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

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 Q1 2025 Q2 2025: $322.8M $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 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%
VTES Vanguard SH Term Tax-Ex Bond 0.16% 4,959 $501K Add +14.3%
IVE iShares S&P 500 Value ETF 0.15% 2,552 $499K Reduce -0.2%
IWM iShares Russell 2000 ETF 0.15% 2,277 $491K No change
IVW iShares S&P 500 Growth ETF 0.15% 4,448 $490K Reduce -0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 975 $474K Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 9,900 $468K No change
SCHV Schwab US Large-Cap Value 0.15% 16,928 $468K Reduce -10.3%
PG The Procter & Gamble Co. 0.14% 2,815 $448K Reduce -7.1%
DFAS Dimensional US Small Cap ETF 0.13% 6,737 $429K No change
XLV SS Health Care Select Sector 0.12% 2,975 $401K Reduce -5.5%
BA The Boeing Co. 0.12% 1,850 $388K No change
MCD McDonald's Corp. 0.12% 1,320 $386K No change
XLK SS Technology Select Sector 0.12% 1,503 $381K Reduce -0.6%
ETN Eaton Corp. PLC 0.12% 1,050 $375K No change
BMY Bristol-Myers Squibb Co. 0.11% 7,920 $367K No change
AMZN Amazon.com Inc. 0.11% 1,547 $339K Reduce -1.0%
SCHD Schwab US DVD Equity ETF 0.10% 12,561 $333K No change
NVDA Nvidia Corp. 0.10% 2,103 $332K New
JMUB JPMorgan Municipal ETF 0.10% 6,577 $326K Reduce -26.7%
IAU iShares Gold Trust 0.10% 5,223 $326K No change
VEU Vanguard Ftse All-World Ex-U 0.10% 4,755 $320K No change
VIOV Vanguard S&P Small-Cap 600 V 0.10% 3,731 $319K Reduce -8.6%
TFC Truist Financial Corp. 0.10% 7,400 $318K No change
SCHG Schwab US Large-Cap Growth 0.09% 10,170 $297K Reduce -12.5%
CSCO Cisco Systems Inc. 0.09% 4,210 $292K Reduce -2.6%
SCZ iShares MSCI Eafe Small-Cap 0.09% 4,005 $291K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.09% 9,296 $280K Reduce -3.6%
HON Honeywell International Inc. 0.09% 1,200 $279K No change
XLI SS Industrial Select Sector 0.08% 1,845 $272K Reduce -7.3%
IWB iShares Russell 1000 ETF 0.08% 788 $268K No change
EZU iShares MSCI Eurozone ETF 0.08% 4,450 $265K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.08% 6,020 $253K Reduce -14.6%
CVX Chevron Corp. 0.07% 1,686 $241K Add +6.3%
CL Colgate-Palmolive Co. 0.07% 2,635 $240K No change
IWD iShares Russell 1000 Value E 0.07% 1,177 $229K Reduce -19.3%
SPEM State Street SP PTF Em ETF 0.07% 5,209 $223K Reduce -24.7%
UBER Uber Technologies Inc. 0.07% 2,350 $219K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 8,535 $209K Reduce -22.7%
DFIS Dimensional International SM 0.06% 7,014 $209K Reduce -21.4%
EFV iShares MSCI Eafe Value ETF 0.06% 3,266 $207K New
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.06% 3,933 $200K New
TEVA Teva Pharmaceutical-SP ADR 0.06% 11,020 $185K Reduce -15.4%

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

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