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CIK: 0001908192
Total reported value
$394.0M
$394.0M
138 檔
17.5%
During the Q4 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 138 reported positions.
In Q4 2024, Stone Summit Wealth LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.75% | -0.47% | -0.14% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.27% | -0.01% | -1.15% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.36% | +0.01% | -4.77% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.12% | -0.63% | +4.78% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.64% | -0.14% | +0.45% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.24% | -0.84% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | -0.05% | -3.38% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.16% | -0.39% | +8.71% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.99% | — | -9.70% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.05% | +3.43% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.84% | — | +13.24% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.76% | +0.05% | -13.12% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.71% | -0.18% | +1.92% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.60% | — | -5.26% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.58% | +0.05% | -0.98% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | +0.09% | +0.97% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | +0.18% | -0.49% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.05% | +5.17% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.18% | -5.59% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.44% | +0.03% | +3.34% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.43% | +0.02% | -1.00% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.40% | -0.06% | EXIT | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.36% | +0.34% | -4.31% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.32% | — | +0.39% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.28% | -0.20% | -8.08% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.24% | -0.12% | -2.51% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.21% | +0.20% | -3.64% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 1.10% | +0.17% | -2.42% | |
| 29 | LIN | Linde plc | Stock-Materials | 1.10% | -0.06% | -0.76% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 1.07% | +0.27% | -5.09% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.05% | -0.12% | -2.19% | |
| 32 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.03% | +0.01% | -3.71% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.12% | -0.45% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.95% | -0.23% | +6.26% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.91% | -0.09% | +12.85% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.07% | -2.75% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | — | -1.53% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.02% | -1.31% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | — | +12.54% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.09% | +1.77% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.83% | -0.12% | +8.70% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.33% | +0.46% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.07% | -0.03% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.04% | -11.00% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.77% | +0.03% | -0.53% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.03% | -1.33% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | +0.03% | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.71% | -0.01% | +3.86% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.69% | — | +0.01% | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.69% | +0.02% | -2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.4% | -0.84% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -3.38% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +13.24% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.2% | +8.71% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +4.78% | Add |
| 6 | GILD | Gilead Sciences Inc | +0.2% | +6.26% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.43% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.31% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.17% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | -0.14% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -0.98% | Trim |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +12.85% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | -0.44% | Trim |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +23.87% | Add |
| 15 | MDY | State Street Spdr S&p Midcap | +0.1% | +12.54% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | -1.33% | Trim |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | +3.34% | Add |
| 18 | IGV | Ishares Expanded Tech-softwa | +0.1% | -3.71% | Trim |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +1.77% | Add |
| 20 | SUB | Ishares Short-term National | +0.1% | +8.70% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.98% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | — | +0.45% | Add |
| 23 | VTV | Vanguard Value ETF | 0% | -1.15% | Trim |
| 24 | DFIV | Dimensional International Va | 0% | +1.92% | Add |
| 25 | SYK | Stryker CORP | 0% | -5.59% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | +0.46% | Add |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -8.21% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.00% | Trim |
| 29 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -0.09% | Trim |
| 30 | IEMG | Ishares Core Msci Emerging | -0.1% | -0.45% | Trim |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.53% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.1% | -1.61% | Trim |
| 33 | KO | Coca-cola Co/the | -0.1% | -9.21% | Trim |
| 34 | BND | Vanguard Total Bond Market | -0.1% | -4.07% | Trim |
| 35 | ECL | Ecolab Inc | -0.1% | -2.75% | Trim |
| 36 | NKE | Nike Inc -cl B | -0.1% | -1.84% | Trim |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | EXIT | Sold out |
| 38 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -2.51% | Trim |
| 39 | LOW | Lowe's Cos Inc | -0.1% | -2.19% | Trim |
| 40 | MDT | Medtronic plc | -0.1% | -10.78% | Trim |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.49% | Trim |
| 42 | LIN | Linde plc | -0.1% | -0.76% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.1% | -3.64% | Trim |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -4.77% | Trim |
| 45 | VBR | Vanguard Small-cap Value ETF | -0.2% | -9.70% | Trim |
| 46 | AVUV | Avantis US Small Cap Value | -0.2% | -13.12% | Trim |
| 47 | PEP | Pepsico Inc | -0.2% | -8.08% | Trim |
| 48 | ✓ | Terran Orbital CORP | -0.3% | EXIT | Sold out |
| 49 | MRK | Merck & Co. Inc. | -0.5% | -36.64% | Trim |
| 50 | A | Agilent Technologies Inc | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $394.0M across 138 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VTV, SPYV) accounted for 17.5% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
A
前期市值: $3.4M
During Q4 2024, Stone Summit Wealth LLC's top holdings by market value included MSFT (8.8%)、VTV (5.3%)、SPYV (3.4%). The largest single position, MSFT, represented 8.8% of total portfolio value.
In Q4 2024, Stone Summit Wealth LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 31 holdings, and fully liquidating 3 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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