Holders — by stockHoldings — by fund
Stone Summit Wealth LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001908192
$394.0M
disclosed book value
144
positions
5.9%
largest position share
Positions, as of 2026-06-30
top 100 of 144 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 61,882 | $23.1M | 5.9% |
| 2 | VTVVANGUARD INDEX FDS | 88,161 | $19.2M | 4.9% |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 223,282 | $17.6M | 4.5% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 227,588 | $16.2M | 4.1% |
| 5 | SPYMSPDR SERIES TRUST | 162,191 | $14.3M | 3.6% |
| 6 | BSVVANGUARD BD INDEX FDS | 163,804 | $12.8M | 3.2% |
| 7 | GOOGALPHABET INC | 35,941 | $12.7M | 3.2% |
| 8 | DFIVDIMENSIONAL ETF TRUST | 200,201 | $10.8M | 2.7% |
| 9 | SPYVSPDR SERIES TRUST | 152,106 | $9.2M | 2.3% |
| 10 | JPMJPMORGAN CHASE & CO | 27,174 | $8.9M | 2.3% |
| 11 | BNDWVANGUARD SCOTTSDALE FDS | 128,126 | $8.8M | 2.2% |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 100,089 | $8.3M | 2.1% |
| 13 | IVVISHARES TR | 10,928 | $8.2M | 2.1% |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 15,958 | $7.6M | 1.9% |
| 15 | VUGVANGUARD INDEX FDS | 85,760 | $7.4M | 1.9% |
| 16 | SPYGSPDR SERIES TRUST | 61,190 | $7.3M | 1.8% |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 31,632 | $6.7M | 1.7% |
| 18 | CATCATERPILLAR INC | 5,707 | $6.1M | 1.5% |
| 19 | APHAMPHENOL CORP | 32,776 | $5.8M | 1.5% |
| 20 | IEMGISHARES INC | 69,297 | $5.7M | 1.5% |
| 21 | CMICUMMINS INC | 7,949 | $5.7M | 1.4% |
| 22 | AVUVAMERICAN CENTY ETF TR | 43,877 | $5.5M | 1.4% |
| 23 | AVDVAMERICAN CENTY ETF TR | 51,721 | $5.3M | 1.4% |
| 24 | AAPLAPPLE INC | 17,958 | $5.2M | 1.3% |
| 25 | STIPISHARES TR | 48,521 | $5.0M | 1.3% |
| 26 | VBRVANGUARD INDEX FDS | 20,019 | $4.9M | 1.2% |
| 27 | IJRISHARES TR | 32,352 | $4.8M | 1.2% |
| 28 | AXPAMERICAN EXPRESS CO | 13,401 | $4.5M | 1.2% |
| 29 | AVLVAMERICAN CENTY ETF TR | 47,117 | $4.3M | 1.1% |
| 30 | LINLINDE PLC | 8,267 | $4.3M | 1.1% |
| 31 | VBVANGUARD INDEX FDS | 13,764 | $4.2M | 1.1% |
| 32 | LLYELI LILLY & CO | 3,470 | $4.2M | 1.1% |
| 33 | QCOMQUALCOMM INC | 21,259 | $3.9M | 1% |
| 34 | GILDGILEAD SCIENCES INC | 30,669 | $3.9M | 1% |
| 35 | VTIVANGUARD INDEX FDS | 9,668 | $3.6M | 0.9% |
| 36 | ECLECOLAB INC | 11,555 | $3.2M | 0.8% |
| 37 | SYKSTRYKER CORPORATION | 10,047 | $3.2M | 0.8% |
| 38 | SPYSTATE STR SPDR S&P 500 ETF T | 4,190 | $3.1M | 0.8% |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 51,880 | $3.1M | 0.8% |
| 40 | AVEMAMERICAN CENTY ETF TR | 31,190 | $3.0M | 0.8% |
| 41 | SCHCSCHWAB STRATEGIC TR | 58,048 | $2.8M | 0.7% |
| 42 | EFGISHARES TR | 22,193 | $2.8M | 0.7% |
| 43 | VVVANGUARD INDEX FDS | 7,704 | $2.6M | 0.7% |
| 44 | VVISA INC | 7,643 | $2.6M | 0.7% |
| 45 | PEPPEPSICO INC | 19,018 | $2.6M | 0.7% |
| 46 | SUBISHARES TR | 23,905 | $2.5M | 0.6% |
| 47 | NEENEXTERA ENERGY INC | 28,996 | $2.5M | 0.6% |
| 48 | DFUVDIMENSIONAL ETF TRUST | 44,265 | $2.4M | 0.6% |
| 49 | LOWLOWES COS INC | 11,006 | $2.4M | 0.6% |
| 50 | SPSMSPDR SERIES TRUST | 41,971 | $2.4M | 0.6% |
| 51 | AAGILENT TECHNOLOGIES INC | 18,192 | $2.4M | 0.6% |
| 52 | MRKMERCK & CO INC | 17,426 | $2.2M | 0.6% |
| 53 | VOVANGUARD INDEX FDS | 27,559 | $2.2M | 0.6% |
| 54 | SPSBSPDR SERIES TRUST | 72,212 | $2.2M | 0.5% |
| 55 | IGVISHARES TR | 23,019 | $2.1M | 0.5% |
| 56 | IEFAISHARES TR | 20,261 | $2.0M | 0.5% |
| 57 | SCHXSCHWAB STRATEGIC TR | 64,726 | $1.9M | 0.5% |
| 58 | VTEBVANGUARD MUN BD FDS | 34,644 | $1.8M | 0.4% |
| 59 | HDHOME DEPOT INC | 4,722 | $1.7M | 0.4% |
| 60 | DFACDIMENSIONAL ETF TRUST | 37,013 | $1.6M | 0.4% |
| 61 | HYGISHARES TR | 18,650 | $1.5M | 0.4% |
| 62 | GOOGLALPHABET INC | 4,018 | $1.4M | 0.4% |
| 63 | BMYBRISTOL-MYERS SQUIBB CO | 24,808 | $1.4M | 0.4% |
| 64 | WMTWALMART INC | 11,530 | $1.3M | 0.3% |
| 65 | TSLATESLA INC | 2,844 | $1.2M | 0.3% |
| 66 | XLUSELECT SECTOR SPDR TR | 24,995 | $1.1M | 0.3% |
| 67 | JNJJOHNSON & JOHNSON | 4,100 | $1.0M | 0.3% |
| 68 | SCHWSCHWAB CHARLES CORP | 10,900 | $1.0M | 0.3% |
| 69 | QQQINVESCO QQQ TR | 1,344 | $989,722 | 0.3% |
| 70 | DFATDIMENSIONAL ETF TRUST | 13,946 | $974,825 | 0.2% |
| 71 | VOOVANGUARD INDEX FDS | 1,312 | $901,095 | 0.2% |
| 72 | FNDFSCHWAB STRATEGIC TR | 16,455 | $868,166 | 0.2% |
| 73 | AMATAPPLIED MATLS INC | 1,200 | $867,600 | 0.2% |
| 74 | SPDWSPDR INDEX SHS FDS | 16,919 | $852,551 | 0.2% |
| 75 | SCHFSCHWAB STRATEGIC TR | 30,142 | $834,933 | 0.2% |
| 76 | KOCOCA COLA CO | 10,267 | $834,399 | 0.2% |
| 77 | AMGNAMGEN INC | 2,275 | $823,748 | 0.2% |
| 78 | ISTBISHARES TR | 16,200 | $781,650 | 0.2% |
| 79 | MUBISHARES TR | 6,981 | $751,295 | 0.2% |
| 80 | SCHGSCHWAB STRATEGIC TR | 21,679 | $733,617 | 0.2% |
| 81 | XOMEXXON MOBIL CORP | 5,337 | $729,675 | 0.2% |
| 82 | BACBANK OF AMER CORP | 12,800 | $729,344 | 0.2% |
| 83 | IWFISHARES TR | 5,660 | $702,802 | 0.2% |
| 84 | IUSGISHARES TR | 3,661 | $688,597 | 0.2% |
| 85 | IWMISHARES TR | 2,176 | $653,779 | 0.2% |
| 86 | ITOTISHARES TR | 3,915 | $643,117 | 0.2% |
| 87 | SCHBSCHWAB STRATEGIC TR | 21,859 | $633,037 | 0.2% |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 2,669 | $631,539 | 0.2% |
| 89 | MDYSTATE STR SPDR S&P MIDCAP 40 | 890 | $625,973 | 0.2% |
| 90 | DISDISNEY WALT CO | 6,485 | $624,181 | 0.2% |
| 91 | SCHASCHWAB STRATEGIC TR | 17,202 | $621,510 | 0.2% |
| 92 | VTECVANGUARD CALIF TAX FREE FDS | 5,989 | $602,493 | 0.2% |
| 93 | DFASDIMENSIONAL ETF TRUST | 6,737 | $554,725 | 0.1% |
| 94 | RCLROYAL CARIBBEAN GROUP | 1,725 | $547,739 | 0.1% |
| 95 | VTESVANGUARD WELLINGTON FD | 5,276 | $534,512 | 0.1% |
| 96 | IVWISHARES TR | 3,698 | $508,586 | 0.1% |
| 97 | AMDADVANCED MICRO DEVICES INC | 849 | $493,193 | 0.1% |
| 98 | PGPROCTER & GAMBLE CO | 3,232 | $473,940 | 0.1% |
| 99 | CSCOCISCO SYS INC | 4,000 | $469,840 | 0.1% |
| 100 | IVEISHARES TR | 2,065 | $468,879 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.