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Stone Summit Wealth LLC Portfolio
$370.3M across 137 positions as of 2026-09-30, with 37% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VCSHVanguard Short-Term Corporate Bond ETF | $18.5M | 5.0% | 239,401 |
| VTVVanguard Value ETF | $18M | 4.9% | 83,480 |
| VEAVanguard FTSE Developed Markets ETF | $17.1M | 4.6% | 242,348 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $16.7M | 4.5% | 186,269 |
| BSVVanguard Short-Term Bond ETF | $15.3M | 4.1% | 200,665 |
| DFIVDimensional International Value ETF | $11.5M | 3.1% | 206,153 |
| GOOGAlphabet Inc | $11.1M | 3.0% | 32,669 |
| SPDR SERIES TRUST | $10.8M | 2.9% | 177,070 |
| VANGUARD SCOTTSDALE FDS | $9.4M | 2.5% | 143,098 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $9M | 2.4% | 73,446 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $9M | 2.4% | 114,312 |
| IVViShares Core S&P 500 ETF | $7.9M | 2.1% | 10,371 |
| JPMJPMorgan Chase & Co | $7.9M | 2.1% | 23,915 |
| VUGVanguard Growth ETF | $7.4M | 2.0% | 82,460 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $6.5M | 1.7% | 14,141 |
| RSPInvesco S&P 500 Equal Weight ETF | $6.2M | 1.7% | 29,983 |
| AAPLApple Inc | $5.9M | 1.6% | 17,801 |
| IEMGiShares Core MSCI Emerging Markets ETF | $5.9M | 1.6% | 72,572 |
| AVDVAvantis International Small Cap Value ETF | $5.7M | 1.5% | 52,444 |
| MSFTMicrosoft Corp | $5.7M | 1.5% | 11,132 |
| STIPiShares 0-5 Year TIPS Bond ETF | $5.3M | 1.4% | 53,609 |
| AVUVAvantis U.S. Small Cap Value ETF | $5.3M | 1.4% | 44,749 |
| APHAmphenol Corp | $5.2M | 1.4% | 61,147 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $4.8M | 1.3% | 162,067 |
| VBRVanguard Small-Cap Value ETF | $4.4M | 1.2% | 19,191 |
| AVLVAvantis U.S. Large Cap Value ETF | $4.1M | 1.1% | 45,864 |
| IJRiShares Core S&P Small-Cap ETF | $4.1M | 1.1% | 30,356 |
| VBVanguard Small-Cap ETF | $4.1M | 1.1% | 14,475 |
| CATCaterpillar Inc | $4.1M | 1.1% | 5,065 |
| GILDGilead Sciences, Inc | $4.1M | 1.1% | 27,189 |
| LLYEli Lilly and Co | $3.7M | 1.0% | 3,190 |
| AXPAmerican Express Co | $3.7M | 1.0% | 12,022 |
| VTIVanguard Total Stock Market ETF | $3.6M | 1.0% | 9,654 |
| QCOMQualcomm Inc | $3.6M | 1.0% | 19,566 |
| LINDE PLC | $3.6M | 1.0% | 7,532 |
| CMICummins Inc | $3.5M | 0.9% | 6,683 |
| SCHCSchwab International Small-Cap Equity ETF | $3.2M | 0.9% | 63,975 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.2M | 0.9% | 4,145 |
| EFGiShares MSCI EAFE Growth ETF | $3.1M | 0.8% | 25,589 |
| VWOVanguard FTSE Emerging Markets ETF | $3M | 0.8% | 50,028 |
| ECLEcolab Inc | $2.9M | 0.8% | 10,734 |
| AVEMAvantis Emerging Markets Equity ETF | $2.9M | 0.8% | 30,841 |
| VVVanguard Large-Cap ETF | $2.7M | 0.7% | 7,704 |
| MRKMerck & Co Inc | $2.6M | 0.7% | 18,096 |
| AAgilent Technologies Inc | $2.6M | 0.7% | 15,167 |
| SUBiShares Short-Term National Muni Bond ETF | $2.5M | 0.7% | 24,156 |
| DIMENSIONAL ETF TRUST | $2.4M | 0.7% | 44,265 |
| VVisa Inc | $2.4M | 0.7% | 6,706 |
| SYKStryker Corp | $2.4M | 0.6% | 8,567 |
| IGViShares Expanded Tech-Software Sector ETF | $2.4M | 0.6% | 22,144 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $2.1M | 0.6% | 39,944 |
| VOVanguard Mid-Cap ETF | $2M | 0.6% | 26,067 |
| NEENextera Energy Inc | $2M | 0.5% | 26,591 |
| IEFAiShares Core MSCI EAFE ETF | $2M | 0.5% | 20,191 |
| PEPPepsiCo Inc | $1.9M | 0.5% | 15,204 |
| SCHXSchwab U.S. Large-Cap ETF | $1.9M | 0.5% | 61,897 |
| LOWLowe's Companies Inc | $1.8M | 0.5% | 9,888 |
| BMYBristol-Myers Squibb Co | $1.7M | 0.5% | 27,604 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.6M | 0.4% | 36,824 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1.3M | 0.4% | 17,430 |
| GOOGLAlphabet Inc | $1.3M | 0.4% | 3,788 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $1.3M | 0.3% | 26,785 |
| HDHome Depot Inc | $1.2M | 0.3% | 4,240 |
| MUBiShares National Muni Bond ETF | $1.1M | 0.3% | 11,314 |
| SCHWCharles Schwab Corp | $1.1M | 0.3% | 10,900 |
| QQQInvesco QQQ Trust, Series 1 | $994.3K | 0.3% | 1,344 |
| AMGNAmgen Inc | $938.2K | 0.3% | 2,226 |
| DFATDimensional U.S. Targeted Value ETF | $925.6K | 0.2% | 13,932 |
| XLUState Street Utilities Select Sector SPDR ETF | $920.1K | 0.2% | 23,330 |
| VOOVanguard S&P 500 ETF | $890.8K | 0.2% | 1,271 |
| FNDFSchwab Fundamental International Equity ETF | $872K | 0.2% | 16,224 |
| KOCoca-Cola Co | $857.9K | 0.2% | 9,966 |
| JNJJohnson & Johnson | $825.2K | 0.2% | 3,117 |
| SCHFSchwab International Equity ETF | $813.4K | 0.2% | 29,612 |
| TSLATesla Inc | $798.3K | 0.2% | 2,250 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $780.7K | 0.2% | 15,548 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $759.9K | 0.2% | 21,149 |
| IUSGiShares Core S&P U.S. Growth ETF | $709.3K | 0.2% | 3,661 |
| IWFiShares Russell 1000 Growth ETF | $709K | 0.2% | 5,660 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $651K | 0.2% | 3,915 |
| XOMExxonmobil Holdings Corp | $640.7K | 0.2% | 3,937 |
| SCHBSchwab U.S. Broad Market ETF | $639.8K | 0.2% | 21,830 |
| BACBank of America Corp | $631.4K | 0.2% | 11,600 |
| VTEBVanguard Tax-Exempt Bond ETF | $617.6K | 0.2% | 13,040 |
| AMATApplied Materials Inc | $613.7K | 0.2% | 1,200 |
| IWMiShares Russell 2000 Index Fund | $604.7K | 0.2% | 2,176 |
| MDYSPDR MidCap Trust Series I | $555.6K | 0.2% | 846 |
| SCHASchwab U.S. Small-Cap ETF | $552.9K | 0.1% | 16,944 |
| NVDANVIDIA Corp | $552.7K | 0.1% | 2,420 |
| AMDAdvanced Micro Devices Inc | $548.7K | 0.1% | 897 |
| XLVState Street Health Care Select Sector SPDR ETF | $533K | 0.1% | 3,165 |
| IVWiShares S&P 500 Growth ETF | $524.7K | 0.1% | 3,688 |
| DIMENSIONAL ETF TRUST | $521.6K | 0.1% | 6,737 |
| DISWalt Disney Co | $468.9K | 0.1% | 4,470 |
| IVEiShares S&P 500 Value ETF | $468.9K | 0.1% | 2,054 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $460.9K | 0.1% | 9,935 |
| CSCOCisco Systems Inc | $430.5K | 0.1% | 4,000 |
| VIGVanguard Div Appreciation ETF | $427.9K | 0.1% | 1,834 |
| ORCLOracle Corp | $419.5K | 0.1% | 3,056 |
| SCHVSchwab U.S. Large-Cap Value ETF | $419.4K | 0.1% | 12,590 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $413.5K | 0.1% | 4,193 |
| PGProcter & Gamble Co | $408.8K | 0.1% | 2,814 |
| SCHDSchwab US Dividend Equity ETF | $407.5K | 0.1% | 12,526 |
| BRK.BBerkshire Hathaway Inc | $407.3K | 0.1% | 818 |
| TEVA PHARMACEUTICAL INDS LTD | $404K | 0.1% | 10,203 |
| VANGUARD ADMIRAL FDS INC | $404K | 0.1% | 3,673 |
| APOApollo Global Management Inc | $398.1K | 0.1% | 3,430 |
| VEUVanguard FTSE All World Ex US ETF | $394.5K | 0.1% | 4,755 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $387.4K | 0.1% | 4,960 |
| EATON CORP PLC | $380.3K | 0.1% | 885 |
| JPSTJPMorgan Ultra-Short Income ETF | $376.7K | 0.1% | 7,479 |
| AMZNAmazon.com Inc | $373K | 0.1% | 1,497 |
| MARMarriott International Inc | $367.1K | 0.1% | 1,032 |
| ARESAres Management Corp | $360.1K | 0.1% | 3,100 |
| IBMInternational Business Machines Corp | $329K | 0.1% | 1,496 |
| IWBiShares Russell 1000 ETF | $327.9K | 0.1% | 788 |
| XLIState Street Industrial Select Sector SPDR ETF | $316.4K | 0.1% | 1,895 |
| INTCIntel Corp | $315K | 0.1% | 2,620 |
| DFAIDimensional International Core Equity Market ETF | $313.6K | 0.1% | 7,569 |
| VOOVVanguard S&P 500 Value ETF | $312.9K | 0.1% | 1,420 |
| SCZiShares MSCI EAFE Small-Cap ETF | $290.9K | 0.1% | 3,446 |
| XLKState Street Technology Select Sector SPDR ETF | $281.3K | 0.1% | 1,437 |
| PFFiShares Preferred and Income Securities ETF | $271.3K | 0.1% | 9,195 |
| IWDiShares Russell 1000 Value ETF | $269.3K | 0.1% | 1,086 |
| SCHESchwab Emerging Markets Equity ETF | $261.7K | 0.1% | 7,180 |
| TFCTruist Financial Corp | $254.7K | 0.1% | 5,500 |
| AMERICAN CENTY ETF TR | $252.6K | 0.1% | 3,172 |
| ROYAL CARIBBEAN GROUP | $252.6K | 0.1% | 950 |
| VGTVanguard Information Tech ETF | $251.3K | 0.1% | 2,000 |
| METAMeta Platforms Inc | $236K | 0.1% | 325 |
| CLColgate-Palmolive Co | $231.7K | 0.1% | 2,715 |
| MCDMcDonald's Corp | $230.9K | 0.1% | 1,000 |
| HWMHowmet Aerospace Inc | $220.5K | 0.1% | 975 |
| FNDCSchwab Fundamental International Small Equity ETF | $217.7K | 0.1% | 4,369 |
| FNDXSchwab Fundamental US Large Company Index ETF | $216.5K | 0.1% | 6,878 |
| VXUSVanguard Total International Stock ETF | $211.7K | 0.1% | 2,492 |
| BABoeing Co | $206.5K | 0.1% | 1,110 |
Quarter ending 2026-09-30.
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