Stone Wealth Partners

Q2 2026 13F-HR Holdings

Location
Jefferson, LA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$136,760
Net value change ($000)
+25,405 (22.8%)
New positions
10
Sold out positions
6
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYG 2,710 20.5%
MU 2,150 252.6%
VOO 2,064 24.1%
SNDK 1,610 NEW
INTC 1,494 NEW
STX 1,329 149.2%
MGK 1,061 24.6%
DELL 1,045 NEW
WDC 1,024 82.2%
AMD 1,021 NEW
Top Reduces (Value $000, Stocks/ETFs)
WBD -916 -100.0%
TER -851 -100.0%
ALB -760 -100.0%
AMAT -709 -100.0%
MRNA -689 -100.0%
AGG -319 -5.6%
XOM -205 -100.0%
XLV -111 -18.4%
WMT -87 -5.4%
IYK -57 -6.5%
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