SEC Form 13F

Stone Wealth Partners 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$136,759,772
Positions63

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$15,914,564133,745
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$10,615,41815,435
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$7,329,2469,790
VANGUARD INDEX FDSVTVVALUE ETF$5,818,94926,701
PIMCO ETF TRMINTENHAN SHRT MA AC$5,622,98055,778
ISHARES TRAGGCORE US AGGBD ET$5,423,01554,789
VANGUARD WORLD FDMGKMEGA GRWTH IND$5,382,01561,221
ISHARES TRIJTS&P SML 600 GWT$4,807,91226,920
ISHARES TRIWPRUS MD CP GR ETF$4,008,12027,376
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$3,910,17054,876

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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