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CIK: 0001908192
Total reported value
$394.0M
$394.0M
140 檔
16.6%
During the Q1 2024 filing period, Stone Summit Wealth LLC (CIK: 0001908192) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $394.0M across 140 reported positions.
During Q1 2024, Stone Summit Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.08% | -0.47% | +0.07% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.07% | -0.01% | +3.59% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.47% | +0.01% | +4.45% | |
| 4 | ✓ | Terran Orbital CORP | Stock-Other | 2.61% | — | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.53% | -0.63% | +37.63% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | -0.05% | -4.46% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.22% | +0.24% | -4.61% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.21% | — | +9.36% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.10% | +0.05% | +3.78% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.94% | -0.14% | +29.13% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | -0.20% | -1.74% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 1.66% | -0.18% | +10.84% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.66% | -0.39% | +24.56% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.63% | -0.18% | -5.96% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.05% | +4.87% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | +0.20% | -2.03% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.40% | — | -6.85% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | +0.09% | +11.32% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | +0.18% | +16.93% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.02% | +2.94% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.31% | — | +45.42% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.29% | -0.06% | -2.61% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.28% | -0.12% | +4.83% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.06% | EXIT | |
| 25 | A | Agilent Technologies Inc | Stock-Healthcare | 1.17% | +0.03% | -4.62% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.17% | -0.12% | -16.24% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.17% | +0.03% | +24.55% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.05% | -5.10% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | +0.02% | +2.88% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.05% | +3.40% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.34% | -0.85% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.02% | — | +36.96% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.99% | +0.27% | -9.29% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.12% | +6.33% | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.95% | +0.01% | +382.71% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.02% | -3.31% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.94% | +0.17% | -1.13% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.94% | -0.07% | -2.93% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.90% | -0.23% | +3.54% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.33% | -8.20% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.86% | -0.12% | +12.01% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | — | +8.63% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.84% | -0.11% | EXIT | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.03% | -2.73% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.04% | +1.25% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.74% | +0.02% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | +0.07% | +9.30% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.72% | -0.09% | +19.70% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.03% | +0.92% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.69% | +0.03% | +10.03% |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $394.0M across 140 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, VTV, SPYV) accounted for 16.6% of total reported equity market value during Q1 2024.
During Q1 2024, Stone Summit Wealth LLC's top holdings by market value included MSFT (9.1%)、VTV (5.1%)、SPYV (3.5%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q1 2024, Stone Summit Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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