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: $352.6M142 positionsView on SEC.gov

			% of Portfolio
AGILENT TECHNOLOGIES INC	COM	$2.5M	0.7%Prev: 0.6%	19,412 SH	Increased+1,220 SH
ALPHABET INC	CAP STK CL A	$731K	0.2%Prev: 0.4%	3,006 SH	Decreased-1,012 SH
ALPHABET INC	CAP STK CL C	$9.5M	2.7%Prev: 3.2%	38,982 SH	Decreased+3,041 SH
AMAZON COM INC	COM	$327K	0.1%Prev: 0.1%	1,489 SH	Decreased-396 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.5M	0.7%Prev: 0.8%	33,423 SH	Decreased+2,233 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$547K	0.2%Prev: 0.1%	8,115 SH	Increased+4,943 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.8M	1.3%Prev: 1.4%	53,392 SH	Decreased+1,671 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.8M	1.1%Prev: 1.1%	52,594 SH	Decreased+5,477 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.3M	1.2%Prev: 1.4%	43,700 SH	Decreased-177 SH
AMERICAN EXPRESS CO	COM	$4.9M	1.4%Prev: 1.2%	14,808 SH	Increased+1,407 SH
AMGEN INC	COM	$525K	0.1%Prev: 0.2%	1,861 SH	Decreased-414 SH
AMPHENOL CORP NEW	CL A	$4.9M	1.4%	39,763 SH	New
APOLLO GLOBAL MGMT INC	COM	$506K	0.1%Prev: 0.1%	3,800 SH	Increased+300 SH
APPLE INC	COM	$4.5M	1.3%Prev: 1.3%	17,858 SH	Decreased-100 SH
APPLIED MATLS INC	COM	$246K	0.1%Prev: 0.2%	1,200 SH	Decreased
ARES MANAGEMENT CORPORATION	CL A COM STK	$524K	0.1%Prev: 0.1%	3,275 SH	Increased+175 SH
BANK AMERICA CORP	COM	$740K	0.2%	14,350 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$473K	0.1%Prev: 0.1%	940 SH	Increased+107 SH
BOEING CO	COM	$399K	0.1%Prev: 0.1%	1,850 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$290K	0.1%Prev: 0.4%	6,420 SH	Decreased-18,388 SH
CATERPILLAR INC	COM	$3.3M	0.9%Prev: 1.5%	6,951 SH	Decreased+1,244 SH
CHEVRON CORP NEW	COM	$230K	0.1%	1,483 SH	New
CISCO SYS INC	COM	$288K	0.1%Prev: 0.1%	4,210 SH	Decreased+210 SH
COCA COLA CO	COM	$819K	0.2%Prev: 0.2%	12,345 SH	Decreased+2,078 SH
COLGATE PALMOLIVE CO	COM	$209K	0.1%Prev: 0.1%	2,615 SH	Decreased-496 SH
CUMMINS INC	COM	$4.1M	1.2%Prev: 1.4%	9,766 SH	Decreased+1,817 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.5M	2.4%Prev: 2.7%	183,459 SH	Decreased-16,742 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$319K	0.1%Prev: 0.1%	8,768 SH	Increased+1,199 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.6M	0.4%	40,602 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.0M	0.6%Prev: 0.6%	45,274 SH	Decreased+1,009 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$461K	0.1%Prev: 0.1%	6,737 SH	Decreased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$846K	0.2%Prev: 0.2%	14,534 SH	Decreased+588 SH
DISNEY WALT CO	COM	$1.6M	0.5%Prev: 0.2%	14,190 SH	Increased+7,705 SH
EATON CORP PLC	SHS	$393K	0.1%Prev: 0.1%	1,050 SH	Increased+165 SH
ECOLAB INC	COM	$3.2M	0.9%Prev: 0.8%	11,569 SH	Decreased+14 SH
ELI LILLY & CO	COM	$2.5M	0.7%Prev: 1.1%	3,323 SH	Decreased-147 SH
EXXON MOBIL CORP	COM	$673K	0.2%Prev: 0.2%	5,970 SH	Decreased+633 SH
GILEAD SCIENCES INC	COM	$3.6M	1.0%Prev: 1.0%	32,763 SH	Decreased+2,094 SH
HOME DEPOT INC	COM	$2.5M	0.7%Prev: 0.4%	6,232 SH	Increased+1,510 SH
HONEYWELL INTL INC	COM	$253K	0.1%	1,200 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$464K	0.1%Prev: 0.1%	1,646 SH	Increased+150 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$360K	0.1%Prev: 0.1%	31,050 SH	Increased+12,151 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.9M	1.7%Prev: 1.7%	31,321 SH	Decreased-311 SH
INVESCO QQQ TR	UNIT SER 1	$807K	0.2%Prev: 0.3%	1,345 SH	Decreased+1 SH
ISHARES GOLD TR	ISHARES NEW	$380K	0.1%Prev: 0.1%	5,223 SH	Increased+263 SH
ISHARES INC	CORE MSCI EMKT	$3.9M	1.1%Prev: 1.5%	59,860 SH	Decreased-9,437 SH
ISHARES INC	MSCI EURZONE ETF	$271K	0.1%Prev: 0.1%	4,370 SH	Decreased+70 SH
ISHARES TR	0-5 YR TIPS ETF	$4.5M	1.3%Prev: 1.3%	43,655 SH	Decreased-4,866 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.3%Prev: 0.5%	13,623 SH	Decreased-6,638 SH
ISHARES TR	CORE S&P SCP ETF	$4.0M	1.1%Prev: 1.2%	33,287 SH	Decreased+935 SH
ISHARES TR	CORE S&P TTL STK	$608K	0.2%Prev: 0.2%	4,171 SH	Decreased+256 SH
ISHARES TR	CORE S&P500 ETF	$7.6M	2.2%Prev: 2.1%	11,422 SH	Decreased+494 SH
ISHARES TR	EAFE GRWTH ETF	$1.7M	0.5%Prev: 0.7%	14,925 SH	Decreased-7,268 SH
ISHARES TR	EAFE SML CP ETF	$274K	0.1%Prev: 0.1%	3,571 SH	Decreased+88 SH
ISHARES TR	EAFE VALUE ETF	$218K	0.1%	3,213 SH	New
ISHARES TR	EXPANDED TECH	$3.1M	0.9%Prev: 0.5%	27,092 SH	Increased+4,073 SH
ISHARES TR	HDG MSCI EAFE	$2.3M	0.7%Prev: 0.1%	58,197 SH	Increased+48,262 SH
ISHARES TR	IBOXX HI YD ETF	$1.7M	0.5%Prev: 0.4%	20,882 SH	Increased+2,232 SH
ISHARES TR	NATIONAL MUN ETF	$867K	0.2%Prev: 0.2%	8,143 SH	Increased+1,162 SH
ISHARES TR	PFD AND INCM SEC	$673K	0.2%Prev: 0.1%	21,280 SH	Increased+12,785 SH
ISHARES TR	RUS 1000 ETF	$288K	0.1%Prev: 0.1%	788 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$665K	0.2%Prev: 0.2%	1,420 SH	Decreased-4,240 SH
ISHARES TR	RUS 1000 VAL ETF	$221K	0.1%Prev: 0.1%	1,086 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$545K	0.2%Prev: 0.2%	2,251 SH	Decreased+75 SH
ISHARES TR	S&P 500 GRWT ETF	$520K	0.1%Prev: 0.1%	4,306 SH	Increased+608 SH
ISHARES TR	S&P 500 VAL ETF	$514K	0.1%Prev: 0.1%	2,490 SH	Increased+425 SH
ISHARES TR	SHRT NAT MUN ETF	$2.6M	0.7%Prev: 0.6%	23,982 SH	Increased+77 SH
ISHARES TR	TIPS BD ETF	$619K	0.2%	5,563 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$273K	0.1%Prev: 0.1%	5,416 SH	Increased+160 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	0.3%Prev: 0.1%	21,281 SH	Increased+14,461 SH
JOHNSON & JOHNSON	COM	$778K	0.2%Prev: 0.3%	4,195 SH	Decreased+95 SH
JPMORGAN CHASE & CO.	COM	$9.8M	2.8%	31,003 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$340K	0.1%	3,716 SH	New
LINDE PLC	SHS	$3.9M	1.1%Prev: 1.1%	8,111 SH	Decreased-156 SH
LOWES COS INC	COM	$2.9M	0.8%Prev: 0.6%	11,628 SH	Increased+622 SH
MARRIOTT INTL INC NEW	CL A	$269K	0.1%Prev: 0.1%	1,032 SH	Decreased
MCDONALDS CORP	COM	$377K	0.1%Prev: 0.1%	1,240 SH	Increased+40 SH
MEDTRONIC PLC	SHS	$1.8M	0.5%	18,691 SH	New
MERCK & CO INC	COM	$825K	0.2%Prev: 0.6%	9,826 SH	Decreased-7,600 SH
MICROSOFT CORP	COM	$31.9M	9.1%Prev: 5.9%	61,624 SH	Increased-258 SH
NEXTERA ENERGY INC	COM	$1.8M	0.5%Prev: 0.6%	24,060 SH	Decreased-4,936 SH
NIKE INC	CL B	$580K	0.2%	8,320 SH	New
NVIDIA CORPORATION	COM	$390K	0.1%Prev: 0.1%	2,090 SH	Decreased-140 SH
ORACLE CORP	COM	$882K	0.3%Prev: 0.1%	3,135 SH	Increased+76 SH
PEPSICO INC	COM	$3.4M	1.0%Prev: 0.7%	24,435 SH	Increased+5,417 SH
PROCTER AND GAMBLE CO	COM	$533K	0.2%	3,470 SH	New
QUALCOMM INC	COM	$3.8M	1.1%Prev: 1.0%	22,740 SH	Decreased+1,481 SH
ROYAL CARIBBEAN GROUP	COM	$680K	0.2%Prev: 0.1%	2,100 SH	Increased+375 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.3%Prev: 0.3%	10,900 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$269K	0.1%Prev: 0.1%	8,075 SH	Increased+655 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.0M	0.3%Prev: 0.3%	24,230 SH	Decreased+3,396 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$220K	0.1%Prev: 0.1%	8,376 SH	Increased+1,459 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$732K	0.2%Prev: 0.2%	31,432 SH	Decreased+1,290 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.0M	0.6%Prev: 0.7%	44,004 SH	Decreased-14,044 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$606K	0.2%Prev: 0.2%	23,589 SH	Decreased+1,730 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$343K	0.1%Prev: 0.1%	12,561 SH	Decreased+6 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$314K	0.1%Prev: 0.2%	9,849 SH	Decreased-11,830 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$408K	0.1%Prev: 0.1%	14,018 SH	Decreased+1,428 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.4%Prev: 0.5%	57,008 SH	Decreased-7,718 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$551K	0.2%Prev: 0.2%	19,758 SH	Decreased+2,556 SH
SELECT SECTOR SPDR TR	INDL	$268K	0.1%	1,735 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$372K	0.1%	2,670 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$982K	0.3%	11,260 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$390K	0.1%	1,385 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$659K	0.2%	15,395 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$221K	0.1%	4,719 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.8%	4,278 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$705K	0.2%	1,183 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$6.7M	1.9%	85,755 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.4M	0.7%	51,857 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.9M	1.4%	46,597 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$7.6M	2.1%	136,816 SH	New
STRYKER CORPORATION	COM	$4.0M	1.1%Prev: 0.8%	10,893 SH	Increased+846 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.4M	1.5%	19,271 SH	New
TESLA INC	COM	$1.0M	0.3%Prev: 0.3%	2,285 SH	Decreased-559 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$223K	0.1%Prev: 0.1%	11,020 SH	Decreased+685 SH
TRUIST FINL CORP	COM	$320K	0.1%Prev: 0.1%	7,000 SH	Increased+1,500 SH
UBER TECHNOLOGIES INC	COM	$230K	0.1%	2,350 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$352K	0.1%Prev: 0.1%	3,692 SH	Decreased+19 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.2M	2.9%Prev: 3.2%	129,620 SH	Decreased-34,184 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.7M	0.5%	22,276 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$513K	0.1%	10,380 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.4M	2.1%Prev: 1.9%	15,382 SH	Decreased-70,378 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.5M	0.7%Prev: 0.7%	8,057 SH	Decreased+353 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.7M	0.5%Prev: 0.6%	5,759 SH	Decreased-21,800 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$622K	0.2%Prev: 0.2%	1,015 SH	Decreased-297 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.0M	1.4%Prev: 1.2%	23,748 SH	Increased+3,729 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	0.9%Prev: 1.1%	12,213 SH	Decreased-1,551 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.4M	2.1%Prev: 0.9%	22,471 SH	Increased+12,803 SH
VANGUARD INDEX FDS	VALUE ETF	$17.8M	5.1%Prev: 4.9%	95,633 SH	Decreased+7,472 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$339K	0.1%Prev: 0.1%	4,755 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.0M	0.8%Prev: 0.8%	55,134 SH	Decreased+3,254 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$256K	0.1%	5,047 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	0.4%Prev: 0.4%	27,565 SH	Decreased-7,079 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.9M	2.2%Prev: 2.1%	94,020 SH	Decreased-6,069 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$13.9M	3.9%Prev: 4.5%	173,831 SH	Decreased-49,451 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$6.9M	1.9%Prev: 2.2%	98,544 SH	Decreased-29,582 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$583K	0.2%Prev: 0.2%	2,704 SH	Decreased+35 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	2.9%Prev: 4.1%	167,759 SH	Decreased-59,829 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$392K	0.1%Prev: 0.1%	3,842 SH	Decreased-1,434 SH
VISA INC	COM CL A	$2.6M	0.7%Prev: 0.7%	7,590 SH	Decreased-53 SH
WALMART INC	COM	$1.2M	0.3%Prev: 0.3%	11,600 SH	Decreased+70 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $493K
AMPHENOL CORP — $5.8M
BANK OF AMER CORP — $729K
BLACKROCK ETF TRUST II — $248K
DIMENSIONAL ETF TRUST — $1.6M
GE AEROSPACE — $211K
HOWMET AEROSPACE INC — $262K
INTEL CORP — $366K
ISHARES TR — $782K
ISHARES TR — $689K
JPMORGAN CHASE & CO — $8.9M
PROCTER & GAMBLE CO — $474K
SCHWAB STRATEGIC TR — $212K
SELECT SECTOR SPDR TR — $467K
SELECT SECTOR SPDR TR — $361K
SELECT SECTOR SPDR TR — $358K
SELECT SECTOR SPDR TR — $1.1M
SPDR INDEX SHS FDS — $853K
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $14.3M
… and 10 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