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☆Stone Wealth Partners

CIK 0001813454 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.281
AUM ($M)
137
Positions
63
Turnover
0.10
Top-10 wt
50%
Herfindahl
0.039
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 69 positions · portfolio value $137M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYG funds › SPDR SERIES TRUST TRIM — 11.6% -0.2% 15.9 133,745 -1,121 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 7.8% +0.1% 10.6 15,435 +1,125 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 5.4% -0.5% 7.3 9,790 -300 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 4.3% -0.4% 5.8 26,701 +456 2 —
☆MINT funds › PIMCO ETF TR ADD — 4.1% -0.5% 5.6 55,778 +4,534 2 —
☆AGG funds › ISHARES TR TRIM — 4.0% -1.2% 5.4 54,789 -3,055 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 3.9% +0.1% 5.4 61,221 +49,461 2 —
☆IJT funds › ISHARES TR ADD — 3.5% +0.1% 4.8 26,920 +678 2 —
☆IWP funds › ISHARES TR ADD — 2.9% -0.1% 4.0 27,376 +1,340 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.9% -0.3% 3.9 54,876 +612 2 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD ADD — 2.5% -0.4% 3.5 57,850 +3,478 2 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 2.4% +0.4% 3.3 20,206 +50 2 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 2.3% -0.3% 3.1 72,506 +350 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 2.2% +1.4% 3.0 2,600 +82 2 —
☆GOOG funds › ALPHABET INC TRIM — 2.1% -0.0% 2.8 7,968 -29 2 —
☆AAPL funds › APPLE INC TRIM — 2.0% -0.2% 2.8 9,565 -54 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.9% +0.2% 2.6 7,121 +1,010 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.8% -0.4% 2.5 5,036 -121 2 —
☆BIL funds › SPDR SERIES TRUST ADD — 1.7% -0.1% 2.4 25,995 +3,803 2 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 1.7% +0.5% 2.3 3,553 -1,049 2 —
☆CWS funds › ADVISORSHARES TR TRIM — 1.6% -0.3% 2.2 32,647 -397 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 1.6% +0.8% 2.2 2,300 +31 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.5% +0.4% 2.1 2,870 +647 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.5% -0.1% 2.0 8,396 +43 2 —
☆META funds › META PLATFORMS INC ADD — 1.4% +0.0% 1.9 3,323 +663 2 —
☆LRCX funds › LAM RESEARCH CORP ADD — 1.3% +0.6% 1.8 4,137 +366 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.2% -0.1% 1.6 8,154 -109 2 —
☆SNDK funds › SANDISK CORP NEW — 1.2% +1.2% 1.6 708 +708 1 —
☆WMT funds › WALMART INC ADD — 1.1% -0.3% 1.5 13,576 +517 2 —
☆INTC funds › INTEL CORP NEW — 1.1% +1.1% 1.5 10,698 +10,698 1 —
☆GLW funds › CORNING INC ADD — 1.1% +0.4% 1.4 5,659 +336 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.0% -0.1% 1.4 4,181 +27 2 —
☆IVV funds › ISHARES TR TRIM — 0.9% -0.1% 1.3 1,674 -13 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.8% +0.8% 1.0 2,423 +2,423 1 —
☆TSLA funds › TESLA INC ADD — 0.8% +0.0% 1.0 2,448 +237 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.7% +0.7% 1.0 1,757 +1,757 1 —
☆MSFT funds › MICROSOFT CORP ADD — 0.7% -0.1% 1.0 2,721 +74 2 —
☆AVGO funds › BROADCOM INC ADD — 0.7% +0.0% 1.0 2,638 +78 2 —
☆OEF funds › ISHARES TR ADD — 0.7% -0.0% 0.9 2,546 +12 2 —
☆IYK funds › ISHARES TR TRIM — 0.6% -0.2% 0.8 11,248 -1,228 2 —
☆IVW funds › ISHARES TR ADD — 0.6% +0.0% 0.8 5,595 +192 2 —
☆IWL funds › ISHARES TR TRIM — 0.6% -0.1% 0.8 4,118 -181 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.6% -0.0% 0.8 2,127 -39 2 —
☆ON funds › ON SEMICONDUCTOR CORP NEW — 0.4% +0.4% 0.6 6,241 +6,241 1 —
☆V funds › VISA INC ADD — 0.4% -0.0% 0.6 1,686 +7 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.4% -0.1% 0.5 17,245 -260 2 —
☆SGOV funds › ISHARES TR HOLD — 0.4% -0.1% 0.5 4,966 +0 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.4% -0.0% 0.5 2,101 +10 2 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.4% -0.2% 0.5 3,097 -1,016 2 —
☆GLD funds › SPDR GOLD TR ADD — 0.4% -0.1% 0.5 1,328 +93 2 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.4% -0.0% 0.5 5,378 +0 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.4 4,975 +4,100 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.3% -0.1% 0.4 5,758 +1,620 2 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F NEW — 0.3% +0.3% 0.4 7,470 +7,470 1 —
☆OAKM funds › HARRIS OAKMARK ETF TRUST ADD — 0.3% +0.0% 0.4 12,962 +2,839 2 —
☆UBER funds › UBER TECHNOLOGIES INC NEW — 0.2% +0.2% 0.3 4,715 +4,715 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.2% +0.2% 0.3 290 +290 1 —
☆PAVE funds › GLOBAL X FDS TRIM — 0.2% -0.0% 0.3 5,157 -1 2 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.2% -0.0% 0.3 291 +0 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.2% +0.0% 0.3 3,583 +678 2 —
☆IWV funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 596 +0 2 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.2% +0.2% 0.2 641 +641 1 —
☆HSIC funds › SCHEIN HENRY INC NEW — 0.1% +0.1% 0.2 2,429 +2,429 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.2% 0.0 0 -1,210 0 —
☆MRNA funds › MODERNA INC EXIT — 0.0% -0.6% 0.0 0 -13,557 0 —
☆TER funds › TERADYNE INC EXIT — 0.0% -0.8% 0.0 0 -2,872 0 —
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -0.6% 0.0 0 -2,074 0 —
☆ALB funds › ALBEMARLE CORP EXIT — 0.0% -0.7% 0.0 0 -4,225 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.8% 0.0 0 -33,354 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 137 63 0.10 50% 0.039 0.281 — in
2026Q1 111 59 0.08 53% 0.042 0.320 — entered
2025Q4 112 68 0.00 53% 0.042 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status