Stone Wealth Partners: 13F holdings
CIK 18134542026Q2
| Positions | 63 |
|---|
| Reported value | $136.8m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 63 (+4 vs prior quarter) |
|---|
| Reported value | $136.8m (+22.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 133,745 | $15.9m | 11.6% |
| VOO VANGUARD INDEX FDS | 15,435 | $10.6m | 7.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 9,790 | $7.3m | 5.4% |
| VTV VANGUARD INDEX FDS | 26,701 | $5.8m | 4.3% |
| MINT PIMCO ETF TR | 55,778 | $5.6m | 4.1% |
| AGG ISHARES TR | 54,789 | $5.4m | 4.0% |
| MGK VANGUARD WORLD FD | 61,221 | $5.4m | 3.9% |
| IJT ISHARES TR | 26,920 | $4.8m | 3.5% |
| IWP ISHARES TR | 27,376 | $4.0m | 2.9% |
| VEA VANGUARD TAX-MANAGED FDS | 54,876 | $3.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1813454")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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