Stone Summit Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Stone Summit Wealth LLC held in its portfolio 137 assets valued at $368,692,364 (i.e. $368.69M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($29.80M), SPDR SERIES TRUST ($28.54M), and VANGUARD INDEX FDS ($18.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 137 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stone Summit Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 61626 | 29803366 | COM |
| SPDR SERIES TRUST | 400667 | 28543999 | STATE STREET SPD |
| VANGUARD INDEX FDS | 95135 | 18169834 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 207820 | 16569489 | SHRT TRM CORP BD |
| ALPHABET INC | 39227 | 12309433 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 152511 | 12019392 | SHORT TRM BOND |
| VANGUARD TAX-MANAGED FDS | 181188 | 11318830 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 29930 | 9643937 | COM |
| DIMENSIONAL ETF TRUST | 192139 | 9587736 | INTERNATNAL VAL |
| VANGUARD SCOTTSDALE FDS | 118273 | 8130110 | TOTAL WLD BD ETF |
| ISHARES TR | 11491 | 7870848 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 93831 | 7858346 | INT-TERM CORP |
| VANGUARD INDEX FDS | 15740 | 7678916 | GROWTH ETF |
| INVESCO EXCHANGE TRADED FD T | 31631 | 6059234 | S&P500 EQL WGT |
| TAIWAN SEMICONDUCTOR MFG LTD | 18362 | 5580028 | SPONSORED ADS |
| AMERICAN EXPRESS CO | 14252 | 5272527 | COM |
| AMERICAN CENTY ETF TR | 54066 | 5080582 | INTL SMCP VLU |
| APPLE INC | 18605 | 5057955 | COM |
| AMPHENOL CORP NEW | 37073 | 5010045 | CL A |
| VANGUARD INDEX FDS | 23318 | 4938519 | SM CP VAL ETF |
| CUMMINS INC | 9311 | 4752800 | COM |
| ISHARES TR | 45869 | 4696527 | 0-5 YR TIPS ETF |
| AMERICAN CENTY ETF TR | 44403 | 4528218 | US SML CP VALU |
| ISHARES INC | 65154 | 4379652 | CORE MSCI EMKT |
| GILEAD SCIENCES INC | 32557 | 3996046 | COM |
| QUALCOMM INC | 23289 | 3983583 | COM |
| ISHARES TR | 33044 | 3971228 | CORE S&P SCP ETF |
| STRYKER CORPORATION | 11115 | 3906589 | COM |
| CATERPILLAR INC | 6670 | 3821043 | COM |
| AMERICAN CENTY ETF TR | 49715 | 3766906 | US LARGE CAP VLU |
| ELI LILLY & CO | 3363 | 3614149 | COM |
| LINDE PLC | 8456 | 3605554 | SHS |
| PEPSICO INC | 24187 | 3471318 | COM |
| VANGUARD INDEX FDS | 13099 | 3378887 | SMALL CP ETF |
| VANGUARD INDEX FDS | 9644 | 3233344 | TOTAL STK MKT |
| ECOLAB INC | 12057 | 3165204 | COM |
| VANGUARD INTL EQUITY INDEX F | 52808 | 2838947 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 4151 | 2830650 | TR UNIT |
| LOWES COS INC | 11447 | 2760559 | COM |
| ISHARES TR | 25321 | 2701751 | SHRT NAT MUN ETF |
| VISA INC | 7699 | 2700116 | COM CL A |
| ISHARES TR | 25202 | 2663599 | EXPANDED TECH |
| AGILENT TECHNOLOGIES INC | 19337 | 2631186 | COM |
| AMERICAN CENTY ETF TR | 32650 | 2514703 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 7707 | 2426164 | LARGE CAP ETF |
| ISHARES TR | 54946 | 2272567 | HDG MSCI EAFE |
| SCHWAB STRATEGIC TR | 47913 | 2181488 | INTL SCEQT ETF |
| NEXTERA ENERGY INC | 25984 | 2085996 | COM |
| DIMENSIONAL ETF TRUST | 44540 | 2075119 | US MKTWIDE VALUE |
| MEDTRONIC PLC | 21186 | 2035127 | SHS |
| VANGUARD INDEX FDS | 6891 | 1999906 | MID CAP ETF |
| ISHARES TR | 15609 | 1778177 | EAFE GRWTH ETF |
| HOME DEPOT INC | 5062 | 1741834 | COM |
| ISHARES TR | 20022 | 1614374 | IBOXX HI YD ETF |
| DIMENSIONAL ETF TRUST | 38243 | 1514040 | US CORE EQUITY 2 |
| VANGUARD MUN BD FDS | 29432 | 1480135 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 54524 | 1467250 | US LRG CAP ETF |
| DISNEY WALT CO | 12096 | 1376162 | COM |
| MERCK & CO INC | 12286 | 1293224 | COM |
| WALMART INC | 11600 | 1292356 | COM |
| ALPHABET INC | 4067 | 1272971 | CAP STK CL A |
| ISHARES TR | 13294 | 1189281 | CORE MSCI EAFE |
| SCHWAB CHARLES CORP | 10900 | 1089019 | COM |
| TESLA INC | 2285 | 1027610 | COM |
| SCHWAB STRATEGIC TR | 21394 | 964245 | FUNDAMENTAL INTL |
| SELECT SECTOR SPDR TR | 22520 | 961379 | STATE STREET UTI |
| JOHNSON & JOHNSON | 4185 | 866086 | COM |
| ISHARES TR | 7999 | 856773 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 14114 | 840348 | US TARGETED VLU |
| INVESCO QQQ TR | 1345 | 826247 | UNIT SER 1 |
| BANK AMERICA CORP | 14250 | 783750 | COM |
| COCA COLA CO | 11125 | 777749 | COM |
| AMGEN INC | 2231 | 730074 | COM |
| SPDR INDEX SHS FDS | 16311 | 724374 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 30116 | 723989 | INTL EQTY ETF |
| EXXON MOBIL CORP | 5820 | 700379 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1128 | 680500 | UTSER1 S&PDCRP |
| ISHARES TR | 1420 | 672086 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 8898 | 659075 | TOTAL BND MRKT |
| BRISTOL-MYERS SQUIBB CO | 12100 | 652674 | COM |
| VANGUARD INDEX FDS | 1028 | 644690 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 12304 | 622459 | ULTRA SHRT ETF |
| ORACLE CORP | 3126 | 609383 | COM |
| VANGUARD SPECIALIZED FUNDS | 2669 | 586593 | DIV APP ETF |
| ISHARES TR | 3870 | 575430 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 21850 | 573126 | US BRD MKT ETF |
| APOLLO GLOBAL MGMT INC | 3800 | 550088 | COM |
| VANGUARD WELLINGTON FD | 5351 | 543528 | SHORT TRM TAX EX |
| ISHARES TR | 2176 | 535644 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 18764 | 534400 | US SML CAP ETF |
| ARES MANAGEMENT CORPORATION | 3275 | 529338 | CL A COM STK |
| ROYAL CARIBBEAN GROUP | 1895 | 528553 | COM |
| ISHARES TR | 2482 | 526358 | S&P 500 VAL ETF |
| INTERNATIONAL BUSINESS MACHS | 1771 | 524588 | COM |
| AMERICAN CENTY ETF TR | 7208 | 513426 | INTERNATIONAL LR |
| NIKE INC | 7830 | 498849 | CL B |
| ISHARES TR | 4038 | 497724 | S&P 500 GRWT ETF |
| PROCTER AND GAMBLE CO | 3437 | 492556 | COM |
| VANGUARD CALIF TAX FREE FDS | 4782 | 479443 | TAX EXEMPT BD FD |
| DIMENSIONAL ETF TRUST | 6737 | 469367 | US SMALL CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 915 | 459925 | CL B NEW |
| NVIDIA CORPORATION | 2294 | 427831 | COM |
| SELECT SECTOR SPDR TR | 2640 | 408672 | STATE STREET HEA |
| ISHARES GOLD TR | 4981 | 404308 | ISHARES NEW |
| BOEING CO | 1850 | 401672 | COM |
| SCHWAB STRATEGIC TR | 13206 | 391030 | US LCAP VA ETF |
| MCDONALDS CORP | 1240 | 378981 | COM |
| AMAZON COM INC | 1639 | 378314 | COM |
| SCHWAB STRATEGIC TR | 11444 | 373289 | US LCAP GR ETF |
| VANGUARD ADMIRAL FDS INC | 3692 | 360930 | SMLCP 600 VAL |
| VANGUARD INTL EQUITY INDEX F | 4755 | 349778 | ALLWRLD EX US |
| TRUIST FINL CORP | 7000 | 344470 | COM |
| SCHWAB STRATEGIC TR | 12555 | 344384 | US DIVIDEND EQ |
| TEVA PHARMACEUTICAL INDS LTD | 11020 | 343934 | SPONSORED ADS |
| ISHARES TR | 11100 | 343656 | PFD AND INCM SEC |
| EATON CORP PLC | 1050 | 334436 | SHS |
| DIMENSIONAL ETF TRUST | 8657 | 329918 | INTL CORE EQT MK |
| SELECT SECTOR SPDR TR | 2276 | 327676 | STATE STREET TEC |
| CISCO SYS INC | 4210 | 324296 | COM |
| MARRIOTT INTL INC NEW | 1032 | 320168 | CL A |
| APPLIED MATLS INC | 1200 | 308388 | COM |
| BLACKROCK ETF TRUST II | 5834 | 294384 | ISHARES SHORT-TE |
| ISHARES TR | 788 | 294271 | RUS 1000 ETF |
| KRATOS DEFENSE & SEC SOLUTIO | 3716 | 282082 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 24999 | 280989 | PFD ETF |
| ISHARES INC | 4366 | 279861 | MSCI EURZONE ETF |
| META PLATFORMS INC | 418 | 275918 | CL A |
| ISHARES TR | 3520 | 272906 | EAFE SML CP ETF |
| J P MORGAN EXCHANGE TRADED F | 5376 | 271488 | MUNICIPAL ETF |
| ISHARES TR | 2456 | 269939 | TIPS BD ETF |
| SELECT SECTOR SPDR TR | 1720 | 266806 | STATE STREET IND |
| SCHWAB STRATEGIC TR | 8011 | 262360 | EMRG MKTEQ ETF |
| COLGATE PALMOLIVE CO | 2986 | 235991 | COM |
| ISHARES TR | 3213 | 229440 | EAFE VALUE ETF |
| ISHARES TR | 1086 | 228429 | RUS 1000 VAL ETF |
| HOWMET AEROSPACE INC | 1000 | 205020 | COM |
| WORLD GOLD TR | 2374 | 202668 | SPDR GLD MINIS |
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