Stone Wealth Partners

Stone Wealth Partners reported 63 holdings worth US$137M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Stone Wealth Partners reported 63 holdings worth US$137M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Micron Technology, Inc. and Apple Inc. Filed Jul 16, 2026 (Form 13F).

Holdings
63
Value as reported
US$137M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C10,005US$3.58M2.6%
Micron Technology, Inc.2,600US$3M2.2%
Apple Inc9,565US$2.77M2.0%
Berkshire Hathaway Inc.5,036US$2.52M1.8%
Western Digital Corporation3,553US$2.27M1.7%
Amazon.com, Inc.8,396US$2M1.5%
Meta Platforms, Inc.3,323US$1.87M1.4%
Lam Research Corporation4,137US$1.79M1.3%
Nvidia Corporation8,154US$1.63M1.2%
Sandisk Corporation708US$1.61M1.2%
Walmart Inc.13,576US$1.54M1.1%
Intel Corporation10,698US$1.49M1.1%
Corning Incorporated5,659US$1.45M1.1%
Jp Morgan Chase & Co.4,181US$1.37M1.0%
Dell Technologies Inc.2,423US$1.05M0.76%
Tesla, Inc.2,448US$1.03M0.75%
Advanced Micro Devices Inc1,757US$1.02M0.75%
Microsoft Corp.2,721US$1.01M0.74%
Broadcom Inc.2,638US$997K0.73%
On Semiconductor Corporation6,241US$590K0.43%
Visa Inc.1,686US$579K0.42%
Netflix, Inc.5,758US$411K0.30%
Uber Technologies, Inc.4,715US$340K0.25%
Caterpillar, Inc.290US$309K0.23%
Goldman Sachs Group, Inc. (the)291US$294K0.22%
Henry Schein, Inc.2,429US$203K0.15%
Albemarle Corporation0US$00.00%
Applied Materials, Inc.0US$00.00%
Moderna, Inc.0US$00.00%
Teradyne, Inc.0US$00.00%
Warner Bros. Discovery, Inc. - Series A0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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