Stone Summit Wealth LLC

CIK: 0001908192SEC EDGAR →

Portfolio Value

$368.7B

Holdings

141

As of

Q4 2025

New Positions

141

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MSFT MICROSOFT CORP	61,626	$29.8B	8.08%
2	VTV VANGUARD INDEX FDS	95,135	$18.2B	4.93%
3	VCSH VANGUARD SCOTTSDALE FDS	207,820	$16.6B	4.49%
4	SPYM SPDR SERIES TRUST	156,733	$12.6B	3.41%
5	GOOG ALPHABET INC	39,227	$12.3B	3.34%
6	BSV VANGUARD BD INDEX FDS	152,511	$12.0B	3.26%
7	VEA VANGUARD TAX-MANAGED FDS	181,188	$11.3B	3.07%
8	JPM JPMORGAN CHASE & CO.	29,930	$9.6B	2.62%
9	DFIV DIMENSIONAL ETF TRUST	192,139	$9.6B	2.60%
10	BNDW VANGUARD SCOTTSDALE FDS	118,273	$8.1B	2.21%

Quarterly Changes

Top Buys

MSFTNEW

$29.8B

VTVNEW

$18.2B

VCSHNEW

$16.6B

SPYMNEW

$12.6B

GOOGNEW

$12.3B

Top Sells

No sells this quarter

New Positions (141)

$29.8B · 62K shares

$18.2B · 95K shares

$16.6B · 208K shares

$12.6B · 157K shares

$12.3B · 39K shares

$12.0B · 153K shares

$11.3B · 181K shares

$9.6B · 30K shares

$9.6B · 192K shares

$8.1B · 118K shares

$8.0B · 141K shares

$7.9B · 11K shares

$7.9B · 94K shares

$7.7B · 16K shares

$6.1B · 32K shares

$5.6B · 53K shares

$5.6B · 18K shares

$5.3B · 14K shares

$5.1B · 54K shares

$5.1B · 19K shares

$5.0B · 37K shares

$4.9B · 23K shares

$4.8B · 9K shares

$4.7B · 46K shares

$4.5B · 44K shares

$4.4B · 65K shares

$4.0B · 33K shares

$4.0B · 23K shares

$4.0B · 33K shares

$3.9B · 11K shares

$3.8B · 7K shares

$3.8B · 50K shares

$3.6B · 3K shares

$3.6B · 8K shares

$3.5B · 24K shares

$3.4B · 13K shares

$3.2B · 10K shares

$3.2B · 12K shares

$2.8B · 53K shares

$2.8B · 4K shares

$2.8B · 11K shares

$2.7B · 25K shares

$2.7B · 8K shares

IGV

$2.7B · 25K shares

AG8

$2.6B · 19K shares

AVEM

$2.5B · 33K shares

$2.4B · 8K shares

$2.4B · 51K shares

$2.3B · 55K shares

$2.2B · 48K shares

$2.1B · 26K shares

$2.1B · 45K shares

$2.0B · 21K shares

$2.0B · 7K shares

EFG

$1.8B · 16K shares

$1.7B · 5K shares

$1.6B · 20K shares

$1.5B · 38K shares

$1.5B · 29K shares

$1.5B · 55K shares

$1.4B · 12K shares

$1.3B · 12K shares

$1.3B · 12K shares

$1.3B · 4K shares

$1.2B · 13K shares

$1.1B · 11K shares

$1.0B · 2K shares

$961.0M · 23K shares

$866.0M · 4K shares

$856.0M · 8K shares

$840.0M · 14K shares

$826.0M · 1K shares

$783.0M · 14K shares

$777.0M · 11K shares

$763.0M · 17K shares

$730.0M · 2K shares

$724.0M · 16K shares

$723.0M · 30K shares

$700.0M · 6K shares

$680.0M · 1K shares

$672.0M · 1K shares

$659.0M · 9K shares

$652.0M · 12K shares

$644.0M · 1K shares

$622.0M · 12K shares

$609.0M · 3K shares

$586.0M · 3K shares

$575.0M · 4K shares

$573.0M · 22K shares

$550.0M · 4K shares

$543.0M · 5K shares

$535.0M · 2K shares

$534.0M · 19K shares

$529.0M · 3K shares

$528.0M · 2K shares

$526.0M · 2K shares

$524.0M · 2K shares

$513.0M · 7K shares

$498.0M · 8K shares

$497.0M · 4K shares

$492.0M · 3K shares

$479.0M · 5K shares

$469.0M · 7K shares

$459.0M · 915 shares

$427.0M · 2K shares

$408.0M · 3K shares

$404.0M · 5K shares

$401.0M · 2K shares

$391.0M · 13K shares

$378.0M · 1K shares

$378.0M · 2K shares

$373.0M · 11K shares

$360.0M · 4K shares

$349.0M · 5K shares

$344.0M · 13K shares

$344.0M · 7K shares

$343.0M · 11K shares

$343.0M · 11K shares

$334.0M · 1K shares

$329.0M · 9K shares

$327.0M · 2K shares

$324.0M · 4K shares

$320.0M · 1K shares

$308.0M · 1K shares

$294.0M · 6K shares

$294.0M · 788 shares

$282.0M · 4K shares

$280.0M · 25K shares

$279.0M · 4K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	88	$244.9B	66.4%
Technology	11	$51.8B	14.1%
Healthcare	9	$17.4B	4.7%
Communication Services	4	$15.2B	4.1%
Industrials	6	$9.8B	2.7%
Consumer Cyclical	8	$7.6B	2.1%
Basic Materials	2	$6.8B	1.8%
Consumer Defensive	5	$6.3B	1.7%
Unknown	6	$6.0B	1.6%
Utilities	1	$2.1B	0.6%
Energy	1	$700.0M	0.2%