Stone Summit Wealth LLC
CIK 1908192 · Holdings on Dec 31, 2025 · First reported Jan 27, 2026
Top ten holdings
Q4 2025- MSFT8.08%
- VTV4.93%
- VCSH4.49%
- SPYM3.41%
- GOOG3.34%
- BSV3.26%
- VEA3.07%
- JPM2.62%
- DFIV2.60%
- BNDW2.21%
Share classes counted separately38.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +1.50 pp1.91% → 3.41%Shares +70.98K (+82.77%)
- MSFTWeight decreased · -0.97 pp9.05% → 8.08%Shares +2 (+0.00%)
- GOOGWeight increased · +0.65 pp2.69% → 3.34%Shares +245 (+0.63%)
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 | $29.80M | 8.08% | 61.63K shares | 9.05% → 8.08%-0.97 pp +2 (+0.00%) | Added | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $18.17M | 4.93% | 95.14K shares | 5.06% → 4.93%-0.13 pp -498 (-0.52%) | Reduced | ↗▾ |
| 03 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $16.57M | 4.49% | 207.82K shares | 3.94% → 4.49%+0.55 pp +33.99K (+19.55%) | Added | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $12.57M | 3.41% | 156.73K shares | 1.91% → 3.41%+1.50 pp +70.98K (+82.77%) | Added | ↗▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $12.31M | 3.34% | 39.23K shares | 2.69% → 3.34%+0.65 pp +245 (+0.63%) | Added | ↗▾ |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $12.02M | 3.26% | 152.51K shares | 2.90% → 3.26%+0.36 pp +22.89K (+17.66%) | Added | ↗▾ |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.32M | 3.07% | 181.19K shares | 2.85% → 3.07%+0.22 pp +13.43K (+8.00%) | Added | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $9.64M | 2.62% | 29.93K shares | 2.77% → 2.62%-0.15 pp -1.07K (-3.46%) | Reduced | ↗▾ |
| 09 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $9.59M | 2.60% | 192.14K shares | 2.40% → 2.60%+0.20 pp +8.68K (+4.73%) | Added | ↗▾ |
| 10 | BNDWVANGUARD TOTAL WORLD BOND ETTOTAL WLD BD ETF View history and evidence | $8.13M | 2.21% | 118.27K shares | 1.95% → 2.21%+0.26 pp +19.73K (+20.02%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BNDX VANGUARD TOTAL INTL BOND ETF | Non-derivative | -10,380 | -$513.39K | SEC filing ↗ | SEC filing ↗ |
| VTIP VANGUARD SHORT-TERM TIPS | Non-derivative | -5,047 | -$255.53K | SEC filing ↗ | SEC filing ↗ |
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -1,200 | -$252.60K | SEC filing ↗ | SEC filing ↗ |
3 / 7 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 368692364
}Research all 141 reported holdings.
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