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Manager record

Stone Wealth Partners

Jefferson, LA · CIK 1813454 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$136.76MReported 13F valueQ2 2026 · as filed
63Holdings listed
+22.8%vs prior quartervalue change includes market moves
3Quarters on record
Jul 16Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $112.3M$112.3MQ4 202568 holdingsQ1 2026: $111.4M$111.4MQ1 202659 holdingsQ2 2026: $136.8M$136.8MQ2 202663 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 16 2026 13F-HR · period Q2 2026

$136.76M · 63 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$111.35M · 59 holdings listed · View original SEC filing ↗
Feb 24 2026 13F-HR · period Q4 2025

$112.31M · 68 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 16, 2026 · Change methodology