Stone Wealth Partners

Q3 2026 13F-HR Holdings

Location
Jefferson, LA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$286,748
Net value change ($000)
+149,988 (109.7%)
New positions
29
Sold out positions
4
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 17,366 109.1%
VOO 11,835 111.5%
JPST 7,299 1931.0%
SPY 6,622 90.4%
VTV 6,607 113.5%
MGK 6,241 116.0%
IWP 4,656 116.2%
IJT 4,580 95.3%
VEA 4,505 115.2%
BIL 4,035 169.4%
Top Reduces (Value $000, Stocks/ETFs)
WDC -2,269 -100.0%
INTC -1,494 -100.0%
LRCX -1,486 -82.9%
GLW -1,445 -100.0%
MINT -1,336 -23.8%
FTSM -932 -27.0%
AMD -780 -76.4%
ON -590 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type