Stone Wealth Partners - Portfolio overview

Stone Wealth Partners has 59 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 11.86%
2. VOO - VANGUARD INDEX FDS, 7.68%
3. SPY - STATE STR SPDR S&P 500 ETF T, 5.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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