Stone Wealth Partners
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Jefferson, LA
CIK
0001813454
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
59
111,354
SPYG, VOO, SPY, AGG
13F-HR
5/7/2026
000175496026000370
Q4 2025
68
112,313
SPYG, VOO, SPY, MINT
13F-HR
2/23/2026
000175496026000192