Stone Summit Wealth LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Stone Summit Wealth LLC reported 142 stock positions worth $359.3 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 5.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 4.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 42 and reduced 82. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +22%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001908192
- Portfolio Value
- $359.3M (Q1 2026)
- SEC Filing
- 0002085853-26-000460 ↗ filed Apr 23, 2026
Holdings Value
Holdings 142 stocks · $359.3M
| MSFT Microsoft Corp. | 6.33% | 61,495 | $22.8M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.11% | 231,429 | $18.3M | Add +11.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.89% | 89,521 | $17.6M | Reduce -5.9% |
| VEA Vanguard Ftse Developed ETF | 3.94% | 220,871 | $14.2M | Add +21.9% |
| BSV Vanguard Short-Term Bond ETF | 3.63% | 166,443 | $13.1M | Add +9.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.37% | 158,064 | $12.1M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 2.98% | 37,392 | $10.7M | Reduce -4.7% |
| DFIV Dimensional International Va | 2.92% | 198,642 | $10.5M | Add +3.4% |
| BNDW Vanguard Total World Bond Et | 2.36% | 123,961 | $8.5M | Add +4.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.34% | 148,897 | $8.4M | Add +6.0% |
| JPM JPMorgan Chase & Co. | 2.31% | 28,242 | $8.3M | Reduce -5.6% |
| VCIT Vanguard Int-Term Corporate | 2.24% | 97,089 | $8.0M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 2.13% | 11,723 | $7.7M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.78% | 14,651 | $6.4M | Reduce -6.9% |
| RSP Invesco S&P 500 Equal Weight | 1.71% | 32,102 | $6.2M | Add +1.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.59% | 16,935 | $5.7M | Reduce -7.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.57% | 57,749 | $5.7M | Add +10.0% |
| AVDV Avantis Intl S/C Value ETF | 1.47% | 52,915 | $5.3M | Reduce -2.1% |
| STIP iShares 0-5 Year Tips Bond E | 1.35% | 46,974 | $4.9M | Add +2.4% |
| AVUV Avantis US Small Cap Value | 1.34% | 43,741 | $4.8M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 1.34% | 68,989 | $4.8M | Add +5.9% |
| AAPL Apple Inc. | 1.27% | 18,017 | $4.6M | Reduce -3.2% |
| CMI Cummins Inc. | 1.27% | 8,479 | $4.6M | Reduce -8.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.23% | 20,306 | $4.4M | Reduce -12.9% |
| GILD Gilead Sciences Inc. | 1.21% | 31,246 | $4.4M | Reduce -4.0% |
| CAT Caterpillar Inc. | 1.21% | 6,145 | $4.4M | Reduce -7.9% |
| APH Amphenol Corp. Class A | 1.20% | 34,103 | $4.3M | Reduce -8.0% |
| LIN Linde PLC | 1.15% | 8,366 | $4.1M | Reduce -1.1% |
| AXP American Express Co. | 1.15% | 13,636 | $4.1M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 1.13% | 32,576 | $4.0M | Reduce -1.4% |
| AVLV Avantis US Large Cap Value | 1.06% | 47,406 | $3.8M | Reduce -4.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.99% | 13,599 | $3.6M | Add +3.8% |
| SYK Stryker Corp. | 0.98% | 10,733 | $3.5M | Reduce -3.4% |
| ECL Ecolab Inc. | 0.89% | 12,013 | $3.2M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.87% | 3,380 | $3.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 9,688 | $3.1M | Add +0.5% |
| PEP Pepsico Inc. | 0.85% | 19,652 | $3.1M | Reduce -18.8% |
| QCOM Qualcomm Inc. | 0.80% | 22,184 | $2.9M | Reduce -4.7% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 52,764 | $2.9M | Reduce -0.1% |
| SUB iShares Short-Term National | 0.77% | 25,865 | $2.8M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 4,127 | $2.7M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.74% | 11,258 | $2.7M | Reduce -1.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.72% | 55,382 | $2.6M | Add +15.6% |
| NEE Nextera Energy Inc. | 0.72% | 27,801 | $2.6M | Add +7.0% |
| AVEM Avantis Emerging Markets Eq | 0.71% | 31,557 | $2.5M | Reduce -3.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.66% | 21,157 | $2.4M | Add +35.5% |
| V Visa Inc. Class A | 0.64% | 7,662 | $2.3M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.64% | 7,704 | $2.3M | Reduce -0.0% |
| DFUV Dimensional US Marketwide Va | 0.60% | 44,320 | $2.1M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.59% | 17,566 | $2.1M | Add +43.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.58% | 43,143 | $2.1M | Reduce -15.3% |
| A Agilent Technologies Inc. | 0.58% | 18,288 | $2.1M | Reduce -5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 6,953 | $2.0M | Add +0.9% |
| MDT Medtronic PLC | 0.53% | 22,060 | $1.9M | Add +4.1% |
| IGV iShares Expanded Tech-Softwa | 0.52% | 23,150 | $1.9M | Reduce -8.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 20,204 | $1.8M | Add +52.0% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 66,491 | $1.7M | Add +21.9% |
| HD Home Depot Inc. | 0.44% | 4,849 | $1.6M | Reduce -4.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 30,517 | $1.5M | Add +3.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.40% | 18,200 | $1.4M | Reduce -9.1% |
| DFAC Dimensional US Core Equity 2 | 0.40% | 37,248 | $1.4M | Reduce -2.6% |
| WMT Walmart Inc. | 0.40% | 11,550 | $1.4M | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 22,508 | $1.4M | Add +86.0% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,088 | $1.2M | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 23,315 | $1.1M | Add +3.5% |
| TSLA Tesla Inc. | 0.29% | 2,829 | $1.1M | Add +23.8% |
| SCHW Schwab (charles) Corp. | 0.29% | 10,900 | $1.0M | No change |
| JNJ Johnson & Johnson | 0.28% | 4,120 | $1.0M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.27% | 5,620 | $953K | Reduce -3.4% |
| DFAT Dimensional US Target Value | 0.24% | 13,959 | $872K | Reduce -1.1% |
| MUB iShares National Muni Bond E | 0.23% | 7,896 | $838K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.23% | 2,299 | $809K | Add +3.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.22% | 16,455 | $805K | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.22% | 10,302 | $783K | Reduce -7.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,344 | $776K | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 16,779 | $766K | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,277 | $763K | Add +24.2% |
| SCHF Schwab Intl Equity ETF | 0.21% | 30,142 | $746K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 7,090 | $683K | Reduce -41.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 13,200 | $644K | Reduce -7.4% |
| SCHG Schwab US Large-Cap Growth | 0.18% | 21,661 | $631K | Add +89.3% |
| IWF iShares Russell 1000 Growth | 0.17% | 1,415 | $603K | Reduce -0.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.17% | 20,000 | $601K | New |
| MDY State Street SPDR S&P Midcap | 0.16% | 944 | $582K | Reduce -16.3% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 2,669 | $574K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.16% | 5,668 | $562K | Add +18.5% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 3,870 | $551K | No change |
| SCHB Schwab US Broad Market ETF | 0.15% | 21,859 | $549K | Add +0.0% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.15% | 5,409 | $547K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.15% | 2,176 | $540K | No change |
| SCHA Schwab US Small-Cap ETF | 0.14% | 17,247 | $502K | Reduce -8.1% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 3,118 | $484K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 1,745 | $480K | Reduce -7.9% |
| DFAS Dimensional US Small Cap ETF | 0.13% | 6,737 | $479K | No change |
| PG The Procter & Gamble Co. | 0.13% | 3,292 | $475K | Reduce -4.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.13% | 10,683 | $454K | Reduce -80.6% |
| ORCL Oracle Corp. | 0.13% | 3,084 | $454K | Reduce -1.3% |
| IVE iShares S&P 500 Value ETF | 0.12% | 2,076 | $438K | Reduce -16.4% |
| IAU iShares Gold Trust | 0.12% | 4,960 | $437K | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,713 | $420K | Reduce -8.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.2% | 6.33% | −1.75 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -80.6% | 0.13% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 2.98% | −0.35 |
| JPM JPMorgan Chase & Co. | Reduce -5.6% | 2.31% | −0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.9% | 1.78% | −0.30 |
| QCOM Qualcomm Inc. | Reduce -4.7% | 0.80% | −0.29 |
| AXP American Express Co. | Reduce -4.3% | 1.15% | −0.28 |
| IGV iShares Expanded Tech-Softwa | Reduce -8.1% | 0.52% | −0.21 |
| DIS The Walt Disney Co. | Reduce -41.4% | 0.19% | −0.18 |
| APH Amphenol Corp. Class A | Reduce -8.0% | 1.20% | −0.16 |
| A Agilent Technologies Inc. | Reduce -5.4% | 0.58% | −0.13 |
| BND Vanguard Total Bond Market | Reduce -66.2% | 0.06% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -12.9% | 1.23% | −0.11 |
| AAPL Apple Inc. | Reduce -3.2% | 1.27% | −0.10 |
| PEP Pepsico Inc. | Reduce -18.8% | 0.85% | −0.09 |
| V Visa Inc. Class A | Reduce -0.5% | 0.64% | −0.09 |
| SYK Stryker Corp. | Reduce -3.4% | 0.98% | −0.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -45.4% | 0.09% | −0.07 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -56.0% | 0.07% | −0.07 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -15.3% | 0.58% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.06 |
| ARES Ares Management Corp. Class A | Reduce -3.8% | 0.10% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.9% | 4.89% | −0.04 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.13% | −0.04 |
| APO Apollo Global Management Inc. | Reduce -5.3% | 0.11% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -9.1% | 0.40% | −0.03 |
| BAC Bank of America Corp. | Reduce -7.4% | 0.18% | −0.03 |
| NKE Nike Inc. Class B | Reduce -8.3% | 0.11% | −0.03 |
| HD Home Depot Inc. | Reduce -4.2% | 0.44% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -4.2% | 0.11% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -16.3% | 0.16% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -16.4% | 0.12% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.75% | −0.02 |
| CMI Cummins Inc. | Reduce -8.9% | 1.27% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.1% | 0.12% | −0.02 |
| NVDA Nvidia Corp. | Reduce -11.9% | 0.10% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -19.2% | 0.08% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.0% | 0.64% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.17% | −0.01 |
| XLK SS Technology Select Sector | Reduce -9.7% | 0.08% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 0.09% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.6% | 0.11% | −0.01 |
| TFC Truist Financial Corp. | Reduce -7.1% | 0.08% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -7.9% | 0.13% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 0.74% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.22% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.6% | 0.40% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -9.2% | 0.07% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +21.9% | 3.94% | +0.87 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.4% | 5.11% | +0.61 |
| BSV Vanguard Short-Term Bond ETF | Add +9.1% | 3.63% | +0.37 |
| DFIV Dimensional International Va | Add +3.4% | 2.92% | +0.32 |
| MRK Merck & Co. Inc. | Add +43.0% | 0.59% | +0.24 |
| BMY Bristol-Myers Squibb Co. | Add +86.0% | 0.38% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +52.0% | 0.51% | +0.19 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.0% | 2.34% | +0.18 |
| EFG iShares MSCI Eafe Growth ETF | Add +35.5% | 0.66% | +0.17 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.17% | +0.17 |
| NEE Nextera Energy Inc. | Add +7.0% | 0.72% | +0.15 |
| BNDW Vanguard Total World Bond Et | Add +4.8% | 2.36% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +5.9% | 1.34% | +0.15 |
| IUSG iShares Core S&P U.S. Growth | New | 0.13% | +0.13 |
| SCHC Schwab Intl Small-Cap Equity | Add +15.6% | 0.72% | +0.13 |
| VCIT Vanguard Int-Term Corporate | Add +3.5% | 2.24% | +0.10 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.08% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.4% | 1.35% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Add +21.9% | 0.47% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.8% | 0.99% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +89.3% | 0.18% | +0.07 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +1.5% | 1.71% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +10.0% | 1.57% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +24.2% | 0.21% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.5% | 0.30% | +0.04 |
| SUB iShares Short-Term National | Add +2.1% | 0.77% | +0.03 |
| AMGN Amgen Inc. | Add +3.0% | 0.23% | +0.03 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +18.5% | 0.16% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.7% | 0.42% | +0.02 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Add +18.6% | 0.10% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.9% | 0.21% | +0.02 |
| TSLA Tesla Inc. | Add +23.8% | 0.29% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 0.56% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.21% | +0.01 |
| XLI SS Industrial Select Sector | Add +2.9% | 0.08% | +0.01 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +1.1% | 0.15% | +0.00 |
| KTOS Kratos Defense & Security | Add +4.5% | 0.08% | −0.00 |
| XLV SS Health Care Select Sector | Add +2.3% | 0.11% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.0% | 0.15% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 2.13% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 0.86% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.33% | −0.02 |
| MDT Medtronic PLC | Add +4.1% | 0.53% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 3.37% | −0.04 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.87% | −0.12 |
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 |