Stone Summit Wealth LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Stone Summit Wealth LLC reported 140 stock positions worth $295.2 million. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 5.4%) and SS SPDR P S&P 500 Value ETF (SPYV, 3.3%). Compared with Q4 2024, it opened 2 new positions, added to 49 and reduced 69. The biggest buy was a new position in Agilent Technologies (A) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001908192
Portfolio Value
$295.2M (Q1 2025)
SEC Filing
0001667731-25-000518 ↗ filed Apr 24, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $287.7M Q1 2024 Q2 2024: $278.9M Q2 2024 Q3 2024: $309.9M Q3 2024 Q4 2024: $298.0M Q4 2024 Q1 2025: $295.2M $295.2M Q1 2025 Q2 2025: $322.8M Q2 2025 Q3 2025: $352.6M Q3 2025 Q4 2025: $368.7M Q4 2025 Q1 2026: $359.3M Q1 2026 Q2 2026: $394.0M Q2 2026

Holdings 140 stocks · $295.2M

MSFT Microsoft Corp. 7.84% 61,670 $23.2M Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 5.39% 92,091 $15.9M Reduce -0.7%
SPYV SS SPDR P S&P 500 Value ETF 3.33% 192,197 $9.8M Reduce -1.7%
VCIT Vanguard Int-Term Corporate 2.76% 99,573 $8.1M Add +1.5%
JPM JPMorgan Chase & Co. 2.56% 30,767 $7.5M Reduce -1.1%
VCSH Vanguard S/T Corp. Bond ETF 2.53% 94,476 $7.5M Reduce -20.8%
BSV Vanguard Short-Term Bond ETF 2.19% 82,691 $6.5M Reduce -0.9%
DFIV Dimensional International Va 2.15% 160,962 $6.3M Add +12.4%
GOOG Alphabet Inc. Class C 2.09% 39,445 $6.2M Reduce -1.7%
RSP Invesco S&P 500 Equal Weight 1.91% 32,613 $5.6M Add +4.1%
VTI VG Morningstar TS MKT ETF-US 1.88% 20,215 $5.6M Add +5.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.82% 28,772 $5.4M Reduce -3.6%
VEA Vanguard Ftse Developed ETF 1.81% 105,197 $5.3M Add +12.0%
BND Vanguard Total Bond Market 1.60% 64,320 $4.7M Add +10.7%
AVUV Avantis US Small Cap Value 1.55% 52,594 $4.6M Reduce -3.1%
IVV iShares Core S&P 500 ETF 1.52% 8,002 $4.5M Add +5.4%
SYK Stryker Corp. 1.48% 11,720 $4.4M Reduce -2.3%
DFAC Dimensional US Core Equity 2 1.45% 129,383 $4.3M Add +5.4%
AXP American Express Co. 1.43% 15,654 $4.2M Reduce -2.5%
AVLV Avantis US Large Cap Value 1.42% 64,311 $4.2M Add +0.2%
IJR iShares Core S&P Small-Cap E 1.41% 39,753 $4.2M Reduce -0.6%
AAPL Apple Inc. 1.38% 18,393 $4.1M Reduce -2.5%
AVDV Avantis Intl S/C Value ETF 1.34% 56,726 $4.0M Add +0.3%
PEP Pepsico Inc. 1.34% 26,292 $3.9M Add +4.4%
BNDX Vanguard Total Intl Bond ETF 1.32% 79,635 $3.9M Reduce -0.5%
LIN Linde PLC 1.25% 7,949 $3.7M Add +1.4%
GILD Gilead Sciences Inc. 1.23% 32,348 $3.6M Add +6.0%
QCOM Qualcomm Inc. 1.23% 23,596 $3.6M Add +0.2%
STIP iShares 0-5 Year Tips Bond E 1.14% 32,631 $3.4M Add +21.2%
TSM Taiwan Semiconductor-SP ADR 1.12% 19,976 $3.3M Reduce -2.7%
IEMG iShares Core MSCI Emerging 1.05% 57,164 $3.1M Add +5.0%
CMI Cummins Inc. 1.03% 9,669 $3.0M Add +2.4%
ECL Ecolab Inc. 0.99% 11,512 $2.9M Add +0.8%
LOW Lowe's Cos Inc. 0.99% 12,512 $2.9M Reduce -1.2%
APH Amphenol Corp. Class A 0.98% 44,015 $2.9M Reduce -4.0%
VWO Vanguard Ftse Emerging Marke 0.91% 59,312 $2.7M Reduce -0.9%
IGV iShares Expanded Tech-Softwa 0.89% 29,511 $2.6M Reduce -4.0%
V Visa Inc. Class A 0.88% 7,435 $2.6M Add +5.4%
A Agilent Technologies Inc. 0.86% 21,630 $2.5M New
SUB iShares Short-Term National 0.84% 23,573 $2.5M Add +1.0%
TIP iShares Tips Bond ETF 0.83% 22,074 $2.5M Add +14.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.81% 6,443 $2.4M Add +6.6%
HD Home Depot Inc. 0.80% 6,457 $2.4M Reduce -1.6%
MDY State Street SPDR S&P Midcap 0.80% 4,434 $2.4M Add +1.3%
CAT Caterpillar Inc. 0.79% 7,077 $2.3M Add +4.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.79% 4,151 $2.3M Add +4.3%
HEFA Isha Curr Hedged MSCI Eafe 0.75% 61,291 $2.2M Add +0.7%
JPST JPMorgan Ultra-Short Income 0.74% 43,236 $2.2M Add +32.9%
VB Vanguard Most SM-Cap ETF-Usd 0.71% 9,511 $2.1M Reduce -4.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.71% 8,195 $2.1M No change
SPSM SS SPDR P S&P 600 Small Cap 0.71% 51,132 $2.1M Add +0.4%
DFUV Dimensional US Marketwide Va 0.70% 49,960 $2.1M Reduce -0.5%
AVEM Avantis Emerging Markets Eq 0.68% 33,436 $2.0M Add +4.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.61% 22,467 $1.8M Add +5.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.57% 21,333 $1.7M Add +44.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.56% 33,140 $1.6M Reduce -4.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.55% 24,509 $1.6M Reduce -7.3%
MDT Medtronic PLC 0.54% 17,599 $1.6M Add +17.2%
LLY Eli Lilly & Co. 0.53% 1,898 $1.6M No change
SCHC Schwab Intl Small-Cap Equity 0.53% 43,673 $1.6M Add +2.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 15,284 $1.5M Reduce -0.1%
MRK Merck & Co. Inc. 0.51% 16,747 $1.5M Reduce -11.6%
NEE Nextera Energy Inc. 0.51% 21,095 $1.5M Add +4.3%
VNQ Vanguard Real Estate ETF 0.50% 16,418 $1.5M Add +4.2%
PFF iShares Preferred & Income S 0.49% 47,015 $1.4M Add +49.7%
MUB iShares National Muni Bond E 0.42% 11,676 $1.2M Reduce -1.2%
VNQI Vanguard GLBL Ex-US Real Est 0.41% 29,958 $1.2M Add +5.1%
SCHX Schwab US Large-Cap ETF 0.41% 54,737 $1.2M Add +10.8%
IEFA iShares Core MSCI Eafe ETF 0.37% 14,356 $1.1M No change
EFG iShares MSCI Eafe Growth ETF 0.35% 10,442 $1.0M Add +5.6%
WMT Walmart Inc. 0.34% 11,600 $1.0M Reduce -0.1%
VTIP Vanguard Short-Term Tips 0.34% 20,286 $1.0M Add +93.1%
DFAI Dimensional International Co. 0.33% 31,391 $980K Add +1.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.33% 12,205 $962K Reduce -6.9%
KO The Coca-Cola Co. 0.30% 12,545 $898K Reduce -2.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.28% 22,912 $828K Reduce -0.6%
XOM Exxon Mobil Corp. 0.25% 6,315 $751K Reduce -2.2%
SCHF Schwab Intl Equity ETF 0.24% 35,998 $712K Reduce -0.7%
NKE Nike Inc. Class B 0.23% 10,645 $676K Reduce -42.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.22% 18,024 $656K Reduce -2.5%
SPSB SS SPDR P St C Corp. ETF 0.21% 20,840 $627K Reduce -5.4%
QQQ Invesco QQQ Trust Series 1 0.21% 1,319 $619K No change
TSLA Tesla Inc. 0.21% 2,345 $608K Add +3.8%
JNJ Johnson & Johnson 0.21% 3,660 $607K Reduce -5.8%
AVIV Avantis Intl LRG Cap Val ETF 0.20% 10,568 $599K Reduce -0.4%
DFAT Dimensional US Target Value 0.20% 11,500 $592K Add +0.9%
GOOGL Alphabet Inc. Class A 0.19% 3,696 $572K Reduce -2.9%
AMGN Amgen Inc. 0.18% 1,738 $541K Reduce -0.5%
PGX Invesco Preferred ETF 0.18% 47,750 $536K Add +124.7%
ITOT iShares Core S&P Total U.S. 0.18% 4,349 $531K Add +8.6%
VIG Vanguard Dividend Apprec ETF 0.18% 2,734 $530K No change
IWF iShares Russell 1000 Growth 0.18% 1,458 $526K Reduce -16.0%
VOO Vanguard S&P 500 ETF 0.18% 1,023 $526K No change
BRK.B Berkshire Hathaway Inc. Class B 0.18% 980 $522K Reduce -4.8%
APO Apollo Global Management Inc. 0.18% 3,800 $520K Reduce -1.9%
PG The Procter & Gamble Co. 0.17% 3,030 $516K Reduce -9.0%
SCHV Schwab US Large-Cap Value 0.17% 18,881 $502K Reduce -1.6%
IVE iShares S&P 500 Value ETF 0.17% 2,557 $487K No change
ARES Ares Management Corp. Class A 0.16% 3,300 $484K Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.16% 7,920 $483K No change
XLV SS Health Care Select Sector 0.16% 3,149 $460K Reduce -3.8%
RCL Royal Caribbean Cruises Ltd. 0.15% 2,215 $455K Reduce -8.7%
IWM iShares Russell 2000 ETF 0.15% 2,277 $454K Reduce -1.0%
JMUB JPMorgan Municipal ETF 0.15% 8,977 $449K Add +5.5%
VTES Vanguard SH Term Tax-Ex Bond 0.15% 4,340 $436K Reduce -23.5%
IVW iShares S&P 500 Growth ETF 0.14% 4,476 $416K Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.14% 9,900 $413K No change
MCD McDonald's Corp. 0.14% 1,320 $412K Reduce -2.9%
UPS United Parcel Service Class B 0.14% 3,664 $403K Reduce -66.7%
DFAS Dimensional US Small Cap ETF 0.14% 6,737 $403K Reduce -5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,596 $397K Add +10.4%
ORCL Oracle Corp. 0.13% 2,717 $380K Reduce -1.1%
SCHA Schwab US Small-Cap ETF 0.12% 15,542 $364K Add +6.0%
SCHD Schwab US DVD Equity ETF 0.12% 12,561 $351K No change
VIOV Vanguard S&P Small-Cap 600 V 0.12% 4,083 $343K No change
BA The Boeing Co. 0.11% 1,850 $316K No change
AGG iShares Core U.S. Aggregate 0.11% 3,188 $315K No change
XLK SS Technology Select Sector 0.11% 1,512 $312K Reduce -13.4%
IAU iShares Gold Trust 0.10% 5,223 $308K Add +26.1%
TFC Truist Financial Corp. 0.10% 7,400 $305K No change
AMZN Amazon.com Inc. 0.10% 1,562 $297K Reduce -1.3%
SCHG Schwab US Large-Cap Growth 0.10% 11,619 $291K New
VEU Vanguard Ftse All-World Ex-U 0.10% 4,755 $288K No change
ETN Eaton Corp. PLC 0.10% 1,050 $285K Reduce -9.6%
IWD iShares Russell 1000 Value E 0.09% 1,459 $275K Reduce -18.0%
SPEM State Street SP PTF Em ETF 0.09% 6,915 $272K Reduce -0.3%
CSCO Cisco Systems Inc. 0.09% 4,323 $267K Reduce -0.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.09% 9,643 $266K Reduce -12.9%
CVX Chevron Corp. 0.09% 1,586 $265K Reduce -1.2%
XLI SS Industrial Select Sector 0.09% 1,990 $261K Reduce -0.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 11,035 $261K No change
SCHB Schwab US Broad Market ETF 0.09% 11,954 $257K Reduce -9.4%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.09% 7,045 $255K No change
SCZ iShares MSCI Eafe Small-Cap 0.09% 4,005 $254K Reduce -2.5%
HON Honeywell International Inc. 0.09% 1,200 $254K No change
CL Colgate-Palmolive Co. 0.08% 2,635 $247K Reduce -3.8%
IWB iShares Russell 1000 ETF 0.08% 788 $242K No change
EZU iShares MSCI Eurozone ETF 0.08% 4,450 $237K Reduce -0.9%
DFIS Dimensional International SM 0.08% 8,922 $231K Reduce -0.8%
TEVA Teva Pharmaceutical-SP ADR 0.07% 13,020 $200K No change

Portfolio Sells Q4 2024 → Q1 2025

MSFT Microsoft Corp. Reduce -0.3% 7.84% −0.91
VCSH Vanguard S/T Corp. Bond ETF Reduce -20.8% 2.53% −0.60
GOOG Alphabet Inc. Class C Reduce -1.7% 2.09% −0.48
UPS United Parcel Service Class B Reduce -66.7% 0.14% −0.33
NKE Nike Inc. Class B Reduce -42.3% 0.23% −0.24
TSM Taiwan Semiconductor-SP ADR Reduce -2.7% 1.12% −0.24
AVUV Avantis US Small Cap Value Reduce -3.1% 1.55% −0.21
AAPL Apple Inc. Reduce -2.5% 1.38% −0.20
AXP American Express Co. Reduce -2.5% 1.43% −0.17
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.6% 1.82% −0.17
IGV iShares Expanded Tech-Softwa Reduce -4.0% 0.89% −0.14
IJR iShares Core S&P Small-Cap E Reduce -0.6% 1.41% −0.14
MRK Merck & Co. Inc. Reduce -11.6% 0.51% −0.12
APH Amphenol Corp. Class A Reduce -4.0% 0.98% −0.09
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.3% 0.71% −0.09
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -7.3% 0.55% −0.07
DIS The Walt Disney Co. Reduce -0.1% 0.51% −0.06
LOW Lowe's Cos Inc. Reduce -1.2% 0.99% −0.06
IWF iShares Russell 1000 Growth Reduce -16.0% 0.18% −0.06
HD Home Depot Inc. Reduce -1.6% 0.80% −0.06
GOOGL Alphabet Inc. Class A Reduce -2.9% 0.19% −0.05
VTES Vanguard SH Term Tax-Ex Bond Reduce -23.5% 0.15% −0.04
APO Apollo Global Management Inc. Reduce -1.9% 0.18% −0.04
ARES Ares Management Corp. Class A Reduce -1.5% 0.16% −0.04
RCL Royal Caribbean Cruises Ltd. Reduce -8.7% 0.15% −0.03
ETN Eaton Corp. PLC Reduce -9.6% 0.10% −0.03
XLK SS Technology Select Sector Reduce -13.4% 0.11% −0.03
SPYV SS SPDR P S&P 500 Value ETF Reduce -1.7% 3.33% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Reduce -4.4% 0.56% −0.03
ORCL Oracle Corp. Reduce -1.1% 0.13% −0.03
DFAS Dimensional US Small Cap ETF Reduce -5.2% 0.14% −0.02
IWD iShares Russell 1000 Value E Reduce -18.0% 0.09% −0.02
IWM iShares Russell 2000 ETF Reduce -1.0% 0.15% −0.02
AMZN Amazon.com Inc. Reduce -1.3% 0.10% −0.02
SCHB Schwab US Broad Market ETF Reduce -9.4% 0.09% −0.01
IVW iShares S&P 500 Growth ETF Reduce -0.9% 0.14% −0.01
PG The Procter & Gamble Co. Reduce -9.0% 0.17% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -12.9% 0.09% −0.01
SPSB SS SPDR P St C Corp. ETF Reduce -5.4% 0.21% −0.01
WMT Walmart Inc. Reduce -0.1% 0.34% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -6.9% 0.33% −0.01
MUB iShares National Muni Bond E Reduce -1.2% 0.42% −0.01
BNDX Vanguard Total Intl Bond ETF Reduce -0.5% 1.32% −0.00
XLI SS Industrial Select Sector Reduce -0.5% 0.09% −0.00
CL Colgate-Palmolive Co. Reduce -3.8% 0.08% 0.00
SCHV Schwab US Large-Cap Value Reduce -1.6% 0.17% +0.00
SCZ iShares MSCI Eafe Small-Cap Reduce -2.5% 0.09% +0.00
SPEM State Street SP PTF Em ETF Reduce -0.3% 0.09% +0.00
DFIS Dimensional International SM Reduce -0.8% 0.08% +0.00
CSCO Cisco Systems Inc. Reduce -0.5% 0.09% +0.00

Portfolio Buys Q4 2024 → Q1 2025

A Agilent Technologies Inc. New 0.86% +0.86
DFIV Dimensional International Va Add +12.4% 2.15% +0.44
VEA Vanguard Ftse Developed ETF Add +12.0% 1.81% +0.30
GILD Gilead Sciences Inc. Add +6.0% 1.23% +0.28
STIP iShares 0-5 Year Tips Bond E Add +21.2% 1.14% +0.23
BND Vanguard Total Bond Market Add +10.7% 1.60% +0.20
JPST JPMorgan Ultra-Short Income Add +32.9% 0.74% +0.19
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +44.9% 0.57% +0.18
VTIP Vanguard Short-Term Tips Add +93.1% 0.34% +0.17
PFF iShares Preferred & Income S Add +49.7% 0.49% +0.16
LIN Linde PLC Add +1.4% 1.25% +0.15
TIP iShares Tips Bond ETF Add +14.2% 0.83% +0.14
V Visa Inc. Class A Add +5.4% 0.88% +0.13
MDT Medtronic PLC Add +17.2% 0.54% +0.13
VCIT Vanguard Int-Term Corporate Add +1.5% 2.76% +0.11
AVDV Avantis Intl S/C Value ETF Add +0.3% 1.34% +0.10
PGX Invesco Preferred ETF Add +124.7% 0.18% +0.10
SCHG Schwab US Large-Cap Growth New 0.10% +0.10
IEMG iShares Core MSCI Emerging Add +5.0% 1.05% +0.09
ECL Ecolab Inc. Add +0.8% 0.99% +0.09
RSP Invesco S&P 500 Equal Weight Add +4.1% 1.91% +0.07
PEP Pepsico Inc. Add +4.4% 1.34% +0.05
AVEM Avantis Emerging Markets Eq Add +4.1% 0.68% +0.05
HEFA Isha Curr Hedged MSCI Eafe Add +0.7% 0.75% +0.04
SCHC Schwab Intl Small-Cap Equity Add +2.9% 0.53% +0.04
IAU iShares Gold Trust Add +26.1% 0.10% +0.04
VNQ Vanguard Real Estate ETF Add +4.2% 0.50% +0.03
EFG iShares MSCI Eafe Growth ETF Add +5.6% 0.35% +0.03
VNQI Vanguard GLBL Ex-US Real Est Add +5.1% 0.41% +0.03
DFAI Dimensional International Co. Add +1.3% 0.33% +0.03
IBM Intl Business Machines Corp. Add +10.4% 0.13% +0.03
SCHX Schwab US Large-Cap ETF Add +10.8% 0.41% +0.03
VTI VG Morningstar TS MKT ETF-US Add +5.9% 1.88% +0.03
IVV iShares Core S&P 500 ETF Add +5.4% 1.52% +0.02
DFAC Dimensional US Core Equity 2 Add +5.4% 1.45% +0.02
NEE Nextera Energy Inc. Add +4.3% 0.51% +0.02
SUB iShares Short-Term National Add +1.0% 0.84% +0.02
QCOM Qualcomm Inc. Add +0.2% 1.23% +0.01
JMUB JPMorgan Municipal ETF Add +5.5% 0.15% +0.01
ITOT iShares Core S&P Total U.S. Add +8.6% 0.18% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +4.3% 0.79% +0.00
SCHA Schwab US Small-Cap ETF Add +6.0% 0.12% −0.00
DFAT Dimensional US Target Value Add +0.9% 0.20% −0.01
AVLV Avantis US Large Cap Value Add +0.2% 1.42% −0.02
SPYG SS SPDR P S&P 500 Growth ETF Add +5.4% 0.61% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +6.6% 0.81% −0.02
CAT Caterpillar Inc. Add +4.8% 0.79% −0.03
MDY State Street SPDR S&P Midcap Add +1.3% 0.80% −0.04
SPSM SS SPDR P S&P 600 Small Cap Add +0.4% 0.71% −0.06
CMI Cummins Inc. Add +2.4% 1.03% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 144$394.0MMSFT, VTV, VCSH, VEA, SPYM
Q1 2026 142$359.3MMSFT, VCSH, VTV, VEA, BSV
Q4 2025 141$368.7MMSFT, VTV, VCSH, SPYM, GOOG
Q3 2025 143$352.6MMSFT, VTV, VCSH, BSV, VEA
Q2 2025 142$322.8MMSFT, VTV, SPYV, JPM, VCIT
Q1 2025 140$295.2MMSFT, VTV, SPYV, VCIT, JPM
Q4 2024 138$298.0MMSFT, VTV, SPYV, VCSH, VCIT
Q3 2024 141$309.9MMSFT, VTV, SPYV, VCSH, VCIT
Q2 2024 137$278.9MMSFT, VTV, SPYV, VCSH, GOOG
Q1 2024 140$287.7MMSFT, VTV, SPYV, LLAP, VCSH