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Stone Summit Wealth LLC 13F holdings

Filed 2026-07-23 · Stone Summit Wealth LLC · 144 positions · $394.0M

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP61.9K$23.1M5.9%
VTVVANGUARD INDEX FDS88.2K$19.2M4.9%
VCSHVANGUARD SCOTTSDALE FDS223.3K$17.6M4.5%
VEAVANGUARD TAX-MANAGED FDS227.6K$16.2M4.1%
SPYMSPDR SERIES TRUST162.2K$14.3M3.6%
BSVVANGUARD BD INDEX FDS163.8K$12.8M3.2%
GOOGALPHABET INC35.9K$12.7M3.2%
DFIVDIMENSIONAL ETF TRUST200.2K$10.8M2.7%
SPYVSPDR SERIES TRUST152.1K$9.2M2.3%
JPMJPMORGAN CHASE & CO27.2K$8.9M2.3%
BNDWVANGUARD SCOTTSDALE FDS128.1K$8.8M2.2%
VCITVANGUARD SCOTTSDALE FDS100.1K$8.3M2.1%
IVVISHARES TR10.9K$8.2M2.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC16.0K$7.6M1.9%
VUGVANGUARD INDEX FDS85.8K$7.4M1.9%
SPYGSPDR SERIES TRUST61.2K$7.3M1.8%
RSPINVESCO EXCHANGE TRADED FD T31.6K$6.7M1.7%
CATCATERPILLAR INC5.7K$6.1M1.5%
APHAMPHENOL CORP32.8K$5.8M1.5%
ACWIISHARES INC69.3K$5.7M1.5%
CMICUMMINS INC7.9K$5.7M1.4%
AVUVAMERICAN CENTY ETF TR43.9K$5.5M1.4%
AVDVAMERICAN CENTY ETF TR51.7K$5.3M1.4%
AAPLAPPLE INC18.0K$5.2M1.3%
STIPISHARES TR48.5K$5.0M1.3%
VBRVANGUARD INDEX FDS20.0K$4.9M1.2%
IJRISHARES TR32.4K$4.8M1.2%
AXPAMERICAN EXPRESS CO13.4K$4.5M1.2%
AVLVAMERICAN CENTY ETF TR47.1K$4.3M1.1%
LINLINDE PLC8.3K$4.3M1.1%
VBVANGUARD INDEX FDS13.8K$4.2M1.1%
LLYELI LILLY & CO3.5K$4.2M1.1%
QCOMQUALCOMM INC21.3K$3.9M1.0%
GILDGILEAD SCIENCES INC30.7K$3.9M1.0%
VTIVANGUARD INDEX FDS9.7K$3.6M0.9%
ECLECOLAB INC11.6K$3.2M0.8%
SYKSTRYKER CORPORATION10.0K$3.2M0.8%
SPYSTATE STR SPDR S&P 500 ETF T4.2K$3.1M0.8%
VWOVANGUARD INTL EQUITY INDEX F51.9K$3.1M0.8%
AVEMAMERICAN CENTY ETF TR31.2K$3.0M0.8%
SCHCSCHWAB STRATEGIC TR58.0K$2.8M0.7%
EFGISHARES TR22.2K$2.8M0.7%
VVVANGUARD INDEX FDS7.7K$2.6M0.7%
VVISA INC7.6K$2.6M0.7%
PEPPEPSICO INC19.0K$2.6M0.7%
SUBISHARES TR23.9K$2.5M0.6%
NEENEXTERA ENERGY INC29.0K$2.5M0.6%
DFUVDIMENSIONAL ETF TRUST44.3K$2.4M0.6%
LOWLOWES COS INC11.0K$2.4M0.6%
SPSMSPDR SERIES TRUST42.0K$2.4M0.6%
AAGILENT TECHNOLOGIES INC18.2K$2.4M0.6%
MRKMERCK & CO INC17.4K$2.2M0.6%
VOVANGUARD INDEX FDS27.6K$2.2M0.6%
SPSBSPDR SERIES TRUST72.2K$2.2M0.5%
IGVISHARES TR23.0K$2.1M0.5%
IEFAISHARES TR20.3K$2.0M0.5%
SCHXSCHWAB STRATEGIC TR64.7K$1.9M0.5%
VTEBVANGUARD MUN BD FDS34.6K$1.8M0.4%
HDHOME DEPOT INC4.7K$1.7M0.4%
DFACDIMENSIONAL ETF TRUST37.0K$1.6M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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