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: $359.3M137 positionsView on SEC.gov

			% of Portfolio
AGILENT TECHNOLOGIES INC	COM	$2.1M	0.6%Prev: 0.9%	18,288 SH	Decreased-3,342 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.2%	4,088 SH	Increased+392 SH
ALPHABET INC	CAP STK CL C	$10.7M	3.0%Prev: 2.1%	37,392 SH	Increased-2,053 SH
AMAZON COM INC	COM	$325K	0.1%Prev: 0.1%	1,560 SH	Increased-2 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.5M	0.7%Prev: 0.7%	31,557 SH	Increased-1,879 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$237K	0.1%Prev: 0.2%	3,172 SH	Decreased-7,396 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.3M	1.5%Prev: 1.3%	52,915 SH	Increased-3,811 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.8M	1.1%Prev: 1.4%	47,406 SH	Decreased-16,905 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.8M	1.3%Prev: 1.6%	43,741 SH	Increased-8,853 SH
AMERICAN EXPRESS CO	COM	$4.1M	1.1%Prev: 1.4%	13,636 SH	Decreased-2,018 SH
AMGEN INC	COM	$809K	0.2%Prev: 0.2%	2,299 SH	Increased+561 SH
AMPHENOL CORP	CL A	$4.3M	1.2%	34,103 SH	New
APOLLO GLOBAL MGMT INC	COM	$401K	0.1%Prev: 0.2%	3,600 SH	Decreased-200 SH
APPLE INC	COM	$4.6M	1.3%Prev: 1.4%	18,017 SH	Increased-376 SH
APPLIED MATLS INC	COM	$410K	0.1%	1,200 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$344K	0.1%Prev: 0.2%	3,150 SH	Decreased-150 SH
BANK AMERICA CORP	COM	$644K	0.2%Prev: 0.1%	13,200 SH	Increased+3,300 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$410K	0.1%Prev: 0.2%	855 SH	Decreased-125 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$349K	0.1%	6,917 SH	New
BOEING CO	COM	$368K	0.1%Prev: 0.1%	1,850 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.4%Prev: 0.2%	22,508 SH	Increased+14,588 SH
CATERPILLAR INC	COM	$4.4M	1.2%Prev: 0.8%	6,145 SH	Increased-932 SH
CHEVRON CORPORATION	COM	$263K	0.1%	1,272 SH	New
CISCO SYS INC	COM	$310K	0.1%Prev: 0.1%	4,000 SH	Increased-323 SH
COCA COLA CO	COM	$783K	0.2%Prev: 0.3%	10,302 SH	Decreased-2,243 SH
COLGATE PALMOLIVE CO	COM	$250K	0.1%Prev: 0.1%	2,936 SH	Increased+301 SH
CUMMINS INC	COM	$4.6M	1.3%Prev: 1.0%	8,479 SH	Increased-1,190 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.5M	2.9%Prev: 2.1%	198,642 SH	Increased+37,680 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$295K	0.1%Prev: 0.3%	7,569 SH	Decreased-23,822 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.4M	0.4%Prev: 1.4%	37,248 SH	Decreased-92,135 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	0.6%Prev: 0.7%	44,320 SH	Increased-5,640 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$479K	0.1%Prev: 0.1%	6,737 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$872K	0.2%Prev: 0.2%	13,959 SH	Increased+2,459 SH
DISNEY WALT CO	COM	$683K	0.2%Prev: 0.5%	7,090 SH	Decreased-8,194 SH
EATON CORP PLC	SHS	$349K	0.1%Prev: 0.1%	975 SH	Increased-75 SH
ECOLAB INC	COM	$3.2M	0.9%Prev: 1.0%	12,013 SH	Increased+501 SH
ELI LILLY & CO	COM	$3.1M	0.9%Prev: 0.5%	3,380 SH	Increased+1,482 SH
EXXON MOBIL CORP	COM	$953K	0.3%Prev: 0.3%	5,620 SH	Increased-695 SH
GILEAD SCIENCES INC	COM	$4.4M	1.2%Prev: 1.2%	31,246 SH	Increased-1,102 SH
HOME DEPOT INC	COM	$1.6M	0.4%Prev: 0.8%	4,849 SH	Decreased-1,608 SH
HOWMET AEROSPACE INC	COM	$225K	0.1%	975 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$411K	0.1%Prev: 0.1%	1,696 SH	Increased+100 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$247K	0.1%Prev: 0.2%	22,699 SH	Decreased-25,051 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.2M	1.7%Prev: 1.9%	32,102 SH	Increased-511 SH
INVESCO QQQ TR	UNIT SER 1	$776K	0.2%Prev: 0.2%	1,344 SH	Increased+25 SH
ISHARES GOLD TR	ISHARES NEW	$437K	0.1%Prev: 0.1%	4,960 SH	Increased-263 SH
ISHARES INC	CORE MSCI EMKT	$4.8M	1.3%Prev: 1.0%	68,989 SH	Increased+11,825 SH
ISHARES INC	MSCI EURZONE ETF	$270K	0.1%Prev: 0.1%	4,307 SH	Increased-143 SH
ISHARES TR	0-5 YR TIPS ETF	$4.9M	1.4%Prev: 1.1%	46,974 SH	Increased+14,343 SH
ISHARES TR	CORE MSCI EAFE	$1.8M	0.5%Prev: 0.4%	20,204 SH	Increased+5,848 SH
ISHARES TR	CORE S&P SCP ETF	$4.0M	1.1%Prev: 1.4%	32,576 SH	Decreased-7,177 SH
ISHARES TR	CORE S&P TTL STK	$551K	0.2%Prev: 0.2%	3,870 SH	Increased-479 SH
ISHARES TR	CORE S&P US GWT	$484K	0.1%	3,118 SH	New
ISHARES TR	CORE S&P500 ETF	$7.7M	2.1%Prev: 1.5%	11,723 SH	Increased+3,721 SH
ISHARES TR	EAFE GRWTH ETF	$2.4M	0.7%Prev: 0.4%	21,157 SH	Increased+10,715 SH
ISHARES TR	EAFE SML CP ETF	$275K	0.1%Prev: 0.1%	3,508 SH	Increased-497 SH
ISHARES TR	EXPANDED TECH	$1.9M	0.5%Prev: 0.9%	23,150 SH	Decreased-6,361 SH
ISHARES TR	HDG MSCI EAFE	$454K	0.1%Prev: 0.8%	10,683 SH	Decreased-50,608 SH
ISHARES TR	IBOXX HI YD ETF	$1.4M	0.4%Prev: 0.6%	18,200 SH	Decreased-3,133 SH
ISHARES TR	NATIONAL MUN ETF	$838K	0.2%Prev: 0.4%	7,896 SH	Decreased-3,780 SH
ISHARES TR	PFD AND INCM SEC	$272K	0.1%Prev: 0.5%	8,965 SH	Decreased-38,050 SH
ISHARES TR	RUS 1000 ETF	$281K	0.1%Prev: 0.1%	788 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$603K	0.2%Prev: 0.2%	1,415 SH	Increased-43 SH
ISHARES TR	RUS 1000 VAL ETF	$232K	0.1%Prev: 0.1%	1,086 SH	Decreased-373 SH
ISHARES TR	RUSSELL 2000 ETF	$540K	0.2%Prev: 0.2%	2,176 SH	Increased-101 SH
ISHARES TR	S&P 500 GRWT ETF	$420K	0.1%Prev: 0.1%	3,713 SH	Increased-763 SH
ISHARES TR	S&P 500 VAL ETF	$438K	0.1%Prev: 0.2%	2,076 SH	Decreased-481 SH
ISHARES TR	SHRT NAT MUN ETF	$2.8M	0.8%Prev: 0.8%	25,865 SH	Increased+2,292 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$263K	0.1%Prev: 0.2%	5,256 SH	Decreased-3,721 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$340K	0.1%Prev: 0.7%	6,720 SH	Decreased-36,516 SH
JOHNSON & JOHNSON	COM	$1.0M	0.3%Prev: 0.2%	4,120 SH	Increased+460 SH
JPMORGAN CHASE & CO	COM	$8.3M	2.3%	28,242 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$274K	0.1%	3,885 SH	New
LINDE PLC	SHS	$4.1M	1.2%Prev: 1.3%	8,366 SH	Increased+417 SH
LOWES COS INC	COM	$2.7M	0.7%Prev: 1.0%	11,258 SH	Decreased-1,254 SH
MARRIOTT INTL INC NEW	CL A	$338K	0.1%	1,032 SH	New
MCDONALDS CORP	COM	$373K	0.1%Prev: 0.1%	1,200 SH	Decreased-120 SH
MEDTRONIC PLC	SHS	$1.9M	0.5%Prev: 0.5%	22,060 SH	Increased+4,461 SH
MERCK & CO INC	COM	$2.1M	0.6%Prev: 0.5%	17,566 SH	Increased+819 SH
MICROSOFT CORP	COM	$22.8M	6.3%Prev: 7.8%	61,495 SH	Decreased-175 SH
NEXTERA ENERGY INC	COM	$2.6M	0.7%Prev: 0.5%	27,801 SH	Increased+6,706 SH
NIKE INC	CL B	$379K	0.1%Prev: 0.2%	7,180 SH	Decreased-3,465 SH
NVIDIA CORPORATION	COM	$353K	0.1%	2,022 SH	New
ORACLE CORP	COM	$454K	0.1%Prev: 0.1%	3,084 SH	Increased+367 SH
PEPSICO INC	COM	$3.1M	0.8%Prev: 1.3%	19,652 SH	Decreased-6,640 SH
PROCTER & GAMBLE CO	COM	$475K	0.1%	3,292 SH	New
QUALCOMM INC	COM	$2.9M	0.8%Prev: 1.2%	22,184 SH	Decreased-1,412 SH
ROYAL CARIBBEAN GROUP	COM	$480K	0.1%Prev: 0.2%	1,745 SH	Increased-470 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.3%	10,900 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$258K	0.1%Prev: 0.1%	7,822 SH	Decreased-1,821 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.0M	0.3%Prev: 0.4%	20,899 SH	Decreased-9,058 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$746K	0.2%Prev: 0.2%	30,142 SH	Increased-5,856 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.6M	0.7%Prev: 0.5%	55,382 SH	Increased+11,709 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$549K	0.2%Prev: 0.1%	21,859 SH	Increased+9,905 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$385K	0.1%Prev: 0.1%	12,555 SH	Increased-6 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$631K	0.2%Prev: 0.1%	21,661 SH	Increased+10,042 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$384K	0.1%Prev: 0.2%	12,590 SH	Decreased-6,291 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	0.5%Prev: 0.4%	66,491 SH	Increased+11,754 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$502K	0.1%Prev: 0.1%	17,247 SH	Increased+1,705 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$396K	0.1%	2,700 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$286K	0.1%	1,770 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$273K	0.1%	2,055 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	0.3%	23,315 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$766K	0.2%	16,779 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$28.9M	8.0%	427,853 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	0.7%	4,127 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$582K	0.2%	944 SH	New
STRYKER CORPORATION	COM	$3.5M	1.0%Prev: 1.5%	10,733 SH	Decreased-987 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.7M	1.6%	16,935 SH	New
TESLA INC	COM	$1.1M	0.3%Prev: 0.2%	2,829 SH	Increased+484 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$311K	0.1%Prev: 0.1%	10,335 SH	Increased-2,685 SH
TRUIST FINL CORP	COM	$299K	0.1%Prev: 0.1%	6,500 SH	Decreased-900 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$289K	0.1%	1,420 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$376K	0.1%Prev: 0.1%	3,692 SH	Increased-391 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$13.1M	3.6%Prev: 2.2%	166,443 SH	Increased+83,752 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$221K	0.1%Prev: 1.6%	3,007 SH	Decreased-61,313 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$562K	0.2%	5,668 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$6.4M	1.8%Prev: 0.8%	14,651 SH	Increased+8,208 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.3M	0.6%Prev: 0.7%	7,704 SH	Increased-491 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.6%	6,953 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$763K	0.2%Prev: 0.2%	1,277 SH	Increased+254 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	1.2%Prev: 1.8%	20,306 SH	Decreased-8,466 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.6M	1.0%Prev: 0.7%	13,599 SH	Increased+4,088 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	0.9%Prev: 1.9%	9,688 SH	Decreased-10,527 SH
VANGUARD INDEX FDS	VALUE ETF	$17.6M	4.9%Prev: 5.4%	89,521 SH	Increased-2,570 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$357K	0.1%Prev: 0.1%	4,755 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	0.8%Prev: 0.9%	52,764 SH	Increased-6,548 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.4%Prev: 0.6%	30,517 SH	Decreased-2,623 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.0M	2.2%Prev: 2.8%	97,089 SH	Decreased-2,484 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$18.3M	5.1%Prev: 2.5%	231,429 SH	Increased+136,953 SH
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$8.5M	2.4%	123,961 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$574K	0.2%Prev: 0.2%	2,669 SH	Increased-65 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.2M	3.9%Prev: 1.8%	220,871 SH	Increased+115,674 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$547K	0.2%Prev: 0.1%	5,409 SH	Increased+1,069 SH
VISA INC	COM CL A	$2.3M	0.6%Prev: 0.9%	7,662 SH	Decreased+227 SH
WALMART INC	COM	$1.4M	0.4%Prev: 0.3%	11,550 SH	Increased-50 SH
WORLD GOLD TR	SPDR GLD MINIS	$220K	0.1%	2,374 SH	New

Sold (vs prior filing)

AMPHENOL CORP NEW — $2.9M
CHEVRON CORP NEW — $265K
DIMENSIONAL ETF TRUST — $231K
HONEYWELL INTL INC — $254K
ISHARES TR — $315K
ISHARES TR — $2.5M
JPMORGAN CHASE & CO. — $7.5M
PROCTER AND GAMBLE CO — $516K
SCHWAB STRATEGIC TR — $261K
SELECT SECTOR SPDR TR — $261K
SELECT SECTOR SPDR TR — $460K
SELECT SECTOR SPDR TR — $962K
SELECT SECTOR SPDR TR — $312K
SPDR INDEX SHS FDS — $656K
SPDR INDEX SHS FDS — $272K
SPDR S&P 500 ETF TR — $2.3M
SPDR S&P MIDCAP 400 ETF TR — $2.4M
SPDR SER TR — $1.6M
SPDR SER TR — $2.1M
SPDR SER TR — $627K
… and 8 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