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CIK: 0001908192
Total reported value
$394.0M
$394.0M
137 檔
17.2%
As reported in its official Q2 2024 Form 13F filing, Stone Summit Wealth LLC's tracked investment portfolio stood at $394.0M with 137 total positions.
During Q2 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 | 9.94% | -0.47% | -0.04% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.25% | -0.01% | +1.85% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.53% | +0.01% | +1.49% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.82% | -0.63% | +8.11% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.69% | +0.24% | -2.61% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.05% | -2.55% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.34% | -0.14% | +17.86% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.18% | — | +0.19% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.83% | -0.39% | +6.79% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 1.75% | +0.20% | -1.68% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.72% | -0.18% | +2.89% | |
| 12 | ✓ | Terran Orbital CORP | Stock-Other | 1.69% | — | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | +0.05% | +4.58% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.65% | -0.20% | -0.78% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.56% | -0.18% | -2.52% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | — | +14.87% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | +0.18% | +7.42% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.05% | -0.56% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.45% | — | -1.66% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | +0.09% | +4.90% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.40% | -0.06% | EXIT | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.35% | +0.34% | -0.43% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | -0.02% | +1.33% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.26% | -0.06% | -0.32% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.24% | +0.03% | +4.96% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.05% | +6.96% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.22% | — | +16.70% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | +0.02% | +8.32% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 1.18% | +0.27% | +97.32% | |
| 30 | A | Agilent Technologies Inc | Stock-Healthcare | 1.08% | +0.03% | +0.31% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.12% | +2.46% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.12% | -1.20% | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.99% | -0.07% | -0.91% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.99% | +0.01% | -0.73% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.96% | +0.17% | +5.60% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | — | +2.23% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.02% | -4.44% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.33% | -1.80% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.04% | +1.45% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.80% | -0.12% | -9.76% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | -0.09% | +5.45% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.09% | +1.89% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.73% | +0.03% | +0.04% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | +0.07% | +1.88% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.73% | +0.02% | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.71% | +0.03% | +3.82% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.70% | — | +9.12% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.69% | -0.23% | -20.45% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.69% | -0.01% | +4.14% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | +0.02% | -0.24% |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $394.0M across 137 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, VTV, SPYV) accounted for 17.2% of total reported equity market value during Q2 2024.
During Q2 2024, Stone Summit Wealth LLC's top holdings by market value included MSFT (9.9%)、VTV (5.3%)、SPYV (3.5%). The largest single position, MSFT, represented 9.9% of total portfolio value.
In Q2 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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