Stone Summit Wealth LLC — 13F Holdings & Portfolio
CIK 1908192 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$359.3M
Long-equity book
Holdings
142
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+4 / −3 / ↑37 / ↓51
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$2.8M +25.0%
- VANGUARD SCOTTSDALE FDS$1.8M +10.7%
- VANGUARD BD INDEX FDS$1.0M +8.6%
- DIMENSIONAL ETF TRUST$896.6K +9.4%
- MERCK & CO INC$819.8K +63.4%
Top Trims
- MICROSOFT CORP-$7.0M -23.6%
- ISHARES TR-$1.8M -80.0%
- ALPHABET INC-$1.6M -12.9%
- JPMORGAN CHASE & CO-$1.3M -13.9%
- VANGUARD INDEX FDS-$1.3M -16.7%
New Positions
- SPDR SERIES TRUST$601.4K
- ISHARES TR$483.6K
- VANGUARD ADMIRAL FDS INC$289.4K
- CHEVRON CORPORATION$263.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $22.8M | 6.33% | 61,495 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $18.3M | 5.11% | 231,429 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $17.6M | 4.89% | 89,521 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.2M | 3.94% | 220,871 | SH |
| 5 | VANGUARD BD INDEX FDS | BSV | 921937827 | $13.1M | 3.63% | 166,443 | SH |
| 6 | SPDR SERIES TRUST | SPYM | 78464A854 | $12.1M | 3.37% | 158,064 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $10.7M | 2.99% | 37,392 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $10.5M | 2.92% | 198,642 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | BNDW | 92206C565 | $8.5M | 2.36% | 123,961 | SH |
| 10 | SPDR SERIES TRUST | SPYV | 78464A508 | $8.4M | 2.34% | 148,897 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $8.3M | 2.31% | 28,242 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $8.0M | 2.24% | 97,089 | SH |
| 13 | ISHARES TR | IVV | 464287200 | $7.7M | 2.13% | 11,723 | SH |
| 14 | VANGUARD INDEX FDS | VUG | 922908736 | $6.4M | 1.78% | 14,651 | SH |
| 15 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $6.2M | 1.71% | 32,102 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.7M | 1.59% | 16,935 | SH |
| 17 | SPDR SERIES TRUST | SPYG | 78464A409 | $5.7M | 1.57% | 57,749 | SH |
| 18 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $5.3M | 1.47% | 52,915 | SH |
| 19 | ISHARES TR | STIP | 46429B747 | $4.9M | 1.35% | 46,974 | SH |
| 20 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $4.8M | 1.34% | 43,741 | SH |
| 21 | ISHARES INC | IEMG | 46434G103 | $4.8M | 1.34% | 68,989 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $4.6M | 1.27% | 18,017 | SH |
| 23 | CUMMINS INC | CMI | 231021106 | $4.6M | 1.27% | 8,479 | SH |
| 24 | VANGUARD INDEX FDS | VBR | 922908611 | $4.4M | 1.23% | 20,306 | SH |
| 25 | GILEAD SCIENCES INC | GILD | 375558103 | $4.4M | 1.21% | 31,246 | SH |
| 26 | CATERPILLAR INC | CAT | 149123101 | $4.4M | 1.21% | 6,145 | SH |
| 27 | AMPHENOL CORP | APH | 032095101 | $4.3M | 1.20% | 34,103 | SH |
| 28 | LINDE PLC | LIN | G54950103 | $4.1M | 1.15% | 8,366 | SH |
| 29 | AMERICAN EXPRESS CO | AXP | 025816109 | $4.1M | 1.15% | 13,636 | SH |
| 30 | ISHARES TR | IJR | 464287804 | $4.0M | 1.13% | 32,576 | SH |
| 31 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $3.8M | 1.06% | 47,406 | SH |
| 32 | VANGUARD INDEX FDS | VB | 922908751 | $3.6M | 0.99% | 13,599 | SH |
| 33 | STRYKER CORPORATION | SYK | 863667101 | $3.5M | 0.98% | 10,733 | SH |
| 34 | ECOLAB INC | ECL | 278865100 | $3.2M | 0.89% | 12,013 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $3.1M | 0.87% | 3,380 | SH |
| 36 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 0.86% | 9,688 | SH |
| 37 | PEPSICO INC | PEP | 713448108 | $3.1M | 0.85% | 19,652 | SH |
| 38 | QUALCOMM INC | QCOM | 747525103 | $2.9M | 0.80% | 22,184 | SH |
| 39 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.9M | 0.79% | 52,764 | SH |
| 40 | ISHARES TR | SUB | 464288158 | $2.8M | 0.77% | 25,865 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.7M | 0.75% | 4,127 | SH |
| 42 | LOWES COS INC | LOW | 548661107 | $2.7M | 0.74% | 11,258 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $2.6M | 0.72% | 55,382 | SH |
| 44 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.6M | 0.72% | 27,801 | SH |
| 45 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.5M | 0.71% | 31,557 | SH |
| 46 | ISHARES TR | EFG | 464288885 | $2.4M | 0.66% | 21,157 | SH |
| 47 | VISA INC | V | 92826C839 | $2.3M | 0.64% | 7,662 | SH |
| 48 | VANGUARD INDEX FDS | VV | 922908637 | $2.3M | 0.64% | 7,704 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $2.1M | 0.60% | 44,320 | SH |
| 50 | MERCK & CO INC | MRK | 58933Y105 | $2.1M | 0.59% | 17,566 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $359.3M | 142 | 0002085853-26-000460 |
| 2025-12-31 | 2026-01-27 | $368.7M | 141 | 0002085853-26-000102 |