Stone Summit Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Stone Summit Wealth Llc disclosed 136 stock positions valued at approximately $370.28M as of quarter-end September 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 136
- Portfolio Value
- $370.28M
Holdings by Sector
Stone Summit Wealth Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.99% | 239,401 | +16,119 | +7.22% | $18,493,727 |
| VANGUARD INDEX FDS | VTV | Other | 4.87% | 83,480 | -4,681 | -5.31% | $18,038,430 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.62% | 242,348 | +14,760 | +6.49% | $17,112,179 |
| SPDR SERIES TRUST | SPLG | Other | 4.52% | 186,269 | +24,078 | +14.85% | $16,719,544 |
| VANGUARD BD INDEX FDS | BSV | Other | 4.14% | 200,665 | +36,861 | +22.50% | $15,330,825 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.11% | 206,153 | +5,952 | +2.97% | $11,515,730 |
| ALPHABET INC | GOOG | Communication Services | 3.01% | 32,669 | -3,272 | -9.10% | $11,131,701 |
| SPDR SERIES TRUST | SPYV | Other | 2.92% | 177,070 | +24,964 | +16.41% | $10,824,302 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 2.54% | 143,098 | +14,972 | +11.69% | $9,423,149 |
| SPDR SERIES TRUST | SPYG | Other | 2.44% | 73,446 | +12,256 | +20.03% | $9,039,753 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.42% | 114,312 | +14,223 | +14.21% | $8,951,797 |
| ISHARES TR | IVV | Other | 2.15% | 10,371 | -557 | -5.10% | $7,942,861 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.14% | 23,915 | -3,259 | -11.99% | $7,911,884 |
| VANGUARD INDEX FDS | VUG | Other | 2.01% | 82,460 | -3,300 | -3.85% | $7,430,461 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.74% | 14,141 | -1,817 | -11.39% | $6,450,983 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.68% | 29,983 | -1,649 | -5.21% | $6,237,026 |
| APPLE INC | AAPL | Technology | 1.60% | 17,801 | -157 | -0.87% | $5,928,093 |
| ISHARES INC | IEMG | Other | 1.59% | 72,572 | +3,275 | +4.73% | $5,889,922 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.55% | 52,444 | +723 | +1.40% | $5,736,352 |
| MICROSOFT CORP | MSFT | Technology | 1.54% | 11,132 | -50,750 | -82.01% | $5,709,525 |
| ISHARES TR | STIP | Other | 1.44% | 53,609 | +5,088 | +10.49% | $5,344,863 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.42% | 44,749 | +872 | +1.99% | $5,270,072 |
| AMPHENOL CORP | APH | Technology | 1.39% | 61,147 | +28,371 | +86.56% | $5,154,692 |
| SPDR SERIES TRUST | SPSB | Other | 1.30% | 162,067 | +89,855 | +124.43% | $4,795,552 |
| VANGUARD INDEX FDS | VBR | Other | 1.20% | 19,191 | -828 | -4.14% | $4,433,627 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.12% | 45,864 | -1,253 | -2.66% | $4,147,956 |
| ISHARES TR | IJR | Other | 1.12% | 30,356 | -1,996 | -6.17% | $4,129,640 |
| VANGUARD INDEX FDS | VB | Other | 1.11% | 14,475 | +711 | +5.17% | $4,117,949 |
| CATERPILLAR INC | CAT | Industrials | 1.11% | 5,065 | -642 | -11.25% | $4,106,453 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.09% | 27,189 | -3,480 | -11.35% | $4,052,520 |
Showing 30 of 136 holdings in the latest reporting period.