Filed: 1/27/2026ACC: 0002085853-26-000102
📋 What this filing means
STONE SUMMIT WEALTH LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $368.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$368.69M
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$106.01M28.8%
STATE STREET SPD$28.54M7.7%
VALUE ETF$18.17M4.9%
SHRT TRM CORP BD$16.57M4.5%
CAP STK CL C$12.31M3.3%
SHORT TRM BOND$12.02M3.3%
VAN FTSE DEV MKT$11.32M3.1%
Portfolio Concentration
Top 3$64.54M17.5%
4–10$75.58M20.5%
11–25$87.97M23.9%
Rest$140.60M38.1%
Top 3 weight
17.5%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
3.28M
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)
Sole141
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings141
Rows:
MICROSOFT CORP
SOLEShares61.63K
TypeSH
Market value$29.80M
8.08%
Sole
61.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares95.14K
TypeSH
Market value$18.17M
4.93%
Sole
95.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares207.82K
TypeSH
Market value$16.57M
4.49%
Sole
207.82K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares156.73K
TypeSH
Market value$12.57M
3.41%
Sole
156.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares39.23K
TypeSH
Market value$12.31M
3.34%
Sole
39.23K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares152.51K
TypeSH
Market value$12.02M
3.26%
Sole
152.51K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares181.19K
TypeSH
Market value$11.32M
3.07%
Sole
181.19K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares29.93K
TypeSH
Market value$9.64M
2.62%
Sole
29.93K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares192.14K
TypeSH
Market value$9.59M
2.60%
Sole
192.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares118.27K
TypeSH
Market value$8.13M
2.21%
Sole
118.27K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares140.51K
TypeSH
Market value$7.98M
2.17%
Sole
140.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.49K
TypeSH
Market value$7.87M
2.13%
Sole
11.49K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares93.83K
TypeSH
Market value$7.86M
2.13%
Sole
93.83K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.74K
TypeSH
Market value$7.68M
2.08%
Sole
15.74K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares31.63K
TypeSH
Market value$6.06M
1.64%
Sole
31.63K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares52.51K
TypeSH
Market value$5.60M
1.52%
Sole
52.51K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares18.36K
TypeSH
Market value$5.58M
1.51%
Sole
18.36K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares14.25K
TypeSH
Market value$5.27M
1.43%
Sole
14.25K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares54.07K
TypeSH
Market value$5.08M
1.38%
Sole
54.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.61K
TypeSH
Market value$5.06M
1.37%
Sole
18.61K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares37.07K
TypeSH
Market value$5.01M
1.36%
Sole
37.07K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.32K
TypeSH
Market value$4.94M
1.34%
Sole
23.32K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares9.31K
TypeSH
Market value$4.75M
1.29%
Sole
9.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares45.87K
TypeSH
Market value$4.70M
1.27%
Sole
45.87K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares44.40K
TypeSH
Market value$4.53M
1.23%
Sole
44.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.63K | SH | $29.80M 8.08% | 61.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 95.14K | SH | $18.17M 4.93% | 95.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 207.82K | SH | $16.57M 4.49% | 207.82K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 156.73K | SH | $12.57M 3.41% | 156.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.23K | SH | $12.31M 3.34% | 39.23K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 152.51K | SH | $12.02M 3.26% | 152.51K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 181.19K | SH | $11.32M 3.07% | 181.19K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29.93K | SH | $9.64M 2.62% | 29.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 192.14K | SH | $9.59M 2.60% | 192.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 118.27K | SH | $8.13M 2.21% | 118.27K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 140.51K | SH | $7.98M 2.17% | 140.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.49K | SH | $7.87M 2.13% | 11.49K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 93.83K | SH | $7.86M 2.13% | 93.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.74K | SH | $7.68M 2.08% | 15.74K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 31.63K | SH | $6.06M 1.64% | 31.63K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 52.51K | SH | $5.60M 1.52% | 52.51K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 18.36K | SH | $5.58M 1.51% | 18.36K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 14.25K | SH | $5.27M 1.43% | 14.25K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 54.07K | SH | $5.08M 1.38% | 54.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.61K | SH | $5.06M 1.37% | 18.61K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 37.07K | SH | $5.01M 1.36% | 37.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 23.32K | SH | $4.94M 1.34% | 23.32K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 9.31K | SH | $4.75M 1.29% | 9.31K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 45.87K | SH | $4.70M 1.27% | 45.87K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 44.40K | SH | $4.53M 1.23% | 44.40K | 0.00 | 0.00 |
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