Stone Summit Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Stone Summit Wealth Llc disclosed 144 stock positions valued at approximately $394.03M as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, VANGUARD INDEX FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 144
- Portfolio Value
- $394.03M
Holdings by Sector
Stone Summit Wealth Llc Portfolio Holdings in Q2 2026
143 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.86% | 61,882 | +387 | +0.63% | $23,083,070 |
| VANGUARD INDEX FDS | VTV | Other | 4.88% | 88,161 | -1,360 | -1.52% | $19,212,927 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.48% | 223,282 | -8,147 | -3.52% | $17,645,976 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.12% | 227,588 | +6,717 | +3.04% | $16,215,662 |
| SPDR SERIES TRUST | SPLG | Other | 3.62% | 162,191 | +4,127 | +2.61% | $14,253,345 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.24% | 163,804 | -2,639 | -1.59% | $12,761,970 |
| ALPHABET INC | GOOG | Communication Services | 3.22% | 35,941 | -1,451 | -3.88% | $12,699,034 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.74% | 200,201 | +1,559 | +0.78% | $10,814,858 |
| SPDR SERIES TRUST | SPYV | Other | 2.35% | 152,106 | +3,209 | +2.16% | $9,246,532 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.26% | 27,174 | -1,068 | -3.78% | $8,894,980 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 2.23% | 128,126 | +4,165 | +3.36% | $8,780,475 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.10% | 100,089 | +3,000 | +3.09% | $8,272,356 |
| ISHARES TR | IVV | Other | 2.08% | 10,928 | -795 | -6.78% | $8,184,092 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.93% | 15,958 | -977 | -5.77% | $7,621,062 |
| VANGUARD INDEX FDS | VUG | Other | 1.87% | 85,760 | +71,109 | +485.35% | $7,387,366 |
| SPDR SERIES TRUST | SPYG | Other | 1.85% | 61,190 | +3,441 | +5.96% | $7,280,998 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.71% | 31,632 | -470 | -1.46% | $6,730,341 |
| CATERPILLAR INC | CAT | Industrials | 1.54% | 5,707 | -438 | -7.13% | $6,077,384 |
| AMPHENOL CORP | APH | Technology | 1.47% | 32,776 | -1,327 | -3.89% | $5,779,064 |
| ISHARES INC | IEMG | Other | 1.46% | 69,297 | +308 | +0.45% | $5,740,563 |
| CUMMINS INC | CMI | Industrials | 1.44% | 7,949 | -530 | -6.25% | $5,669,306 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.39% | 43,877 | +136 | +0.31% | $5,474,095 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.35% | 51,721 | -1,194 | -2.26% | $5,329,849 |
| APPLE INC | AAPL | Technology | 1.32% | 17,958 | -59 | -0.33% | $5,196,327 |
| ISHARES TR | STIP | Other | 1.26% | 48,521 | +1,547 | +3.29% | $4,956,905 |
| VANGUARD INDEX FDS | VBR | Other | 1.23% | 20,019 | -287 | -1.41% | $4,864,417 |
| ISHARES TR | IJR | Other | 1.22% | 32,352 | -224 | -0.69% | $4,798,125 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.15% | 13,401 | -235 | -1.72% | $4,532,888 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.09% | 47,117 | -289 | -0.61% | $4,297,542 |
| LINDE PLC | LIN | Other | 1.09% | 8,267 | -99 | -1.18% | $4,290,077 |
| VANGUARD INDEX FDS | VB | Other | 1.06% | 13,764 | +165 | +1.21% | $4,172,144 |
| ELI LILLY & CO | LLY | Healthcare | 1.06% | 3,470 | +90 | +2.66% | $4,162,022 |
| QUALCOMM INC | QCOM | Technology | 1.00% | 21,259 | -925 | -4.17% | $3,928,451 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.98% | 30,669 | -577 | -1.85% | $3,874,721 |
| VANGUARD INDEX FDS | VTI | Other | 0.91% | 9,668 | -20 | -0.21% | $3,577,547 |
| ECOLAB INC | ECL | Basic Materials | 0.82% | 11,555 | -458 | -3.81% | $3,219,339 |
| STRYKER CORPORATION | SYK | Healthcare | 0.80% | 10,047 | -686 | -6.39% | $3,163,197 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.79% | 4,190 | +63 | +1.53% | $3,128,966 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.79% | 51,880 | -884 | -1.68% | $3,096,705 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.76% | 31,190 | -367 | -1.16% | $3,009,523 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.71% | 58,048 | +2,666 | +4.81% | $2,793,280 |
| ISHARES TR | EFG | Other | 0.70% | 22,193 | +1,036 | +4.90% | $2,761,253 |
| VANGUARD INDEX FDS | VV | Other | 0.67% | 7,704 | - | - | $2,649,483 |
| VISA INC | V | Financial Services | 0.67% | 7,643 | -19 | -0.25% | $2,622,237 |
| PEPSICO INC | PEP | Consumer Defensive | 0.65% | 19,018 | -634 | -3.23% | $2,575,037 |
| ISHARES TR | SUB | Other | 0.65% | 23,905 | -1,960 | -7.58% | $2,545,165 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.65% | 28,996 | +1,195 | +4.30% | $2,544,979 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.62% | 44,265 | -55 | -0.12% | $2,435,018 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.62% | 11,006 | -252 | -2.24% | $2,426,713 |
| SPDR SERIES TRUST | SPSM | Other | 0.61% | 41,971 | -1,172 | -2.72% | $2,420,468 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.61% | 18,192 | -96 | -0.52% | $2,416,443 |
| MERCK & CO INC | MRK | Healthcare | 0.57% | 17,426 | -140 | -0.80% | $2,239,241 |
| VANGUARD INDEX FDS | VO | Other | 0.56% | 27,559 | +20,606 | +296.36% | $2,220,429 |
| SPDR SERIES TRUST | SPSB | Other | 0.55% | 72,212 | +52,212 | +261.06% | $2,167,082 |
| ISHARES TR | IGV | Other | 0.53% | 23,019 | -131 | -0.57% | $2,085,521 |
| ISHARES TR | IEFA | Other | 0.50% | 20,261 | +57 | +0.28% | $1,956,807 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.48% | 64,726 | -1,765 | -2.65% | $1,904,896 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.44% | 34,644 | +4,127 | +13.52% | $1,752,294 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.42% | 4,722 | -127 | -2.62% | $1,665,355 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.42% | 37,013 | -235 | -0.63% | $1,641,897 |
| ISHARES TR | HYG | Other | 0.38% | 18,650 | +450 | +2.47% | $1,491,441 |
| ALPHABET INC | GOOGL | Communication Services | 0.36% | 4,018 | -70 | -1.71% | $1,435,913 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.36% | 24,808 | +2,300 | +10.22% | $1,429,437 |
| WALMART INC | WMT | Consumer Defensive | 0.33% | 11,530 | -20 | -0.17% | $1,305,888 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 2,844 | +15 | +0.53% | $1,196,186 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.29% | 24,995 | +1,680 | +7.21% | $1,133,273 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 4,100 | -20 | -0.49% | $1,041,277 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.26% | 10,900 | - | - | $1,005,743 |
| INVESCO QQQ TR | QQQ | Other | 0.25% | 1,344 | - | - | $989,722 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.25% | 13,946 | -13 | -0.09% | $974,825 |
| VANGUARD INDEX FDS | VOO | Other | 0.23% | 1,312 | +35 | +2.74% | $901,095 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.22% | 16,455 | - | - | $868,166 |
| APPLIED MATLS INC | AMAT | Technology | 0.22% | 1,200 | - | - | $867,600 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.22% | 16,919 | +140 | +0.83% | $852,551 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.21% | 30,142 | - | - | $834,933 |
| COCA COLA CO | KO | Consumer Defensive | 0.21% | 10,267 | -35 | -0.34% | $834,399 |
| AMGEN INC | AMGN | Healthcare | 0.21% | 2,275 | -24 | -1.04% | $823,748 |
| ISHARES TR | ISTB | Other | 0.20% | 16,200 | +16,200 | +100.00% | $781,650 |
| ISHARES TR | MUB | Other | 0.19% | 6,981 | -915 | -11.59% | $751,295 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.19% | 21,679 | +18 | +0.08% | $733,617 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 5,337 | -283 | -5.04% | $729,675 |
| BANK OF AMER CORP | BAC | Financial Services | 0.19% | 12,800 | -400 | -3.03% | $729,344 |
| ISHARES TR | IWF | Other | 0.18% | 5,660 | +4,245 | +300.00% | $702,802 |
| ISHARES TR | IUSG | Other | 0.17% | 3,661 | +543 | +17.42% | $688,597 |
| ISHARES TR | IWM | Other | 0.17% | 2,176 | - | - | $653,779 |
| ISHARES TR | ITOT | Other | 0.16% | 3,915 | +45 | +1.16% | $643,117 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.16% | 21,859 | - | - | $633,037 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.16% | 2,669 | - | - | $631,539 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.16% | 890 | -54 | -5.72% | $625,973 |
| DISNEY WALT CO | DIS | Communication Services | 0.16% | 6,485 | -605 | -8.53% | $624,181 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.16% | 17,202 | -45 | -0.26% | $621,510 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.15% | 5,989 | +321 | +5.66% | $602,493 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.14% | 6,737 | - | - | $554,725 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.14% | 1,725 | -20 | -1.15% | $547,739 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.14% | 5,276 | -133 | -2.46% | $534,512 |
| ISHARES TR | IVW | Other | 0.13% | 3,698 | -15 | -0.40% | $508,586 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 849 | +849 | +100.00% | $493,193 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 3,232 | -60 | -1.82% | $473,940 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 4,000 | - | - | $469,840 |
| ISHARES TR | IVE | Other | 0.12% | 2,065 | -11 | -0.53% | $468,879 |