Stone Wealth Partners
Net buyer this quarter
$137M
32
+$1.71M
21.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $7.33M | 5.36% | Not reported | -3.0% | Q4 2025 |
 MU | $3M | 2.19% | 0.00% | +3.3% | Q4 2025 |
 GOOG | $2.82M | 2.06% | Not reported | -0.4% | Q4 2025 |
 AAPL | $2.77M | 2.02% | 0.00% | -0.6% | Q4 2025 |
 BRK.B | $2.52M | 1.84% | Not reported | -2.4% | Q4 2025 |
 WDC | $2.27M | 1.66% | 0.00% | -22.8% | Q4 2025 |
 CWS | $2.23M | 1.63% | Not reported | -1.2% | Q4 2025 |
 STX | $2.22M | 1.62% | 0.00% | +1.4% | Q4 2025 |
 QQQ | $2.12M | 1.55% | Not reported | +29.1% | Q4 2025 |
 AMZN | $2M | 1.46% | 0.00% | +0.5% | Q4 2025 |
 META | $1.87M | 1.37% | Not reported | +24.9% | Q4 2025 |
 LRCX | $1.79M | 1.31% | 0.00% | +9.7% | Q4 2025 |
 NVDA | $1.63M | 1.19% | 0.00% | -1.3% | Q4 2025 |
 SNDK | $1.61M | 1.18% | 0.00% | New | Q2 2026 |
 WMT | $1.54M | 1.12% | 0.00% | +4.0% | Q4 2025 |
 INTC | $1.49M | 1.09% | 0.00% | Not reported | Q4 2025 |
 GLW | $1.45M | 1.06% | 0.00% | +6.3% | Q4 2025 |
 JPM | $1.37M | 1.00% | 0.00% | +0.7% | Q4 2025 |
 DELL | $1.05M | 0.76% | 0.00% | New | Q2 2026 |
 TSLA | $1.03M | 0.75% | 0.00% | +10.7% | Q4 2025 |
 AMD | $1.02M | 0.75% | 0.00% | Not reported | Q4 2025 |
 MSFT | $1.01M | 0.74% | 0.00% | +2.8% | Q4 2025 |
 AVGO | $997K | 0.73% | 0.00% | +3.1% | Q4 2025 |
| GOOGL | $760K | 0.56% | 0.00% | -1.8% | Q4 2025 |
 ON | $590K | 0.43% | 0.00% | New | Q2 2026 |
 V | $579K | 0.42% | 0.00% | +0.4% | Q4 2025 |
| GLD | $489K | 0.36% | 0.00% | +7.5% | Q4 2025 |
 NFLX | $411K | 0.30% | 0.00% | +39.2% | Q4 2025 |
 UBER | $340K | 0.25% | 0.00% | Not reported | Q4 2025 |
 CAT | $309K | 0.23% | 0.00% | New | Q2 2026 |
 GS | $294K | 0.22% | 0.00% | Not reported | Q4 2025 |
 HSIC | $203K | 0.15% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $6.58M | 5.91% | Not reported | -1.5% | Q4 2025 |
| BRK.B | $2.47M | 2.22% | Not reported | +19.7% | Q4 2025 |
| AAPL | $2.44M | 2.19% | 0.00% | +10.5% | Q4 2025 |
| GOOG | $2.29M | 2.06% | Not reported | -9.1% | Q4 2025 |
| CWS | $2.14M | 1.92% | Not reported | -2.5% | Q4 2025 |
| AMZN | $1.74M | 1.56% | 0.00% | +3.5% | Q4 2025 |
| WMT | $1.63M | 1.46% | 0.00% | +42.0% | Q4 2025 |
| META | $1.52M | 1.37% | Not reported | +0.2% | Q4 2025 |
| NVDA | $1.44M | 1.29% | 0.00% | +9.2% | Q4 2025 |
| QQQ | $1.28M | 1.15% | Not reported | -0.1% | Q4 2025 |
| WDC | $1.24M | 1.12% | 0.00% | -21.5% | Q4 2025 |
| JPM | $1.22M | 1.10% | 0.00% | -29.2% | Q4 2025 |
| MSFT | $980K | 0.88% | 0.00% | +24.0% | Q4 2025 |
 WBD | $916K | 0.82% | 0.00% | -22.2% | Q4 2025 |
| STX | $891K | 0.80% | 0.00% | -9.9% | Q4 2025 |
 TER | $851K | 0.76% | 0.00% | +0.9% | Q4 2025 |
| MU | $851K | 0.76% | 0.00% | +2.6% | Q4 2025 |
| TSLA | $822K | 0.74% | 0.00% | +17.1% | Q4 2025 |
| LRCX | $807K | 0.72% | 0.00% | +7.1% | Q4 2025 |
| AVGO | $792K | 0.71% | 0.00% | +13.7% | Q4 2025 |
 ALB | $760K | 0.68% | 0.00% | New | Q1 2026 |
| GLW | $724K | 0.65% | 0.00% | -11.9% | Q4 2025 |
 AMAT | $709K | 0.64% | 0.00% | New | Q1 2026 |
 MRNA | $689K | 0.62% | 0.00% | New | Q1 2026 |
| GOOGL | $623K | 0.56% | 0.00% | +0.5% | Q4 2025 |
| GLD | $531K | 0.48% | 0.00% | +3.5% | Q4 2025 |
| V | $507K | 0.46% | 0.00% | +3.3% | Q4 2025 |
| NFLX | $398K | 0.36% | 0.00% | -0.4% | Q4 2025 |
| GS | $246K | 0.22% | 0.00% | +7.0% | Q4 2025 |
 XOM | $205K | 0.18% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $6.99M | 6.22% | Not reported | New | Q4 2025 |
| GOOG | $2.76M | 2.46% | Not reported | New | Q4 2025 |
| AAPL | $2.37M | 2.11% | 0.00% | New | Q4 2025 |
| CWS | $2.33M | 2.07% | Not reported | New | Q4 2025 |
| BRK.B | $2.16M | 1.93% | Not reported | New | Q4 2025 |
| JPM | $1.89M | 1.68% | 0.00% | New | Q4 2025 |
| AMZN | $1.86M | 1.66% | 0.00% | New | Q4 2025 |
| META | $1.75M | 1.56% | Not reported | New | Q4 2025 |
| NVDA | $1.41M | 1.26% | 0.00% | New | Q4 2025 |
| QQQ | $1.37M | 1.22% | Not reported | New | Q4 2025 |
| WBD | $1.24M | 1.10% | 0.00% | New | Q4 2025 |
| DIA | $1.03M | 0.92% | Not reported | New | Q4 2025 |
| MSFT | $1.03M | 0.92% | 0.00% | New | Q4 2025 |
| WMT | $1.03M | 0.91% | 0.00% | New | Q4 2025 |
| WDC | $1.01M | 0.90% | 0.00% | New | Q4 2025 |
| TSLA | $850K | 0.76% | 0.00% | New | Q4 2025 |
| AVGO | $779K | 0.69% | 0.00% | New | Q4 2025 |
| MU | $701K | 0.62% | 0.00% | New | Q4 2025 |
| STX | $696K | 0.62% | 0.00% | New | Q4 2025 |
| GOOGL | $675K | 0.60% | 0.00% | New | Q4 2025 |
| LRCX | $604K | 0.54% | 0.00% | New | Q4 2025 |
 NEM | $587K | 0.52% | 0.00% | New | Q4 2025 |
| V | $570K | 0.51% | 0.00% | New | Q4 2025 |
| TER | $551K | 0.49% | 0.00% | New | Q4 2025 |
| GLW | $529K | 0.47% | 0.00% | New | Q4 2025 |
| AMD | $475K | 0.42% | 0.00% | New | Q4 2025 |
| GLD | $473K | 0.42% | 0.00% | New | Q4 2025 |
| INTC | $468K | 0.42% | 0.00% | New | Q4 2025 |
| NFLX | $389K | 0.35% | 0.00% | New | Q4 2025 |
 QSR | $349K | 0.31% | 0.00% | New | Q4 2025 |
 BTI | $318K | 0.28% | 0.00% | New | Q4 2025 |
 HHH | $281K | 0.25% | 0.01% | New | Q4 2025 |
| UBER | $267K | 0.24% | 0.00% | New | Q4 2025 |
 EOG | $260K | 0.23% | 0.00% | New | Q4 2025 |
| GS | $239K | 0.21% | 0.00% | New | Q4 2025 |
 BAX | $238K | 0.21% | 0.00% | New | Q4 2025 |
 HLT | $232K | 0.21% | 0.00% | New | Q4 2025 |
 BN | $222K | 0.20% | Not reported | New | Q4 2025 |
 CP | $211K | 0.19% | 0.00% | New | Q4 2025 |
 NKE | $209K | 0.19% | 0.00% | New | Q4 2025 |
 CMG | $205K | 0.18% | 0.00% | New | Q4 2025 |