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| Stone Wealth Partners LLC
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|---|---|
| CRD # | 308429 |
| SEC # | 801-129772 |
| CIK # | 0001813454 |
| AUM | 142.9 M (2026-03-17) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 337-660-2334 |
| Address | 1200 Camellia Lafayette, LA 70508 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001813454 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 3.0 | ||
| Alphabet Inc | 2.8 | ||
| Apple Inc | 2.8 | ||
| Western Digital Corp | 2.3 | ||
| Seagate Technology PLC | 2.2 | ||
| Amazon Com Inc | 2.0 | ||
| Facebook Inc | 1.9 | ||
| Lam Research Corp | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Sandisk Corp | 1.6 | ||
| Wal Mart Stores Inc | 1.5 | ||
| Intel Corp | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 62.7 |
| (b) Individuals (high net worth individuals) | 28 | 80.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 142.9 |
| By Discretionary | ||
| Discretionary | 728 | 141.9 |
| Non-Discretionary | 22 | 0.9 |
| Total | 750 | 142.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.9 | |
| Total | 750 | 142.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001813454] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IL | 141.9 M |
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RSG Investments LLC
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KS | 140.5 M |