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CIK: 0001908192
Total reported value
$370.3M
$370.3M
140 檔
17.4%
At the close of Q1 2025, Stone Summit Wealth LLC disclosed equity holdings valued at approximately $370.3M, spread across 140 reported holdings.
In Q1 2025, Stone Summit Wealth LLC adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.84% | -4.32% | -0.32% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.39% | -0.01% | -0.68% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.32% | +0.57% | -1.70% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.76% | +0.32% | +1.48% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | -0.12% | -1.07% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.53% | +0.51% | -20.80% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.19% | +0.90% | -0.87% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.15% | +0.37% | +12.37% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | -0.21% | -1.67% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.91% | -0.03% | +4.07% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.88% | +0.07% | +5.87% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.82% | -0.03% | -3.60% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | +0.50% | +11.97% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.60% | — | +10.71% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.55% | +0.03% | -3.09% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.07% | +5.41% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.48% | -0.16% | -2.27% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.45% | +0.02% | +5.38% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.43% | -0.16% | -2.55% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.42% | +0.03% | +0.23% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | -0.10% | -0.55% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.28% | -2.47% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.34% | +0.20% | +0.25% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.34% | -0.13% | +4.41% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.32% | — | -0.50% | |
| 26 | LIN | Linde plc | Stock-Materials | 1.25% | -0.12% | +1.44% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.23% | +0.11% | +6.05% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.23% | -0.03% | +0.17% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.14% | +0.18% | +21.21% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.12% | -0.19% | -2.68% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | +0.13% | +5.02% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 1.03% | -0.51% | +2.44% | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.99% | -0.02% | +0.76% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.99% | -0.13% | -1.22% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | -0.08% | -4.02% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | +0.01% | -0.89% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.89% | +0.11% | -3.95% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.02% | +5.37% | |
| 39 | A | Agilent Technologies Inc | Stock-Healthcare | 0.86% | +0.10% | — | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.84% | +0.03% | +1.01% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.83% | — | +14.18% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.14% | +6.58% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.09% | -1.60% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.80% | -0.01% | +1.26% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | -0.43% | +4.81% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.06% | +4.30% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.75% | — | +0.73% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.74% | +0.01% | +32.94% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.05% | -4.29% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | +0.06% | — |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $370.3M across 140 disclosed positions in Q1 2025.
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 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
A
市值: $2.5M
Top Position Liquidated / Trimmed
MSFT
前期市值: $26.1M
During Q1 2025, Stone Summit Wealth LLC's top holdings by market value included MSFT (7.8%)、VTV (5.4%)、SPYV (3.3%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q1 2025, Stone Summit Wealth LLC made 120 total portfolio adjustments, initiating 2 new buys, adding to 49 positions, trimming 69 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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