Stone Wealth Partners
CIK 1813454 · Holdings on Dec 31, 2025 · First reported Feb 24, 2026
Top ten holdings
Q4 2025- SPYG12.06%
- VOO7.74%
- SPY6.22%
- MINT4.57%
- VTV4.52%
- AGG4.51%
- MGK4.12%
- IJT3.28%
- IWP2.95%
- FTSM2.88%
Share classes counted separately52.85%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFSTATE STREET SPD View history and evidence | $13.54M | 12.06% | 126.94K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $8.69M | 7.74% | 13.86K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.99M | 6.22% | 10.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $5.13M | 4.57% | 50.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $5.07M | 4.52% | 26.55K shares | Prior unavailable — | — | ↗▾ |
| 06 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.07M | 4.51% | 50.72K shares | Prior unavailable — | — | ↗▾ |
| 07 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $4.62M | 4.12% | 11.20K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJTISHARES S&P SMALL-CAP 600 GRS&P SML 600 GWT View history and evidence | $3.68M | 3.28% | 26.09K shares | Prior unavailable — | — | ↗▾ |
| 09 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $3.32M | 2.95% | 24.22K shares | Prior unavailable — | — | ↗▾ |
| 10 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $3.24M | 2.88% | 54.06K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1813454 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 24, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112313400
}Research all 68 reported holdings.
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