Stone Wealth Partners ETF holdings
Jefferson, LA
Reported $97.8M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.8M
ETFs held
35
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
71.5%
of $136.8M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $15.9M | 133,745 | −1,121 shares |
| VOO | Vanguard S&P 500 ETF | $10.6M | 15,435 | +1,125 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $7.3M | 9,790 | −300 shares |
| VTV | Vanguard Morningstar Value ETF | $5.8M | 26,701 | +456 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $5.6M | 55,778 | +4,534 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $5.4M | 54,789 | −3,055 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $5.4M | 61,221 | +49,461 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $4.8M | 26,920 | +678 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $4.0M | 27,376 | +1,340 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.9M | 54,876 | +612 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001813454. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stone Wealth Partners own?
Stone Wealth Partners reported 35 ETF positions worth $97.8M in its Form 13F for June 30, 2026. The largest was SPYG, at $15.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.