Stone Summit Wealth LLC 13F Holdings · Q2 2026
Stone Summit Wealth LLC reported 144 securities worth $394.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (5.86%), VTV (4.88%), VCSH (4.48%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $23.1M | 5.86% | 61,882 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $19.2M | 4.88% | 88,161 | Trimmed |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $17.6M | 4.48% | 223,282 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $16.2M | 4.12% | 227,588 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $14.3M | 3.62% | 162,191 | Added |
| 6 | BSV | VANGUARD BD INDEX FDS | $12.8M | 3.24% | 163,804 | Trimmed |
| 7 | GOOG | ALPHABET INC | $12.7M | 3.22% | 35,941 | Trimmed |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $10.8M | 2.74% | 200,201 | Added |
| 9 | SPYV | SPDR SERIES TRUST | $9.2M | 2.35% | 152,106 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $8.9M | 2.26% | 27,174 | Trimmed |
| 11 | BNDW | VANGUARD SCOTTSDALE FDS | $8.8M | 2.23% | 128,126 | Added |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $8.3M | 2.10% | 100,089 | Added |
| 13 | IVV | ISHARES TR | $8.2M | 2.08% | 10,928 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 1.93% | 15,958 | Trimmed |
| 15 | VUG | VANGUARD INDEX FDS | $7.4M | 1.87% | 85,760 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $7.3M | 1.85% | 61,190 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.71% | 31,632 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $6.1M | 1.54% | 5,707 | Trimmed |
| 19 | APH | AMPHENOL CORP | $5.8M | 1.47% | 32,776 | Trimmed |
| 20 | IEMG | ISHARES INC | $5.7M | 1.46% | 69,297 | Added |
| 21 | CMI | CUMMINS INC | $5.7M | 1.44% | 7,949 | Trimmed |
| 22 | AVUV | AMERICAN CENTY ETF TR | $5.5M | 1.39% | 43,877 | Added |
| 23 | AVDV | AMERICAN CENTY ETF TR | $5.3M | 1.35% | 51,721 | Trimmed |
| 24 | AAPL | APPLE INC | $5.2M | 1.32% | 17,958 | Trimmed |
| 25 | STIP | ISHARES TR | $5.0M | 1.26% | 48,521 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR