Stone Summit Wealth LLC

Est. AUM

$359.3M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$22.8M	61495	6.33%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$18.3M	231429	5.11%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$17.6M	89521	4.89%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.2M	220871	3.94%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$13.1M	166443	3.63%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$12.1M	158064	3.37%	SOLE
7	ALPHABET INC	CAP STK CL C	$10.7M	37392	2.98%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$10.5M	198642	2.92%	SOLE
9	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$8.5M	123961	2.36%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$8.4M	148897	2.34%	SOLE
11	JPMORGAN CHASE & CO	COM	$8.3M	28242	2.31%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.0M	97089	2.24%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$7.7M	11723	2.13%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$6.4M	14651	1.78%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.2M	32102	1.71%	SOLE
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.7M	16935	1.59%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$5.7M	57749	1.57%	SOLE
18	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.3M	52915	1.47%	SOLE
19	ISHARES TR	0-5 YR TIPS ETF	$4.9M	46974	1.35%	SOLE
20	AMERICAN CENTY ETF TR	US SML CP VALU	$4.8M	43741	1.34%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$4.8M	68989	1.34%	SOLE
22	APPLE INC	COM	$4.6M	18017	1.27%	SOLE
23	CUMMINS INC	COM	$4.6M	8479	1.27%	SOLE
24	VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	20306	1.23%	SOLE
25	GILEAD SCIENCES INC	COM	$4.4M	31246	1.21%	SOLE
26	CATERPILLAR INC	COM	$4.4M	6145	1.21%	SOLE
27	AMPHENOL CORP	CL A	$4.3M	34103	1.20%	SOLE
28	LINDE PLC	SHS	$4.1M	8366	1.15%	SOLE
29	AMERICAN EXPRESS CO	COM	$4.1M	13636	1.15%	SOLE
30	ISHARES TR	CORE S&P SCP ETF	$4.0M	32576	1.13%	SOLE
31	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.8M	47406	1.06%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$3.6M	13599	0.99%	SOLE
33	STRYKER CORPORATION	COM	$3.5M	10733	0.98%	SOLE
34	ECOLAB INC	COM	$3.2M	12013	0.89%	SOLE
35	ELI LILLY & CO	COM	$3.1M	3380	0.87%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	9688	0.86%	SOLE
37	PEPSICO INC	COM	$3.1M	19652	0.85%	SOLE
38	QUALCOMM INC	COM	$2.9M	22184	0.80%	SOLE
39	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	52764	0.79%	SOLE
40	ISHARES TR	SHRT NAT MUN ETF	$2.8M	25865	0.77%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	4127	0.75%	SOLE
42	LOWES COS INC	COM	$2.7M	11258	0.74%	SOLE
43	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.6M	55382	0.72%	SOLE
44	NEXTERA ENERGY INC	COM	$2.6M	27801	0.72%	SOLE
45	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.5M	31557	0.71%	SOLE
46	ISHARES TR	EAFE GRWTH ETF	$2.4M	21157	0.66%	SOLE
47	VISA INC	COM CL A	$2.3M	7662	0.64%	SOLE
48	VANGUARD INDEX FDS	LARGE CAP ETF	$2.3M	7704	0.64%	SOLE
49	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	44320	0.60%	SOLE
50	MERCK & CO INC	COM	$2.1M	17566	0.59%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.