Stone Summit Wealth LLC
CIK 1908192 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- MSFT5.86%
- VTV4.88%
- VCSH4.48%
- VEA4.12%
- SPYM3.62%
- BSV3.24%
- GOOG3.22%
- DFIV2.74%
- SPYV2.35%
- JPM2.26%
Share classes counted separately36.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCSHWeight decreased · -0.63 pp5.11% → 4.48%Shares -8.15K (-3.52%)
- MSFTWeight decreased · -0.47 pp6.33% → 5.86%Shares +387 (+0.63%)
- BSVWeight decreased · -0.39 pp3.63% → 3.24%Shares -2.64K (-1.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $23.08M | 5.86% | 61.88K shares | 6.33% → 5.86%-0.47 pp +387 (+0.63%) | Added | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $19.21M | 4.88% | 88.16K shares | 4.89% → 4.88%-0.01 pp -1.36K (-1.52%) | Reduced | ↗▾ |
| 03 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $17.65M | 4.48% | 223.28K shares | 5.11% → 4.48%-0.63 pp -8.15K (-3.52%) | Reduced | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $16.22M | 4.12% | 227.59K shares | 3.94% → 4.12%+0.18 pp +6.72K (+3.04%) | Added | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $14.25M | 3.62% | 162.19K shares | 3.37% → 3.62%+0.25 pp +4.13K (+2.61%) | Added | ↗▾ |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $12.76M | 3.24% | 163.80K shares | 3.63% → 3.24%-0.39 pp -2.64K (-1.59%) | Reduced | ↗▾ |
| 07 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $12.70M | 3.22% | 35.94K shares | 2.99% → 3.22%+0.23 pp -1.45K (-3.88%) | Reduced | ↗▾ |
| 08 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $10.81M | 2.74% | 200.20K shares | 2.92% → 2.74%-0.18 pp +1.56K (+0.78%) | Added | ↗▾ |
| 09 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $9.25M | 2.35% | 152.11K shares | 2.34% → 2.35%+0.01 pp +3.21K (+2.16%) | Added | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $8.89M | 2.26% | 27.17K shares | 2.31% → 2.26%-0.05 pp -1.07K (-3.78%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | -22,060 | -$1.91M | SEC filing ↗ | SEC filing ↗ |
| NKE NIKE INC -CL B | Non-derivative | -7,180 | -$379.25K | SEC filing ↗ | SEC filing ↗ |
| KTOS KRATOS DEFENSE & SECURITY | Non-derivative | -3,885 | -$273.93K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908192 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 394028811
}Research all 144 reported holdings.
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