account_balance
Investment manager · 13F filer · SEC CIK 1813454
Stone Wealth Partners
Reported value$287Mas of Sep 30, 2026
Positions88 29 new, 4 sold out
Top 10 weight47.0%SPYG alone is 12%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
11.6%Added +102%
VOOVanguard Index FDS
7.8%Added +107%
SPYSPDR S&P 500 ETF Trust
4.9%Added +87%
VTVVanguard Index FDS
4.3%Added +114%
MGKVanguard World Fd
4.1%Added +105%
IJTiShares Tr
3.3%Added +117%
IWPiShares Tr
3.0%Added +130%
VEAVanguard Tax-Managed FDS
2.9%Added +116%
JPSTJ P Morgan Exchange Traded F
2.7%Added +1940%
AGGiShares Tr
2.4%+33%
SDVYFirst Tr Exchange Traded Fd
2.3%+125%
BILSPDR Series Trust
2.2%
SPYGSPDR Series Trust
11.6%Added +102%
VOOVanguard Index FDS
7.8%+107%
SPYSPDR S&P 500 ETF Trust
4.9%
VTVVanguard Index FDS
4.3%
MGKVanguard World Fd
4.1%+105%
IJTiShares Tr
3.3%
IWPiShares Tr
3.0%
VEAVanguard Tax-Managed FDS
2.9%
JPST2.7%
AGG2.4%
SDVY2.3%
BIL2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 11.6% Added +102%
VOO Vanguard Index FDS 7.8% Added +107%
SPY SPDR S&P 500 ETF Trust 4.9% Added +87%VTV Vanguard Index FDS 4.3% Added +114%
MGK Vanguard World Fd 4.1% Added +105%
IJT iShares Tr 3.3% Added +117%
IWP iShares Tr 3.0% Added +130%
VEA Vanguard Tax-Managed FDS 2.9% Added +116%
JPST J P Morgan Exchange Traded F 2.7% Added +1940%
AGG iShares Tr 2.4% Added +33%
SDVY First Tr Exchange Traded Fd 2.3% Added +125%
BIL SPDR Series Trust 2.2% Added +169%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.