Stone Wealth Partners

Q3 2026 13F Holdings

Location
Jefferson, LA
Holdings as of
9/30/2026
Value
$287M
Num holdings
88
Date filed
11/5/2026
Form type
13F-HR
Prev filing
7/16/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type