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Home > Institutional Investor > Stone Wealth Partners > Profile

Instuitional Investor - Stone Wealth Partners

Fund Profile
Filing Period:
Fund Name: Stone Wealth Partners
Portfolio Value $136,759,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 133,745 $15,914,564 11.64%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 15,435 $10,615,418 7.76%
3.
Spdr S & P 500 Etf Trust
 SPY 9,790 $7,329,246 5.36%
4.
Vanguard Index Fds - VALUE ETF
 26,701 $5,818,949 4.25%
5.
Pimco Etf Trust
 MINT 55,778 $5,622,980 4.11%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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