# Stone Summit Wealth LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1908192. Source: https://holderbook.com/funds/1908192-stone-summit-wealth-llc/

- Reported value: $394.0M
- Positions: 144
- Weight of the ten largest: 36.8%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $23.1M | 61,882 | 5.9% | 19 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $19.2M | 88,161 | 4.9% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $17.6M | 223,282 | 4.5% | 19 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $16.2M | 227,588 | 4.1% | 19 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $14.3M | 162,191 | 3.6% | 19 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $12.8M | 163,804 | 3.2% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $12.7M | 35,941 | 3.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $10.8M | 200,201 | 2.7% | 19 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $9.2M | 152,106 | 2.3% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $8.9M | 27,174 | 2.3% | 19 |
| VANGUARD SCOTTSDALE FDS | [BNDW](https://holderbook.com/stocks/BNDW/) | $8.8M | 128,126 | 2.2% | 4 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $8.3M | 100,089 | 2.1% | 17 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $8.2M | 10,928 | 2.1% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $7.6M | 15,958 | 1.9% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $7.4M | 85,760 | 1.9% | 19 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $7.3M | 61,190 | 1.8% | 19 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $6.7M | 31,632 | 1.7% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $6.1M | 5,707 | 1.5% | 19 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $5.8M | 32,776 | 1.5% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $5.7M | 69,297 | 1.5% | 19 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $5.7M | 7,949 | 1.4% | 19 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $5.5M | 43,877 | 1.4% | 8 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $5.3M | 51,721 | 1.4% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.2M | 17,958 | 1.3% | 19 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $5.0M | 48,521 | 1.3% | 19 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $4.9M | 20,019 | 1.2% | 19 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.8M | 32,352 | 1.2% | 19 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.5M | 13,401 | 1.2% | 19 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $4.3M | 47,117 | 1.1% | 14 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $4.3M | 8,267 | 1.1% | 14 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $4.2M | 13,764 | 1.1% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.2M | 3,470 | 1.1% | 18 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $3.9M | 21,259 | 1.0% | 19 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $3.9M | 30,669 | 1.0% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.6M | 9,668 | 0.9% | 19 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $3.2M | 11,555 | 0.8% | 19 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $3.2M | 10,047 | 0.8% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.1M | 4,190 | 0.8% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.1M | 51,880 | 0.8% | 19 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $3.0M | 31,190 | 0.8% | 8 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $2.8M | 58,048 | 0.7% | 19 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $2.8M | 22,193 | 0.7% | 19 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $2.6M | 7,704 | 0.7% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.6M | 7,643 | 0.7% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.6M | 19,018 | 0.7% | 19 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $2.5M | 23,905 | 0.6% | 19 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $2.5M | 28,996 | 0.6% | 19 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $2.4M | 44,265 | 0.6% | 17 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.4M | 11,006 | 0.6% | 19 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $2.4M | 41,971 | 0.6% | 19 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $2.4M | 18,192 | 0.6% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.2M | 17,426 | 0.6% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.2M | 27,559 | 0.6% | 5 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $2.2M | 72,212 | 0.5% | 2 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $2.1M | 23,019 | 0.5% | 19 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.0M | 20,261 | 0.5% | 19 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.9M | 64,726 | 0.5% | 19 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.8M | 34,644 | 0.4% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.7M | 4,722 | 0.4% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.6M | 37,013 | 0.4% | 19 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $1.5M | 18,650 | 0.4% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.4M | 4,018 | 0.4% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.4M | 24,808 | 0.4% | 18 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.3M | 11,530 | 0.3% | 18 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,844 | 0.3% | 18 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $1.1M | 24,995 | 0.3% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.0M | 4,100 | 0.3% | 18 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $1.0M | 10,900 | 0.3% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $989.7K | 1,344 | 0.3% | 17 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $974.8K | 13,946 | 0.2% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $901.1K | 1,312 | 0.2% | 14 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $868.2K | 16,455 | 0.2% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $867.6K | 1,200 | 0.2% | 4 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $852.6K | 16,919 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $834.9K | 30,142 | 0.2% | 15 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $834.4K | 10,267 | 0.2% | 18 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $823.7K | 2,275 | 0.2% | 18 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $781.6K | 16,200 | 0.2% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $751.3K | 6,981 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $733.6K | 21,679 | 0.2% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $729.7K | 5,337 | 0.2% | 18 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $729.3K | 12,800 | 0.2% | 18 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $702.8K | 5,660 | 0.2% | 19 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $688.6K | 3,661 | 0.2% | 2 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $653.8K | 2,176 | 0.2% | 19 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $643.1K | 3,915 | 0.2% | 15 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $633.0K | 21,859 | 0.2% | 9 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $631.5K | 2,669 | 0.2% | 18 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $626.0K | 890 | 0.2% | 10 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $624.2K | 6,485 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $621.5K | 17,202 | 0.2% | 11 |
| VANGUARD CALIF TAX FREE FDS | [VTEC](https://holderbook.com/stocks/VTEC/) | $602.5K | 5,989 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $554.7K | 6,737 | 0.1% | 19 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $547.7K | 1,725 | 0.1% | 9 |
| VANGUARD WELLINGTON FD | [VTES](https://holderbook.com/stocks/VTES/) | $534.5K | 5,276 | 0.1% | 13 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $508.6K | 3,698 | 0.1% | 18 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $493.2K | 849 | 0.1% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $473.9K | 3,232 | 0.1% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $469.8K | 4,000 | 0.1% | 15 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $468.9K | 2,065 | 0.1% | 18 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.8% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.3% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -2.5% | -4.6% | +2.0% | 100% |
| Q4 2024 | -1.3% | +2.1% | -3.4% | 100% |
| Q3 2024 | +3.8% | +5.4% | -1.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $394.0M | 144 |
| Q1 2026 | $359.3M | 142 |
| Q4 2025 | $368.7M | 141 |
| Q3 2025 | $352.6M | 143 |
| Q2 2025 | $322.8M | 142 |
| Q1 2025 | $295.2M | 140 |
| Q4 2024 | $298.0M | 138 |
| Q3 2024 | $309.9M | 141 |
| Q2 2024 | $278.9M | 137 |
| Q1 2024 | $287.7M | 140 |
| Q4 2023 | $260.7M | 139 |
| Q3 2023 | $233.3M | 138 |