Long-term investor
Stone Wealth Partners @stonewealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001813454).
Record
- Tracked since 2025-12-31 (262 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 11.6% · long · since 2025-12-31
- 922908363 · 7.8% · long · since 2025-12-31
- 78462F103 · 5.4% · long · since 2025-12-31
- 922908744 · 4.3% · long · since 2025-12-31
- 72201R833 · 4.1% · long · since 2025-12-31
- 464287226 · 4.0% · long · since 2025-12-31
- 921910816 · 3.9% · long · since 2025-12-31
- 464287887 · 3.5% · long · since 2025-12-31
- 464287481 · 2.9% · long · since 2025-12-31
- 921943858 · 2.9% · long · since 2025-12-31
- 33739Q408 · 2.5% · long · since 2025-12-31
- 46138E339 · 2.4% · long · since 2025-12-31