Stone Summit Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $201.0K | 0.1% |
| WORLD GOLD TR | $202.7K | 0.1% |
| Howmet Aerospace Inc. | $205.0K | 0.1% |
| ISHARES TR | $228.4K | 0.1% |
| ISHARES TR | $229.4K | 0.1% |
| COLGATE PALMOLIVE CO | $236.0K | 0.1% |
| SCHWAB STRATEGIC TR | $262.4K | 0.1% |
| SELECT SECTOR SPDR TR | $266.8K | 0.1% |
| ISHARES TR | $269.9K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $271.5K | 0.1% |
| ISHARES TR | $272.9K | 0.1% |
| Meta Platforms Inc | $275.9K | 0.1% |
| ISHARES INC | $279.9K | 0.1% |
| INVESCO EXCH TRADED FD TR II | $281.0K | 0.1% |
| Kratos Defense & Security Solutions Inc | $282.1K | 0.1% |
| ISHARES TR | $294.3K | 0.1% |
| BLACKROCK ETF TRUST II | $294.4K | 0.1% |
| APPLIED MATERIALS INC /DE | $308.4K | 0.1% |
| Marriott International Inc/MD | $320.2K | 0.1% |
| CISCO SYSTEMS, INC. | $324.3K | 0.1% |
| SELECT SECTOR SPDR TR | $327.7K | 0.1% |
| DIMENSIONAL ETF TRUST | $329.9K | 0.1% |
| Eaton Corp plc | $334.4K | 0.1% |
| ISHARES TR | $343.7K | 0.1% |
| TEVA PHARMACEUTICAL INDUSTRIES LTDTEVA | $343.9K | 0.1% |
| SCHWAB STRATEGIC TR | $344.4K | 0.1% |
| TRUIST FINANCIAL CORP | $344.5K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $349.8K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $360.9K | 0.1% |
| SCHWAB STRATEGIC TR | $373.3K | 0.1% |
| Amazon.com Inc | $378.3K | 0.1% |
| MCDONALD'S CORP | $379.0K | 0.1% |
| SCHWAB STRATEGIC TR | $391.0K | 0.1% |
| The Boeing Company | $401.7K | 0.1% |
| ISHARES GOLD TR | $404.3K | 0.1% |
| SELECT SECTOR SPDR TR | $408.7K | 0.1% |
| NVIDIA Corp | $427.8K | 0.1% |
| Warren E. Buffett | $459.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $469.4K | 0.1% |
| VANGUARD CALIF TAX FREE FDS | $479.4K | 0.1% |
| PROCTER & GAMBLE Co | $492.6K | 0.1% |
| ISHARES TR | $497.7K | 0.1% |
| NIKE, Inc. | $498.8K | 0.1% |
| AMERICAN CENTY ETF TR | $513.4K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $524.6K | 0.1% |
| ISHARES TR | $526.4K | 0.1% |
| ROYAL CARIBBEAN CRUISES LTD | $528.6K | 0.1% |
| Ares Management Corporation | $529.3K | 0.1% |
| SCHWAB STRATEGIC TR | $534.4K | 0.1% |
| ISHARES TR | $535.6K | 0.1% |