Stone Summit Wealth LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES INC | $4.38M | 1.2% |
| GILEAD SCIENCES, INC. | $4.00M | 1.1% |
| QUALCOMM INC/DE | $3.98M | 1.1% |
| ISHARES TR | $3.97M | 1.1% |
| STRYKER CORP | $3.91M | 1.1% |
| CATERPILLAR INC | $3.82M | 1.0% |
| AMERICAN CENTY ETF TR | $3.77M | 1.0% |
| ELI LILLY & Co | $3.61M | 1.0% |
| LINDE PLC | $3.61M | 1.0% |
| PEPSICO INC | $3.47M | 0.9% |
| VANGUARD INDEX FDS | $3.38M | 0.9% |
| VANGUARD INDEX FDS | $3.23M | 0.9% |
| ECOLAB INC. | $3.17M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $2.84M | 0.8% |
| SPDR S&P 500 ETF TR | $2.83M | 0.8% |
| LOWES COMPANIES INC | $2.76M | 0.7% |
| iShares MSCI UAE ETF | $2.70M | 0.7% |
| Visa Inc | $2.70M | 0.7% |
| ISHARES TR | $2.66M | 0.7% |
| Agilent Technologies Inc | $2.63M | 0.7% |
| AMERICAN CENTY ETF TR | $2.51M | 0.7% |
| VANGUARD INDEX FDS | $2.43M | 0.7% |
| SPDR SERIES TRUST | $2.39M | 0.6% |
| ISHARES TR | $2.27M | 0.6% |
| SCHWAB STRATEGIC TR | $2.18M | 0.6% |