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CIK: 0001908192
Total reported value
$394.0M
$394.0M
142 檔
18.5%
According to the latest 13F quarterly dataset, Stone Summit Wealth LLC managed an equity portfolio of $394.0M at the end of Q2 2025, spanning 142 distinct U.S. exchange-listed positions.
In Q2 2025, Stone Summit Wealth LLC displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.50% | -0.47% | -0.05% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.00% | -0.01% | -0.85% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.83% | +0.01% | -9.28% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.73% | -0.05% | -1.11% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.47% | -0.14% | -3.49% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.25% | -0.63% | -3.34% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 2.24% | -0.18% | +4.86% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.24% | +1.03% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.12% | +0.05% | +11.57% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.09% | -0.39% | +3.71% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.09% | +0.18% | +12.28% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.05% | +25.48% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.81% | — | -1.23% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.56% | — | +1.00% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.54% | — | -11.49% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.47% | +0.02% | +2.50% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.47% | -0.06% | EXIT | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 1.44% | -0.18% | +0.34% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.28% | +116.45% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | +0.34% | +1.35% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.34% | +0.27% | -0.50% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.28% | -0.09% | +23.25% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.28% | -0.12% | -8.46% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.27% | +0.03% | -6.34% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.23% | — | +1.05% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.22% | +0.05% | -17.48% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.09% | -12.36% | |
| 28 | LIN | Linde plc | Stock-Materials | 1.17% | -0.06% | +0.91% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.17% | +0.20% | +0.10% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.05% | -1.96% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.23% | +1.78% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +0.09% | +27.86% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | — | +56.82% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.00% | +0.01% | +0.17% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 1.00% | +0.17% | +2.14% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | +0.12% | -6.48% | |
| 37 | ECL | Ecolab Inc | Stock-Materials | 0.98% | -0.07% | +1.48% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.20% | -10.34% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | — | -2.07% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.33% | +1.41% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.04% | +6.79% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.12% | -1.44% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.03% | +2.42% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.81% | — | +6.99% | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.12% | +1.91% | |
| 46 | A | Agilent Technologies Inc | Stock-Healthcare | 0.77% | +0.03% | -2.39% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +0.07% | +9.54% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.73% | +0.05% | +2.80% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.02% | -1.39% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.03% | +7.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | -0.05% | Trim |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +116.45% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +25.48% | Add |
| 4 | APH | Amphenol Corp-cl A | +0.4% | -0.50% | Trim |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.3% | +56.82% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +27.86% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.3% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.35% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.3% | +12.28% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +11.57% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.11% | Trim |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +23.25% | Add |
| 13 | AXP | American Express Co | +0.1% | +1.00% | Add |
| 14 | IGV | Ishares Expanded Tech-softwa | +0.1% | +0.17% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.03% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 17 | DFIV | Dimensional International Va | +0.1% | +4.86% | Add |
| 18 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +22.36% | Add |
| 19 | SCHB | Schwab US Broad Market ETF | +0.1% | +102.25% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +1.41% | Add |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +2.71% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.79% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | -2.34% | Trim |
| 25 | EFV | Ishares Msci Eafe Value ETF | +0.1% | NEW | New buy |
| 26 | VB | Vanguard Small-cap ETF | +0.1% | +9.54% | Add |
| 27 | AVEM | Avantis Emerging Markets Eq | +0.1% | +2.80% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | -0.85% | Trim |
| 29 | SCHC | Schwab Intl Small-cap Equity | 0% | -0.61% | Trim |
| 30 | DFAI | Dimensional International Co | 0% | +11.10% | Add |
| 31 | DFAC | Dimensional US Core Equity 2 | 0% | +2.50% | Add |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +7.09% | Add |
| 33 | ECL | Ecolab Inc | 0% | +1.48% | Add |
| 34 | SYK | Stryker CORP | 0% | +0.34% | Add |
| 35 | BSV | Vanguard Short-term Bond ETF | -0.1% | +3.71% | Add |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | Sold out |
| 37 | MUB | Ishares National Muni Bond E | -0.1% | -24.49% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -9.02% | Trim |
| 40 | PFF | Ishares Preferred & Income S | -0.2% | -29.84% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -26.36% | Trim |
| 42 | SPSB | Ss Spdr P St C CORP ETF | -0.2% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -0.2% | -1.96% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.2% | -12.36% | Trim |
| 45 | VBR | Vanguard Small-cap Value ETF | -0.3% | -11.49% | Trim |
| 46 | AVUV | Avantis US Small Cap Value | -0.3% | -17.48% | Trim |
| 47 | PEP | Pepsico Inc | -0.4% | -10.34% | Trim |
| 48 | VTV | Vanguard Value ETF | -0.4% | -0.85% | Trim |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.5% | -9.28% | Trim |
| 50 | MDY | State Street Spdr S&p Midcap | -0.5% | -62.49% | Trim |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $394.0M across 142 disclosed positions in Q2 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 18.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VO
市值: $1.0M
Top Position Liquidated / Trimmed
SPSB
前期市值: $627.3K
During Q2 2025, Stone Summit Wealth LLC's top holdings by market value included MSFT (9.5%)、VTV (5.0%)、SPYV (2.8%). The largest single position, MSFT, represented 9.5% of total portfolio value.
In Q2 2025, Stone Summit Wealth LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 18 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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