Institutional Fund
Stone Wealth Partners
Jefferson, LACIK 18134542 filings on record
Portfolio Value
$111.35M
Q1 2026
Holdings
59
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.9%
from $112.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.9%
- Vanguard Index Fds7.7%
- Spdr S&P 500 ETF Tr5.9%
- Ishares Tr5.2%
- Pimco ETF Tr4.6%
- Vanguard Index Fds4.6%
- Other60.1%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 134.9K | $13.20M | 11.9% | +7.9K | Added |
| 2 | Vanguard Index Fds | 14.3K | $8.55M | 7.7% | +455 | Added |
| 3 | Spdr S&P 500 ETF Tr | 10.1K | $6.58M | 5.9% | −155 | Reduced |
| 4 | Ishares Tr | 57.8K | $5.74M | 5.2% | +7.1K | Added |
| 5 | Pimco ETF Tr | 51.2K | $5.15M | 4.6% | +283 | Added |
| 6 | Vanguard Index Fds | 26.2K | $5.15M | 4.6% | −310 | Reduced |
| 7 | Vanguard World Fd | 11.8K | $4.32M | 3.9% | +560 | Added |
| 8 | Ishares Tr | 26.2K | $3.80M | 3.4% | +149 | Added |
| 9 | Vanguard Tax-Managed Fds | 54.3K | $3.48M | 3.1% | +12.8K | Added |
| 10 | Ishares Tr | 26.0K | $3.34M | 3.0% | +1.8K | Added |
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