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CIK: 0001908192
Total reported value
$394.0M
$394.0M
142 檔
21.8%
As reported in its official Q1 2026 Form 13F filing, Stone Summit Wealth LLC's tracked investment portfolio stood at $394.0M with 142 total positions.
In Q1 2026, Stone Summit Wealth LLC adopted a defensive or profit-taking posture, trimming 82 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VCSH, VTV) accounted for 21.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPSB
市值: $601.4K
Top Position Liquidated / Trimmed
META
前期市值: $275.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.33% | -0.47% | -0.21% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.11% | -0.63% | +11.36% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.89% | -0.01% | -5.90% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.94% | +0.18% | +21.90% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.63% | -0.39% | +9.14% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.37% | +0.25% | +0.85% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | +0.24% | -4.68% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.92% | -0.18% | +3.38% | |
| 9 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.36% | -0.13% | +4.81% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.34% | +0.01% | +5.97% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | -0.05% | -5.64% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.24% | -0.14% | +3.47% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.05% | +2.02% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.78% | +0.09% | -6.92% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.71% | — | +1.49% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.59% | +0.34% | -7.77% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.57% | +0.28% | +9.98% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.47% | -0.12% | -2.13% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.35% | -0.09% | +2.41% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.34% | +0.05% | -1.49% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.34% | +0.12% | +5.89% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.05% | -3.16% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.27% | +0.17% | -8.94% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | — | -12.92% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.21% | -0.23% | -4.03% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 1.21% | +0.33% | -7.87% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.20% | +0.27% | -8.01% | |
| 28 | LIN | Linde plc | Stock-Materials | 1.15% | -0.06% | -1.06% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.15% | — | -4.32% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.09% | -1.42% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.06% | +0.03% | -4.64% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | +0.07% | +3.82% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.98% | -0.18% | -3.44% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.89% | -0.07% | -0.36% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.19% | +0.51% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.05% | +0.46% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.20% | -18.75% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.20% | -4.74% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | — | -0.08% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.77% | -0.12% | +2.15% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.04% | -0.58% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.12% | -1.65% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.72% | -0.01% | +15.59% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.07% | +6.99% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | +0.05% | -3.35% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.66% | +0.04% | +35.54% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.03% | -0.48% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | +0.03% | -0.04% | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.60% | +0.02% | -0.49% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.02% | +42.98% |
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 Q1 2026.
During Q1 2026, Stone Summit Wealth LLC's top holdings by market value included MSFT (6.3%)、VCSH (5.1%)、VTV (4.9%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q1 2026, Stone Summit Wealth LLC made 131 total portfolio adjustments, initiating 4 new buys, adding to 42 positions, trimming 82 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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