Filed: 7/17/2025ACC: 0001667731-25-000854
📋 What this filing means
STONE SUMMIT WEALTH LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $322.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$322.79M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
COM$97.40M30.2%
VALUE ETF$16.14M5.0%
PRTFLO S&P500 VL$9.13M2.8%
INT-TERM CORP$7.97M2.5%
SHRT TRM CORP BD$7.26M2.2%
INTERNATNAL VAL$7.23M2.2%
CAP STK CL C$7.07M2.2%
Portfolio Concentration
Top 3$55.92M17.3%
4–10$51.95M16.1%
11–25$72.86M22.6%
Rest$142.06M44.0%
Top 3 weight
17.3%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Sole
Full voting authority
3.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole142
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings142
Rows:
MICROSOFT CORP
SOLEShares61.64K
TypeSH
Market value$30.66M
9.50%
Sole
61.64K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares91.31K
TypeSH
Market value$16.14M
5.00%
Sole
91.31K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares174.36K
TypeSH
Market value$9.13M
2.83%
Sole
174.36K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares30.42K
TypeSH
Market value$8.82M
2.73%
Sole
30.42K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares96.10K
TypeSH
Market value$7.97M
2.47%
Sole
96.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares91.33K
TypeSH
Market value$7.26M
2.25%
Sole
91.33K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares168.79K
TypeSH
Market value$7.23M
2.24%
Sole
168.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares39.85K
TypeSH
Market value$7.07M
2.19%
Sole
39.85K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.55K
TypeSH
Market value$6.85M
2.12%
Sole
22.55K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares85.75K
TypeSH
Market value$6.75M
2.09%
Sole
85.75K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares118.12K
TypeSH
Market value$6.73M
2.09%
Sole
118.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.04K
TypeSH
Market value$6.23M
1.93%
Sole
10.04K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares32.21K
TypeSH
Market value$5.85M
1.81%
Sole
32.21K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares15.81K
TypeSH
Market value$5.04M
1.56%
Sole
15.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares25.47K
TypeSH
Market value$4.97M
1.54%
Sole
25.47K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares132.62K
TypeSH
Market value$4.75M
1.47%
Sole
132.62K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares64.23K
TypeSH
Market value$4.73M
1.47%
Sole
64.23K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares11.76K
TypeSH
Market value$4.65M
1.44%
Sole
11.76K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares48.63K
TypeSH
Market value$4.64M
1.44%
Sole
48.63K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares20.25K
TypeSH
Market value$4.59M
1.42%
Sole
20.25K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares43.79K
TypeSH
Market value$4.32M
1.34%
Sole
43.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.22K
TypeSH
Market value$4.14M
1.28%
Sole
40.22K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares51.93K
TypeSH
Market value$4.12M
1.28%
Sole
51.93K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares60.23K
TypeSH
Market value$4.11M
1.27%
Sole
60.23K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares80.47K
TypeSH
Market value$3.98M
1.23%
Sole
80.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.64K | SH | $30.66M 9.50% | 61.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 91.31K | SH | $16.14M 5.00% | 91.31K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 174.36K | SH | $9.13M 2.83% | 174.36K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 30.42K | SH | $8.82M 2.73% | 30.42K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 96.10K | SH | $7.97M 2.47% | 96.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 91.33K | SH | $7.26M 2.25% | 91.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 168.79K | SH | $7.23M 2.24% | 168.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.85K | SH | $7.07M 2.19% | 39.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.55K | SH | $6.85M 2.12% | 22.55K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 85.75K | SH | $6.75M 2.09% | 85.75K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 118.12K | SH | $6.73M 2.09% | 118.12K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 10.04K | SH | $6.23M 1.93% | 10.04K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 32.21K | SH | $5.85M 1.81% | 32.21K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 15.81K | SH | $5.04M 1.56% | 15.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 25.47K | SH | $4.97M 1.54% | 25.47K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 132.62K | SH | $4.75M 1.47% | 132.62K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 64.23K | SH | $4.73M 1.47% | 64.23K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 11.76K | SH | $4.65M 1.44% | 11.76K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 48.63K | SH | $4.64M 1.44% | 48.63K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 20.25K | SH | $4.59M 1.42% | 20.25K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 43.79K | SH | $4.32M 1.34% | 43.79K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 40.22K | SH | $4.14M 1.28% | 40.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 51.93K | SH | $4.12M 1.28% | 51.93K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 60.23K | SH | $4.11M 1.27% | 60.23K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 80.47K | SH | $3.98M 1.23% | 80.47K | 0.00 | 0.00 |
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