Filed: 4/23/2026ACC: 0002085853-26-000460
📋 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 $359.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$359.34M
Total AUM (reported)
3.35M
Total Shares
Allocation by class
COM$94.97M26.4%
STATE STREET SPD$29.63M8.2%
SHRT TRM CORP BD$18.35M5.1%
VALUE ETF$17.56M4.9%
VAN FTSE DEV MKT$14.15M3.9%
SHORT TRM BOND$13.05M3.6%
CAP STK CL C$10.73M3.0%
Portfolio Concentration
Top 3$58.67M16.3%
4–10$77.41M21.5%
11–25$85.62M23.8%
Rest$137.63M38.3%
Top 3 weight
16.3%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Sole
Full voting authority
3.35M
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
SOLEShares61.49K
TypeSH
Market value$22.76M
6.33%
Sole
61.49K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares231.43K
TypeSH
Market value$18.35M
5.11%
Sole
231.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares89.52K
TypeSH
Market value$17.56M
4.89%
Sole
89.52K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares220.87K
TypeSH
Market value$14.15M
3.94%
Sole
220.87K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares166.44K
TypeSH
Market value$13.05M
3.63%
Sole
166.44K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares158.06K
TypeSH
Market value$12.10M
3.37%
Sole
158.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares37.39K
TypeSH
Market value$10.73M
2.99%
Sole
37.39K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares198.64K
TypeSH
Market value$10.48M
2.92%
Sole
198.64K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares123.96K
TypeSH
Market value$8.47M
2.36%
Sole
123.96K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares148.90K
TypeSH
Market value$8.42M
2.34%
Sole
148.90K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares28.24K
TypeSH
Market value$8.31M
2.31%
Sole
28.24K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares97.09K
TypeSH
Market value$8.03M
2.24%
Sole
97.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.72K
TypeSH
Market value$7.66M
2.13%
Sole
11.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.65K
TypeSH
Market value$6.40M
1.78%
Sole
14.65K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares32.10K
TypeSH
Market value$6.16M
1.71%
Sole
32.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares16.93K
TypeSH
Market value$5.72M
1.59%
Sole
16.93K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares57.75K
TypeSH
Market value$5.65M
1.57%
Sole
57.75K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares52.91K
TypeSH
Market value$5.28M
1.47%
Sole
52.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.97K
TypeSH
Market value$4.86M
1.35%
Sole
46.97K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares43.74K
TypeSH
Market value$4.83M
1.34%
Sole
43.74K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares68.99K
TypeSH
Market value$4.81M
1.34%
Sole
68.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.02K
TypeSH
Market value$4.57M
1.27%
Sole
18.02K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares8.48K
TypeSH
Market value$4.56M
1.27%
Sole
8.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares20.31K
TypeSH
Market value$4.41M
1.23%
Sole
20.31K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares31.25K
TypeSH
Market value$4.35M
1.21%
Sole
31.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.49K | SH | $22.76M 6.33% | 61.49K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 231.43K | SH | $18.35M 5.11% | 231.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 89.52K | SH | $17.56M 4.89% | 89.52K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 220.87K | SH | $14.15M 3.94% | 220.87K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 166.44K | SH | $13.05M 3.63% | 166.44K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 158.06K | SH | $12.10M 3.37% | 158.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 37.39K | SH | $10.73M 2.99% | 37.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 198.64K | SH | $10.48M 2.92% | 198.64K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 123.96K | SH | $8.47M 2.36% | 123.96K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 148.90K | SH | $8.42M 2.34% | 148.90K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.24K | SH | $8.31M 2.31% | 28.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 97.09K | SH | $8.03M 2.24% | 97.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.72K | SH | $7.66M 2.13% | 11.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.65K | SH | $6.40M 1.78% | 14.65K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 32.10K | SH | $6.16M 1.71% | 32.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 16.93K | SH | $5.72M 1.59% | 16.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.75K | SH | $5.65M 1.57% | 57.75K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 52.91K | SH | $5.28M 1.47% | 52.91K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 46.97K | SH | $4.86M 1.35% | 46.97K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 43.74K | SH | $4.83M 1.34% | 43.74K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 68.99K | SH | $4.81M 1.34% | 68.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.02K | SH | $4.57M 1.27% | 18.02K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 8.48K | SH | $4.56M 1.27% | 8.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 20.31K | SH | $4.41M 1.23% | 20.31K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 31.25K | SH | $4.35M 1.21% | 31.25K | 0.00 | 0.00 |
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