Stone Summit Wealth LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Stone Summit Wealth LLC reported 144 stock positions worth $394.0 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 4.9%) and Vanguard S/T Corp. Bond ETF (VCSH, 4.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 6, added to 36 and reduced 73. The biggest buy was SS SPDR P St C Corp. ETF (SPSB, shares +261%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001908192
- Portfolio Value
- $394.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000614 ↗ filed Jul 23, 2026
Holdings Value
Holdings 144 stocks · $394.0M
| MSFT Microsoft Corp. | 5.86% | 61,882 | $23.1M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.88% | 88,161 | $19.2M | Reduce -1.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.48% | 223,282 | $17.6M | Reduce -3.5% |
| VEA Vanguard Ftse Developed ETF | 4.12% | 227,588 | $16.2M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.62% | 162,191 | $14.3M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 3.24% | 163,804 | $12.8M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 3.22% | 35,941 | $12.7M | Reduce -3.9% |
| DFIV Dimensional International Va | 2.74% | 200,201 | $10.8M | Add +0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.35% | 152,106 | $9.2M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 2.26% | 27,174 | $8.9M | Reduce -3.8% |
| BNDW Vanguard Total World Bond Et | 2.23% | 128,126 | $8.8M | Add +3.4% |
| VCIT Vanguard Int-Term Corporate | 2.10% | 100,089 | $8.3M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 2.08% | 10,928 | $8.2M | Reduce -6.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.93% | 15,958 | $7.6M | Reduce -5.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.87% | 85,760 | $7.4M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.85% | 61,190 | $7.3M | Add +6.0% |
| RSP Invesco S&P 500 Equal Weight | 1.71% | 31,632 | $6.7M | Reduce -1.5% |
| CAT Caterpillar Inc. | 1.54% | 5,707 | $6.1M | Reduce -7.1% |
| APH Amphenol Corp. Class A | 1.47% | 32,776 | $5.8M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 1.46% | 69,297 | $5.7M | Add +0.5% |
| CMI Cummins Inc. | 1.44% | 7,949 | $5.7M | Reduce -6.3% |
| AVUV Avantis US Small Cap Value | 1.39% | 43,877 | $5.5M | Add +0.3% |
| AVDV Avantis Intl S/C Value ETF | 1.35% | 51,721 | $5.3M | Reduce -2.3% |
| AAPL Apple Inc. | 1.32% | 17,958 | $5.2M | Reduce -0.3% |
| STIP iShares 0-5 Year Tips Bond E | 1.26% | 48,521 | $5.0M | Add +3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 20,019 | $4.9M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 1.22% | 32,352 | $4.8M | Reduce -0.7% |
| AXP American Express Co. | 1.15% | 13,401 | $4.5M | Reduce -1.7% |
| AVLV Avantis US Large Cap Value | 1.09% | 47,117 | $4.3M | Reduce -0.6% |
| LIN Linde PLC | 1.09% | 8,267 | $4.3M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 13,764 | $4.2M | Add +1.2% |
| LLY Eli Lilly & Co. | 1.06% | 3,470 | $4.2M | Add +2.7% |
| QCOM Qualcomm Inc. | 1.00% | 21,259 | $3.9M | Reduce -4.2% |
| GILD Gilead Sciences Inc. | 0.98% | 30,669 | $3.9M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 9,668 | $3.6M | Reduce -0.2% |
| ECL Ecolab Inc. | 0.82% | 11,555 | $3.2M | Reduce -3.8% |
| SYK Stryker Corp. | 0.80% | 10,047 | $3.2M | Reduce -6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 4,190 | $3.1M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 51,880 | $3.1M | Reduce -1.7% |
| AVEM Avantis Emerging Markets Eq | 0.76% | 31,190 | $3.0M | Reduce -1.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.71% | 58,048 | $2.8M | Add +4.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.70% | 22,193 | $2.8M | Add +4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.67% | 7,704 | $2.6M | No change |
| V Visa Inc. Class A | 0.67% | 7,643 | $2.6M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.65% | 19,018 | $2.6M | Reduce -3.2% |
| SUB iShares Short-Term National | 0.65% | 23,905 | $2.5M | Reduce -7.6% |
| NEE Nextera Energy Inc. | 0.65% | 28,996 | $2.5M | Add +4.3% |
| DFUV Dimensional US Marketwide Va | 0.62% | 44,265 | $2.4M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.62% | 11,006 | $2.4M | Reduce -2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.61% | 41,971 | $2.4M | Reduce -2.7% |
| A Agilent Technologies Inc. | 0.61% | 18,192 | $2.4M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.57% | 17,426 | $2.2M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 27,559 | $2.2M | Reduce -0.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.55% | 72,212 | $2.2M | Add +261.1% |
| IGV iShares Expanded Tech-Softwa | 0.53% | 23,019 | $2.1M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 20,261 | $2.0M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 0.48% | 64,726 | $1.9M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 34,644 | $1.8M | Add +13.5% |
| HD Home Depot Inc. | 0.42% | 4,722 | $1.7M | Reduce -2.6% |
| DFAC Dimensional US Core Equity 2 | 0.42% | 37,013 | $1.6M | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.38% | 18,650 | $1.5M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 0.36% | 4,018 | $1.4M | Reduce -1.7% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 24,808 | $1.4M | Add +10.2% |
| WMT Walmart Inc. | 0.33% | 11,530 | $1.3M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.30% | 2,844 | $1.2M | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 24,995 | $1.1M | Add +7.2% |
| JNJ Johnson & Johnson | 0.26% | 4,100 | $1.0M | Reduce -0.5% |
| SCHW Schwab (charles) Corp. | 0.26% | 10,900 | $1.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,344 | $990K | No change |
| DFAT Dimensional US Target Value | 0.25% | 13,946 | $975K | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,312 | $901K | Add +2.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.22% | 16,455 | $868K | No change |
| AMAT Applied Materials Inc. | 0.22% | 1,200 | $868K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.22% | 16,919 | $853K | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 0.21% | 30,142 | $835K | No change |
| KO The Coca-Cola Co. | 0.21% | 10,267 | $834K | Reduce -0.3% |
| AMGN Amgen Inc. | 0.21% | 2,275 | $824K | Reduce -1.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.20% | 16,200 | $782K | New |
| MUB iShares National Muni Bond E | 0.19% | 6,981 | $751K | Reduce -11.6% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 21,679 | $734K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.19% | 5,337 | $730K | Reduce -5.0% |
| BAC Bank of America Corp. | 0.19% | 12,800 | $729K | Reduce -3.0% |
| IWF iShares Russell 1000 Growth | 0.18% | 5,660 | $703K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.17% | 3,661 | $689K | Add +17.4% |
| IWM iShares Russell 2000 ETF | 0.17% | 2,176 | $654K | No change |
| ITOT iShares Core S&P Total U.S. | 0.16% | 3,915 | $643K | Add +1.2% |
| SCHB Schwab US Broad Market ETF | 0.16% | 21,859 | $633K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,669 | $632K | No change |
| MDY State Street SPDR S&P Midcap | 0.16% | 890 | $626K | Reduce -5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 6,485 | $624K | Reduce -8.5% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 17,202 | $622K | Reduce -0.3% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.15% | 5,989 | $602K | Add +5.7% |
| DFAS Dimensional US Small Cap ETF | 0.14% | 6,737 | $555K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 1,725 | $548K | Reduce -1.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.14% | 5,276 | $535K | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 3,698 | $509K | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.13% | 849 | $493K | New |
| PG The Procter & Gamble Co. | 0.12% | 3,232 | $474K | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.12% | 4,000 | $470K | No change |
| IVE iShares S&P 500 Value ETF | 0.12% | 2,065 | $469K | Reduce -0.5% |
Portfolio Sells Q1 2026 → Q2 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 4.48% | −0.63 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.53 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.6% | 3.24% | −0.39 |
| GILD Gilead Sciences Inc. | Reduce -1.9% | 0.98% | −0.23 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.65% | −0.20 |
| SYK Stryker Corp. | Reduce -6.4% | 0.80% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.62% | −0.12 |
| SUB iShares Short-Term National | Reduce -7.6% | 0.65% | −0.12 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.3% | 1.35% | −0.12 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -5.0% | 0.19% | −0.08 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.08 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.07 |
| ECL Ecolab Inc. | Reduce -3.8% | 0.82% | −0.07 |
| WMT Walmart Inc. | Reduce -0.2% | 0.33% | −0.07 |
| LIN Linde PLC | Reduce -1.2% | 1.09% | −0.07 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.06 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 2.26% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -6.8% | 2.08% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -11.6% | 0.19% | −0.04 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Reduce -28.9% | 0.06% | −0.03 |
| DIS The Walt Disney Co. | Reduce -8.5% | 0.16% | −0.03 |
| HD Home Depot Inc. | Reduce -2.6% | 0.42% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.57% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -16.7% | 0.05% | −0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -2.5% | 0.14% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.21% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.26% | −0.02 |
| TFC Truist Financial Corp. | Reduce -15.4% | 0.07% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.12% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 4.88% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -5.2% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.11% | −0.01 |
| ARES Ares Management Corp. Class A | Reduce -1.6% | 0.09% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -7.0% | 0.12% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.7% | 0.79% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -11.8% | 0.11% | −0.01 |
| APO Apollo Global Management Inc. | Reduce -2.8% | 0.11% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.5% | 1.71% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.21% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.7% | 0.07% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -5.1% | 0.07% | −0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -1.5% | 0.05% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -5.7% | 0.16% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.5% | 0.12% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -9.2% | 0.10% | −0.00 |
| EZU iShares MSCI Eurozone ETF | Reduce -0.2% | 0.08% | +0.00 |
| AXP American Express Co. | Reduce -1.7% | 1.15% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SPSB SS SPDR P St C Corp. ETF | Add +261.1% | 0.55% | +0.38 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.0% | 1.85% | +0.27 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.6% | 3.62% | +0.25 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.20% | +0.20 |
| LLY Eli Lilly & Co. | Add +2.7% | 1.06% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 4.12% | +0.18 |
| AMD Advanced Micro Devices | New | 0.13% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 1.46% | +0.12 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 1.06% | +0.07 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.05% | +0.05 |
| SCHM Schwab US Mid Cap ETF | New | 0.05% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 0.79% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.9% | 0.70% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 1.39% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +17.4% | 0.17% | +0.04 |
| AMZN Amazon.com Inc. | Add +20.8% | 0.11% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +13.5% | 0.44% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.7% | 0.23% | +0.02 |
| NVDA Nvidia Corp. | Add +10.3% | 0.11% | +0.02 |
| XLI SS Industrial Select Sector | Add +10.2% | 0.09% | +0.01 |
| TSLA Tesla Inc. | Add +0.5% | 0.30% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.19% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.2% | 0.16% | +0.01 |
| XLV SS Health Care Select Sector | Add +9.1% | 0.12% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.8% | 0.22% | +0.00 |
| CL Colgate-Palmolive Co. | Add +6.0% | 0.07% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.2% | 2.35% | +0.00 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +5.7% | 0.15% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Add +1.5% | 0.09% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +7.2% | 0.29% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Add +4.8% | 0.71% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.3% | 0.50% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Add +10.2% | 0.36% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.5% | 0.38% | −0.02 |
| NEE Nextera Energy Inc. | Add +4.3% | 0.65% | −0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.3% | 1.26% | −0.09 |
| BNDW Vanguard Total World Bond Et | Add +3.4% | 2.23% | −0.13 |
| VCIT Vanguard Int-Term Corporate | Add +3.1% | 2.10% | −0.14 |
| DFIV Dimensional International Va | Add +0.8% | 2.74% | −0.17 |
| MSFT Microsoft Corp. | Add +0.6% | 5.86% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 144 | $394.0M | MSFT, VTV, VCSH, VEA, SPYM |
| Q1 2026 | 142 | $359.3M | MSFT, VCSH, VTV, VEA, BSV |
| Q4 2025 | 141 | $368.7M | MSFT, VTV, VCSH, SPYM, GOOG |
| Q3 2025 | 143 | $352.6M | MSFT, VTV, VCSH, BSV, VEA |
| Q2 2025 | 142 | $322.8M | MSFT, VTV, SPYV, JPM, VCIT |
| Q1 2025 | 140 | $295.2M | MSFT, VTV, SPYV, VCIT, JPM |
| Q4 2024 | 138 | $298.0M | MSFT, VTV, SPYV, VCSH, VCIT |
| Q3 2024 | 141 | $309.9M | MSFT, VTV, SPYV, VCSH, VCIT |
| Q2 2024 | 137 | $278.9M | MSFT, VTV, SPYV, VCSH, GOOG |
| Q1 2024 | 140 | $287.7M | MSFT, VTV, SPYV, LLAP, VCSH |