Stone Summit Wealth LLC
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $23.1M | 61,882 | -0.48pp | 19q | +0.6%+$144.4K | |
| VANGUARD INDEX FDS | VTV | $19.2M | 88,161 | -0.01pp | 19q | -1.5%-$296.4K | |
| VANGUARD SCOTTSDALE FDS | VCSH | $17.6M | 223,282 | -0.63pp | 19q | -3.5%-$643.9K | |
| VANGUARD TAX-MANAGED FDS | VEA | $16.2M | 227,588 | +0.18pp | 19q | +3.0%+$478.6K | |
| SPDR SERIES TRUST | SPYM | $14.3M | 162,191 | +0.25pp | 19q | +2.6%+$362.7K | |
| VANGUARD BD INDEX FDS | BSV | $12.8M | 163,804 | -0.39pp | 19q | -1.6%-$205.6K | |
| ALPHABET INC | GOOG | $12.7M | 35,941 | +0.24pp | 19q | -3.9%-$512.7K | |
| DIMENSIONAL ETF TRUST | DFIV | $10.8M | 200,201 | -0.17pp | 19q | +0.8%+$84.2K | |
| SPDR SERIES TRUST | SPYV | $9.2M | 152,106 | flat | 19q | +2.2%+$195.1K | |
| JPMORGAN CHASE & CO | JPM | $8.9M | 27,174 | -0.05pp | 19q | -3.8%-$349.6K | |
| VANGUARD SCOTTSDALE FDS | BNDW | $8.8M | 128,126 | -0.13pp | 4q | +3.4%+$285.4K | |
| VANGUARD SCOTTSDALE FDS | VCIT | $8.3M | 100,089 | -0.14pp | 17q | +3.1%+$248.0K | |
| ISHARES TR | IVV | $8.2M | 10,928 | -0.05pp | 19q | -6.8%-$595.4K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $7.6M | 15,958 | +0.34pp | 19q | -5.8%-$466.6K | |
| VANGUARD INDEX FDS | VUG | $7.4M | 85,760 | +0.09pp | 19q | +485.4%+$6.1M | |
| SPDR SERIES TRUST | SPYG | $7.3M | 61,190 | +0.27pp | 19q | +6.0%+$409.4K | |
| INVESCO EXCHANGE TRADED FD T | RSP | $6.7M | 31,632 | -0.01pp | 18q | -1.5%-$100.0K | |
| CATERPILLAR INC | CAT | $6.1M | 5,707 | +0.33pp | 19q | -7.1%-$466.4K | |
| AMPHENOL CORP | APH | $5.8M | 32,776 | +0.27pp | 19q | -3.9%-$234.0K | |
| ISHARES INC | IEMG | $5.7M | 69,297 | +0.12pp | 19q | HELD | |
| CUMMINS INC | CMI | $5.7M | 7,949 | +0.17pp | 19q | -6.3%-$378.0K | |
| AMERICAN CENTY ETF TR | AVUV | $5.5M | 43,877 | +0.04pp | 8q | HELD | |
| AMERICAN CENTY ETF TR | AVDV | $5.3M | 51,721 | -0.12pp | 8q | -2.3%-$123.0K | |
| APPLE INC | AAPL | $5.2M | 17,958 | +0.05pp | 19q | HELD | |
| ISHARES TR | STIP | $5.0M | 48,521 | -0.09pp | 19q | +3.3%+$158.0K | |
| VANGUARD INDEX FDS | VBR | $4.9M | 20,019 | +0.01pp | 19q | -1.4%-$69.7K | |
| ISHARES TR | IJR | $4.8M | 32,352 | +0.09pp | 19q | -0.7%-$33.2K | |
| AMERICAN EXPRESS CO | AXP | $4.5M | 13,401 | flat | 19q | -1.7%-$79.5K | |
| AMERICAN CENTY ETF TR | AVLV | $4.3M | 47,117 | +0.03pp | 14q | -0.6%-$26.4K | |
| LINDE PLC | LIN | $4.3M | 8,267 | -0.07pp | 14q | -1.2%-$51.4K | |
| VANGUARD INDEX FDS | VB | $4.2M | 13,764 | +0.07pp | 19q | +1.2%+$50.0K | |
| ELI LILLY & CO | LLY | $4.2M | 3,470 | +0.19pp | 18q | +2.7%+$107.9K | |
| QUALCOMM INC | QCOM | $3.9M | 21,259 | +0.20pp | 19q | -4.2%-$170.9K | |
| GILEAD SCIENCES INC | GILD | $3.9M | 30,669 | -0.23pp | 19q | -1.8%-$72.9K | |
| VANGUARD INDEX FDS | VTI | $3.6M | 9,668 | +0.04pp | 19q | HELD | |
| ECOLAB INC | ECL | $3.2M | 11,555 | -0.07pp | 19q | -3.8%-$127.6K | |
| STRYKER CORPORATION | SYK | $3.2M | 10,047 | -0.18pp | 19q | -6.4%-$216.0K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $3.1M | 4,190 | +0.05pp | 18q | +1.5%+$47.0K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $3.1M | 51,880 | -0.01pp | 19q | -1.7%-$52.8K | |
| AMERICAN CENTY ETF TR | AVEM | $3.0M | 31,190 | +0.06pp | 8q | -1.2%-$35.4K | |
| SCHWAB STRATEGIC TR | SCHC | $2.8M | 58,048 | -0.01pp | 19q | +4.8%+$128.3K | |
| ISHARES TR | EFG | $2.8M | 22,193 | +0.05pp | 19q | +4.9%+$128.9K | |
| VANGUARD INDEX FDS | VV | $2.6M | 7,704 | +0.03pp | 19q | HELD | |
| VISA INC | V | $2.6M | 7,643 | +0.02pp | 19q | HELD | |
| PEPSICO INC | PEP | $2.6M | 19,018 | -0.20pp | 19q | -3.2%-$85.8K | |
| ISHARES TR | SUB | $2.5M | 23,905 | -0.12pp | 19q | -7.6%-$208.7K | |
| NEXTERA ENERGY INC | NEE | $2.5M | 28,996 | -0.07pp | 19q | +4.3%+$104.9K | |
| DIMENSIONAL ETF TRUST | DFUV | $2.4M | 44,265 | +0.02pp | 17q | HELD | |
| LOWES COS INC | LOW | $2.4M | 11,006 | -0.12pp | 19q | -2.2%-$55.6K | |
| SPDR SERIES TRUST | SPSM | $2.4M | 41,971 | +0.03pp | 19q | -2.7%-$67.6K | |
| AGILENT TECHNOLOGIES INC | A | $2.4M | 18,192 | +0.03pp | 6q | -0.5%-$12.8K | |
| MERCK & CO INC | MRK | $2.2M | 17,426 | -0.02pp | 19q | -0.8%-$18.0K | |
| VANGUARD INDEX FDS | VO | $2.2M | 27,559 | +0.01pp | 5q | +296.4%+$1.7M | |
| SPDR SERIES TRUST | SPSB | $2.2M | 72,212 | +0.38pp | 2q | +261.1%+$1.6M | |
| ISHARES TR | IGV | $2.1M | 23,019 | +0.01pp | 19q | -0.6%-$11.9K | |
| ISHARES TR | IEFA | $2.0M | 20,261 | -0.01pp | 19q | HELD | |
| SCHWAB STRATEGIC TR | SCHX | $1.9M | 64,726 | +0.01pp | 19q | -2.7%-$51.9K | |
| VANGUARD MUN BD FDS | VTEB | $1.8M | 34,644 | +0.02pp | 19q | +13.5%+$208.7K | |
| HOME DEPOT INC | HD | $1.7M | 4,722 | -0.02pp | 19q | -2.6%-$44.8K | |
| DIMENSIONAL ETF TRUST | DFAC | $1.6M | 37,013 | +0.01pp | 19q | -0.6%-$10.4K | |
| ISHARES TR | HYG | $1.5M | 18,650 | -0.02pp | 19q | +2.5%+$36.0K | |
| ALPHABET INC | GOOGL | $1.4M | 4,018 | +0.04pp | 19q | -1.7%-$25.0K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $1.4M | 24,808 | -0.02pp | 18q | +10.2%+$132.5K | |
| WALMART INC | WMT | $1.3M | 11,530 | -0.07pp | 18q | HELD | |
| TESLA INC | TSLA | $1.2M | 2,844 | +0.01pp | 18q | +0.5%+$6.3K | |
| SELECT SECTOR SPDR TR | XLU | $1.1M | 24,995 | -0.01pp | 19q | +7.2%+$76.2K | |
| JOHNSON & JOHNSON | JNJ | $1.0M | 4,100 | -0.02pp | 18q | HELD | |
| SCHWAB CHARLES CORP | SCHW | $1.0M | 10,900 | -0.03pp | 4q | HELD | |
| INVESCO QQQ TR | QQQ | $989.7K | 1,344 | +0.04pp | 17q | HELD | |
| DIMENSIONAL ETF TRUST | DFAT | $974.8K | 13,946 | flat | 19q | HELD | |
| VANGUARD INDEX FDS | VOO | $901.1K | 1,312 | +0.02pp | 14q | +2.7%+$24.0K | |
| SCHWAB STRATEGIC TR | FNDF | $868.2K | 16,455 | flat | 19q | HELD | |
| APPLIED MATLS INC | AMAT | $867.6K | 1,200 | +0.11pp | 4q | HELD | |
| SPDR INDEX SHS FDS | SPDW | $852.6K | 16,919 | flat | 19q | +0.8%+$7.1K | |
| SCHWAB STRATEGIC TR | SCHF | $834.9K | 30,142 | flat | 15q | HELD | |
| COCA COLA CO | KO | $834.4K | 10,267 | -0.01pp | 18q | HELD | |
| AMGEN INC | AMGN | $823.7K | 2,275 | -0.02pp | 18q | -1.0%-$8.7K | |
| ISHARES TR | ISTB | $781.6K | 16,200 | - | new | NEW | |
| ISHARES TR | MUB | $751.3K | 6,981 | -0.04pp | 19q | -11.6%-$98.5K | |
| SCHWAB STRATEGIC TR | SCHG | $733.6K | 21,679 | +0.01pp | 6q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $729.7K | 5,337 | -0.08pp | 18q | -5.0%-$38.7K | |
| BANK OF AMER CORP | BAC | $729.3K | 12,800 | +0.01pp | 18q | -3.0%-$22.8K | |
| ISHARES TR | IWF | $702.8K | 5,660 | +0.01pp | 19q | +300.0%+$527.1K | |
| ISHARES TR | IUSG | $688.6K | 3,661 | +0.04pp | 2q | +17.4%+$102.1K | |
| ISHARES TR | IWM | $653.8K | 2,176 | +0.02pp | 19q | HELD | |
| ISHARES TR | ITOT | $643.1K | 3,915 | +0.01pp | 15q | +1.2%+$7.4K | |
| SCHWAB STRATEGIC TR | SCHB | $633.0K | 21,859 | +0.01pp | 9q | HELD | |
| VANGUARD SPECIALIZED FUNDS | VIG | $631.5K | 2,669 | flat | 18q | HELD | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $626.0K | 890 | flat | 10q | -5.7%-$38.0K | |
| DISNEY WALT CO | DIS | $624.2K | 6,485 | -0.03pp | 19q | -8.5%-$58.2K | |
| SCHWAB STRATEGIC TR | SCHA | $621.5K | 17,202 | +0.02pp | 11q | HELD | |
| VANGUARD CALIF TAX FREE FDS | VTEC | $602.5K | 5,989 | flat | 3q | +5.7%+$32.3K | |
| DIMENSIONAL ETF TRUST | DFAS | $554.7K | 6,737 | +0.01pp | 19q | HELD | |
| ROYAL CARIBBEAN GROUP | RCL | $547.7K | 1,725 | +0.01pp | 9q | -1.1%-$6.4K | |
| VANGUARD WELLINGTON FD | VTES | $534.5K | 5,276 | -0.02pp | 13q | -2.5%-$13.5K | |
| ISHARES TR | IVW | $508.6K | 3,698 | +0.01pp | 18q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $493.2K | 849 | - | new | NEW | |
| PROCTER & GAMBLE CO | PG | $473.9K | 3,232 | -0.01pp | 19q | -1.8%-$8.8K | |
| CISCO SYS INC | CSCO | $469.8K | 4,000 | +0.03pp | 15q | HELD | |
| ISHARES TR | IVE | $468.9K | 2,065 | flat | 18q | -0.5%-$2.5K | |
| SELECT SECTOR SPDR TR | XLV | $467.3K | 2,945 | +0.01pp | 13q | +9.1%+$38.9K | |
| ISHARES TR | HEFA | $466.2K | 9,935 | -0.01pp | 14q | -7.0%-$35.1K | |
| AMAZON COM INC | AMZN | $449.3K | 1,885 | +0.02pp | 14q | +20.8%+$77.5K | |
| ORACLE CORP | ORCL | $448.3K | 3,059 | -0.01pp | 13q | -0.8%-$3.7K | |
| NVIDIA CORPORATION | NVDA | $446.2K | 2,230 | +0.02pp | 5q | +10.3%+$41.6K | |
| SCHWAB STRATEGIC TR | SCHV | $438.3K | 12,590 | flat | 19q | HELD | |
| VANGUARD ADMIRAL FDS INC | VIOV | $431.0K | 3,673 | flat | 19q | -0.5%-$2.2K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $420.7K | 1,496 | -0.01pp | 10q | -11.8%-$56.2K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $416.8K | 833 | -0.01pp | 19q | -2.6%-$11.0K | |
| APOLLO GLOBAL MGMT INC | APO | $414.1K | 3,500 | -0.01pp | 15q | -2.8%-$11.8K | |
| BOEING CO | BA | $400.5K | 1,850 | flat | 18q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VEU | $398.2K | 4,755 | flat | 19q | HELD | |
| SCHWAB STRATEGIC TR | SCHD | $398.1K | 12,555 | -0.01pp | 13q | HELD | |
| MARRIOTT INTL INC NEW | MAR | $382.4K | 1,032 | flat | 4q | HELD | |
| EATON CORP PLC | ETN | $377.1K | 885 | flat | 15q | -9.2%-$38.4K | |
| ISHARES GOLD TR | IAU | $374.5K | 4,960 | -0.03pp | 8q | HELD | |
| INTEL CORP | INTC | $365.8K | 2,620 | - | new | NEW | |
| SELECT SECTOR SPDR TR | XLI | $361.2K | 1,950 | +0.01pp | 11q | +10.2%+$33.3K | |
| SELECT SECTOR SPDR TR | XLK | $357.6K | 1,877 | +0.01pp | 19q | -8.7%-$33.9K | |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $350.1K | 10,335 | flat | 19q | HELD | |
| ARES MANAGEMENT CORPORATION | ARES | $345.1K | 3,100 | -0.01pp | 17q | -1.6%-$5.6K | |
| J P MORGAN EXCHANGE TRADED F | JPST | $344.9K | 6,820 | -0.01pp | 19q | +1.5%+$5.1K | |
| MCDONALDS CORP | MCD | $324.4K | 1,200 | -0.02pp | 18q | HELD | |
| ISHARES TR | IWB | $322.7K | 788 | flat | 11q | HELD | |
| DIMENSIONAL ETF TRUST | DFAI | $312.2K | 7,569 | flat | 19q | HELD | |
| VANGUARD ADMIRAL FDS INC | VOOV | $311.3K | 1,420 | flat | 2q | HELD | |
| ISHARES INC | EZU | $298.9K | 4,300 | flat | 19q | HELD | |
| ISHARES TR | SCZ | $286.5K | 3,483 | flat | 19q | -0.7%-$2.1K | |
| COLGATE PALMOLIVE CO | CL | $285.3K | 3,111 | flat | 11q | +6.0%+$16.0K | |
| TRUIST FINL CORP | TFC | $274.0K | 5,500 | -0.01pp | 18q | -15.4%-$49.8K | |
| SCHWAB STRATEGIC TR | SCHE | $269.0K | 7,420 | flat | 12q | -5.1%-$14.6K | |
| J P MORGAN EXCHANGE TRADED F | JMUB | $266.2K | 5,256 | -0.01pp | 12q | HELD | |
| ISHARES TR | IWD | $263.3K | 1,086 | flat | 13q | HELD | |
| HOWMET AEROSPACE INC | HWM | $262.1K | 975 | flat | 3q | HELD | |
| ISHARES TR | PFF | $259.0K | 8,495 | -0.01pp | 19q | -5.2%-$14.3K | |
| BLACKROCK ETF TRUST II | CALI | $248.4K | 4,916 | -0.03pp | 3q | -28.9%-$101.1K | |
| AMERICAN CENTY ETF TR | AVIV | $245.6K | 3,172 | flat | 14q | HELD | |
| VANGUARD WORLD FD | VGT | $239.0K | 2,000 | - | new | NEW | |
| SCHWAB STRATEGIC TR | FNDX | $215.1K | 6,917 | - | new | NEW | |
| VANGUARD STAR FDS | VXUS | $213.3K | 2,495 | - | new | NEW | |
| SCHWAB STRATEGIC TR | FNDC | $212.6K | 4,379 | flat | 19q | -1.5%-$3.2K | |
| SCHWAB STRATEGIC TR | SCHM | $212.0K | 5,749 | - | new | NEW | |
| GE AEROSPACE | GE | $211.3K | 565 | - | new | NEW | |
| INVESCO EXCH TRADED FD TR II | PGX | $204.9K | 18,899 | -0.02pp | 19q | -16.7%-$41.2K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $37.7M | 9.6% |
| Semiconductors & Electronics | $19.7M | 5.0% |
| Biotech & Pharma | $16.3M | 4.1% |
| Banks & Lending | $14.4M | 3.7% |
| Industrials | $12.1M | 3.1% |
| Chemicals | $8.3M | 2.1% |
| Retail & Consumer | $6.2M | 1.6% |
| Computer Hardware | $6.1M | 1.5% |
| Other sectors | $22.5M | 5.7% |
| Not classified | $250.8M | 63.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $394.0M | 144 | 8 | 35 | 60 | 6 | 36.8% | 23 |
| Q1 2026 | $359.3M | 142 | 4 | 39 | 71 | 3 | 37.9% | 23 |
| Q4 2025 | $368.7M | 141 | 5 | 45 | 61 | 7 | 38.0% | 27 |
| Q3 2025 | $352.6M | 143 | 5 | 29 | 88 | 4 | 36.1% | 22 |
| Q2 2025 | $322.8M | 142 | 5 | 41 | 64 | 3 | 33.4% | 17 |
| Q1 2025 | $295.2M | 140 | 2 | 45 | 61 | 0 | 32.7% | 24 |
| Q4 2024 | $298.0M | 138 | 0 | 34 | 70 | 3 | 34.2% | 28 |
| Q3 2024 | $309.9M | 141 | 4 | 46 | 61 | 0 | 33.3% | 31 |
| Q2 2024 | $278.9M | 137 | 2 | 39 | 56 | 5 | 34.7% | 30 |
| Q1 2024 | $287.7M | 140 | 4 | 61 | 51 | 3 | 33.6% | 31 |
| Q4 2023 | $260.7M | 139 | 4 | 42 | 69 | 3 | 32.7% | 26 |
| Q3 2023 | $233.3M | 138 | 3 | 63 | 49 | 2 | 31.4% | 25 |
| Q2 2023 | $241.4M | 137 | 5 | 74 | 33 | 1 | 32.8% | 25 |
| Q1 2023 | $224.9M | 133 | 6 | 51 | 58 | 3 | 33.2% | 20 |
| Q4 2022 | $203.9M | 130 | 10 | 69 | 26 | 3 | 33.6% | 20 |
| Q3 2022 | $162.7M | 123 | 0 | 61 | 30 | 6 | 31.3% | 34 |
| Q2 2022 | $167.5M | 129 | 8 | 75 | 32 | 8 | 31.9% | 19 |
| Q1 2022 | $178.5M | 129 | 28 | 76 | 20 | 2 | 31.6% | 29 |
| Q4 2021 | $123.3M | 103 | 0 | 0 | 0 | 0 | 26.4% | 41 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.