shares133.7K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

7.86%

Shares15.4K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-2.97%

Shares9.8K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

1.74%

Shares26.7K

Event2026-06-30

Filed2026-07-16

MINT

PIMCO ETF TR

8.85%

Shares55.8K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-5.28%

Shares54.8K

Event2026-06-30

Filed2026-07-16

MGK

VANGUARD WORLD FD

420.59%

Shares61.2K

Event2026-06-30

Filed2026-07-16

IJT

ISHARES TR

2.58%

Shares26.9K

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

5.15%

Shares27.4K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

1.13%

Shares54.9K

Event2026-06-30

Filed2026-07-16

FTSM

FIRST TR EXCHANGE-TRADED FD

6.40%

Shares57.9K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

0.25%

Shares20.2K

Event2026-06-30

Filed2026-07-16

SDVY

FIRST TR EXCHANGE TRADED FD

0.49%

Shares72.5K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

3.26%

Shares2.6K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

-0.36%

Shares8.0K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-0.56%

Shares9.6K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

16.53%

Shares7.1K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.35%

Shares5.0K

Event2026-06-30

Filed2026-07-16

BIL

SPDR SERIES TRUST

17.14%

Shares26.0K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

-22.79%

Shares3.6K

Event2026-06-30

Filed2026-07-16

CWS

ADVISORSHARES TR

-1.20%

Shares32.6K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

1.37%

Shares2.3K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

29.10%

Shares2.9K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

0.51%

Shares8.4K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

24.92%

Shares3.3K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

9.71%

Shares4.1K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-1.32%

Shares8.2K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

New

Shares708

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

3.96%

Shares13.6K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

New

Shares10.7K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

6.31%

Shares5.7K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

0.65%

Shares4.2K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.77%

Shares1.7K

Event2026-06-30

Filed2026-07-16

DELL

DELL TECHNOLOGIES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

10.72%

Shares2.4K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

2.80%

Shares2.7K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

3.05%

Shares2.6K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES TR

0.47%

Shares2.5K

Event2026-06-30

Filed2026-07-16

IYK

ISHARES TR

-9.84%

Shares11.2K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

3.55%

Shares5.6K

Event2026-06-30

Filed2026-07-16

IWL

ISHARES TR

-4.21%

Shares4.1K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-1.80%

Shares2.1K

Event2026-06-30

Filed2026-07-16

ON SEMICONDUCTOR CORP

New

Shares6.2K

Event2026-06-30

Filed2026-07-16

VISA INC

0.42%

Shares1.7K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB STRATEGIC TR

-1.49%

Shares17.2K

Event2026-06-30

Filed2026-07-16

SGOV

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

0.48%

Shares2.1K

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR TR

-24.70%

Shares3.1K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

7.53%

Shares1.3K

Event2026-06-30

Filed2026-07-16

SPTM

SPDR SERIES TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

468.57%

Shares5.0K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

39.15%

Shares5.8K

Event2026-06-30

Filed2026-07-16

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares7.5K

Event2026-06-30

Filed2026-07-16

OAKM

HARRIS OAKMARK ETF TRUST

28.05%

Shares13.0K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

New

Shares290

Event2026-06-30

Filed2026-07-16

PAVE

GLOBAL X FDS

-0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

0.00%

Shares291

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

23.34%

Shares3.6K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES TR

0.00%

Shares596

Event2026-06-30

Filed2026-07-16

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares641

Event2026-06-30

Filed2026-07-16

HSIC

SCHEIN HENRY INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available