Stone Summit Wealth LLC

CIK 0001908192 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $322.8M141 positionsView on SEC.gov

			% of Portfolio
AGILENT TECHNOLOGIES INC	COM	$2.5M	0.8%Prev: 0.6%	21,113 SH	Increased+2,825 SH
ALPHABET INC	CAP STK CL A	$533K	0.2%Prev: 0.3%	3,026 SH	Decreased-1,062 SH
ALPHABET INC	CAP STK CL C	$7.1M	2.2%Prev: 3.0%	39,852 SH	Decreased+2,460 SH
AMAZON COM INC	COM	$339K	0.1%Prev: 0.1%	1,547 SH	Increased-13 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.4M	0.7%Prev: 0.7%	34,371 SH	Decreased+2,814 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$592K	0.2%Prev: 0.1%	9,518 SH	Increased+6,346 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.1M	1.3%Prev: 1.5%	51,926 SH	Decreased-989 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.1M	1.3%Prev: 1.1%	60,235 SH	Increased+12,829 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.0M	1.2%Prev: 1.3%	43,403 SH	Decreased-338 SH
AMERICAN EXPRESS CO	COM	$5.0M	1.6%Prev: 1.1%	15,811 SH	Increased+2,175 SH
AMGEN INC	COM	$512K	0.2%Prev: 0.2%	1,835 SH	Decreased-464 SH
AMPHENOL CORP NEW	CL A	$4.3M	1.3%	43,794 SH	New
APOLLO GLOBAL MGMT INC	COM	$539K	0.2%Prev: 0.1%	3,800 SH	Increased+200 SH
APPLE INC	COM	$3.7M	1.1%Prev: 1.3%	18,033 SH	Decreased+16 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$567K	0.2%Prev: 0.1%	3,275 SH	Increased+125 SH
BANK AMERICA CORP	COM	$468K	0.1%Prev: 0.2%	9,900 SH	Decreased-3,300 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$474K	0.1%Prev: 0.1%	975 SH	Increased+120 SH
BOEING CO	COM	$388K	0.1%Prev: 0.1%	1,850 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$367K	0.1%Prev: 0.4%	7,920 SH	Decreased-14,588 SH
CATERPILLAR INC	COM	$2.8M	0.9%Prev: 1.2%	7,177 SH	Decreased+1,032 SH
CHEVRON CORP NEW	COM	$241K	0.1%	1,686 SH	New
CISCO SYS INC	COM	$292K	0.1%Prev: 0.1%	4,210 SH	Decreased+210 SH
COCA COLA CO	COM	$888K	0.3%Prev: 0.2%	12,545 SH	Increased+2,243 SH
COLGATE PALMOLIVE CO	COM	$240K	0.1%Prev: 0.1%	2,635 SH	Decreased-301 SH
CUMMINS INC	COM	$3.2M	1.0%Prev: 1.3%	9,876 SH	Decreased+1,397 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.2M	2.2%Prev: 2.9%	168,791 SH	Decreased-29,851 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	0.4%Prev: 0.1%	34,876 SH	Increased+27,307 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$209K	0.1%	7,014 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.8M	1.5%Prev: 0.4%	132,615 SH	Increased+95,367 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.0M	0.6%Prev: 0.6%	46,692 SH	Decreased+2,372 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$429K	0.1%Prev: 0.1%	6,737 SH	Decreased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$799K	0.2%Prev: 0.2%	14,815 SH	Decreased+856 SH
DISNEY WALT CO	COM	$1.9M	0.6%Prev: 0.2%	14,927 SH	Increased+7,837 SH
EATON CORP PLC	SHS	$375K	0.1%Prev: 0.1%	1,050 SH	Increased+75 SH
ECOLAB INC	COM	$3.1M	1.0%Prev: 0.9%	11,682 SH	Decreased-331 SH
ELI LILLY & CO	COM	$1.5M	0.5%Prev: 0.9%	1,905 SH	Decreased-1,475 SH
EXXON MOBIL CORP	COM	$681K	0.2%Prev: 0.3%	6,315 SH	Decreased+695 SH
GILEAD SCIENCES INC	COM	$3.7M	1.1%Prev: 1.2%	32,923 SH	Decreased+1,677 SH
HOME DEPOT INC	COM	$2.3M	0.7%Prev: 0.4%	6,367 SH	Increased+1,518 SH
HONEYWELL INTL INC	COM	$279K	0.1%	1,200 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$588K	0.2%Prev: 0.1%	1,996 SH	Increased+300 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$564K	0.2%Prev: 0.1%	50,700 SH	Increased+28,001 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.9M	1.8%Prev: 1.7%	32,213 SH	Decreased+111 SH
INVESCO QQQ TR	UNIT SER 1	$726K	0.2%Prev: 0.2%	1,316 SH	Decreased-28 SH
ISHARES GOLD TR	ISHARES NEW	$326K	0.1%Prev: 0.1%	5,223 SH	Decreased+263 SH
ISHARES INC	CORE MSCI EMKT	$3.2M	1.0%Prev: 1.3%	53,460 SH	Decreased-15,529 SH
ISHARES INC	MSCI EURZONE ETF	$265K	0.1%Prev: 0.1%	4,450 SH	Decreased+143 SH
ISHARES TR	0-5 YR TIPS ETF	$4.1M	1.3%Prev: 1.4%	40,217 SH	Decreased-6,757 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.4%Prev: 0.5%	14,258 SH	Decreased-5,946 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	1.2%Prev: 1.1%	34,838 SH	Decreased+2,262 SH
ISHARES TR	CORE S&P TTL STK	$563K	0.2%Prev: 0.2%	4,171 SH	Increased+301 SH
ISHARES TR	CORE S&P500 ETF	$6.2M	1.9%Prev: 2.1%	10,041 SH	Decreased-1,682 SH
ISHARES TR	EAFE GRWTH ETF	$1.4M	0.4%Prev: 0.7%	12,777 SH	Decreased-8,380 SH
ISHARES TR	EAFE SML CP ETF	$291K	0.1%Prev: 0.1%	4,005 SH	Increased+497 SH
ISHARES TR	EAFE VALUE ETF	$207K	0.1%	3,266 SH	New
ISHARES TR	EXPANDED TECH	$3.2M	1.0%Prev: 0.5%	29,560 SH	Increased+6,410 SH
ISHARES TR	HDG MSCI EAFE	$2.3M	0.7%Prev: 0.1%	59,877 SH	Increased+49,194 SH
ISHARES TR	IBOXX HI YD ETF	$1.8M	0.6%Prev: 0.4%	22,578 SH	Increased+4,378 SH
ISHARES TR	NATIONAL MUN ETF	$921K	0.3%Prev: 0.2%	8,816 SH	Increased+920 SH
ISHARES TR	PFD AND INCM SEC	$1.0M	0.3%Prev: 0.1%	32,985 SH	Increased+24,020 SH
ISHARES TR	RUS 1000 ETF	$268K	0.1%Prev: 0.1%	788 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$619K	0.2%Prev: 0.2%	1,458 SH	Increased+43 SH
ISHARES TR	RUS 1000 VAL ETF	$229K	0.1%Prev: 0.1%	1,177 SH	Decreased+91 SH
ISHARES TR	RUSSELL 2000 ETF	$491K	0.2%Prev: 0.2%	2,277 SH	Decreased+101 SH
ISHARES TR	S&P 500 GRWT ETF	$490K	0.2%Prev: 0.1%	4,448 SH	Increased+735 SH
ISHARES TR	S&P 500 VAL ETF	$499K	0.2%Prev: 0.1%	2,552 SH	Increased+476 SH
ISHARES TR	SHRT NAT MUN ETF	$2.6M	0.8%Prev: 0.8%	24,024 SH	Decreased-1,841 SH
ISHARES TR	TIPS BD ETF	$2.6M	0.8%	23,617 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$326K	0.1%Prev: 0.1%	6,577 SH	Increased+1,321 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.4M	1.1%Prev: 0.1%	67,801 SH	Increased+61,081 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$200K	0.1%	3,933 SH	New
JOHNSON & JOHNSON	COM	$559K	0.2%Prev: 0.3%	3,660 SH	Decreased-460 SH
JPMORGAN CHASE & CO.	COM	$8.8M	2.7%	30,424 SH	New
LINDE PLC	SHS	$3.8M	1.2%Prev: 1.2%	8,021 SH	Decreased-345 SH
LOWES COS INC	COM	$2.7M	0.8%Prev: 0.7%	12,332 SH	Increased+1,074 SH
MCDONALDS CORP	COM	$386K	0.1%Prev: 0.1%	1,320 SH	Increased+120 SH
MEDTRONIC PLC	SHS	$1.5M	0.5%Prev: 0.5%	16,694 SH	Decreased-5,366 SH
MERCK & CO INC	COM	$1.2M	0.4%Prev: 0.6%	15,236 SH	Decreased-2,330 SH
MICROSOFT CORP	COM	$30.7M	9.5%Prev: 6.3%	61,639 SH	Increased+144 SH
NEXTERA ENERGY INC	COM	$1.5M	0.5%Prev: 0.7%	21,355 SH	Decreased-6,446 SH
NIKE INC	CL B	$624K	0.2%Prev: 0.1%	8,780 SH	Increased+1,600 SH
NVIDIA CORPORATION	COM	$332K	0.1%Prev: 0.1%	2,103 SH	Decreased+81 SH
ORACLE CORP	COM	$589K	0.2%Prev: 0.1%	2,694 SH	Increased-390 SH
PEPSICO INC	COM	$3.1M	1.0%Prev: 0.8%	23,573 SH	Increased+3,921 SH
PROCTER AND GAMBLE CO	COM	$448K	0.1%	2,815 SH	New
QUALCOMM INC	COM	$3.8M	1.2%Prev: 0.8%	23,619 SH	Increased+1,435 SH
ROYAL CARIBBEAN GROUP	COM	$712K	0.2%Prev: 0.1%	2,275 SH	Increased+530 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$280K	0.1%Prev: 0.1%	9,296 SH	Increased+1,474 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.1M	0.3%Prev: 0.3%	27,160 SH	Increased+6,261 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$209K	0.1%	8,535 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$788K	0.2%Prev: 0.2%	35,657 SH	Increased+5,515 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.8M	0.6%Prev: 0.7%	43,405 SH	Decreased-11,977 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$576K	0.2%Prev: 0.2%	24,177 SH	Increased+2,318 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$333K	0.1%Prev: 0.1%	12,561 SH	Decreased+6 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$297K	0.1%Prev: 0.2%	10,170 SH	Decreased-11,491 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$468K	0.1%Prev: 0.1%	16,928 SH	Increased+4,338 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	0.4%Prev: 0.5%	57,868 SH	Decreased-8,623 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$519K	0.2%Prev: 0.1%	20,529 SH	Increased+3,282 SH
SELECT SECTOR SPDR TR	INDL	$272K	0.1%	1,845 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$401K	0.1%	2,975 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$956K	0.3%	11,709 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$381K	0.1%	1,503 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$668K	0.2%	16,505 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$223K	0.1%	5,209 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	0.8%	4,433 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$942K	0.3%	1,663 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.7M	0.5%	23,255 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.3M	0.7%	54,755 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.6M	1.4%	48,630 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$9.1M	2.8%	174,359 SH	New
STRYKER CORPORATION	COM	$4.7M	1.4%Prev: 1.0%	11,760 SH	Increased+1,027 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.6M	1.4%	20,246 SH	New
TESLA INC	COM	$726K	0.2%Prev: 0.3%	2,285 SH	Decreased-544 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$185K	0.1%Prev: 0.1%	11,020 SH	Decreased+685 SH
TRUIST FINL CORP	COM	$318K	0.1%Prev: 0.1%	7,400 SH	Increased+900 SH
UBER TECHNOLOGIES INC	COM	$219K	0.1%	2,350 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$319K	0.1%Prev: 0.1%	3,731 SH	Decreased+39 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.7M	2.1%Prev: 3.6%	85,755 SH	Decreased-80,688 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.7M	1.5%Prev: 0.1%	64,226 SH	Increased+61,219 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.0M	1.2%	80,469 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.6M	1.1%Prev: 1.8%	8,238 SH	Decreased-6,413 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.3M	0.7%Prev: 0.6%	8,102 SH	Increased+398 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.3%Prev: 0.6%	3,596 SH	Decreased-3,357 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	0.4%	16,260 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$581K	0.2%Prev: 0.2%	1,023 SH	Decreased-254 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.0M	1.5%Prev: 1.2%	25,467 SH	Increased+5,161 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	0.8%Prev: 1.0%	10,418 SH	Decreased-3,181 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.9M	2.1%Prev: 0.9%	22,553 SH	Increased+12,865 SH
VANGUARD INDEX FDS	VALUE ETF	$16.1M	5.0%Prev: 4.9%	91,311 SH	Decreased+1,790 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$320K	0.1%Prev: 0.1%	4,755 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	0.9%Prev: 0.8%	58,087 SH	Increased+5,323 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.3M	0.4%	28,641 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.3%	22,331 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.4%Prev: 0.4%	24,403 SH	Decreased-6,114 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.0M	2.5%Prev: 2.2%	96,099 SH	Decreased-990 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$7.3M	2.2%Prev: 5.1%	91,325 SH	Decreased-140,104 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$559K	0.2%Prev: 0.2%	2,729 SH	Decreased+60 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.7M	2.1%Prev: 3.9%	118,118 SH	Decreased-102,753 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$501K	0.2%Prev: 0.2%	4,959 SH	Decreased-450 SH
VISA INC	COM CL A	$2.7M	0.8%Prev: 0.6%	7,615 SH	Increased-47 SH
WALMART INC	COM	$1.1M	0.4%Prev: 0.4%	11,600 SH	Decreased+50 SH

Sold (vs prior filing)

AMPHENOL CORP — $4.3M
APPLIED MATLS INC — $410K
BLACKROCK ETF TRUST II — $349K
CHEVRON CORPORATION — $263K
HOWMET AEROSPACE INC — $225K
ISHARES TR — $484K
JPMORGAN CHASE & CO — $8.3M
KRATOS DEFENSE & SEC SOLUTIO — $274K
MARRIOTT INTL INC NEW — $338K
PROCTER & GAMBLE CO — $475K
SCHWAB CHARLES CORP — $1.0M
SELECT SECTOR SPDR TR — $396K
SELECT SECTOR SPDR TR — $286K
SELECT SECTOR SPDR TR — $273K
SELECT SECTOR SPDR TR — $1.1M
SPDR INDEX SHS FDS — $766K
SPDR SERIES TRUST — $28.9M
STATE STR SPDR S&P 500 ETF T — $2.7M
STATE STR SPDR S&P MIDCAP 40 — $582K
TAIWAN SEMICONDUCTOR MANUFAC — $5.7M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000867	—	View
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000102	$368.7M	View
Oct 22, 2025	Q3 2025