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: $368.7M137 positionsView on SEC.gov

			% of Portfolio
AGILENT TECHNOLOGIES INC	COM	$2.6M	0.7%Prev: 0.7%	19,337 SH	Increased-75 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.2%	4,067 SH	Increased+1,061 SH
ALPHABET INC	CAP STK CL C	$12.3M	3.3%Prev: 2.7%	39,227 SH	Increased+245 SH
AMAZON COM INC	COM	$378K	0.1%Prev: 0.1%	1,639 SH	Increased+150 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.5M	0.7%Prev: 0.7%	32,650 SH	Increased-773 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$513K	0.1%Prev: 0.2%	7,208 SH	Decreased-907 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.1M	1.4%Prev: 1.3%	54,066 SH	Increased+674 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.8M	1.0%Prev: 1.1%	49,715 SH	Decreased-2,879 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.5M	1.2%Prev: 1.2%	44,403 SH	Increased+703 SH
AMERICAN EXPRESS CO	COM	$5.3M	1.4%Prev: 1.4%	14,252 SH	Increased-556 SH
AMGEN INC	COM	$730K	0.2%Prev: 0.1%	2,231 SH	Increased+370 SH
AMPHENOL CORP NEW	CL A	$5.0M	1.4%Prev: 1.4%	37,073 SH	Increased-2,690 SH
APOLLO GLOBAL MGMT INC	COM	$550K	0.1%Prev: 0.1%	3,800 SH	Increased
APPLE INC	COM	$5.1M	1.4%Prev: 1.3%	18,605 SH	Increased+747 SH
APPLIED MATLS INC	COM	$308K	0.1%Prev: 0.1%	1,200 SH	Increased
ARES MANAGEMENT CORPORATION	CL A COM STK	$529K	0.1%Prev: 0.1%	3,275 SH	Increased
BANK AMERICA CORP	COM	$784K	0.2%Prev: 0.2%	14,250 SH	Increased-100 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$460K	0.1%Prev: 0.1%	915 SH	Decreased-25 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$294K	0.1%	5,834 SH	New
BOEING CO	COM	$402K	0.1%Prev: 0.1%	1,850 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$653K	0.2%Prev: 0.1%	12,100 SH	Increased+5,680 SH
CATERPILLAR INC	COM	$3.8M	1.0%Prev: 0.9%	6,670 SH	Increased-281 SH
CISCO SYS INC	COM	$324K	0.1%Prev: 0.1%	4,210 SH	Increased
COCA COLA CO	COM	$778K	0.2%Prev: 0.2%	11,125 SH	Decreased-1,220 SH
COLGATE PALMOLIVE CO	COM	$236K	0.1%Prev: 0.1%	2,986 SH	Increased+371 SH
CUMMINS INC	COM	$4.8M	1.3%Prev: 1.2%	9,311 SH	Increased-455 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$9.6M	2.6%Prev: 2.4%	192,139 SH	Increased+8,680 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$330K	0.1%Prev: 0.1%	8,657 SH	Increased-111 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	0.4%Prev: 0.4%	38,243 SH	Decreased-2,359 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	0.6%Prev: 0.6%	44,540 SH	Increased-734 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$469K	0.1%Prev: 0.1%	6,737 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$840K	0.2%Prev: 0.2%	14,114 SH	Decreased-420 SH
DISNEY WALT CO	COM	$1.4M	0.4%Prev: 0.5%	12,096 SH	Decreased-2,094 SH
EATON CORP PLC	SHS	$334K	0.1%Prev: 0.1%	1,050 SH	Decreased
ECOLAB INC	COM	$3.2M	0.9%Prev: 0.9%	12,057 SH	Decreased+488 SH
ELI LILLY & CO	COM	$3.6M	1.0%Prev: 0.7%	3,363 SH	Increased+40 SH
EXXON MOBIL CORP	COM	$700K	0.2%Prev: 0.2%	5,820 SH	Increased-150 SH
GILEAD SCIENCES INC	COM	$4.0M	1.1%Prev: 1.0%	32,557 SH	Increased-206 SH
HOME DEPOT INC	COM	$1.7M	0.5%Prev: 0.7%	5,062 SH	Decreased-1,170 SH
HOWMET AEROSPACE INC	COM	$205K	0.1%	1,000 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$525K	0.1%Prev: 0.1%	1,771 SH	Increased+125 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$281K	0.1%Prev: 0.1%	24,999 SH	Decreased-6,051 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	1.6%Prev: 1.7%	31,631 SH	Increased+310 SH
INVESCO QQQ TR	UNIT SER 1	$826K	0.2%Prev: 0.2%	1,345 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$404K	0.1%Prev: 0.1%	4,981 SH	Increased-242 SH
ISHARES INC	CORE MSCI EMKT	$4.4M	1.2%Prev: 1.1%	65,154 SH	Increased+5,294 SH
ISHARES INC	MSCI EURZONE ETF	$280K	0.1%Prev: 0.1%	4,366 SH	Increased-4 SH
ISHARES TR	0-5 YR TIPS ETF	$4.7M	1.3%Prev: 1.3%	45,869 SH	Increased+2,214 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.3%Prev: 0.3%	13,294 SH	Decreased-329 SH
ISHARES TR	CORE S&P SCP ETF	$4.0M	1.1%Prev: 1.1%	33,044 SH	Increased-243 SH
ISHARES TR	CORE S&P TTL STK	$575K	0.2%Prev: 0.2%	3,870 SH	Decreased-301 SH
ISHARES TR	CORE S&P500 ETF	$7.9M	2.1%Prev: 2.2%	11,491 SH	Increased+69 SH
ISHARES TR	EAFE GRWTH ETF	$1.8M	0.5%Prev: 0.5%	15,609 SH	Increased+684 SH
ISHARES TR	EAFE SML CP ETF	$273K	0.1%Prev: 0.1%	3,520 SH	Decreased-51 SH
ISHARES TR	EAFE VALUE ETF	$229K	0.1%Prev: 0.1%	3,213 SH	Increased
ISHARES TR	EXPANDED TECH	$2.7M	0.7%Prev: 0.9%	25,202 SH	Decreased-1,890 SH
ISHARES TR	HDG MSCI EAFE	$2.3M	0.6%Prev: 0.7%	54,946 SH	Decreased-3,251 SH
ISHARES TR	IBOXX HI YD ETF	$1.6M	0.4%Prev: 0.5%	20,022 SH	Decreased-860 SH
ISHARES TR	NATIONAL MUN ETF	$857K	0.2%Prev: 0.2%	7,999 SH	Decreased-144 SH
ISHARES TR	PFD AND INCM SEC	$344K	0.1%Prev: 0.2%	11,100 SH	Decreased-10,180 SH
ISHARES TR	RUS 1000 ETF	$294K	0.1%Prev: 0.1%	788 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$672K	0.2%Prev: 0.2%	1,420 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$228K	0.1%Prev: 0.1%	1,086 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$536K	0.1%Prev: 0.2%	2,176 SH	Decreased-75 SH
ISHARES TR	S&P 500 GRWT ETF	$498K	0.1%Prev: 0.1%	4,038 SH	Decreased-268 SH
ISHARES TR	S&P 500 VAL ETF	$526K	0.1%Prev: 0.1%	2,482 SH	Increased-8 SH
ISHARES TR	SHRT NAT MUN ETF	$2.7M	0.7%Prev: 0.7%	25,321 SH	Increased+1,339 SH
ISHARES TR	TIPS BD ETF	$270K	0.1%Prev: 0.2%	2,456 SH	Decreased-3,107 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$271K	0.1%Prev: 0.1%	5,376 SH	Decreased-40 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$622K	0.2%Prev: 0.3%	12,304 SH	Decreased-8,977 SH
JOHNSON & JOHNSON	COM	$866K	0.2%Prev: 0.2%	4,185 SH	Increased-10 SH
JPMORGAN CHASE & CO.	COM	$9.6M	2.6%Prev: 2.8%	29,930 SH	Decreased-1,073 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$282K	0.1%Prev: 0.1%	3,716 SH	Decreased
LINDE PLC	SHS	$3.6M	1.0%Prev: 1.1%	8,456 SH	Decreased+345 SH
LOWES COS INC	COM	$2.8M	0.7%Prev: 0.8%	11,447 SH	Decreased-181 SH
MARRIOTT INTL INC NEW	CL A	$320K	0.1%Prev: 0.1%	1,032 SH	Increased
MCDONALDS CORP	COM	$379K	0.1%Prev: 0.1%	1,240 SH	Increased
MEDTRONIC PLC	SHS	$2.0M	0.6%Prev: 0.5%	21,186 SH	Increased+2,495 SH
MERCK & CO INC	COM	$1.3M	0.4%Prev: 0.2%	12,286 SH	Increased+2,460 SH
META PLATFORMS INC	CL A	$276K	0.1%	418 SH	New
MICROSOFT CORP	COM	$29.8M	8.1%Prev: 9.1%	61,626 SH	Decreased+2 SH
NEXTERA ENERGY INC	COM	$2.1M	0.6%Prev: 0.5%	25,984 SH	Increased+1,924 SH
NIKE INC	CL B	$499K	0.1%Prev: 0.2%	7,830 SH	Decreased-490 SH
NVIDIA CORPORATION	COM	$428K	0.1%Prev: 0.1%	2,294 SH	Increased+204 SH
ORACLE CORP	COM	$609K	0.2%Prev: 0.3%	3,126 SH	Decreased-9 SH
PEPSICO INC	COM	$3.5M	0.9%Prev: 1.0%	24,187 SH	Increased-248 SH
PROCTER AND GAMBLE CO	COM	$493K	0.1%Prev: 0.2%	3,437 SH	Decreased-33 SH
QUALCOMM INC	COM	$4.0M	1.1%Prev: 1.1%	23,289 SH	Increased+549 SH
ROYAL CARIBBEAN GROUP	COM	$529K	0.1%Prev: 0.2%	1,895 SH	Decreased-205 SH
SCHWAB CHARLES CORP	COM	$1.1M	0.3%Prev: 0.3%	10,900 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$262K	0.1%Prev: 0.1%	8,011 SH	Decreased-64 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$964K	0.3%Prev: 0.3%	21,394 SH	Decreased-2,836 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$724K	0.2%Prev: 0.2%	30,116 SH	Decreased-1,316 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.2M	0.6%Prev: 0.6%	47,913 SH	Increased+3,909 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$573K	0.2%Prev: 0.2%	21,850 SH	Decreased-1,739 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$344K	0.1%Prev: 0.1%	12,555 SH	Increased-6 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$373K	0.1%Prev: 0.1%	11,444 SH	Increased+1,595 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$391K	0.1%Prev: 0.1%	13,206 SH	Decreased-812 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.4%Prev: 0.4%	54,524 SH	Decreased-2,484 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$534K	0.1%Prev: 0.2%	18,764 SH	Decreased-994 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$409K	0.1%	2,640 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$267K	0.1%	1,720 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$328K	0.1%	2,276 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$961K	0.3%	22,520 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$724K	0.2%Prev: 0.2%	16,311 SH	Increased+916 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.8%Prev: 0.8%	4,151 SH	Decreased-127 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$681K	0.2%Prev: 0.2%	1,128 SH	Decreased-55 SH
SPDR SERIES TRUST	STATE STREET SPD	$28.5M	7.7%	400,667 SH	New
STRYKER CORPORATION	COM	$3.9M	1.1%Prev: 1.1%	11,115 SH	Decreased+222 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$5.6M	1.5%Prev: 1.5%	18,362 SH	Increased-909 SH
TESLA INC	COM	$1.0M	0.3%Prev: 0.3%	2,285 SH	Increased
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$344K	0.1%Prev: 0.1%	11,020 SH	Increased
TRUIST FINL CORP	COM	$344K	0.1%Prev: 0.1%	7,000 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$361K	0.1%Prev: 0.1%	3,692 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.0M	3.3%Prev: 2.9%	152,511 SH	Increased+22,891 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$659K	0.2%Prev: 0.5%	8,898 SH	Decreased-13,378 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$479K	0.1%	4,782 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.7M	2.1%Prev: 2.1%	15,740 SH	Increased+358 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.4M	0.7%Prev: 0.7%	7,707 SH	Decreased-350 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.5%Prev: 0.5%	6,891 SH	Increased+1,132 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$645K	0.2%Prev: 0.2%	1,028 SH	Increased+13 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.9M	1.3%Prev: 1.4%	23,318 SH	Decreased-430 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	0.9%Prev: 0.9%	13,099 SH	Increased+886 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	0.9%Prev: 2.1%	9,644 SH	Decreased-12,827 SH
VANGUARD INDEX FDS	VALUE ETF	$18.2M	4.9%Prev: 5.1%	95,135 SH	Increased-498 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$350K	0.1%Prev: 0.1%	4,755 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.8M	0.8%Prev: 0.8%	52,808 SH	Decreased-2,326 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.4%Prev: 0.4%	29,432 SH	Increased+1,867 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.9M	2.1%Prev: 2.2%	93,831 SH	Decreased-189 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$16.6M	4.5%Prev: 3.9%	207,820 SH	Increased+33,989 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$8.1M	2.2%Prev: 1.9%	118,273 SH	Increased+19,729 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$587K	0.2%Prev: 0.2%	2,669 SH	Increased-35 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.3M	3.1%Prev: 2.9%	181,188 SH	Increased+13,429 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$544K	0.1%Prev: 0.1%	5,351 SH	Increased+1,509 SH
VISA INC	COM CL A	$2.7M	0.7%Prev: 0.7%	7,699 SH	Increased+109 SH
WALMART INC	COM	$1.3M	0.4%Prev: 0.3%	11,600 SH	Increased
WORLD GOLD TR	SPDR GLD MINIS	$203K	0.1%	2,374 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $230K
HONEYWELL INTL INC — $253K
SCHWAB STRATEGIC TR — $220K
SELECT SECTOR SPDR TR — $268K
SELECT SECTOR SPDR TR — $372K
SELECT SECTOR SPDR TR — $982K
SELECT SECTOR SPDR TR — $390K
SPDR INDEX SHS FDS — $221K
SPDR SERIES TRUST — $6.7M
SPDR SERIES TRUST — $2.4M
SPDR SERIES TRUST — $4.9M
SPDR SERIES TRUST — $7.6M
UBER TECHNOLOGIES INC — $230K
VANGUARD CHARLOTTE FDS — $513K
VANGUARD MALVERN FDS — $256K

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