Stone Summit Wealth LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Stone Summit Wealth LLC reported 142 stock positions worth $322.8 million. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 5.0%) and SS SPDR P S&P 500 Value ETF (SPYV, 2.8%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 45 and reduced 69. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +116%) and the biggest sale State Street SPDR S&P Midcap (MDY, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001908192
- Portfolio Value
- $322.8M (Q2 2025)
- SEC Filing
- 0001667731-25-000854 ↗ filed Jul 17, 2025
Holdings Value
Holdings 142 stocks · $322.8M
| MSFT Microsoft Corp. | 9.50% | 61,639 | $30.7M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.00% | 91,311 | $16.1M | Reduce -0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.83% | 174,359 | $9.1M | Reduce -9.3% |
| JPM JPMorgan Chase & Co. | 2.73% | 30,424 | $8.8M | Reduce -1.1% |
| VCIT Vanguard Int-Term Corporate | 2.47% | 96,099 | $8.0M | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.25% | 91,325 | $7.3M | Reduce -3.3% |
| DFIV Dimensional International Va | 2.24% | 168,791 | $7.2M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 2.19% | 39,852 | $7.1M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.12% | 22,553 | $6.9M | Add +11.6% |
| BSV Vanguard Short-Term Bond ETF | 2.09% | 85,755 | $6.7M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 2.09% | 118,118 | $6.7M | Add +12.3% |
| IVV iShares Core S&P 500 ETF | 1.93% | 10,041 | $6.2M | Add +25.5% |
| RSP Invesco S&P 500 Equal Weight | 1.81% | 32,213 | $5.9M | Reduce -1.2% |
| AXP American Express Co. | 1.56% | 15,811 | $5.0M | Add +1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.54% | 25,467 | $5.0M | Reduce -11.5% |
| DFAC Dimensional US Core Equity 2 | 1.47% | 132,615 | $4.8M | Add +2.5% |
| BND Vanguard Total Bond Market | 1.47% | 64,226 | $4.7M | Reduce -0.1% |
| SYK Stryker Corp. | 1.44% | 11,760 | $4.7M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.44% | 48,630 | $4.6M | Add +116.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.42% | 20,246 | $4.6M | Add +1.4% |
| APH Amphenol Corp. Class A | 1.34% | 43,794 | $4.3M | Reduce -0.5% |
| STIP iShares 0-5 Year Tips Bond E | 1.28% | 40,217 | $4.1M | Add +23.3% |
| AVDV Avantis Intl S/C Value ETF | 1.28% | 51,926 | $4.1M | Reduce -8.5% |
| AVLV Avantis US Large Cap Value | 1.27% | 60,235 | $4.1M | Reduce -6.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.23% | 80,469 | $4.0M | Add +1.1% |
| AVUV Avantis US Small Cap Value | 1.22% | 43,403 | $4.0M | Reduce -17.5% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 34,838 | $3.8M | Reduce -12.4% |
| LIN Linde PLC | 1.17% | 8,021 | $3.8M | Add +0.9% |
| QCOM Qualcomm Inc. | 1.17% | 23,619 | $3.8M | Add +0.1% |
| AAPL Apple Inc. | 1.15% | 18,033 | $3.7M | Reduce -2.0% |
| GILD Gilead Sciences Inc. | 1.13% | 32,923 | $3.7M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.12% | 8,238 | $3.6M | Add +27.9% |
| JPST JPMorgan Ultra-Short Income | 1.06% | 67,801 | $3.4M | Add +56.8% |
| IGV iShares Expanded Tech-Softwa | 1.00% | 29,560 | $3.2M | Add +0.2% |
| CMI Cummins Inc. | 1.00% | 9,876 | $3.2M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 0.99% | 53,460 | $3.2M | Reduce -6.5% |
| ECL Ecolab Inc. | 0.98% | 11,682 | $3.1M | Add +1.5% |
| PEP Pepsico Inc. | 0.96% | 23,573 | $3.1M | Reduce -10.3% |
| VWO Vanguard Ftse Emerging Marke | 0.89% | 58,087 | $2.9M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.86% | 7,177 | $2.8M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 4,433 | $2.7M | Add +6.8% |
| LOW Lowe's Cos Inc. | 0.85% | 12,332 | $2.7M | Reduce -1.4% |
| V Visa Inc. Class A | 0.84% | 7,615 | $2.7M | Add +2.4% |
| TIP iShares Tips Bond ETF | 0.81% | 23,617 | $2.6M | Add +7.0% |
| SUB iShares Short-Term National | 0.79% | 24,024 | $2.6M | Add +1.9% |
| A Agilent Technologies Inc. | 0.77% | 21,113 | $2.5M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 10,418 | $2.5M | Add +9.5% |
| AVEM Avantis Emerging Markets Eq | 0.73% | 34,371 | $2.4M | Add +2.8% |
| HD Home Depot Inc. | 0.72% | 6,367 | $2.3M | Reduce -1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.72% | 54,755 | $2.3M | Add +7.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.72% | 8,102 | $2.3M | Reduce -1.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.70% | 59,877 | $2.3M | Reduce -2.3% |
| DFUV Dimensional US Marketwide Va | 0.61% | 46,692 | $2.0M | Reduce -6.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 14,927 | $1.9M | Reduce -2.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.57% | 43,405 | $1.8M | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.56% | 22,578 | $1.8M | Add +5.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.52% | 23,255 | $1.7M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 0.46% | 1,905 | $1.5M | Add +0.4% |
| NEE Nextera Energy Inc. | 0.46% | 21,355 | $1.5M | Add +1.2% |
| MDT Medtronic PLC | 0.45% | 16,694 | $1.5M | Reduce -5.1% |
| VNQ Vanguard Real Estate ETF | 0.45% | 16,260 | $1.4M | Reduce -1.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.44% | 12,777 | $1.4M | Add +22.4% |
| SCHX Schwab US Large-Cap ETF | 0.44% | 57,868 | $1.4M | Add +5.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.41% | 28,641 | $1.3M | Reduce -4.4% |
| MRK Merck & Co. Inc. | 0.37% | 15,236 | $1.2M | Reduce -9.0% |
| DFAI Dimensional International Co. | 0.37% | 34,876 | $1.2M | Add +11.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 24,403 | $1.2M | Reduce -26.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 14,258 | $1.2M | Reduce -0.7% |
| WMT Walmart Inc. | 0.35% | 11,600 | $1.1M | No change |
| VTIP Vanguard Short-Term Tips | 0.35% | 22,331 | $1.1M | Add +10.1% |
| PFF iShares Preferred & Income S | 0.31% | 32,985 | $1.0M | Reduce -29.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 3,596 | $1.0M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 11,709 | $956K | Reduce -4.1% |
| MDY State Street SPDR S&P Midcap | 0.29% | 1,663 | $942K | Reduce -62.5% |
| MUB iShares National Muni Bond E | 0.29% | 8,816 | $921K | Reduce -24.5% |
| KO The Coca-Cola Co. | 0.28% | 12,545 | $888K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.26% | 21,140 | $846K | Reduce -7.7% |
| DFAT Dimensional US Target Value | 0.25% | 14,815 | $799K | Add +28.8% |
| SCHF Schwab Intl Equity ETF | 0.24% | 35,657 | $788K | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,316 | $726K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.22% | 2,285 | $726K | Reduce -2.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.22% | 2,275 | $712K | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.21% | 6,315 | $681K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 16,505 | $668K | Reduce -8.4% |
| NKE Nike Inc. Class B | 0.19% | 8,780 | $624K | Reduce -17.5% |
| IWF iShares Russell 1000 Growth | 0.19% | 1,458 | $619K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.18% | 9,518 | $592K | Reduce -9.9% |
| ORCL Oracle Corp. | 0.18% | 2,694 | $589K | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,996 | $588K | Add +25.1% |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,023 | $581K | No change |
| SCHB Schwab US Broad Market ETF | 0.18% | 24,177 | $576K | Add +102.3% |
| ARES Ares Management Corp. Class A | 0.18% | 3,275 | $567K | Reduce -0.8% |
| PGX Invesco Preferred ETF | 0.17% | 50,700 | $564K | Add +6.2% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 4,171 | $563K | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.17% | 3,660 | $559K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 2,729 | $559K | Reduce -0.2% |
| APO Apollo Global Management Inc. | 0.17% | 3,800 | $539K | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 3,026 | $533K | Reduce -18.1% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 20,529 | $519K | Add +32.1% |
| AMGN Amgen Inc. | 0.16% | 1,835 | $512K | Add +5.6% |
Portfolio Sells Q1 2025 → Q2 2025
| MDY State Street SPDR S&P Midcap | Reduce -62.5% | 0.29% | −0.51 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -9.3% | 2.83% | −0.50 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 5.00% | −0.39 |
| PEP Pepsico Inc. | Reduce -10.3% | 0.96% | −0.37 |
| AVUV Avantis US Small Cap Value | Reduce -17.5% | 1.22% | −0.33 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.5% | 2.47% | −0.29 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.3% | 2.25% | −0.28 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.5% | 1.54% | −0.28 |
| AAPL Apple Inc. | Reduce -2.0% | 1.15% | −0.24 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.4% | 1.18% | −0.23 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -26.4% | 0.37% | −0.19 |
| PFF iShares Preferred & Income S | Reduce -29.8% | 0.31% | −0.18 |
| AVLV Avantis US Large Cap Value | Reduce -6.3% | 1.27% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.85% | −0.14 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -9.0% | 0.37% | −0.14 |
| BND Vanguard Total Bond Market | Reduce -0.1% | 1.47% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -24.5% | 0.29% | −0.13 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.2% | 1.81% | −0.10 |
| DFUV Dimensional US Marketwide Va | Reduce -6.5% | 0.61% | −0.09 |
| A Agilent Technologies Inc. | Reduce -2.4% | 0.77% | −0.09 |
| MDT Medtronic PLC | Reduce -5.1% | 0.45% | −0.08 |
| HD Home Depot Inc. | Reduce -1.4% | 0.72% | −0.08 |
| AVDV Avantis Intl S/C Value ETF | Reduce -8.5% | 1.28% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.45% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -6.5% | 0.99% | −0.05 |
| JMUB JPMorgan Municipal ETF | Reduce -26.7% | 0.10% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -2.3% | 0.70% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -7.1% | 0.14% | −0.04 |
| NKE Nike Inc. Class B | Reduce -17.5% | 0.19% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -5.5% | 0.12% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.15% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -4.1% | 0.30% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -18.1% | 0.17% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -10.3% | 0.15% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -22.7% | 0.06% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -24.7% | 0.07% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.1% | 0.52% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -19.3% | 0.07% | −0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -9.9% | 0.18% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.1% | 0.89% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -7.7% | 0.26% | −0.02 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -8.6% | 0.10% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.4% | 0.21% | −0.02 |
| DFIS Dimensional International SM | Reduce -21.4% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.2% | 0.15% | −0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -15.4% | 0.06% | −0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -14.6% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +116.5% | 1.44% | +0.82 |
| IVV iShares Core S&P 500 ETF | Add +25.5% | 1.93% | +0.41 |
| JPST JPMorgan Ultra-Short Income | Add +56.8% | 1.06% | +0.32 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.31% | +0.31 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +27.9% | 1.12% | +0.31 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 1.42% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +12.3% | 2.09% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.6% | 2.12% | +0.24 |
| STIP iShares 0-5 Year Tips Bond E | Add +23.3% | 1.28% | +0.14 |
| AXP American Express Co. | Add +1.0% | 1.56% | +0.14 |
| IGV iShares Expanded Tech-Softwa | Add +0.2% | 1.00% | +0.11 |
| NVDA Nvidia Corp. | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 2.19% | +0.10 |
| DFIV Dimensional International Va | Add +4.9% | 2.24% | +0.09 |
| SCHB Schwab US Broad Market ETF | Add +102.3% | 0.18% | +0.09 |
| EFG iShares MSCI Eafe Growth ETF | Add +22.4% | 0.44% | +0.09 |
| CAT Caterpillar Inc. | Add +1.4% | 0.86% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.7% | 0.22% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | New | 0.06% | +0.06 |
| JMST JPM Ultra-Short Muni Income | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 0.85% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.5% | 0.76% | +0.05 |
| AVEM Avantis Emerging Markets Eq | Add +2.8% | 0.73% | +0.05 |
| IBM Intl Business Machines Corp. | Add +25.1% | 0.18% | +0.05 |
| DFAT Dimensional US Target Value | Add +28.8% | 0.25% | +0.05 |
| DFAI Dimensional International Co. | Add +11.1% | 0.37% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +32.1% | 0.16% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +5.7% | 0.44% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Add +2.5% | 1.47% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +7.1% | 0.72% | +0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +14.3% | 0.16% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +10.1% | 0.35% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +5.8% | 0.56% | −0.01 |
| PGX Invesco Preferred ETF | Add +6.2% | 0.17% | −0.01 |
| ECL Ecolab Inc. | Add +1.5% | 0.98% | −0.01 |
| CVX Chevron Corp. | Add +6.3% | 0.07% | −0.02 |
| CMI Cummins Inc. | Add +2.1% | 1.00% | −0.02 |
| AMGN Amgen Inc. | Add +5.6% | 0.16% | −0.02 |
| TIP iShares Tips Bond ETF | Add +7.0% | 0.81% | −0.03 |
| SYK Stryker Corp. | Add +0.3% | 1.44% | −0.04 |
| V Visa Inc. Class A | Add +2.4% | 0.84% | −0.05 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.46% | −0.05 |
| SUB iShares Short-Term National | Add +1.9% | 0.79% | −0.05 |
| QCOM Qualcomm Inc. | Add +0.1% | 1.17% | −0.06 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.46% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.1% | 1.23% | −0.08 |
| LIN Linde PLC | Add +0.9% | 1.17% | −0.09 |
| GILD Gilead Sciences Inc. | Add +1.8% | 1.13% | −0.10 |
| BSV Vanguard Short-Term Bond ETF | Add +3.7% | 2.09% | −0.10 |
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 |