Stone Summit Wealth LLC
13F Reported Value
ⓘ$394.0M
Holdings
144
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stone Summit Wealth LLC disclosed 144 positions worth $394.0M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 5.9% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 6 and a full exit from $MDT. The portfolio is most concentrated in Other (59.7% 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
Diversifying
$MSFT
$NEESector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#31
Quality
$23.1M61,882 sh VANGUARD INDEX FDS - VALUE ETF
—Quality
$19.2M88,161 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$17.6M223,282 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$16.2M227,588 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$14.3M162,191 sh- 79.6
Quality
$12.8M163,804 sh - 78.2
Quality
$12.7M35,941 sh DIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$10.8M200,201 shSPDR SERIES TRUST - ST STR P500VAL
—Quality
$9.2M152,106 sh- 70.7
Quality
$8.9M27,174 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $23.1M | 61,882 |
| VANGUARD INDEX FDS - VALUE ETF | — | $19.2M | 88,161 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $17.6M | 223,282 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $16.2M | 227,588 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $14.3M | 162,191 |
 Meta Platforms, Inc.$META | 79.6 | $12.8M | 163,804 |
 Alphabet Inc.$GOOGL | 78.2 | $12.7M | 35,941 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $10.8M | 200,201 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $9.2M | 152,106 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $8.9M | 27,174 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stone Summit Wealth LLC's 144 positions.
Showing top 10 of 144 holdings.
Sector Allocation
Other
$235.1M
Technology
$78.2M
Financials
$26.5M
Healthcare
$17.1M
Industrials
$14.7M
Materials
$7.8M
Consumer Discretionary
$6.6M
Consumer Staples
$4.2M
Full Holdings — Stone Summit Wealth LLC (Q2 2026)
All 144 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 | $23.1M | 5.9% | +1% | 79.8 |
| 2 | — | VANGUARD INDEX FDS - VALUE ETF | $19.2M | 4.9% | -2% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $17.6M | 4.5% | -4% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $16.2M | 4.1% | +3% | — |
| 5 | — | SPDR SERIES TRUST - ST STR P500ETF | $14.3M | 3.6% | +3% | — |
| 6 | $META | Meta Platforms, Inc. | $12.8M | 3.2% | -2% | 79.6 |
| 7 | $GOOGL | Alphabet Inc. | $12.7M | 3.2% | -4% | 78.2 |
| 8 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $10.8M | 2.7% | +1% | — |
| 9 | — | SPDR SERIES TRUST - ST STR P500VAL | $9.2M | 2.4% | +2% | — |
| 10 | $JPM | JPMORGAN CHASE & CO | $8.9M | 2.3% | -4% | 70.7 |
| 11 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | $8.8M | 2.2% | +3% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $8.3M | 2.1% | +3% | — |
| 13 | — | ISHARES TR - CORE S&P500 ETF | $8.2M | 2.1% | -7% | — |
| 14 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.6M | 1.9% | -6% | — |
| 15 | — | VANGUARD INDEX FDS - GROWTH ETF | $7.4M | 1.9% | +485% | — |
| 16 | — | SPDR SERIES TRUST - ST STR P500GRW | $7.3M | 1.9% | +6% | — |
| 17 |  $IVZ | Invesco Ltd. | $6.7M | 1.7% | -1% | — |
| 18 |  $CAT | CATERPILLAR INC | $6.1M | 1.5% | -7% | 66.5 |
| 19 |  $APH | AMPHENOL CORP /DE/ | $5.8M | 1.5% | -4% | 79.3 |
| 20 | — | ISHARES INC - CORE MSCI EMKT | $5.7M | 1.5% | +0% | — |
| 21 |  $CMI | CUMMINS INC | $5.7M | 1.4% | -6% | 58.1 |
| 22 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $5.5M | 1.4% | +0% | — |
| 23 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $5.3M | 1.4% | -2% | — |
| 24 |  $AAPL | Apple Inc. | $5.2M | 1.3% | -0% | 76.4 |
| 25 | — | ISHARES TR - 0-5 YR TIPS ETF | $5.0M | 1.3% | +3% | — |
| 26 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $4.9M | 1.2% | -1% | — |
| 27 | — | ISHARES TR - CORE S&P SCP ETF | $4.8M | 1.2% | -1% | — |
| 28 |  $AXP | AMERICAN EXPRESS CO | $4.5M | 1.1% | -2% | 69.4 |
| 29 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $4.3M | 1.1% | -1% | — |
| 30 |  $LIN | LINDE PLC | $4.3M | 1.1% | -1% | — |
| 31 | — | VANGUARD INDEX FDS - SMALL CP ETF | $4.2M | 1.1% | +1% | — |
| 32 |  $LLY | ELI LILLY & Co | $4.2M | 1.1% | +3% | 87.5 |
| 33 |  $QCOM | QUALCOMM INC/DE | $3.9M | 1.0% | -4% | 70.5 |
| 34 |  $GILD | GILEAD SCIENCES, INC. | $3.9M | 1.0% | -2% | 57.4 |
| 35 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.6M | 0.9% | -0% | — |
| 36 |  $ECL | ECOLAB INC. | $3.2M | 0.8% | -4% | 63.3 |
| 37 |  $SYK | STRYKER CORP | $3.2M | 0.8% | -6% | 72.1 |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 0.8% | +2% | — |
| 39 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.1M | 0.8% | -2% | — |
| 40 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.0M | 0.8% | -1% | — |
| 41 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $2.8M | 0.7% | +5% | — |
| 42 | — | ISHARES TR - EAFE GRWTH ETF | $2.8M | 0.7% | +5% | — |
| 43 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $2.6M | 0.7% | +0% | — |
| 44 |  $V | VISA INC. | $2.6M | 0.7% | -0% | 82.9 |
| 45 |  $PEP | PEPSICO INC | $2.6M | 0.7% | -3% | 63.4 |
| 46 | — | ISHARES TR - SHRT NAT MUN ETF | $2.5M | 0.7% | -8% | — |
| 47 | $NEE | NEXTERA ENERGY INC | $2.5M | 0.7% | +4% | 64.6 |
| 48 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $2.4M | 0.6% | -0% | — |
| 49 |  $LOW | LOWES COMPANIES INC | $2.4M | 0.6% | -2% | 60.8 |
| 50 | — | SPDR SERIES TRUST - ST STR SP600 SML | $2.4M | 0.6% | -3% | — |
| 51 |  $A | AGILENT TECHNOLOGIES, INC. | $2.4M | 0.6% | -1% | 67.1 |
| 52 |  $MRK | Merck & Co., Inc. | $2.2M | 0.6% | -1% | 59.9 |
| 53 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.2M | 0.6% | +296% | — |
| 54 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $2.2M | 0.6% | +261% | — |
| 55 | — | ISHARES TR - EXPANDED TECH | $2.1M | 0.5% | -1% | — |
| 56 | — | ISHARES TR - CORE MSCI EAFE | $2.0M | 0.5% | +0% | — |
| 57 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.9M | 0.5% | -3% | — |
| 58 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.8M | 0.4% | +14% | — |
| 59 |  $HD | HOME DEPOT, INC. | $1.7M | 0.4% | -3% | 60.3 |
| 60 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.6M | 0.4% | -1% | — |
| 61 | — | ISHARES TR - IBOXX HI YD ETF | $1.5M | 0.4% | +2% | — |
| 62 |  $GOOG | Alphabet Inc. | $1.4M | 0.4% | -2% | 78.2 |
| 63 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.4% | +10% | 70.4 |
| 64 |  $WMT | Walmart Inc. | $1.3M | 0.3% | -0% | 60.2 |
| 65 |  $TSLA | Tesla, Inc. | $1.2M | 0.3% | +1% | 53.9 |
| 66 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.1M | 0.3% | +7% | — |
| 67 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.3% | -0% | 69 |
| 68 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.3% | +0% | 79.4 |
| 69 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $989,722 | 0.3% | +0% | — |
| 70 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $974,825 | 0.3% | -0% | — |
| 71 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $901,095 | 0.2% | +3% | — |
| 72 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $868,166 | 0.2% | +0% | — |
| 73 |  $AMAT | APPLIED MATERIALS INC /DE | $867,600 | 0.2% | +0% | 72.3 |
| 74 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $852,551 | 0.2% | +1% | — |
| 75 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $834,933 | 0.2% | +0% | — |
| 76 |  $KO | COCA COLA CO | $834,399 | 0.2% | -0% | 69.5 |
| 77 |  $AMGN | AMGEN INC | $823,748 | 0.2% | -1% | 79.2 |
| 78 | — | ISHARES TR - CORE 1 5 YR USD | $781,650 | 0.2% | NEW | — |
| 79 | — | ISHARES TR - NATIONAL MUN ETF | $751,295 | 0.2% | -12% | — |
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $733,617 | 0.2% | +0% | — |
| 81 |  $XOM.R34088 | EXXON MOBIL CORP | $729,675 | 0.2% | -5% | 57.9 |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $729,344 | 0.2% | -3% | 67.6 |
| 83 | — | ISHARES TR - RUS 1000 GRW ETF | $702,802 | 0.2% | +300% | — |
| 84 | — | ISHARES TR - CORE S&P US GWT | $688,597 | 0.2% | +17% | — |
| 85 | — | ISHARES TR - RUSSELL 2000 ETF | $653,779 | 0.2% | +0% | — |
| 86 | — | ISHARES TR - CORE S&P TTL STK | $643,117 | 0.2% | +1% | — |
| 87 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $633,037 | 0.2% | +0% | — |
| 88 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $631,539 | 0.2% | +0% | — |
| 89 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $625,973 | 0.2% | -6% | — |
| 90 |  $DIS | Walt Disney Co | $624,181 | 0.2% | -9% | 60.1 |
| 91 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $621,510 | 0.2% | -0% | — |
| 92 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $602,493 | 0.1% | +6% | — |
| 93 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $554,725 | 0.1% | +0% | — |
| 94 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $547,739 | 0.1% | -1% | — |
| 95 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $534,512 | 0.1% | -2% | — |
| 96 | — | ISHARES TR - S&P 500 GRWT ETF | $508,586 | 0.1% | -0% | — |
| 97 |  $AMD | ADVANCED MICRO DEVICES INC | $493,193 | 0.1% | NEW | 79.8 |
| 98 |  $PG | PROCTER & GAMBLE Co | $473,940 | 0.1% | -2% | 64.6 |
| 99 |  $CSCO | CISCO SYSTEMS, INC. | $469,840 | 0.1% | +0% | 70.3 |
| 100 | — | ISHARES TR - S&P 500 VAL ETF | $468,879 | 0.1% | -1% | — |
| 101 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $467,254 | 0.1% | +9% | — |
| 102 | — | ISHARES TR - HDG MSCI EAFE | $466,200 | 0.1% | -7% | — |
| 103 |  $AMZN | AMAZON COM INC | $449,271 | 0.1% | +21% | 68.7 |
| 104 |  $ORCL | ORACLE CORP | $448,269 | 0.1% | -1% | 66.2 |
| 105 |  $NVDA | NVIDIA CORP | $446,201 | 0.1% | +10% | 85.9 |
| 106 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $438,258 | 0.1% | +0% | — |
| 107 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $430,953 | 0.1% | -1% | — |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $420,690 | 0.1% | -12% | 70 |
| 109 |  $BRK.B | BERKSHIRE HATHAWAY INC | $416,825 | 0.1% | -3% | 73.8 |
| 110 |  $APO | Apollo Global Management, Inc. | $414,085 | 0.1% | -3% | 52.1 |
| 111 |  $BA | BOEING CO | $400,470 | 0.1% | +0% | 61.6 |
| 112 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $398,231 | 0.1% | +0% | — |
| 113 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $398,119 | 0.1% | +0% | — |
| 114 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $382,449 | 0.1% | +0% | 61.7 |
| 115 |  $ETN | Eaton Corp plc | $377,116 | 0.1% | -9% | — |
| 116 |  $IAU | ISHARES GOLD TRUST | $374,530 | 0.1% | +0% | — |
| 117 |  $INTC | INTEL CORP | $365,831 | 0.1% | NEW | 45.6 |
| 118 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $361,199 | 0.1% | +10% | — |
| 119 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $357,606 | 0.1% | -9% | — |
| 120 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $350,150 | 0.1% | +0% | — |
| 121 |  $ARES | Ares Management Corp | $345,061 | 0.1% | -2% | 60.9 |
| 122 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $344,887 | 0.1% | +1% | — |
| 123 |  $MCD | MCDONALDS CORP | $324,372 | 0.1% | +0% | 69 |
| 124 | — | ISHARES TR - RUS 1000 ETF | $322,686 | 0.1% | +0% | — |
| 125 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $312,221 | 0.1% | +0% | — |
| 126 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $311,278 | 0.1% | +0% | — |
| 127 | — | ISHARES INC - MSCI EURZONE ETF | $298,850 | 0.1% | -0% | — |
| 128 | — | ISHARES TR - EAFE SML CP ETF | $286,546 | 0.1% | -1% | — |
| 129 |  $CL | COLGATE PALMOLIVE CO | $285,260 | 0.1% | +6% | 61.3 |
| 130 |  $TFC | TRUIST FINANCIAL CORP | $274,010 | 0.1% | -15% | 76.4 |
| 131 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $269,049 | 0.1% | -5% | — |
| 132 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $266,243 | 0.1% | +0% | — |
| 133 | — | ISHARES TR - RUS 1000 VAL ETF | $263,279 | 0.1% | +0% | — |
| 134 |  $HWM | Howmet Aerospace Inc. | $262,139 | 0.1% | +0% | 73.9 |
| 135 | — | ISHARES TR - PFD AND INCM SEC | $259,013 | 0.1% | -5% | — |
| 136 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | $248,430 | 0.1% | -29% | — |
| 137 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $245,576 | 0.1% | +0% | — |
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | $239,040 | 0.1% | NEW | — |
| 139 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $215,119 | 0.1% | NEW | — |
| 140 | — | VANGUARD STAR FDS - VG TL INTL STK F | $213,298 | 0.1% | NEW | — |
| 141 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $212,644 | 0.1% | -1% | — |
| 142 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $211,966 | 0.1% | NEW | — |
| 143 |  $GE | GENERAL ELECTRIC CO | $211,253 | 0.1% | NEW | 73.8 |
| 144 | $IVZ | Invesco Ltd. | $204,865 | 0.1% | -17% | — |
New Positions (8)
$AMD ADVANCED MICRO DEVICES INC$493,193$INTC INTEL CORP$365,831$GE GENERAL ELECTRIC CO$211,253
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Stone Summit Wealth LLC including:
Track Stone Summit Wealth LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Stone Summit Wealth LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Stone Summit Wealth LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Stone Summit Wealth LLC (SEC CIK: 1908192), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Stone Summit Wealth LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.