13FBOX
Stone Summit Wealth LLC · 13F Holdings
Options Calculator Rankings

Stone Summit Wealth LLC

No.4917
Latest AUM (Q2 2026)
$394.0M
QoQ Change Q1 2026
+$34.7M+9.7%
Holdings
144
New Buys
8
Adds
39
Reduces
71
Exits
6
Unchanged
26
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
5.86%6.33%$23.1M61,882$22.8M61,495+387+0.63%Add
VVANGUARD INDEX FDSVTV
4.88%4.89%$19.2M88,161$17.6M89,521-1,360-1.52%Reduce
VVANGUARD SCOTTSDALE FDSBSV
4.48%5.11%$17.6M223,282$18.3M231,429-8,147-3.52%Reduce
VVANGUARD FTSEVEA
4.12%3.94%$16.2M227,588$14.2M220,871+6,717+3.04%Add
SSTATE STREETSPYM
3.62%3.37%$14.3M162,191$12.1M158,064+4,127+2.61%Add
VVANGUARD BD INDEX FDSBSV
3.24%3.63%$12.8M163,804$13.1M166,443-2,639-1.59%Reduce
AAlphabet Inc Class CGOOG
3.22%2.99%$12.7M35,941$10.7M37,392-1,451-3.88%Reduce
DDIMENSIONAL ETF TRUSTDFIV
2.74%2.92%$10.8M200,201$10.5M198,642+1,559+0.78%Add
SSTATE STREETSPYV
2.35%2.34%$9.2M152,106$8.4M148,897+3,209+2.16%Add
JPMORGAN CHASE & COJPM
2.26%2.31%$8.9M27,174$8.3M28,242-1,068-3.78%Reduce
VVANGUARD SCOTTSDALE FDSBNDW
2.23%2.36%$8.8M128,126$8.5M123,961+4,165+3.36%Add
VVANGUARD SCOTTSDALE FDSVCIT
2.1%2.24%$8.3M100,089$8.0M97,089+3,000+3.09%Add
IISHARES TRIVV
2.08%2.13%$8.2M10,928$7.7M11,723-795-6.78%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
1.93%1.59%$7.6M15,958$5.7M16,935-977-5.77%Reduce
VVANGUARD INDEX FDSVUG
1.87%1.78%$7.4M85,760$6.4M14,651+71,109+485.35%Add
SSPDR SERIES TRUSTSPYG
1.85%1.57%$7.3M61,190$5.7M57,749+3,441+5.96%Add
IINVESCO EXCHANGE TRADED FD TRSP
1.71%1.71%$6.7M31,632$6.2M32,102-470-1.46%Reduce
CATERPILLAR INCCAT
1.54%1.21%$6.1M5,707$4.4M6,145-438-7.13%Reduce
AMPHENOL CORPAPH
1.47%1.2%$5.8M32,776$4.3M34,103-1,327-3.89%Reduce
IISHARES INCIEMG
1.46%1.34%$5.7M69,297$4.8M68,989+308+0.45%Add
CUMMINS INCCMI
1.44%1.27%$5.7M7,949$4.6M8,479-530-6.25%Reduce
AAVANTIS U SAVUV
1.39%1.34%$5.5M43,877$4.8M43,741+136+0.31%Add
AAvantis US Small Cap Value ETFAVDV
1.35%1.47%$5.3M51,721$5.3M52,915-1,194-2.26%Reduce
APPLE INCAAPL
1.32%1.27%$5.2M17,958$4.6M18,017-59-0.33%Reduce
IISHARES TRSTIP
1.26%1.35%$5.0M48,521$4.9M46,974+1,547+3.29%Add
VVANGUARD SMALLVBR
1.23%1.23%$4.9M20,019$4.4M20,306-287-1.41%Reduce
IISHARES COREIJR
1.22%1.13%$4.8M32,352$4.0M32,576-224-0.69%Reduce
AMERICAN EXPRESS COAXP
1.15%1.15%$4.5M13,401$4.1M13,636-235-1.72%Reduce
AAMERICAN CENTY ETF TRAVLV
1.09%1.06%$4.3M47,117$3.8M47,406-289-0.61%Reduce
LINDE PLCLIN
1.09%1.15%$4.3M8,267$4.1M8,366-99-1.18%Reduce
VVANGUARD INDEX FDSVB
1.06%0.99%$4.2M13,764$3.6M13,599+165+1.21%Add
ELI LILLY & COLLY
1.06%0.87%$4.2M3,470$3.1M3,380+90+2.66%Add
QQUALCOMM INCQCOM
1%0.8%$3.9M21,259$2.9M22,184-925-4.17%Reduce
GGILEAD SCIENCES INC COMGILD
0.98%1.21%$3.9M30,669$4.4M31,246-577-1.85%Reduce
GGENERAL DYNAMICS CORPVTI
0.91%0.86%$3.6M9,668$3.1M9,688-20-0.21%Reduce
ECOLAB INCECL
0.82%0.89%$3.2M11,555$3.2M12,013-458-3.81%Reduce
STRYKER CORPORATIONSYK
0.8%0.98%$3.2M10,047$3.5M10,733-686-6.39%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.79%0.75%$3.1M4,190$2.7M4,127+63+1.53%Add
VVANGUARD FSTEVWO
0.79%0.79%$3.1M51,880$2.9M52,764-884-1.68%Reduce
AAMERICAN CENTY ETF TRAVEM
0.76%0.71%$3.0M31,190$2.5M31,557-367-1.16%Reduce
SSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
0.71%0.72%$2.8M58,048$2.6M55,382+2,666+4.81%Add
IISHARES TREFG
0.7%0.66%$2.8M22,193$2.4M21,157+1,036+4.90%Add
VVANGUARD INDEX FDSVV
0.67%0.64%$2.6M7,704$2.3M7,70400.00%Unchanged
VISA INCV
0.67%0.64%$2.6M7,643$2.3M7,662-19-0.25%Reduce
PEPSICO INCPEP
0.65%0.85%$2.6M19,018$3.1M19,652-634-3.23%Reduce
IISHARES TRGVI
0.65%0.77%$2.5M23,905$2.8M25,865-1,960-7.58%Reduce
NNEXTERA ENERGY INCNEE
0.65%0.72%$2.5M28,996$2.6M27,801+1,195+4.30%Add
DDIMENSIONAL USDFUV
0.62%0.6%$2.4M44,265$2.1M44,320-55-0.12%Reduce
LOWES COS INC COMLOW
0.62%0.74%$2.4M11,006$2.7M11,258-252-2.24%Reduce
SSTATE STREETSPSM
0.61%0.58%$2.4M41,971$2.1M43,143-1,172-2.72%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow