Institutions / Stone Summit Wealth LLC
Stone Summit Wealth LLC
CIK 1908192 · Institution · as of Dec 31, 2025
Portfolio value
$368.69M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $29.80M | 8.1% |
| Vanguard Index Fds | $18.17M | 4.9% |
| Vanguard Scottsdale Fds | $16.57M | 4.5% |
| SPDR Series Trust | $12.57M | 3.4% |
| Alphabet Inc. | $12.31M | 3.3% |
| Vanguard Bd Index Fds | $12.02M | 3.3% |
| Vanguard Tax-Managed Fds | $11.32M | 3.1% |
| JPMorgan Chase & Co | $9.64M | 2.6% |
| Dimensional ETF Trust | $9.59M | 2.6% |
| Vanguard Scottsdale Fds | $8.13M | 2.2% |
| SPDR Series Trust | $7.98M | 2.2% |
| iShares Tr | $7.87M | 2.1% |
| Vanguard Scottsdale Fds | $7.86M | 2.1% |
| Vanguard Index Fds | $7.68M | 2.1% |
| Invesco Exchange Traded Fd T | $6.06M | 1.6% |
| SPDR Series Trust | $5.60M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.58M | 1.5% |
| American Express Co | $5.27M | 1.4% |
| American Centy ETF Tr | $5.08M | 1.4% |
| Apple Inc. | $5.06M | 1.4% |
| Amphenol Corp /De | $5.01M | 1.4% |
| Vanguard Index Fds | $4.94M | 1.3% |
| Cummins Inc | $4.75M | 1.3% |
| iShares MSCI UAE ETF | $4.70M | 1.3% |
| American Centy ETF Tr | $4.53M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.