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CIK: 0001908192
Total reported value
$394.0M
$394.0M
143 檔
21.3%
In Q3 2025, Stone Summit Wealth LLC's U.S. equity holdings reached a combined market value of $394.0M, distributed across 143 disclosed stock positions.
Stone Summit Wealth LLC executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.05% | -0.47% | -0.02% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.06% | -0.01% | +4.73% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.94% | -0.63% | +90.34% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.90% | -0.39% | +51.15% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.85% | +0.18% | +42.03% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -0.05% | +1.90% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.69% | +0.24% | -2.18% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.40% | -0.18% | +8.69% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.24% | -0.14% | -2.16% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.05% | +13.75% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | +0.01% | -21.53% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.09% | +0.09% | +86.72% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.09% | +0.05% | -0.36% | |
| 14 | BNDW | Vanguard Total World Bond Et | ETF-Other | 1.95% | -0.13% | — | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.25% | +268.76% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.69% | — | -2.77% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | +0.34% | -4.82% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.41% | — | -6.75% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 1.40% | +0.27% | -9.20% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.39% | — | -6.34% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.28% | -4.18% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.35% | -0.12% | +2.82% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.05% | -0.97% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.28% | -0.09% | +8.55% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.23% | +0.05% | +0.68% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.17% | +0.17% | -1.11% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.14% | -0.18% | -7.37% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | +0.09% | -4.45% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.12% | +11.97% | |
| 30 | LIN | Linde plc | Stock-Materials | 1.09% | -0.06% | +1.12% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.08% | +0.03% | -12.69% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 1.07% | +0.20% | -3.72% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.03% | -0.23% | -0.49% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.20% | +3.66% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.33% | -3.15% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.07% | -0.97% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.88% | +0.01% | -8.35% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.07% | +17.23% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | — | -5.08% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.12% | -5.71% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.04% | -3.50% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.03% | -0.33% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.12% | -0.17% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.19% | +74.44% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.02% | -2.12% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | +0.05% | -2.76% | |
| 47 | A | Agilent Technologies Inc | Stock-Healthcare | 0.71% | +0.03% | -8.06% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.70% | +0.03% | -0.56% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.03% | -5.29% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.65% | -0.01% | -2.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +1.4% | +90.34% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +268.76% | Add |
| 3 | VUG | Vanguard Growth ETF | +1.3% | +86.72% | Add |
| 4 | MSFT | Microsoft CORP | +1.2% | -0.02% | Trim |
| 5 | VEA | Vanguard Ftse Developed ETF | +1% | +42.03% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | -4.18% | Add |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.7% | +51.15% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.7% | +13.75% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.6% | -2.18% | Trim |
| 10 | APH | Amphenol Corp-cl A | +0.4% | -9.20% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -4.82% | Trim |
| 12 | DFIV | Dimensional International Va | +0.3% | +8.69% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +1.90% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.36% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | +74.44% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.2% | +17.23% | Add |
| 17 | CAT | Caterpillar Inc | +0.2% | -3.15% | Trim |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +8.55% | Add |
| 19 | CMI | Cummins Inc | +0.1% | -1.11% | Add |
| 20 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +16.81% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | +16.37% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | — | Trim |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.97% | Add |
| 24 | SCHC | Schwab Intl Small-cap Equity | 0% | +1.38% | Add |
| 25 | AVEM | Avantis Emerging Markets Eq | 0% | -2.76% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.50% | Add |
| 27 | AVDV | Avantis Intl S/c Value ETF | 0% | +2.82% | Trim |
| 28 | IGV | Ishares Expanded Tech-softwa | 0% | -8.35% | Trim |
| 29 | AXP | American Express Co | 0% | -6.34% | Trim |
| 30 | AAPL | Apple Inc | -0.1% | -0.97% | Trim |
| 31 | DFAI | Dimensional International Co | -0.2% | -74.86% | Trim |
| 32 | VTIP | Vanguard Short-term Tips | -0.3% | -77.40% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.3% | -35.51% | Trim |
| 34 | PFF | Ishares Preferred & Income S | -0.3% | -35.49% | Trim |
| 35 | VTV | Vanguard Value ETF | -0.3% | +4.73% | Add |
| 36 | PEP | Pepsico Inc | -0.4% | +3.66% | Trim |
| 37 | VBR | Vanguard Small-cap Value ETF | -0.4% | -6.75% | Trim |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.4% | -68.61% | Trim |
| 39 | MDY | State Street Spdr S&p Midcap | -0.6% | -28.86% | Trim |
| 40 | TIP | Ishares Tips Bond ETF | -0.7% | -76.44% | Trim |
| 41 | DFAC | Dimensional US Core Equity 2 | -1% | -69.38% | Trim |
| 42 | BND | Vanguard Total Bond Market | -1.1% | -65.32% | Trim |
| 43 | BNDX | Vanguard Total Intl Bond ETF | -1.2% | -87.10% | Trim |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | -1.2% | -21.53% | Trim |
| 45 | BNDW | Vanguard Total World Bond Et | — | NEW | New buy |
| 46 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 47 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | — | EXIT | Sold out |
| 49 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 50 | SPSB | Ss Spdr P St C CORP ETF | — | 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 143 disclosed positions in Q3 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, VCSH) accounted for 21.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BNDW
市值: $6.9M
Top Position Liquidated / Trimmed
VNQ
前期市值: $1.5M
During Q3 2025, Stone Summit Wealth LLC's top holdings by market value included MSFT (9.1%)、VTV (5.1%)、VCSH (3.9%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q3 2025, Stone Summit Wealth LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 24 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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