Stone Wealth Partners
Stone Wealth Partners reported 63 stocks worth $137M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SPYG (11.6%), VOO (7.8%) and SPY (5.4%). Compared with Q1 2026, the fund opened new positions in SNDK, INTC and DELL, added to VOO, VTV and MINT, trimmed SPYG, SPY and AGG and sold out of TER, ALB and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $15.9M | 11.6% | 134K | −1,121 (−1%) | 3 of 3 | |
| 2 |  VOO Vanguard S&P 500 ETF | $10.6M | 7.8% | 15K | +1,125 (+8%) | 3 of 3 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $7.3M | 5.4% | 9,790 | −300 (−3%) | 3 of 3 | |
| 4 |  VTV Vanguard Index Fds | $5.8M | 4.3% | 27K | +456 (+2%) | 3 of 3 | |
| 5 |  MINT Pimco ETF TR | $5.6M | 4.1% | 56K | +4,534 (+9%) | 3 of 3 | |
| 6 |  AGG Ishares TR | $5.4M | 4.0% | 55K | −3,055 (−5%) | 3 of 3 | |
| 7 |  MGK Vanguard Mega Cap Growth | $5.4M | 3.9% | 61K | +49K (+421%) | 3 of 3 | |
| 8 |  IJT Ishares TR | $4.8M | 3.5% | 27K | +678 (+3%) | 3 of 3 | |
| 9 |  IWP Ishares TR | $4M | 2.9% | 27K | +1,340 (+5%) | 3 of 3 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $3.9M | 2.9% | 55K | +612 (+1%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
WARNER BROS DISCOVERY IN | $916K | 33K |
 TER Teradyne Inc | $851K | 2,872 |
 ALB Albemarle Corp | $760K | 4,225 |
 AMAT Applied Matls Inc | $709K | 2,074 |
 MRNA Moderna Inc | $689K | 14K |
🔒 Free account: see all 6.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stone Wealth Partners 13F FAQ
What does Stone Wealth Partners own?
Stone Wealth Partners reported 63 stocks worth $137M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SPYG (11.6%), VOO (7.8%) and SPY (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Stone Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 33 added to, 15 trimmed and 6 sold out. New positions include SNDK, INTC and DELL. It sold all of TER, ALB and AMAT.
When will Stone Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stone Wealth Partners's portfolio worth?
The Q2 2026 filing reports $137M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.