Stone Summit Wealth LLC
CIK 1908192 · Holdings on Dec 31, 2024 · First reported Jan 28, 2025
Top ten holdings
Q4 2024- MSFT8.75%
- VTV5.27%
- SPYV3.36%
- VCSH3.12%
- VCIT2.64%
- GOOG2.56%
- JPM2.50%
- BSV2.16%
- VBR1.99%
- VTI1.86%
Share classes counted separately34.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight increased · +0.38 pp2.18% → 2.56%Shares -339 (-0.84%)
- JPMWeight increased · +0.31 pp2.19% → 2.50%Shares -1.09K (-3.38%)
- RSPWeight increased · +0.24 pp1.60% → 1.84%Shares +3.66K (+13.24%)
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 | $26.08M | 8.75% | 61.87K shares | 8.60% → 8.75%+0.15 pp -88 (-0.14%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $15.70M | 5.27% | 92.72K shares | 5.28% → 5.27%-0.01 pp -1.08K (-1.15%) | Reduced | ↗▾ |
| 03 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $10.00M | 3.36% | 195.51K shares | 3.50% → 3.36%-0.14 pp -9.79K (-4.77%) | Reduced | ↗▾ |
| 04 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $9.31M | 3.12% | 119.29K shares | 2.92% → 3.12%+0.20 pp +5.44K (+4.78%) | Added | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $7.88M | 2.64% | 98.12K shares | 2.64% → 2.64%+0.00 pp +444 (+0.45%) | Added | ↗▾ |
| 06 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $7.64M | 2.56% | 40.12K shares | 2.18% → 2.56%+0.38 pp -339 (-0.84%) | Reduced | ↗▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $7.46M | 2.50% | 31.10K shares | 2.19% → 2.50%+0.31 pp -1.09K (-3.38%) | Reduced | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $6.45M | 2.16% | 83.42K shares | 1.95% → 2.16%+0.21 pp +6.69K (+8.71%) | Added | ↗▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $5.92M | 1.99% | 29.85K shares | 2.14% → 1.99%-0.15 pp -3.21K (-9.70%) | Reduced | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $5.53M | 1.86% | 19.09K shares | 1.69% → 1.86%+0.17 pp +634 (+3.43%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| A AGILENT TECHNOLOGIES INC | Non-derivative | -22,820 | -$3.39M | SEC filing ↗ | SEC filing ↗ |
| 88105P103 TERRAN ORBITAL CORPORATION | Non-derivative | -4,172,504 | -$1.05M | SEC filing ↗ | SEC filing ↗ |
| SLYV SS SPDR S&P 600 SC VAL ETF | Non-derivative | -2,507 | -$217.62K | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 297981776
}Research all 138 reported holdings.
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