Stone Wealth Partners

Q1 2026 13F-HR Holdings

Location
Jefferson, LA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$111,355
Net value change ($000)
-958 (-0.9%)
New positions
6
Sold out positions
15
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 884 34.1%
ALB 760 NEW
AMAT 709 NEW
MRNA 689 NEW
AGG 677 13.4%
WMT 598 58.2%
SCHD 537 NEW
VIG 450 NEW
XLV 392 185.8%
SDVY 378 15.3%
Top Reduces (Value $000, Stocks/ETFs)
DIA -1,033 -100.0%
BIL -892 -30.5%
JPM -669 -35.4%
NEM -587 -100.0%
AMD -475 -100.0%
GOOGL -468 -16.9%
INTC -468 -100.0%
SPY -406 -5.8%
QSR -349 -100.0%
SPYG -340 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type