Stone Summit Wealth LLC
CIK: 0001908192SEC EDGAR →
Portfolio Value
$368.7M
Holdings
141
As of
Q4 2025
New Positions
141
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 61,626 | $29.8M | 8.08% |
| 2 | VANGUARD INDEX FDS | 95,135 | $18.2M | 4.93% |
| 3 | VANGUARD SCOTTSDALE FDS | 207,820 | $16.6M | 4.49% |
| 4 | SPDR SERIES TRUST | 156,733 | $12.6M | 3.41% |
| 5 | ALPHABET INC | 39,227 | $12.3M | 3.34% |
| 6 | VANGUARD BD INDEX FDS | 152,511 | $12.0M | 3.26% |
| 7 | VANGUARD TAX-MANAGED FDS | 181,188 | $11.3M | 3.07% |
| 8 | JPMORGAN CHASE & CO. | 29,930 | $9.6M | 2.62% |
| 9 | DIMENSIONAL ETF TRUST | 192,139 | $9.6M | 2.60% |
| 10 | VANGUARD SCOTTSDALE FDS | 118,273 | $8.1M | 2.21% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (141)
$29.8M · 62K shares
$18.2M · 95K shares
$16.6M · 208K shares
$12.6M · 157K shares
$12.3M · 39K shares
$12.0M · 153K shares
$11.3M · 181K shares
$9.6M · 30K shares
$9.6M · 192K shares
$8.1M · 118K shares
$8.0M · 141K shares
$7.9M · 11K shares
$7.9M · 94K shares
$7.7M · 16K shares
$6.1M · 32K shares
$5.6M · 53K shares
$5.6M · 18K shares
$5.3M · 14K shares
$5.1M · 54K shares
$5.1M · 19K shares
$5.0M · 37K shares
$4.9M · 23K shares
$4.8M · 9K shares
$4.7M · 46K shares
$4.5M · 44K shares
$4.4M · 65K shares
$4.0M · 33K shares
$4.0M · 23K shares
$4.0M · 33K shares
$3.9M · 11K shares
$3.8M · 7K shares
$3.8M · 50K shares
$3.6M · 3K shares
$3.6M · 8K shares
$3.5M · 24K shares
$3.4M · 13K shares
$3.2M · 10K shares
$3.2M · 12K shares
$2.8M · 53K shares
$2.8M · 4K shares
$2.8M · 11K shares
$2.7M · 25K shares
$2.7M · 8K shares
$2.7M · 25K shares
$2.6M · 19K shares
$2.5M · 33K shares
$2.4M · 8K shares
$2.4M · 51K shares
$2.3M · 55K shares
$2.2M · 48K shares
$2.1M · 26K shares
$2.1M · 45K shares
$2.0M · 21K shares
$2.0M · 7K shares
$1.8M · 16K shares
$1.7M · 5K shares
$1.6M · 20K shares
$1.5M · 38K shares
$1.5M · 29K shares
$1.5M · 55K shares
$1.4M · 12K shares
$1.3M · 12K shares
$1.3M · 12K shares
$1.3M · 4K shares
$1.2M · 13K shares
$1.1M · 11K shares
$1.0M · 2K shares
$961K · 23K shares
$866K · 4K shares
$856K · 8K shares
$840K · 14K shares
$826K · 1K shares
$783K · 14K shares
$777K · 11K shares
$763K · 17K shares
$730K · 2K shares
$724K · 16K shares
$723K · 30K shares
$700K · 6K shares
$680K · 1K shares
$672K · 1K shares
$659K · 9K shares
$652K · 12K shares
$644K · 1K shares
$622K · 12K shares
$609K · 3K shares
$586K · 3K shares
$575K · 4K shares
$573K · 22K shares
$550K · 4K shares
$543K · 5K shares
$535K · 2K shares
$534K · 19K shares
$529K · 3K shares
$528K · 2K shares
$526K · 2K shares
$524K · 2K shares
$513K · 7K shares
$498K · 8K shares
$497K · 4K shares
$492K · 3K shares
$479K · 5K shares
$469K · 7K shares
$459K · 915 shares
$427K · 2K shares
$408K · 3K shares
$404K · 5K shares
$401K · 2K shares
$391K · 13K shares
$378K · 1K shares
$378K · 2K shares
$373K · 11K shares
$360K · 4K shares
$349K · 5K shares
$344K · 13K shares
$344K · 7K shares
$343K · 11K shares
$343K · 11K shares
$334K · 1K shares
$329K · 9K shares
$327K · 2K shares
$324K · 4K shares
$320K · 1K shares
$308K · 1K shares
$294K · 6K shares
$294K · 788 shares
$282K · 4K shares
$280K · 25K shares
$279K · 4K shares
$275K · 418 shares
$272K · 4K shares
$271K · 5K shares
$269K · 2K shares
$266K · 2K shares
$262K · 8K shares
$235K · 3K shares
$229K · 3K shares
$228K · 1K shares
$205K · 1K shares
$202K · 2K shares
$201K · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $244.9M | 66.4% |
| Technology | 11 | $51.8M | 14.1% |
| Healthcare | 9 | $17.4M | 4.7% |
| Communication Services | 4 | $15.2M | 4.1% |
| Industrials | 6 | $9.8M | 2.7% |
| Consumer Cyclical | 8 | $7.6M | 2.1% |
| Basic Materials | 2 | $6.8M | 1.8% |
| Consumer Defensive | 5 | $6.3M | 1.7% |
| Unknown | 6 | $6.0M | 1.6% |
| Utilities | 1 | $2.1M | 0.6% |
| Energy | 1 | $700K | 0.2% |