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

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 Q2 2025 Q3 2025: $352.6M Q3 2025 Q4 2025: $368.7M Q4 2025 Q1 2026: $359.3M $359.3M Q1 2026 Q2 2026: $394.0M Q2 2026

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%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,696 $411K Reduce -4.2%
AMAT Applied Materials Inc. 0.11% 1,200 $410K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 855 $410K Reduce -6.6%
APO Apollo Global Management Inc. 0.11% 3,600 $401K Reduce -5.3%
XLV SS Health Care Select Sector 0.11% 2,700 $396K Add +2.3%
SCHD Schwab US DVD Equity ETF 0.11% 12,555 $385K No change
SCHV Schwab US Large-Cap Value 0.11% 12,590 $384K Reduce -4.7%
NKE Nike Inc. Class B 0.11% 7,180 $379K Reduce -8.3%
VIOV Vanguard S&P Small-Cap 600 V 0.10% 3,692 $376K No change
MCD McDonald's Corp. 0.10% 1,200 $373K Reduce -3.2%
BA The Boeing Co. 0.10% 1,850 $368K No change
VEU Vanguard Ftse All-World Ex-U 0.10% 4,755 $357K No change
NVDA Nvidia Corp. 0.10% 2,022 $353K Reduce -11.9%
CALI Ishrs SH-TRM Ca Muni Act ETF 0.10% 6,917 $349K Add +18.6%
ETN Eaton Corp. PLC 0.10% 975 $349K Reduce -7.1%
ARES Ares Management Corp. Class A 0.10% 3,150 $344K Reduce -3.8%
JPST JPMorgan Ultra-Short Income 0.09% 6,720 $340K Reduce -45.4%
MAR Marriott International Class A 0.09% 1,032 $338K No change
AMZN Amazon.com Inc. 0.09% 1,560 $325K Reduce -4.8%
TEVA Teva Pharmaceutical-SP ADR 0.09% 10,335 $311K Reduce -6.2%
CSCO Cisco Systems Inc. 0.09% 4,000 $310K Reduce -5.0%
TFC Truist Financial Corp. 0.08% 6,500 $299K Reduce -7.1%
DFAI Dimensional International Co. 0.08% 7,569 $295K Reduce -12.6%
VOOV Vanguard S&P 500 Value ETF 0.08% 1,420 $289K New
XLI SS Industrial Select Sector 0.08% 1,770 $286K Add +2.9%
IWB iShares Russell 1000 ETF 0.08% 788 $281K No change
SCZ iShares MSCI Eafe Small-Cap 0.08% 3,508 $275K Reduce -0.3%
KTOS Kratos Defense & Security 0.08% 3,885 $274K Add +4.5%
XLK SS Technology Select Sector 0.08% 2,055 $273K Reduce -9.7%
PFF iShares Preferred & Income S 0.08% 8,965 $272K Reduce -19.2%
EZU iShares MSCI Eurozone ETF 0.08% 4,307 $270K Reduce -1.4%
CVX Chevron Corp. 0.07% 1,272 $263K New
JMUB JPMorgan Municipal ETF 0.07% 5,256 $263K Reduce -2.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.07% 7,822 $258K Reduce -2.4%
CL Colgate-Palmolive Co. 0.07% 2,936 $250K Reduce -1.7%
PGX Invesco Preferred ETF 0.07% 22,699 $247K Reduce -9.2%
AVIV Avantis Intl LRG Cap Val ETF 0.07% 3,172 $237K Reduce -56.0%
IWD iShares Russell 1000 Value E 0.06% 1,086 $232K No change
HWM Howmet Aerospace Inc. 0.06% 975 $225K Reduce -2.5%
BND Vanguard Total Bond Market 0.06% 3,007 $221K Reduce -66.2%
GLDM SPDR Gold Minishares Trust 0.06% 2,374 $220K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.06% 4,444 $206K Reduce -1.5%

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

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