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CIK: 0001908192
Total reported value
$370.3M
$370.3M
141 檔
24.2%
According to the latest 13F quarterly dataset, Stone Summit Wealth LLC managed an equity portfolio of $370.3M at the end of Q4 2025, spanning 141 distinct U.S. exchange-listed positions.
In Q4 2025, Stone Summit Wealth LLC adopted a defensive or profit-taking posture, trimming 68 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.08% | -4.32% | +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% | +0.51% | +19.55% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +0.90% | +82.77% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.34% | -0.21% | +0.63% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.26% | +0.90% | +17.66% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.07% | +0.50% | +8.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | -0.12% | -3.46% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.60% | +0.37% | +4.73% | |
| 10 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.21% | +0.31% | +20.02% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.17% | +0.57% | +2.70% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.07% | +0.60% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.13% | +0.32% | -0.20% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.08% | +0.14% | +2.33% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.64% | -0.03% | +0.99% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.52% | +0.59% | +12.68% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | -0.19% | -4.72% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.43% | -0.16% | -3.75% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.38% | +0.20% | +1.26% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.28% | +4.18% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.36% | -0.08% | -6.77% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | -0.03% | -1.81% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.29% | -0.51% | -4.66% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.27% | +0.18% | +5.07% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.23% | +0.03% | +1.61% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.13% | +8.84% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.08% | +0.11% | -0.63% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | -0.03% | +2.41% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | -0.10% | -0.73% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.16% | +2.04% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | -0.43% | -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% | -0.06% | +1.20% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.98% | -0.12% | +4.25% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.13% | -1.01% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.05% | +7.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.07% | -57.08% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.86% | -0.02% | +4.22% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | +0.01% | -4.22% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.06% | -2.97% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.13% | -1.56% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.73% | +0.03% | +5.58% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.02% | +1.44% | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.72% | +0.11% | -6.98% | |
| 45 | A | Agilent Technologies Inc | Stock-Healthcare | 0.71% | +0.10% | -0.39% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | +0.02% | -2.31% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | +0.06% | -4.34% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.65% | -0.04% | -1.82% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.62% | — | -5.59% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.59% | +0.15% | +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 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +39.28% | Add |
| 24 | AXP | American Express Co | 0% | -3.75% | Trim |
| 25 | AVDV | Avantis Intl S/c Value ETF | 0% | +1.26% | Add |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | 0% | — | Unchanged |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.70% | Add |
| 28 | SCHC | Schwab Intl Small-cap Equity | 0% | +8.88% | Add |
| 29 | QCOM | Qualcomm Inc | 0% | +2.41% | Add |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +6.77% | Add |
| 31 | WMT | Walmart Inc | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | -0.24% | Trim |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +5.95% | Add |
| 34 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 35 | IBM | Intl Business Machines CORP | 0% | +7.59% | Add |
| 36 | SCHG | Schwab US Large-cap Growth | 0% | +16.19% | Add |
| 37 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 38 | AMZN | Amazon.com Inc | 0% | +10.07% | Add |
| 39 | APO | Apollo Global Management Inc | 0% | — | Unchanged |
| 40 | NVDA | Nvidia CORP | 0% | +9.76% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 42 | AVUV | Avantis US Small Cap Value | — | +1.61% | Add |
| 43 | SUB | Ishares Short-term National | — | +5.58% | Add |
| 44 | A | Agilent Technologies Inc | — | -0.39% | Trim |
| 45 | V | Visa Inc-class A Shares | — | +1.44% | Add |
| 46 | EFG | Ishares Msci Eafe Growth ETF | — | +4.58% | Add |
| 47 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 48 | BAC | Bank Of America CORP | — | -0.70% | Trim |
| 49 | XLV | Ss Health Care Select Sector | — | -1.12% | Trim |
| 50 | XOM | Exxon Mobil CORP | — | -2.51% | Trim |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $370.3M 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 24.2% 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 126 total portfolio adjustments, initiating 5 new buys, adding to 46 positions, trimming 68 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.
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