Stone Wealth Partners reported 28 positions worth $37.82M for the quarter ended Jun 30, 2026, up 38.1% on the prior quarter. It opened 7 new positions, added to 14, trimmed 6 and exited 5. Its largest holding is Micron Technology Inc at 7.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +10.7K | – | $1.49M | 3.95% |
| DELL Dell Technologies Inc. | +2,423 | – | $1.05M | 2.76% |
| AMD Advanced Micro Devices Inc | +1,757 | – | $1.02M | 2.7% |
| ON On Semiconductor Corp | +6,241 | – | $590.02K | 1.56% |
| META Meta Platforms, Inc. | +663 | +24.9% | $373.78K | 4.95% |
| UBER Uber Technologies, Inc | +4,715 | – | $340.23K | 0.9% |
| CAT Caterpillar Inc | +290 | – | $308.82K | 0.816% |
| HSIC Henry Schein Inc | +2,429 | – | $202.87K | 0.536% |
| LRCX Lam Research Corp | +366 | +9.7% | $158.60K | 4.74% |
| NFLX Netflix Inc | +1,620 | +39.1% | $115.67K | 1.09% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TER Teradyne, Inc | -2,872 | -100.0% | $851.43K | Exited |
| ALB Albemarle Corp | -4,225 | -100.0% | $760.29K | Exited |
| AMAT Applied Materials Inc | -2,074 | -100.0% | $708.87K | Exited |
| MRNA Moderna, Inc. | -13.6K | -100.0% | $688.70K | Exited |
| WDC Western Digital Corp | -1,049 | -22.8% | $670.02K | 6% |
| XOM ExxonMobil Holdings Corp | -1,210 | -100.0% | $205.29K | Exited |
| BRK-B Berkshire Hathaway Inc | -121 | -2.3% | $60.55K | 6.66% |
| NVDA Nvidia Corp | -109 | -1.3% | $21.81K | 4.31% |
| AAPL Apple Inc. | -54 | -0.6% | $15.63K | 7.32% |
| GOOGL Alphabet Inc. | -39 | -1.8% | $13.94K | 2.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +10.7K | $1.49M | 3.95% |
| DELL Dell Technologies Inc. | +2,423 | $1.05M | 2.76% |
| AMD Advanced Micro Devices Inc | +1,757 | $1.02M | 2.7% |
| ON On Semiconductor Corp | +6,241 | $590.02K | 1.56% |
| UBER Uber Technologies, Inc | +4,715 | $340.23K | 0.9% |
| CAT Caterpillar Inc | +290 | $308.82K | 0.816% |
| HSIC Henry Schein Inc | +2,429 | $202.87K | 0.536% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU Micron Technology Inc | Technology | 2,600 | $3.00M | 7.93% | +82 | +3.3% | Added | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 7,968 | $2.82M | 7.45% | -29 | -0.4% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 9,565 | $2.77M | 7.32% | -54 | -0.6% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,036 | $2.52M | 6.66% | -121 | -2.3% | Reduced | 0% |
| 5 | WDC Western Digital Corp | Technology | 3,553 | $2.27M | 6% | -1,049 | -22.8% | Reduced | 0% |
| 6 | STX Seagate Technology Holdings plc | Technology | 2,300 | $2.22M | 5.87% | +31 | +1.4% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 8,396 | $2.00M | 5.29% | +43 | +0.5% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 3,323 | $1.87M | 4.95% | +663 | +24.9% | Added | 0% |
| 9 | LRCX Lam Research Corp | Technology | 4,137 | $1.79M | 4.74% | +366 | +9.7% | Added | 0% |
| 10 | NVDA Nvidia Corp | Technology | 8,154 | $1.63M | 4.31% | -109 | -1.3% | Reduced | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 13.6K | $1.54M | 4.07% | +517 | +4.0% | Added | 0% |
| 12 | INTC Intel Corp | Technology | 10.7K | $1.49M | 3.95% | +10.7K | – | New | 0% |
| 13 | GLW Corning Inc | Basic Materials | 5,659 | $1.45M | 3.82% | +336 | +6.3% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 4,181 | $1.37M | 3.62% | +27 | +0.6% | Added | 0% |
| 15 | DELL Dell Technologies Inc. | Technology | 2,423 | $1.05M | 2.76% | +2,423 | – | New | 0% |
Tip. Select a row to see that position’s full history at Stone Wealth Partners.
As of its Q2 2026 13F filing, Stone Wealth Partners’s five largest positions were Micron Technology Inc (MU) at 7.9%, Alphabet Inc. (GOOG) at 7.4%, Apple Inc. (AAPL) at 7.3%, Berkshire Hathaway Inc (BRK-B) at 6.7%, Western Digital Corp (WDC) at 6.0% of the reported portfolio.
Stone Wealth Partners reported a 13F portfolio worth $37.82M across 28 positions for Q2 2026. That is up 38.1% from the previous quarter.
Its largest purchases by value were Intel Corp ($1.49M), Dell Technologies Inc. ($1.05M), Advanced Micro Devices Inc ($1.02M). It opened 7 new positions.
Its largest sales by value were Teradyne, Inc ($851.43K), Albemarle Corp ($760.29K), Applied Materials Inc ($708.87K). It exited 5 positions entirely.
From the Form 13F-HR reports Stone Wealth Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.