Stone Summit Wealth LLC
13F Reported Value
ⓘ$359.3M
Holdings
142
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Stone Summit Wealth LLC disclosed 142 positions worth $359.3M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 6.3% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $CVX. The portfolio is most concentrated in Other (58.9% of disclosed assets). All figures are sourced directly from Stone Summit Wealth LLC’s Form 13F-HR filing with the SEC under CIK 1908192.
AI Fund Analysis
Stable
$MSFT
$META
$NEESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$22.8M61,495 sh VANGUARD SCOTTSDALE FDS
—Quality
$18.3M231,429 shVANGUARD INDEX FDS
—Quality
$17.6M89,521 shVANGUARD TAX-MANAGED FDS
—Quality
$14.2M220,871 sh- 80.9
Quality
$13.1M166,443 sh SPDR SERIES TRUST
—Quality
$12.1M158,064 sh- 80.2
Quality
$10.7M37,392 sh DIMENSIONAL ETF TRUST
—Quality
$10.5M198,642 shVANGUARD SCOTTSDALE FDS
—Quality
$8.5M123,961 shSPDR SERIES TRUST
—Quality
$8.4M148,897 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $22.8M | 61,495 |
| VANGUARD SCOTTSDALE FDS | — | $18.3M | 231,429 |
| VANGUARD INDEX FDS | — | $17.6M | 89,521 |
| VANGUARD TAX-MANAGED FDS | — | $14.2M | 220,871 |
| Meta Platforms, Inc.$META | 80.9 | $13.1M | 166,443 |
| SPDR SERIES TRUST | — | $12.1M | 158,064 |
 Alphabet Inc.$GOOGL | 80.2 | $10.7M | 37,392 |
| DIMENSIONAL ETF TRUST | — | $10.5M | 198,642 |
| VANGUARD SCOTTSDALE FDS | — | $8.5M | 123,961 |
| SPDR SERIES TRUST | — | $8.4M | 148,897 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stone Summit Wealth LLC's 142 positions.
Showing top 10 of 142 holdings.
Sector Allocation
Other
$211.5M
Technology
$68.8M
Financials
$24.9M
Healthcare
$18.5M
Industrials
$11.8M
Materials
$7.6M
Consumer Discretionary
$7.1M
Consumer Staples
$4.6M
Full Holdings — Stone Summit Wealth LLC (Q1 2026)
All 142 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $22.8M | 6.3% | -0% | 83.7 |
| 2 | — | VANGUARD SCOTTSDALE FDS | $18.3M | 5.1% | +11% | — |
| 3 | — | VANGUARD INDEX FDS | $17.6M | 4.9% | -6% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS | $14.2M | 3.9% | +22% | — |
| 5 | $META | Meta Platforms, Inc. | $13.1M | 3.6% | +9% | 80.9 |
| 6 | — | SPDR SERIES TRUST | $12.1M | 3.4% | +1% | — |
| 7 | $GOOGL | Alphabet Inc. | $10.7M | 3.0% | -5% | 80.2 |
| 8 | — | DIMENSIONAL ETF TRUST | $10.5M | 2.9% | +3% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS | $8.5M | 2.4% | +5% | — |
| 10 | — | SPDR SERIES TRUST | $8.4M | 2.3% | +6% | — |
| 11 |  $JPM | JPMORGAN CHASE & CO | $8.3M | 2.3% | -6% | 35.6 |
| 12 | — | VANGUARD SCOTTSDALE FDS | $8.0M | 2.2% | +3% | — |
| 13 | — | ISHARES TR | $7.7M | 2.1% | +2% | — |
| 14 | — | VANGUARD INDEX FDS | $6.4M | 1.8% | -7% | — |
| 15 |  $IVZ | Invesco Ltd. | $6.2M | 1.7% | +1% | — |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.7M | 1.6% | -8% | — |
| 17 | — | SPDR SERIES TRUST | $5.7M | 1.6% | +10% | — |
| 18 | — | AMERICAN CENTY ETF TR | $5.3M | 1.5% | -2% | — |
| 19 | — | ISHARES TR | $4.9M | 1.4% | +2% | — |
| 20 | — | AMERICAN CENTY ETF TR | $4.8M | 1.3% | -1% | — |
| 21 | — | ISHARES INC | $4.8M | 1.3% | +6% | — |
| 22 |  $AAPL | Apple Inc. | $4.6M | 1.3% | -3% | 76.1 |
| 23 |  $CMI | CUMMINS INC | $4.6M | 1.3% | -9% | 58.9 |
| 24 | — | VANGUARD INDEX FDS | $4.4M | 1.2% | -13% | — |
| 25 |  $GILD | GILEAD SCIENCES, INC. | $4.4M | 1.2% | -4% | 77.8 |
| 26 |  $CAT | CATERPILLAR INC | $4.4M | 1.2% | -8% | 67.8 |
| 27 |  $APH | AMPHENOL CORP /DE/ | $4.3M | 1.2% | -8% | 80.5 |
| 28 |  $LIN | LINDE PLC | $4.1M | 1.1% | -1% | — |
| 29 |  $AXP | AMERICAN EXPRESS CO | $4.1M | 1.1% | -4% | 73.2 |
| 30 | — | ISHARES TR | $4.0M | 1.1% | -1% | — |
| 31 | — | AMERICAN CENTY ETF TR | $3.8M | 1.1% | -5% | — |
| 32 | — | VANGUARD INDEX FDS | $3.6M | 1.0% | +4% | — |
| 33 |  $SYK | STRYKER CORP | $3.5M | 1.0% | -3% | 69.8 |
| 34 |  $ECL | ECOLAB INC. | $3.2M | 0.9% | -0% | 64.3 |
| 35 |  $LLY | ELI LILLY & Co | $3.1M | 0.9% | +1% | 89.3 |
| 36 | — | VANGUARD INDEX FDS | $3.1M | 0.9% | +0% | — |
| 37 |  $PEP | PEPSICO INC | $3.1M | 0.8% | -19% | 62.7 |
| 38 |  $QCOM | QUALCOMM INC/DE | $2.9M | 0.8% | -5% | 81.9 |
| 39 | — | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.8% | -0% | — |
| 40 | — | ISHARES TR | $2.8M | 0.8% | +2% | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 0.8% | -1% | — |
| 42 |  $LOW | LOWES COMPANIES INC | $2.7M | 0.7% | -2% | 63.5 |
| 43 | — | SCHWAB STRATEGIC TR | $2.6M | 0.7% | +16% | — |
| 44 | $NEE | NEXTERA ENERGY INC | $2.6M | 0.7% | +7% | 71.7 |
| 45 | — | AMERICAN CENTY ETF TR | $2.5M | 0.7% | -3% | — |
| 46 | — | ISHARES TR | $2.4M | 0.7% | +36% | — |
| 47 |  $V | VISA INC. | $2.3M | 0.6% | -0% | 83.5 |
| 48 | — | VANGUARD INDEX FDS | $2.3M | 0.6% | -0% | — |
| 49 | — | DIMENSIONAL ETF TRUST | $2.1M | 0.6% | -0% | — |
| 50 |  $MRK | Merck & Co., Inc. | $2.1M | 0.6% | +43% | 70.9 |
| 51 | — | SPDR SERIES TRUST | $2.1M | 0.6% | -15% | — |
| 52 |  $A | AGILENT TECHNOLOGIES, INC. | $2.1M | 0.6% | -5% | 64.6 |
| 53 | — | VANGUARD INDEX FDS | $2.0M | 0.6% | +1% | — |
| 54 |  $MDT | Medtronic plc | $1.9M | 0.5% | +4% | — |
| 55 | — | ISHARES TR | $1.9M | 0.5% | -8% | — |
| 56 | — | ISHARES TR | $1.8M | 0.5% | +52% | — |
| 57 | — | SCHWAB STRATEGIC TR | $1.7M | 0.5% | +22% | — |
| 58 |  $HD | HOME DEPOT, INC. | $1.6M | 0.4% | -4% | 69.2 |
| 59 | — | VANGUARD MUN BD FDS | $1.5M | 0.4% | +4% | — |
| 60 | — | ISHARES TR | $1.4M | 0.4% | -9% | — |
| 61 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.4% | -3% | — |
| 62 |  $WMT | Walmart Inc. | $1.4M | 0.4% | -0% | 63.2 |
| 63 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.4% | +86% | 70.1 |
| 64 |  $GOOG | Alphabet Inc. | $1.2M | 0.3% | +1% | 80.2 |
| 65 | — | SELECT SECTOR SPDR TR | $1.1M | 0.3% | +4% | — |
| 66 |  $TSLA | Tesla, Inc. | $1.1M | 0.3% | +24% | 50.1 |
| 67 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.3% | +0% | 77.2 |
| 68 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.3% | -2% | 72.8 |
| 69 |  $XOM | EXXON MOBIL CORP | $953,489 | 0.3% | -3% | 61.8 |
| 70 | — | DIMENSIONAL ETF TRUST | $871,740 | 0.2% | -1% | — |
| 71 | — | ISHARES TR | $838,160 | 0.2% | -1% | — |
| 72 |  $AMGN | AMGEN INC | $808,993 | 0.2% | +3% | 79.5 |
| 73 | — | SCHWAB STRATEGIC TR | $805,143 | 0.2% | -3% | — |
| 74 |  $KO | COCA COLA CO | $783,467 | 0.2% | -7% | 74 |
| 75 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $775,730 | 0.2% | -0% | — |
| 76 | — | SPDR INDEX SHS FDS | $765,963 | 0.2% | +3% | — |
| 77 | — | VANGUARD INDEX FDS | $763,071 | 0.2% | +24% | — |
| 78 | — | SCHWAB STRATEGIC TR | $746,015 | 0.2% | +0% | — |
| 79 |  $DIS | Walt Disney Co | $683,334 | 0.2% | -41% | 68.9 |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $643,500 | 0.2% | -7% | 68.4 |
| 81 | — | SCHWAB STRATEGIC TR | $630,985 | 0.2% | +89% | — |
| 82 | — | ISHARES TR | $603,356 | 0.2% | -0% | — |
| 83 | — | SPDR SERIES TRUST | $601,400 | 0.2% | -87% | — |
| 84 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $582,221 | 0.2% | -16% | — |
| 85 | — | VANGUARD SPECIALIZED FUNDS | $573,995 | 0.2% | +0% | — |
| 86 | — | VANGUARD CALIF TAX FREE FDS | $561,585 | 0.2% | +19% | — |
| 87 | — | ISHARES TR | $551,204 | 0.1% | +0% | — |
| 88 | — | SCHWAB STRATEGIC TR | $548,661 | 0.1% | +0% | — |
| 89 | — | VANGUARD WELLINGTON FD | $547,066 | 0.1% | +1% | — |
| 90 | — | ISHARES TR | $539,648 | 0.1% | +0% | — |
| 91 | — | SCHWAB STRATEGIC TR | $501,544 | 0.1% | -8% | — |
| 92 | — | ISHARES TR | $483,633 | 0.1% | -94% | — |
| 93 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $480,189 | 0.1% | -8% | — |
| 94 | — | DIMENSIONAL ETF TRUST | $479,203 | 0.1% | +0% | — |
| 95 |  $PG | PROCTER & GAMBLE Co | $475,496 | 0.1% | -4% | 72.9 |
| 96 | — | ISHARES TR | $453,974 | 0.1% | -81% | — |
| 97 |  $ORCL | ORACLE CORP | $453,711 | 0.1% | -1% | 67.2 |
| 98 | — | ISHARES TR | $438,347 | 0.1% | -16% | — |
| 99 |  $IAU | ISHARES GOLD TRUST | $437,274 | 0.1% | -0% | — |
| 100 | — | ISHARES TR | $419,977 | 0.1% | -8% | — |
| 101 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $411,093 | 0.1% | -4% | 66.7 |
| 102 |  $AMAT | APPLIED MATERIALS INC /DE | $410,148 | 0.1% | +0% | 74.8 |
| 103 |  $BRK.B | BERKSHIRE HATHAWAY INC | $409,716 | 0.1% | -7% | 64.5 |
| 104 |  $APO | Apollo Global Management, Inc. | $401,112 | 0.1% | -5% | 55.7 |
| 105 | — | SELECT SECTOR SPDR TR | $395,847 | 0.1% | +2% | — |
| 106 | — | SCHWAB STRATEGIC TR | $385,187 | 0.1% | +0% | — |
| 107 | — | SCHWAB STRATEGIC TR | $383,995 | 0.1% | -5% | — |
| 108 |  $NKE | NIKE, Inc. | $379,248 | 0.1% | -8% | 53.4 |
| 109 | — | VANGUARD ADMIRAL FDS INC | $375,624 | 0.1% | +0% | — |
| 110 |  $MCD | MCDONALDS CORP | $372,948 | 0.1% | -3% | 73.9 |
| 111 |  $BA | BOEING CO | $368,206 | 0.1% | +0% | 51.8 |
| 112 | — | VANGUARD INTL EQUITY INDEX F | $357,101 | 0.1% | +0% | — |
| 113 |  $NVDA | NVIDIA CORP | $352,637 | 0.1% | -12% | 90.2 |
| 114 | — | BLACKROCK ETF TRUST II | $348,824 | 0.1% | +19% | — |
| 115 |  $ETN | Eaton Corp plc | $348,728 | 0.1% | -7% | — |
| 116 |  $ARES | Ares Management Corp | $343,665 | 0.1% | -4% | 70.8 |
| 117 | — | J P MORGAN EXCHANGE TRADED F | $340,099 | 0.1% | -45% | — |
| 118 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $337,536 | 0.1% | +0% | 65.9 |
| 119 |  $AMZN | AMAZON COM INC | $324,901 | 0.1% | -5% | 74.6 |
| 120 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $311,290 | 0.1% | -6% | — |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $310,360 | 0.1% | -5% | 72.3 |
| 122 |  $TFC | TRUIST FINANCIAL CORP | $298,805 | 0.1% | -7% | — |
| 123 | — | DIMENSIONAL ETF TRUST | $294,888 | 0.1% | -13% | — |
| 124 | — | VANGUARD ADMIRAL FDS INC | $289,382 | 0.1% | -62% | — |
| 125 | — | SELECT SECTOR SPDR TR | $286,262 | 0.1% | +3% | — |
| 126 | — | ISHARES TR | $280,969 | 0.1% | +0% | — |
| 127 | — | ISHARES TR | $275,062 | 0.1% | -0% | — |
| 128 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $273,931 | 0.1% | +5% | 48 |
| 129 | — | SELECT SECTOR SPDR TR | $273,110 | 0.1% | -10% | — |
| 130 | — | ISHARES TR | $271,819 | 0.1% | -19% | — |
| 131 | — | ISHARES INC | $269,790 | 0.1% | -1% | — |
| 132 |  $CVX | CHEVRON CORP | $263,177 | 0.1% | NEW | 54.7 |
| 133 | — | J P MORGAN EXCHANGE TRADED F | $262,747 | 0.1% | -2% | — |
| 134 | — | SCHWAB STRATEGIC TR | $257,735 | 0.1% | -2% | — |
| 135 |  $CL | COLGATE PALMOLIVE CO | $250,276 | 0.1% | -2% | 72.4 |
| 136 | $IVZ | Invesco Ltd. | $246,965 | 0.1% | -9% | — |
| 137 | — | AMERICAN CENTY ETF TR | $237,361 | 0.1% | -56% | — |
| 138 | — | ISHARES TR | $232,046 | 0.1% | +0% | — |
| 139 |  $HWM | Howmet Aerospace Inc. | $224,699 | 0.1% | -3% | 79.1 |
| 140 | — | VANGUARD BD INDEX FDS | $221,435 | 0.1% | -66% | — |
| 141 |  $GLDM | World Gold Trust | $220,046 | 0.1% | +0% | — |
| 142 | — | SCHWAB STRATEGIC TR | $206,024 | 0.1% | -2% | — |
New Positions (1)
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