Aryn Sands

Stone Wealth Partners

Assets Managed

$111.355M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 28d ago

Growth Rate

-0.85%(2Q avg: -0.42%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stone Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Stone Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.355M in assets, with a quarterly growth rate of -0.85% and a 2-quarter average growth rate of -0.42%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 6.25%	11.86%	$13.205M 134,866 shares@ $97.91 avg price	Increased 6.25%
VOO Vanguard S&p 500 Etf Recent Activity Increased 3.29%	7.68%	$8.551M 14,310 shares@ $597.57 avg price	Increased 3.29%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -1.51%	5.91%	$6.58M 10,090 shares@ $652.15 avg price	Decreased -1.51%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 14.06%	5.16%	$5.742M 57,844 shares@ $99.28 avg price	Increased 14.06%
MINT Pimco Enhanced Short Maturit Recent Activity Increased 0.56%	4.63%	$5.154M 51,244 shares@ $100.57 avg price	Increased 0.56%
VTV Vanguard Value Etf Recent Activity Decreased -1.16%	4.63%	$5.149M 26,245 shares@ $196.2 avg price	Decreased -1.16%
MGK Vanguard Mega Cap Growth Etf Recent Activity Increased 5%	3.89%	$4.321M 11,760 shares@ $367.43 avg price	Increased 5%
IJT Ishares S&p Small-cap 600 Gr Recent Activity Increased 0.58%	3.42%	$3.797M 26,242 shares@ $144.72 avg price	Increased 0.58%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 30.75%	3.13%	$3.477M 54,264 shares@ $64.09 avg price	Increased 30.75%
IWP Ishares Russell Mid-cap Grow Recent Activity Increased 7.49%	3%	$3.336M 26,036 shares@ $128.12 avg price	Increased 7.49%

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