Stone Summit Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$359.3M
Q ending 2026-03-31
Prior quarter
$368.7M
Q ending 2025-12-31
Change
-2.5% QoQ · +21.7% YoY
Positions
142
reported holdings
Largest positions
Top 100 of 142 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $22.8M | 61K |
| Vanguard Scottsdale Fds | VCSH | Shares | $18.3M | 231K |
| Vanguard Index Fds | VTV | Shares | $17.6M | 90K |
| Vanguard Tax-Managed Fds | VEA | Shares | $14.2M | 221K |
| Vanguard Bd Index Fds | BSV | Shares | $13.1M | 166K |
| Spdr Series Trust | SPYM | Shares | $12.1M | 158K |
| Alphabet Inc | GOOG | Shares | $10.7M | 37K |
| Dimensional Etf Trust | DFIV | Shares | $10.5M | 199K |
| Vanguard Scottsdale Fds | BNDW | Shares | $8.5M | 124K |
| Spdr Series Trust | SPYV | Shares | $8.4M | 149K |
| Jpmorgan Chase & Co | JPM | Shares | $8.3M | 28K |
| Vanguard Scottsdale Fds | VCIT | Shares | $8.0M | 97K |
| Ishares Tr | IVV | Shares | $7.7M | 12K |
| Vanguard Index Fds | VUG | Shares | $6.4M | 15K |
| Invesco Exchange Traded Fd T | RSP | Shares | $6.2M | 32K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.7M | 17K |
| Spdr Series Trust | SPYG | Shares | $5.7M | 58K |
| American Centy Etf Tr | AVDV | Shares | $5.3M | 53K |
| Ishares Tr | STIP | Shares | $4.9M | 47K |
| American Centy Etf Tr | AVUV | Shares | $4.8M | 44K |
| Ishares Inc | IEMG | Shares | $4.8M | 69K |
| Apple Inc | AAPL | Shares | $4.6M | 18K |
| Cummins Inc | CMI | Shares | $4.6M | 8K |
| Vanguard Index Fds | VBR | Shares | $4.4M | 20K |
| Gilead Sciences Inc | GILD | Shares | $4.4M | 31K |
| Caterpillar Inc | CAT | Shares | $4.4M | 6K |
| Amphenol Corp | APH | Shares | $4.3M | 34K |
| Linde Plc | Shares | $4.1M | 8K | |
| American Express Co | AXP | Shares | $4.1M | 14K |
| Ishares Tr | IJR | Shares | $4.0M | 33K |
| American Centy Etf Tr | AVLV | Shares | $3.8M | 47K |
| Vanguard Index Fds | VB | Shares | $3.6M | 14K |
| Stryker Corporation | SYK | Shares | $3.5M | 11K |
| Ecolab Inc | ECL | Shares | $3.2M | 12K |
| Eli Lilly & Co | LLY | Shares | $3.1M | 3K |
| Vanguard Index Fds | VTI | Shares | $3.1M | 10K |
| Pepsico Inc | PEP | Shares | $3.1M | 20K |
| Qualcomm Inc | QCOM | Shares | $2.9M | 22K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.9M | 53K |
| Ishares Tr | SUB | Shares | $2.8M | 26K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.7M | 4K |
| Lowes Cos Inc | LOW | Shares | $2.7M | 11K |
| Schwab Strategic Tr | SCHC | Shares | $2.6M | 55K |
| Nextera Energy Inc | NEE | Shares | $2.6M | 28K |
| American Centy Etf Tr | AVEM | Shares | $2.5M | 32K |
| Ishares Tr | EFG | Shares | $2.4M | 21K |
| Visa Inc | V | Shares | $2.3M | 8K |
| Vanguard Index Fds | VV | Shares | $2.3M | 8K |
| Dimensional Etf Trust | DFUV | Shares | $2.1M | 44K |
| Merck & Co Inc | MRK | Shares | $2.1M | 18K |
| Spdr Series Trust | SPSM | Shares | $2.1M | 43K |
| Agilent Technologies Inc | A | Shares | $2.1M | 18K |
| Vanguard Index Fds | VO | Shares | $2.0M | 7K |
| Medtronic Plc | Shares | $1.9M | 22K | |
| Ishares Tr | IGV | Shares | $1.9M | 23K |
| Ishares Tr | IEFA | Shares | $1.8M | 20K |
| Schwab Strategic Tr | SCHX | Shares | $1.7M | 66K |
| Home Depot Inc | HD | Shares | $1.6M | 5K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.5M | 31K |
| Ishares Tr | HYG | Shares | $1.4M | 18K |
| Dimensional Etf Trust | DFAC | Shares | $1.4M | 37K |
| Walmart Inc | WMT | Shares | $1.4M | 12K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.4M | 23K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Select Sector Spdr Tr | XLU | Shares | $1.1M | 23K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Schwab Charles Corp | SCHW | Shares | $1.0M | 11K |
| Johnson & Johnson | JNJ | Shares | $1.0M | 4K |
| Exxon Mobil Corp | XOM | Shares | $953K | 6K |
| Dimensional Etf Trust | DFAT | Shares | $872K | 14K |
| Ishares Tr | MUB | Shares | $838K | 8K |
| Amgen Inc | AMGN | Shares | $809K | 2K |
| Schwab Strategic Tr | FNDF | Shares | $805K | 16K |
| Coca Cola Co | KO | Shares | $783K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $776K | 1K |
| Spdr Index Shs Fds | SPDW | Shares | $766K | 17K |
| Vanguard Index Fds | VOO | Shares | $763K | 1K |
| Schwab Strategic Tr | SCHF | Shares | $746K | 30K |
| Disney Walt Co | DIS | Shares | $683K | 7K |
| Bank America Corp | BAC | Shares | $644K | 13K |
| Schwab Strategic Tr | SCHG | Shares | $631K | 22K |
| Ishares Tr | IWF | Shares | $603K | 1K |
| Spdr Series Trust | SPSB | Shares | $601K | 20K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $582K | 944 |
| Vanguard Specialized Funds | VIG | Shares | $574K | 3K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $562K | 6K |
| Ishares Tr | ITOT | Shares | $551K | 4K |
| Schwab Strategic Tr | SCHB | Shares | $549K | 22K |
| Vanguard Wellington Fd | VTES | Shares | $547K | 5K |
| Ishares Tr | IWM | Shares | $540K | 2K |
| Schwab Strategic Tr | SCHA | Shares | $502K | 17K |
| Ishares Tr | IUSG | Shares | $484K | 3K |
| Royal Caribbean Group | Shares | $480K | 2K | |
| Dimensional Etf Trust | DFAS | Shares | $479K | 7K |
| Procter & Gamble Co | PG | Shares | $475K | 3K |
| Ishares Tr | HEFA | Shares | $454K | 11K |
| Oracle Corp | ORCL | Shares | $454K | 3K |
| Ishares Tr | IVE | Shares | $438K | 2K |
| Ishares Gold Tr | IAU | Shares | $437K | 5K |
| Ishares Tr | IVW | Shares | $420K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.