Filed: 10/22/2025ACC: 0002085853-25-000137
📋 What this filing means
STONE SUMMIT WEALTH LLC filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $352.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$352.59M
Total AUM (reported)
3.16M
Total Shares
Allocation by class
COM$104.80M29.7%
VALUE ETF$17.83M5.1%
SHRT TRM CORP BD$13.89M3.9%
SHORT TRM BOND$10.23M2.9%
VAN FTSE DEV MKT$10.05M2.9%
CAP STK CL C$9.49M2.7%
INTERNATNAL VAL$8.46M2.4%
Portfolio Concentration
Top 3$63.65M18.1%
4–10$63.57M18.0%
11–25$85.06M24.1%
Rest$140.32M39.8%
Top 3 weight
18.1%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 3.16M
Sole
Full voting authority
3.16M
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)
Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:
MICROSOFT CORP
SOLEShares61.62K
TypeSH
Market value$31.92M
9.05%
Sole
61.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares95.63K
TypeSH
Market value$17.83M
5.06%
Sole
95.63K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares173.83K
TypeSH
Market value$13.89M
3.94%
Sole
173.83K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares129.62K
TypeSH
Market value$10.23M
2.90%
Sole
129.62K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares167.76K
TypeSH
Market value$10.05M
2.85%
Sole
167.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares31K
TypeSH
Market value$9.78M
2.77%
Sole
31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares38.98K
TypeSH
Market value$9.49M
2.69%
Sole
38.98K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares183.46K
TypeSH
Market value$8.46M
2.40%
Sole
183.46K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares94.02K
TypeSH
Market value$7.91M
2.24%
Sole
94.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.42K
TypeSH
Market value$7.64M
2.17%
Sole
11.42K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares136.82K
TypeSH
Market value$7.57M
2.15%
Sole
136.82K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.38K
TypeSH
Market value$7.38M
2.09%
Sole
15.38K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.47K
TypeSH
Market value$7.37M
2.09%
Sole
22.47K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares98.54K
TypeSH
Market value$6.86M
1.95%
Sole
98.54K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares85.75K
TypeSH
Market value$6.72M
1.91%
Sole
85.75K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares31.32K
TypeSH
Market value$5.94M
1.69%
Sole
31.32K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares19.27K
TypeSH
Market value$5.38M
1.53%
Sole
19.27K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.75K
TypeSH
Market value$4.96M
1.41%
Sole
23.75K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares39.76K
TypeSH
Market value$4.92M
1.40%
Sole
39.76K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares14.81K
TypeSH
Market value$4.92M
1.39%
Sole
14.81K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares46.60K
TypeSH
Market value$4.87M
1.38%
Sole
46.60K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares53.39K
TypeSH
Market value$4.75M
1.35%
Sole
53.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.86K
TypeSH
Market value$4.55M
1.29%
Sole
17.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.66K
TypeSH
Market value$4.51M
1.28%
Sole
43.66K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares43.70K
TypeSH
Market value$4.35M
1.23%
Sole
43.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.62K | SH | $31.92M 9.05% | 61.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 95.63K | SH | $17.83M 5.06% | 95.63K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 173.83K | SH | $13.89M 3.94% | 173.83K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 129.62K | SH | $10.23M 2.90% | 129.62K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 167.76K | SH | $10.05M 2.85% | 167.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 31K | SH | $9.78M 2.77% | 31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 38.98K | SH | $9.49M 2.69% | 38.98K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 183.46K | SH | $8.46M 2.40% | 183.46K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 94.02K | SH | $7.91M 2.24% | 94.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.42K | SH | $7.64M 2.17% | 11.42K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 136.82K | SH | $7.57M 2.15% | 136.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.38K | SH | $7.38M 2.09% | 15.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.47K | SH | $7.37M 2.09% | 22.47K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 98.54K | SH | $6.86M 1.95% | 98.54K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 85.75K | SH | $6.72M 1.91% | 85.75K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 31.32K | SH | $5.94M 1.69% | 31.32K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 19.27K | SH | $5.38M 1.53% | 19.27K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 23.75K | SH | $4.96M 1.41% | 23.75K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 39.76K | SH | $4.92M 1.40% | 39.76K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 14.81K | SH | $4.92M 1.39% | 14.81K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 46.60K | SH | $4.87M 1.38% | 46.60K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 53.39K | SH | $4.75M 1.35% | 53.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.86K | SH | $4.55M 1.29% | 17.86K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 43.66K | SH | $4.51M 1.28% | 43.66K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 43.70K | SH | $4.35M 1.23% | 43.70K | 0.00 | 0.00 |
Page 1 of 6
…