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Stone Summit Wealth LLC

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
NEXTERA ENERGY INC—$2.09M25,9840.6%
DIMENSIONAL ETF TRUST—$2.08M44,5400.6%
Medtronic plc—$2.04M21,1860.6%
VANGUARD INDEX FDS—$2.00M6,8910.5%
ISHARES TR—$1.78M15,6090.5%
HOME DEPOT, INC.—$1.74M5,0620.5%
ISHARES TR—$1.61M20,0220.4%
DIMENSIONAL ETF TRUST—$1.51M38,2430.4%
VANGUARD MUN BD FDS—$1.48M29,4320.4%
SCHWAB STRATEGIC TR—$1.47M54,5240.4%
Walt Disney Co—$1.38M12,0960.4%
Merck & Co., Inc.—$1.29M12,2860.4%
Walmart Inc.—$1.29M11,6000.4%
Alphabet Inc.—$1.27M4,0670.3%
ISHARES TR—$1.19M13,2940.3%
SCHWAB CHARLES CORP—$1.09M10,9000.3%
Tesla Inc—$1.03M2,2850.3%
SELECT SECTOR SPDR TR—$961.4K22,5200.3%
JOHNSON & JOHNSON—$866.1K4,1850.2%
ISHARES TR—$856.8K7,9990.2%
DIMENSIONAL ETF TRUST—$840.3K14,1140.2%
INVESCO QQQ TR—$826.2K1,3450.2%
BANK OF AMERICA CORP /DE—$783.8K14,2500.2%
COCA COLA CO—$777.7K11,1250.2%
SCHWAB STRATEGIC TR—$763.2K16,8820.2%
AMGEN INC—$730.1K2,2310.2%
SPDR INDEX SHS FDS—$724.4K16,3110.2%
SCHWAB STRATEGIC TR—$724.0K30,1160.2%
EXXON MOBIL CORP—$700.4K5,8200.2%
SPDR S&P MIDCAP 400 ETF TR—$680.5K1,1280.2%
ISHARES TR—$672.1K1,4200.2%
VANGUARD BD INDEX FDS—$659.1K8,8980.2%
BRISTOL MYERS SQUIBB CO—$652.7K12,1000.2%
VANGUARD INDEX FDS—$644.7K1,0280.2%
J P MORGAN EXCHANGE TRADED F—$622.5K12,3040.2%
ORACLE CORP—$609.4K3,1260.2%
VANGUARD SPECIALIZED FUNDS—$586.6K2,6690.2%
iShares MSCI UAE ETF—$575.4K3,8700.2%
SCHWAB STRATEGIC TR—$573.1K21,8500.2%
Apollo Global Management, Inc.—$550.1K3,8000.1%
VANGUARD WELLINGTON FD—$543.5K5,3510.1%
ISHARES TR—$535.6K2,1760.1%
SCHWAB STRATEGIC TR—$534.4K18,7640.1%
Ares Management Corporation—$529.3K3,2750.1%
ROYAL CARIBBEAN CRUISES LTD—$528.6K1,8950.1%
ISHARES TR—$526.4K2,4820.1%
INTERNATIONAL BUSINESS MACHINES CORP—$524.6K1,7710.1%
AMERICAN CENTY ETF TR—$513.4K7,2080.1%
NIKE, Inc.—$498.8K7,8300.1%
ISHARES TR—$497.7K4,0380.1%
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