13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908192
Total reported value
$394.0M
$394.0M
141 檔
22.7%
According to the latest 13F quarterly dataset, Stone Summit Wealth LLC managed an equity portfolio of $394.0M at the end of Q4 2025, spanning 141 distinct U.S. exchange-listed positions.
Stone Summit Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.08% | -0.47% | +0.00% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.93% | -0.01% | -0.52% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.49% | -0.63% | +19.55% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +0.25% | +82.77% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.34% | +0.24% | +0.63% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.26% | -0.39% | +17.66% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.07% | +0.18% | +8.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | -0.05% | -3.46% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.60% | -0.18% | +4.73% | |
| 10 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.21% | -0.13% | +20.02% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.17% | +0.01% | +2.70% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.05% | +0.60% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.13% | -0.14% | -0.20% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.08% | +0.09% | +2.33% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.64% | — | +0.99% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.52% | +0.28% | +12.68% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | +0.34% | -4.72% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.43% | — | -3.75% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.38% | -0.12% | +1.26% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.05% | +4.18% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.36% | +0.27% | -6.77% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | — | -1.81% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.29% | +0.17% | -4.66% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.27% | -0.09% | +5.07% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.23% | +0.05% | +1.61% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.12% | +8.84% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.08% | -0.23% | -0.63% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | +0.20% | +2.41% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.09% | -0.73% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.18% | +2.04% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.33% | -4.04% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.02% | +0.03% | -5.47% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.19% | +1.20% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.98% | -0.06% | +4.25% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.20% | -1.01% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.07% | +7.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.05% | -57.08% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.86% | -0.07% | +4.22% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | — | -4.22% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.04% | -2.97% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.12% | -1.56% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.12% | +5.58% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.03% | +1.44% | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.72% | +0.01% | -6.98% | |
| 45 | A | Agilent Technologies Inc | Stock-Healthcare | 0.71% | +0.03% | -0.39% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | +0.05% | -2.31% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | +0.03% | -4.34% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.65% | +0.03% | -1.82% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | -0.01% | -5.59% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.59% | -0.01% | +8.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.5% | +82.77% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +0.63% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +19.55% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.4% | +17.66% | Add |
| 5 | BNDW | Vanguard Total World Bond Et | +0.3% | +20.02% | Add |
| 6 | LLY | Eli Lilly & Co | +0.3% | +1.20% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.00% | Add |
| 8 | DFIV | Dimensional International Va | +0.2% | +4.73% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +12.68% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.30% | Add |
| 11 | CMI | Cummins Inc | +0.1% | -4.66% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +25.04% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -4.04% | Trim |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +88.47% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +4.18% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +8.84% | Add |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | +19.66% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | -0.63% | Trim |
| 19 | NEE | Nextera Energy Inc | +0.1% | +8.00% | Add |
| 20 | MDT | Medtronic plc | +0.1% | +13.35% | Add |
| 21 | AMGN | Amgen Inc | +0.1% | +19.88% | Add |
| 22 | VB | Vanguard Small-cap ETF | 0% | +7.25% | Add |
| 23 | AXP | American Express Co | 0% | -3.75% | Trim |
| 24 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.26% | Add |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.70% | Add |
| 26 | VUG | Vanguard Growth ETF | 0% | +2.33% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +0.60% | Add |
| 28 | ORCL | Oracle CORP | -0.1% | -0.29% | Trim |
| 29 | DIS | Walt Disney Co/the | -0.1% | -14.76% | Trim |
| 30 | PFF | Ishares Preferred & Income S | -0.1% | -47.84% | Trim |
| 31 | TIP | Ishares Tips Bond ETF | -0.1% | -55.85% | Trim |
| 32 | LIN | Linde plc | -0.1% | +4.25% | Add |
| 33 | VTV | Vanguard Value ETF | -0.1% | -0.52% | Trim |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.1% | -42.18% | Trim |
| 35 | IGV | Ishares Expanded Tech-softwa | -0.2% | -6.98% | Trim |
| 36 | HD | Home Depot Inc | -0.3% | -18.77% | Trim |
| 37 | BND | Vanguard Total Bond Market | -0.3% | -60.06% | Trim |
| 38 | MSFT | Microsoft CORP | -1% | +0.00% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | -57.08% | Trim |
| 40 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 41 | VTEC | Vanguard Ca Tax-ex Bond | — | NEW | New buy |
| 42 | CALI | Ishrs Sh-trm Ca Muni Act ETF | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 45 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 46 | CVX | Chevron CORP | — | EXIT | Sold out |
| 47 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 48 | SPEM | State Street Sp Ptf Em ETF | — | EXIT | Sold out |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | EXIT | Sold out |
| 50 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $394.0M across 141 disclosed positions in Q4 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 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTEC
市值: $479.4K
Top Position Liquidated / Trimmed
BNDX
前期市值: $513.4K
During Q4 2025, Stone Summit Wealth LLC's top holdings by market value included MSFT (8.1%)、VTV (4.9%)、VCSH (4.5%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q4 2025, Stone Summit Wealth LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.