Stone Wealth Partners
All 13F Filings
- Location
- Jefferson, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,760
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 63 | 136,760 | 13F-HR | Stone Wealth Partners |
| Q1 2026 | 5/7/2026 | 59 | 111,355 | 13F-HR | Stone Wealth Partners |
| Q4 2025 | 2/24/2026 | 68 | 112,313 | 13F-HR | Stone Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.62 K | 31.2% | 11.58 K | 0 | 11.58 K |
| ETFs | 94.15 K | 68.8% | 13.83 K | 0 | 13.83 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
136,760
Holdings
63
QoQ value change ($000)
25,405
(22.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.