Stone Summit Wealth LLC

Name: Stone Summit Wealth LLC 13F holdings, Q2 2026
Creator: Stone Summit Wealth LLC
Published: 2026-07-23

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Stone Summit Wealth LLC reported 144 stock positions worth $394.0 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 4.9%) and Vanguard S/T Corp. Bond ETF (VCSH, 4.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 6, added to 36 and reduced 73. The biggest buy was SS SPDR P St C Corp. ETF (SPSB, shares +261%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −4%).

Most Recent 13F: Q2 2026
Location: MIAMI, FL
CIK: 0001908192
Portfolio Value: $394.0M (Q2 2026)
SEC Filing: 0001754960-26-000614 ↗ filed Jul 23, 2026

Holdings Value

Holdings 144 stocks · $394.0M


MSFT Microsoft Corp.	5.86%	61,882	$23.1M	Add +0.6%
VTV Vanguard Mrngstr Val ETF-Aui	4.88%	88,161	$19.2M	Reduce -1.5%
VCSH Vanguard S/T Corp. Bond ETF	4.48%	223,282	$17.6M	Reduce -3.5%
VEA Vanguard Ftse Developed ETF	4.12%	227,588	$16.2M	Add +3.0%
SPYM Ste STR SPDR PT S&P 500 ETF	3.62%	162,191	$14.3M	Add +2.6%
BSV Vanguard Short-Term Bond ETF	3.24%	163,804	$12.8M	Reduce -1.6%
GOOG Alphabet Inc. Class C	3.22%	35,941	$12.7M	Reduce -3.9%
DFIV Dimensional International Va	2.74%	200,201	$10.8M	Add +0.8%
SPYV SS SPDR P S&P 500 Value ETF	2.35%	152,106	$9.2M	Add +2.2%
JPM JPMorgan Chase & Co.	2.26%	27,174	$8.9M	Reduce -3.8%
BNDW Vanguard Total World Bond Et	2.23%	128,126	$8.8M	Add +3.4%
VCIT Vanguard Int-Term Corporate	2.10%	100,089	$8.3M	Add +3.1%
IVV iShares Core S&P 500 ETF	2.08%	10,928	$8.2M	Reduce -6.8%
TSM Taiwan Semiconductor-SP ADR	1.93%	15,958	$7.6M	Reduce -5.8%
VUG Vanguard Mrngstar GR ETF-Sui	1.87%	85,760	$7.4M	Reduce -2.4%
SPYG SS SPDR P S&P 500 Growth ETF	1.85%	61,190	$7.3M	Add +6.0%
RSP Invesco S&P 500 Equal Weight	1.71%	31,632	$6.7M	Reduce -1.5%
CAT Caterpillar Inc.	1.54%	5,707	$6.1M	Reduce -7.1%
APH Amphenol Corp. Class A	1.47%	32,776	$5.8M	Reduce -3.9%
IEMG iShares Core MSCI Emerging	1.46%	69,297	$5.7M	Add +0.5%
CMI Cummins Inc.	1.44%	7,949	$5.7M	Reduce -6.3%
AVUV Avantis US Small Cap Value	1.39%	43,877	$5.5M	Add +0.3%
AVDV Avantis Intl S/C Value ETF	1.35%	51,721	$5.3M	Reduce -2.3%
AAPL Apple Inc.	1.32%	17,958	$5.2M	Reduce -0.3%
STIP iShares 0-5 Year Tips Bond E	1.26%	48,521	$5.0M	Add +3.3%
VBR Vngrd Mrngst SL-CP Val ETF-U	1.23%	20,019	$4.9M	Reduce -1.4%
IJR iShares Core S&P Small-Cap E	1.22%	32,352	$4.8M	Reduce -0.7%
AXP American Express Co.	1.15%	13,401	$4.5M	Reduce -1.7%
AVLV Avantis US Large Cap Value	1.09%	47,117	$4.3M	Reduce -0.6%
LIN Linde PLC	1.09%	8,267	$4.3M	Reduce -1.2%
VB Vanguard Most SM-Cap ETF-Usd	1.06%	13,764	$4.2M	Add +1.2%
LLY Eli Lilly & Co.	1.06%	3,470	$4.2M	Add +2.7%
QCOM Qualcomm Inc.	1.00%	21,259	$3.9M	Reduce -4.2%
GILD Gilead Sciences Inc.	0.98%	30,669	$3.9M	Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US	0.91%	9,668	$3.6M	Reduce -0.2%
ECL Ecolab Inc.	0.82%	11,555	$3.2M	Reduce -3.8%
SYK Stryker Corp.	0.80%	10,047	$3.2M	Reduce -6.4%
SPY SS SPDR S&P 500 ETF Trust-US	0.79%	4,190	$3.1M	Add +1.5%
VWO Vanguard Ftse Emerging Marke	0.79%	51,880	$3.1M	Reduce -1.7%
AVEM Avantis Emerging Markets Eq	0.76%	31,190	$3.0M	Reduce -1.2%
SCHC Schwab Intl Small-Cap Equity	0.71%	58,048	$2.8M	Add +4.8%
EFG iShares MSCI Eafe Growth ETF	0.70%	22,193	$2.8M	Add +4.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.67%	7,704	$2.6M	No change
V Visa Inc. Class A	0.67%	7,643	$2.6M	Reduce -0.3%
PEP Pepsico Inc.	0.65%	19,018	$2.6M	Reduce -3.2%
SUB iShares Short-Term National	0.65%	23,905	$2.5M	Reduce -7.6%
NEE Nextera Energy Inc.	0.65%	28,996	$2.5M	Add +4.3%
DFUV Dimensional US Marketwide Va	0.62%	44,265	$2.4M	Reduce -0.1%
LOW Lowe's Cos Inc.	0.62%	11,006	$2.4M	Reduce -2.2%
SPSM SS SPDR P S&P 600 Small Cap	0.61%	41,971	$2.4M	Reduce -2.7%
A Agilent Technologies Inc.	0.61%	18,192	$2.4M	Reduce -0.5%
MRK Merck & Co. Inc.	0.57%	17,426	$2.2M	Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.56%	27,559	$2.2M	Reduce -0.9%
SPSB SS SPDR P St C Corp. ETF	0.55%	72,212	$2.2M	Add +261.1%
IGV iShares Expanded Tech-Softwa	0.53%	23,019	$2.1M	Reduce -0.6%
IEFA iShares Core MSCI Eafe ETF	0.50%	20,261	$2.0M	Add +0.3%
SCHX Schwab US Large-Cap ETF	0.48%	64,726	$1.9M	Reduce -2.6%
VTEB Vanguard Tax-Exempt Bond ETF	0.44%	34,644	$1.8M	Add +13.5%
HD Home Depot Inc.	0.42%	4,722	$1.7M	Reduce -2.6%
DFAC Dimensional US Core Equity 2	0.42%	37,013	$1.6M	Reduce -0.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.38%	18,650	$1.5M	Add +2.5%
GOOGL Alphabet Inc. Class A	0.36%	4,018	$1.4M	Reduce -1.7%
BMY Bristol-Myers Squibb Co.	0.36%	24,808	$1.4M	Add +10.2%
WMT Walmart Inc.	0.33%	11,530	$1.3M	Reduce -0.2%
TSLA Tesla Inc.	0.30%	2,844	$1.2M	Add +0.5%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.29%	24,995	$1.1M	Add +7.2%
JNJ Johnson & Johnson	0.26%	4,100	$1.0M	Reduce -0.5%
SCHW Schwab (charles) Corp.	0.26%	10,900	$1.0M	No change
QQQ Invesco QQQ Trust Series 1	0.25%	1,344	$990K	No change
DFAT Dimensional US Target Value	0.25%	13,946	$975K	Reduce -0.1%
VOO Vanguard S&P 500 ETF	0.23%	1,312	$901K	Add +2.7%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.22%	16,455	$868K	No change
AMAT Applied Materials Inc.	0.22%	1,200	$868K	No change
SPDW Ste STR SPDR PT DW Eu ETF	0.22%	16,919	$853K	Add +0.8%
SCHF Schwab Intl Equity ETF	0.21%	30,142	$835K	No change
KO The Coca-Cola Co.	0.21%	10,267	$834K	Reduce -0.3%
AMGN Amgen Inc.	0.21%	2,275	$824K	Reduce -1.0%
ISTB iShares Core 1-5 Year Usd Bo	0.20%	16,200	$782K	New
MUB iShares National Muni Bond E	0.19%	6,981	$751K	Reduce -11.6%
SCHG Schwab US Large-Cap Growth	0.19%	21,679	$734K	Add +0.1%
XOM Exxon Mobil Corp.	0.19%	5,337	$730K	Reduce -5.0%
BAC Bank of America Corp.	0.19%	12,800	$729K	Reduce -3.0%
IWF iShares Russell 1000 Growth	0.18%	5,660	$703K	No change
IUSG iShares Core S&P U.S. Growth	0.17%	3,661	$689K	Add +17.4%
IWM iShares Russell 2000 ETF	0.17%	2,176	$654K	No change
ITOT iShares Core S&P Total U.S.	0.16%	3,915	$643K	Add +1.2%
SCHB Schwab US Broad Market ETF	0.16%	21,859	$633K	No change
VIG Vanguard Dividend Apprec ETF	0.16%	2,669	$632K	No change
MDY State Street SPDR S&P Midcap	0.16%	890	$626K	Reduce -5.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.16%	6,485	$624K	Reduce -8.5%
SCHA Schwab US Small-Cap ETF	0.16%	17,202	$622K	Reduce -0.3%
VTEC Vanguard Ca Tax-Ex Bond	0.15%	5,989	$602K	Add +5.7%
DFAS Dimensional US Small Cap ETF	0.14%	6,737	$555K	No change
RCL Royal Caribbean Cruises Ltd.	0.14%	1,725	$548K	Reduce -1.1%
VTES Vanguard SH Term Tax-Ex Bond	0.14%	5,276	$535K	Reduce -2.5%
IVW iShares S&P 500 Growth ETF	0.13%	3,698	$509K	Reduce -0.4%
AMD Advanced Micro Devices	0.13%	849	$493K	New
PG The Procter & Gamble Co.	0.12%	3,232	$474K	Reduce -1.8%
CSCO Cisco Systems Inc.	0.12%	4,000	$470K	No change
IVE iShares S&P 500 Value ETF	0.12%	2,065	$469K	Reduce -0.5%
XLV SS Health Care Select Sector	0.12%	2,945	$467K	Add +9.1%
HEFA Isha Curr Hedged MSCI Eafe	0.12%	9,935	$466K	Reduce -7.0%
AMZN Amazon.com Inc.	0.11%	1,885	$449K	Add +20.8%
ORCL Oracle Corp.	0.11%	3,059	$448K	Reduce -0.8%
NVDA Nvidia Corp.	0.11%	2,230	$446K	Add +10.3%
SCHV Schwab US Large-Cap Value	0.11%	12,590	$438K	No change
VIOV Vanguard S&P Small-Cap 600 V	0.11%	3,673	$431K	Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.11%	1,496	$421K	Reduce -11.8%
BRK.B Berkshire Hathaway Inc. Class B	0.11%	833	$417K	Reduce -2.6%
APO Apollo Global Management Inc.	0.11%	3,500	$414K	Reduce -2.8%
BA The Boeing Co.	0.10%	1,850	$400K	No change
VEU Vanguard Ftse All-World Ex-U	0.10%	4,755	$398K	No change
SCHD Schwab US DVD Equity ETF	0.10%	12,555	$398K	No change
MAR Marriott International Class A	0.10%	1,032	$382K	No change
ETN Eaton Corp. PLC	0.10%	885	$377K	Reduce -9.2%
IAU iShares Gold Trust	0.10%	4,960	$375K	No change
INTC Intel Corp.	0.09%	2,620	$366K	New
XLI SS Industrial Select Sector	0.09%	1,950	$361K	Add +10.2%
XLK SS Technology Select Sector	0.09%	1,877	$358K	Reduce -8.7%
TEVA Teva Pharmaceutical-SP ADR	0.09%	10,335	$350K	No change
ARES Ares Management Corp. Class A	0.09%	3,100	$345K	Reduce -1.6%
JPST JPMorgan Ultra-Short Income	0.09%	6,820	$345K	Add +1.5%
MCD McDonald's Corp.	0.08%	1,200	$324K	No change
IWB iShares Russell 1000 ETF	0.08%	788	$323K	No change
DFAI Dimensional International Co.	0.08%	7,569	$312K	No change
VOOV Vanguard S&P 500 Value ETF	0.08%	1,420	$311K	No change
EZU iShares MSCI Eurozone ETF	0.08%	4,300	$299K	Reduce -0.2%
SCZ iShares MSCI Eafe Small-Cap	0.07%	3,483	$287K	Reduce -0.7%
CL Colgate-Palmolive Co.	0.07%	3,111	$285K	Add +6.0%
TFC Truist Financial Corp.	0.07%	5,500	$274K	Reduce -15.4%
SCHE Schwab Emrg Mrkts Eqty ETF	0.07%	7,420	$269K	Reduce -5.1%
JMUB JPMorgan Municipal ETF	0.07%	5,256	$266K	No change
IWD iShares Russell 1000 Value E	0.07%	1,086	$263K	No change
HWM Howmet Aerospace Inc.	0.07%	975	$262K	No change
PFF iShares Preferred & Income S	0.07%	8,495	$259K	Reduce -5.2%
CALI Ishrs SH-TRM Ca Muni Act ETF	0.06%	4,916	$248K	Reduce -28.9%
AVIV Avantis Intl LRG Cap Val ETF	0.06%	3,172	$246K	No change
VGT Vanguard Info Tech ETF	0.06%	2,000	$239K	New
FNDX Schwab Fndmntl US LRG Co. ETF	0.05%	6,917	$215K	New
VXUS Vanguard Total Intl Stock	0.05%	2,495	$213K	New
FNDC Schwab Fndmnt Intl SM Eq ETF	0.05%	4,379	$213K	Reduce -1.5%
SCHM Schwab US Mid Cap ETF	0.05%	5,749	$212K	New
GE General Electric filed as GE AEROSPACE	0.05%	565	$211K	New
PGX Invesco Preferred ETF	0.05%	18,899	$205K	Reduce -16.7%

Portfolio Sells Q1 2026 → Q2 2026


VCSH Vanguard S/T Corp. Bond ETF	Reduce -3.5%	4.48%	−0.63
MDT Medtronic PLC	Sold out	0.00%	−0.53
BSV Vanguard Short-Term Bond ETF	Reduce -1.6%	3.24%	−0.39
GILD Gilead Sciences Inc.	Reduce -1.9%	0.98%	−0.23
PEP Pepsico Inc.	Reduce -3.2%	0.65%	−0.20
SYK Stryker Corp.	Reduce -6.4%	0.80%	−0.18
LOW Lowe's Cos Inc.	Reduce -2.2%	0.62%	−0.12
SUB iShares Short-Term National	Reduce -7.6%	0.65%	−0.12
AVDV Avantis Intl S/C Value ETF	Reduce -2.3%	1.35%	−0.12
NKE Nike Inc. Class B	Sold out	0.00%	−0.11
XOM Exxon Mobil Corp.	Reduce -5.0%	0.19%	−0.08
KTOS Kratos Defense & Security	Sold out	0.00%	−0.08
CVX Chevron Corp.	Sold out	0.00%	−0.07
ECL Ecolab Inc.	Reduce -3.8%	0.82%	−0.07
WMT Walmart Inc.	Reduce -0.2%	0.33%	−0.07
LIN Linde PLC	Reduce -1.2%	1.09%	−0.07
BND Vanguard Total Bond Market	Sold out	0.00%	−0.06
GLDM SPDR Gold Minishares Trust	Sold out	0.00%	−0.06
JPM JPMorgan Chase & Co.	Reduce -3.8%	2.26%	−0.05
IVV iShares Core S&P 500 ETF	Reduce -6.8%	2.08%	−0.05
MUB iShares National Muni Bond E	Reduce -11.6%	0.19%	−0.04
CALI Ishrs SH-TRM Ca Muni Act ETF	Reduce -28.9%	0.06%	−0.03
DIS The Walt Disney Co.	Reduce -8.5%	0.16%	−0.03
HD Home Depot Inc.	Reduce -2.6%	0.42%	−0.02
MRK Merck & Co. Inc.	Reduce -0.8%	0.57%	−0.02
PGX Invesco Preferred ETF	Reduce -16.7%	0.05%	−0.02
VTES Vanguard SH Term Tax-Ex Bond	Reduce -2.5%	0.14%	−0.02
AMGN Amgen Inc.	Reduce -1.0%	0.21%	−0.02
JNJ Johnson & Johnson	Reduce -0.5%	0.26%	−0.02
TFC Truist Financial Corp.	Reduce -15.4%	0.07%	−0.01
ORCL Oracle Corp.	Reduce -0.8%	0.11%	−0.01
PG The Procter & Gamble Co.	Reduce -1.8%	0.12%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -1.5%	4.88%	−0.01
PFF iShares Preferred & Income S	Reduce -5.2%	0.07%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.6%	0.11%	−0.01
ARES Ares Management Corp. Class A	Reduce -1.6%	0.09%	−0.01
HEFA Isha Curr Hedged MSCI Eafe	Reduce -7.0%	0.12%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -1.7%	0.79%	−0.01
IBM Intl Business Machines Corp.	Reduce -11.8%	0.11%	−0.01
APO Apollo Global Management Inc.	Reduce -2.8%	0.11%	−0.01
RSP Invesco S&P 500 Equal Weight	Reduce -1.5%	1.71%	−0.01
KO The Coca-Cola Co.	Reduce -0.3%	0.21%	−0.01
SCZ iShares MSCI Eafe Small-Cap	Reduce -0.7%	0.07%	−0.00
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -5.1%	0.07%	−0.00
FNDC Schwab Fndmnt Intl SM Eq ETF	Reduce -1.5%	0.05%	−0.00
MDY State Street SPDR S&P Midcap	Reduce -5.7%	0.16%	−0.00
IVE iShares S&P 500 Value ETF	Reduce -0.5%	0.12%	−0.00
ETN Eaton Corp. PLC	Reduce -9.2%	0.10%	−0.00
EZU iShares MSCI Eurozone ETF	Reduce -0.2%	0.08%	+0.00
AXP American Express Co.	Reduce -1.7%	1.15%	+0.00

Portfolio Buys Q1 2026 → Q2 2026


SPSB SS SPDR P St C Corp. ETF	Add +261.1%	0.55%	+0.38
SPYG SS SPDR P S&P 500 Growth ETF	Add +6.0%	1.85%	+0.27
SPYM Ste STR SPDR PT S&P 500 ETF	Add +2.6%	3.62%	+0.25
ISTB iShares Core 1-5 Year Usd Bo	New	0.20%	+0.20
LLY Eli Lilly & Co.	Add +2.7%	1.06%	+0.19
VEA Vanguard Ftse Developed ETF	Add +3.0%	4.12%	+0.18
AMD Advanced Micro Devices	New	0.13%	+0.13
IEMG iShares Core MSCI Emerging	Add +0.5%	1.46%	+0.12
INTC Intel Corp.	New	0.09%	+0.09
VB Vanguard Most SM-Cap ETF-Usd	Add +1.2%	1.06%	+0.07
VGT Vanguard Info Tech ETF	New	0.06%	+0.06
FNDX Schwab Fndmntl US LRG Co. ETF	New	0.05%	+0.05
VXUS Vanguard Total Intl Stock	New	0.05%	+0.05
SCHM Schwab US Mid Cap ETF	New	0.05%	+0.05
GE General Electric	New	0.05%	+0.05
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.5%	0.79%	+0.05
EFG iShares MSCI Eafe Growth ETF	Add +4.9%	0.70%	+0.04
AVUV Avantis US Small Cap Value	Add +0.3%	1.39%	+0.04
IUSG iShares Core S&P U.S. Growth	Add +17.4%	0.17%	+0.04
AMZN Amazon.com Inc.	Add +20.8%	0.11%	+0.02
VTEB Vanguard Tax-Exempt Bond ETF	Add +13.5%	0.44%	+0.02
VOO Vanguard S&P 500 ETF	Add +2.7%	0.23%	+0.02
NVDA Nvidia Corp.	Add +10.3%	0.11%	+0.02
XLI SS Industrial Select Sector	Add +10.2%	0.09%	+0.01
TSLA Tesla Inc.	Add +0.5%	0.30%	+0.01
SCHG Schwab US Large-Cap Growth	Add +0.1%	0.19%	+0.01
ITOT iShares Core S&P Total U.S.	Add +1.2%	0.16%	+0.01
XLV SS Health Care Select Sector	Add +9.1%	0.12%	+0.01
SPDW Ste STR SPDR PT DW Eu ETF	Add +0.8%	0.22%	+0.00
CL Colgate-Palmolive Co.	Add +6.0%	0.07%	+0.00
SPYV SS SPDR P S&P 500 Value ETF	Add +2.2%	2.35%	+0.00
VTEC Vanguard Ca Tax-Ex Bond	Add +5.7%	0.15%	−0.00
JPST JPMorgan Ultra-Short Income	Add +1.5%	0.09%	−0.01
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +7.2%	0.29%	−0.01
SCHC Schwab Intl Small-Cap Equity	Add +4.8%	0.71%	−0.01
IEFA iShares Core MSCI Eafe ETF	Add +0.3%	0.50%	−0.01
BMY Bristol-Myers Squibb Co.	Add +10.2%	0.36%	−0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +2.5%	0.38%	−0.02
NEE Nextera Energy Inc.	Add +4.3%	0.65%	−0.07
STIP iShares 0-5 Year Tips Bond E	Add +3.3%	1.26%	−0.09
BNDW Vanguard Total World Bond Et	Add +3.4%	2.23%	−0.13
VCIT Vanguard Int-Term Corporate	Add +3.1%	2.10%	−0.14
DFIV Dimensional International Va	Add +0.8%	2.74%	−0.17
MSFT Microsoft Corp.	Add +0.6%	5.86%	−0.48

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