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: $394.0M143 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$493K	0.1%	849 SH	New
AGILENT TECHNOLOGIES INC	COM	$2.4M	0.6%Prev: 0.8%	18,192 SH	Decreased-2,921 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.4%Prev: 0.2%	4,018 SH	Increased+992 SH
ALPHABET INC	CAP STK CL C	$12.7M	3.2%Prev: 2.2%	35,941 SH	Increased-3,911 SH
AMAZON COM INC	COM	$449K	0.1%Prev: 0.1%	1,885 SH	Increased+338 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.0M	0.8%Prev: 0.7%	31,190 SH	Increased-3,181 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$246K	0.1%Prev: 0.2%	3,172 SH	Decreased-6,346 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.3M	1.4%Prev: 1.3%	51,721 SH	Increased-205 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.3M	1.1%Prev: 1.3%	47,117 SH	Increased-13,118 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$5.5M	1.4%Prev: 1.2%	43,877 SH	Increased+474 SH
AMERICAN EXPRESS CO	COM	$4.5M	1.2%Prev: 1.6%	13,401 SH	Decreased-2,410 SH
AMGEN INC	COM	$824K	0.2%Prev: 0.2%	2,275 SH	Increased+440 SH
AMPHENOL CORP	CL A	$5.8M	1.5%	32,776 SH	New
APOLLO GLOBAL MGMT INC	COM	$414K	0.1%Prev: 0.2%	3,500 SH	Decreased-300 SH
APPLE INC	COM	$5.2M	1.3%Prev: 1.1%	17,958 SH	Increased-75 SH
APPLIED MATLS INC	COM	$868K	0.2%	1,200 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$345K	0.1%Prev: 0.2%	3,100 SH	Decreased-175 SH
BANK OF AMER CORP	COM	$729K	0.2%	12,800 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$417K	0.1%Prev: 0.1%	833 SH	Decreased-142 SH
BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$248K	0.1%	4,916 SH	New
BOEING CO	COM	$400K	0.1%Prev: 0.1%	1,850 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.4%Prev: 0.1%	24,808 SH	Increased+16,888 SH
CATERPILLAR INC	COM	$6.1M	1.5%Prev: 0.9%	5,707 SH	Increased-1,470 SH
CISCO SYS INC	COM	$470K	0.1%Prev: 0.1%	4,000 SH	Increased-210 SH
COCA COLA CO	COM	$834K	0.2%Prev: 0.3%	10,267 SH	Decreased-2,278 SH
COLGATE PALMOLIVE CO	COM	$285K	0.1%Prev: 0.1%	3,111 SH	Increased+476 SH
CUMMINS INC	COM	$5.7M	1.4%Prev: 1.0%	7,949 SH	Increased-1,927 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.8M	2.7%Prev: 2.2%	200,201 SH	Increased+31,410 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$312K	0.1%Prev: 0.4%	7,569 SH	Decreased-27,307 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$1.6M	0.4%	37,013 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.4M	0.6%Prev: 0.6%	44,265 SH	Increased-2,427 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$555K	0.1%Prev: 0.1%	6,737 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$975K	0.2%Prev: 0.2%	13,946 SH	Increased-869 SH
DISNEY WALT CO	COM	$624K	0.2%Prev: 0.6%	6,485 SH	Decreased-8,442 SH
EATON CORP PLC	SHS	$377K	0.1%Prev: 0.1%	885 SH	Increased-165 SH
ECOLAB INC	COM	$3.2M	0.8%Prev: 1.0%	11,555 SH	Increased-127 SH
ELI LILLY & CO	COM	$4.2M	1.1%Prev: 0.5%	3,470 SH	Increased+1,565 SH
EXXON MOBIL CORP	COM	$730K	0.2%Prev: 0.2%	5,337 SH	Increased-978 SH
GE AEROSPACE	COM NEW	$211K	0.1%	565 SH	New
GILEAD SCIENCES INC	COM	$3.9M	1.0%Prev: 1.1%	30,669 SH	Increased-2,254 SH
HOME DEPOT INC	COM	$1.7M	0.4%Prev: 0.7%	4,722 SH	Decreased-1,645 SH
HOWMET AEROSPACE INC	COM	$262K	0.1%	975 SH	New
INTEL CORP	COM	$366K	0.1%	2,620 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$421K	0.1%Prev: 0.2%	1,496 SH	Decreased-500 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$205K	0.1%Prev: 0.2%	18,899 SH	Decreased-31,801 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.7M	1.7%Prev: 1.8%	31,632 SH	Increased-581 SH
INVESCO QQQ TR	UNIT SER 1	$990K	0.3%Prev: 0.2%	1,344 SH	Increased+28 SH
ISHARES GOLD TR	ISHARES NEW	$375K	0.1%Prev: 0.1%	4,960 SH	Increased-263 SH
ISHARES INC	CORE MSCI EMKT	$5.7M	1.5%Prev: 1.0%	69,297 SH	Increased+15,837 SH
ISHARES INC	MSCI EURZONE ETF	$299K	0.1%Prev: 0.1%	4,300 SH	Increased-150 SH
ISHARES TR	0-5 YR TIPS ETF	$5.0M	1.3%Prev: 1.3%	48,521 SH	Increased+8,304 SH
ISHARES TR	CORE 1 5 YR USD	$782K	0.2%	16,200 SH	New
ISHARES TR	CORE MSCI EAFE	$2.0M	0.5%Prev: 0.4%	20,261 SH	Increased+6,003 SH
ISHARES TR	CORE S&P SCP ETF	$4.8M	1.2%Prev: 1.2%	32,352 SH	Increased-2,486 SH
ISHARES TR	CORE S&P TTL STK	$643K	0.2%Prev: 0.2%	3,915 SH	Increased-256 SH
ISHARES TR	CORE S&P US GWT	$689K	0.2%	3,661 SH	New
ISHARES TR	CORE S&P500 ETF	$8.2M	2.1%Prev: 1.9%	10,928 SH	Increased+887 SH
ISHARES TR	EAFE GRWTH ETF	$2.8M	0.7%Prev: 0.4%	22,193 SH	Increased+9,416 SH
ISHARES TR	EAFE SML CP ETF	$287K	0.1%Prev: 0.1%	3,483 SH	Decreased-522 SH
ISHARES TR	EXPANDED TECH	$2.1M	0.5%Prev: 1.0%	23,019 SH	Decreased-6,541 SH
ISHARES TR	HDG MSCI EAFE	$466K	0.1%Prev: 0.7%	9,935 SH	Decreased-49,942 SH
ISHARES TR	IBOXX HI YD ETF	$1.5M	0.4%Prev: 0.6%	18,650 SH	Decreased-3,928 SH
ISHARES TR	NATIONAL MUN ETF	$751K	0.2%Prev: 0.3%	6,981 SH	Decreased-1,835 SH
ISHARES TR	PFD AND INCM SEC	$259K	0.1%Prev: 0.3%	8,495 SH	Decreased-24,490 SH
ISHARES TR	RUS 1000 ETF	$323K	0.1%Prev: 0.1%	788 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$703K	0.2%Prev: 0.2%	5,660 SH	Increased+4,202 SH
ISHARES TR	RUS 1000 VAL ETF	$263K	0.1%Prev: 0.1%	1,086 SH	Increased-91 SH
ISHARES TR	RUSSELL 2000 ETF	$654K	0.2%Prev: 0.2%	2,176 SH	Increased-101 SH
ISHARES TR	S&P 500 GRWT ETF	$509K	0.1%Prev: 0.2%	3,698 SH	Increased-750 SH
ISHARES TR	S&P 500 VAL ETF	$469K	0.1%Prev: 0.2%	2,065 SH	Decreased-487 SH
ISHARES TR	SHRT NAT MUN ETF	$2.5M	0.6%Prev: 0.8%	23,905 SH	Decreased-119 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$266K	0.1%Prev: 0.1%	5,256 SH	Decreased-1,321 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$345K	0.1%Prev: 1.1%	6,820 SH	Decreased-60,981 SH
JOHNSON & JOHNSON	COM	$1.0M	0.3%Prev: 0.2%	4,100 SH	Increased+440 SH
JPMORGAN CHASE & CO	COM	$8.9M	2.3%	27,174 SH	New
LINDE PLC	SHS	$4.3M	1.1%Prev: 1.2%	8,267 SH	Increased+246 SH
LOWES COS INC	COM	$2.4M	0.6%Prev: 0.8%	11,006 SH	Decreased-1,326 SH
MARRIOTT INTL INC NEW	CL A	$382K	0.1%	1,032 SH	New
MCDONALDS CORP	COM	$324K	0.1%Prev: 0.1%	1,200 SH	Decreased-120 SH
MERCK & CO INC	COM	$2.2M	0.6%Prev: 0.4%	17,426 SH	Increased+2,190 SH
MICROSOFT CORP	COM	$23.1M	5.9%Prev: 9.5%	61,882 SH	Decreased+243 SH
NEXTERA ENERGY INC	COM	$2.5M	0.6%Prev: 0.5%	28,996 SH	Increased+7,641 SH
NVIDIA CORPORATION	COM	$446K	0.1%Prev: 0.1%	2,230 SH	Increased+127 SH
ORACLE CORP	COM	$448K	0.1%Prev: 0.2%	3,059 SH	Decreased+365 SH
PEPSICO INC	COM	$2.6M	0.7%Prev: 1.0%	19,018 SH	Decreased-4,555 SH
PROCTER & GAMBLE CO	COM	$474K	0.1%	3,232 SH	New
QUALCOMM INC	COM	$3.9M	1.0%Prev: 1.2%	21,259 SH	Increased-2,360 SH
ROYAL CARIBBEAN GROUP	COM	$548K	0.1%Prev: 0.2%	1,725 SH	Decreased-550 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.3%	10,900 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$269K	0.1%Prev: 0.1%	7,420 SH	Decreased-1,876 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.1M	0.3%Prev: 0.3%	20,834 SH	Decreased-6,326 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$215K	0.1%Prev: 0.1%	6,917 SH	Increased-1,618 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$835K	0.2%Prev: 0.2%	30,142 SH	Increased-5,515 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.8M	0.7%Prev: 0.6%	58,048 SH	Increased+14,643 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$633K	0.2%Prev: 0.2%	21,859 SH	Increased-2,318 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$398K	0.1%Prev: 0.1%	12,555 SH	Increased-6 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$734K	0.2%Prev: 0.1%	21,679 SH	Increased+11,509 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$438K	0.1%Prev: 0.1%	12,590 SH	Decreased-4,338 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	0.5%Prev: 0.4%	64,726 SH	Increased+6,858 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$212K	0.1%	5,749 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$622K	0.2%Prev: 0.2%	17,202 SH	Increased-3,327 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$467K	0.1%	2,945 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$361K	0.1%	1,950 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$358K	0.1%	1,877 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	0.3%	24,995 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$853K	0.2%	16,919 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$2.2M	0.5%	72,212 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$14.3M	3.6%	162,191 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$7.3M	1.8%	61,190 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$9.2M	2.3%	152,106 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$2.4M	0.6%	41,971 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	0.8%	4,190 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$626K	0.2%	890 SH	New
STRYKER CORPORATION	COM	$3.2M	0.8%Prev: 1.4%	10,047 SH	Decreased-1,713 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$7.6M	1.9%	15,958 SH	New
TESLA INC	COM	$1.2M	0.3%Prev: 0.2%	2,844 SH	Increased+559 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$350K	0.1%Prev: 0.1%	10,335 SH	Increased-685 SH
TRUIST FINL CORP	COM	$274K	0.1%Prev: 0.1%	5,500 SH	Decreased-1,900 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$311K	0.1%	1,420 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$431K	0.1%Prev: 0.1%	3,673 SH	Increased-58 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.8M	3.2%Prev: 2.1%	163,804 SH	Increased+78,049 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$602K	0.2%	5,989 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.4M	1.9%Prev: 1.1%	85,760 SH	Increased+77,522 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.6M	0.7%Prev: 0.7%	7,704 SH	Increased-398 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.2M	0.6%Prev: 0.3%	27,559 SH	Increased+23,963 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$901K	0.2%Prev: 0.2%	1,312 SH	Increased+289 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.9M	1.2%Prev: 1.5%	20,019 SH	Decreased-5,448 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.2M	1.1%Prev: 0.8%	13,764 SH	Increased+3,346 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	0.9%Prev: 2.1%	9,668 SH	Decreased-12,885 SH
VANGUARD INDEX FDS	VALUE ETF	$19.2M	4.9%Prev: 5.0%	88,161 SH	Increased-3,150 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$398K	0.1%Prev: 0.1%	4,755 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	0.8%Prev: 0.9%	51,880 SH	Increased-6,207 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.8M	0.4%Prev: 0.4%	34,644 SH	Increased+10,241 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.3M	2.1%Prev: 2.5%	100,089 SH	Increased+3,990 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$17.6M	4.5%Prev: 2.2%	223,282 SH	Increased+131,957 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$8.8M	2.2%	128,126 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$632K	0.2%Prev: 0.2%	2,669 SH	Increased-60 SH
VANGUARD STAR FDS	VG TL INTL STK F	$213K	0.1%	2,495 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.2M	4.1%Prev: 2.1%	227,588 SH	Increased+109,470 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$535K	0.1%Prev: 0.2%	5,276 SH	Increased+317 SH
VANGUARD WORLD FD	INF TECH ETF	$239K	0.1%	2,000 SH	New
VISA INC	COM CL A	$2.6M	0.7%Prev: 0.8%	7,643 SH	Decreased+28 SH
WALMART INC	COM	$1.3M	0.3%Prev: 0.4%	11,530 SH	Increased-70 SH

Sold (vs prior filing)

AMPHENOL CORP NEW — $4.3M
BANK AMERICA CORP — $468K
CHEVRON CORP NEW — $241K
DIMENSIONAL ETF TRUST — $209K
DIMENSIONAL ETF TRUST — $4.8M
HONEYWELL INTL INC — $279K
ISHARES TR — $207K
ISHARES TR — $2.6M
J P MORGAN EXCHANGE TRADED F — $200K
JPMORGAN CHASE & CO. — $8.8M
MEDTRONIC PLC — $1.5M
NIKE INC — $624K
PROCTER AND GAMBLE CO — $448K
SELECT SECTOR SPDR TR — $272K
SELECT SECTOR SPDR TR — $401K
SELECT SECTOR SPDR TR — $956K
SELECT SECTOR SPDR TR — $381K
SPDR INDEX SHS FDS — $668K
SPDR INDEX SHS FDS — $223K
SPDR S&P 500 ETF TR — $2.7M
… and 12 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