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CIK: 0001908192
Total reported value
$370.3M
$370.3M
144 檔
24.4%
During the Q2 2026 filing period, Stone Summit Wealth LLC (CIK: 0001908192) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $370.3M across 144 reported positions.
In Q2 2026, Stone Summit Wealth LLC adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.86% | -4.32% | +0.63% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.88% | -0.01% | -1.52% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.48% | +0.51% | -3.52% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.12% | +0.50% | +3.04% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | +0.90% | +2.61% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.24% | +0.90% | -1.59% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.22% | -0.21% | -3.88% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.74% | +0.37% | +0.78% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | +0.57% | +2.16% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.12% | -3.78% | |
| 11 | BNDW | Vanguard Total World Bond Et | ETF-Other | 2.23% | +0.31% | +3.36% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.10% | +0.32% | +3.09% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.07% | -6.78% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.93% | -0.19% | -5.77% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.87% | +0.14% | +485.35% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.85% | +0.59% | +5.96% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.71% | -0.03% | -1.46% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.54% | -0.43% | -7.13% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 1.47% | -0.08% | -3.89% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.46% | +0.13% | +0.45% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.44% | -0.51% | -6.25% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.39% | +0.03% | +0.31% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.35% | +0.20% | -2.26% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.28% | -0.33% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.26% | +0.18% | +3.29% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | -0.03% | -1.41% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | -0.10% | -0.69% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.15% | -0.16% | -1.72% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.09% | +0.03% | -0.61% | |
| 30 | LIN | Linde plc | Stock-Materials | 1.09% | -0.12% | -1.18% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.05% | +1.21% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | -0.06% | +2.66% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | -0.03% | -4.17% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.98% | +0.11% | -1.85% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.07% | -0.21% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.82% | -0.02% | -3.81% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.16% | -6.39% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.06% | +1.53% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.79% | +0.01% | -1.68% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.76% | +0.02% | -1.16% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.71% | +0.15% | +4.81% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | +0.13% | +4.90% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.67% | +0.06% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.02% | -0.25% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.13% | -3.23% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.65% | +0.03% | -7.58% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.11% | +4.30% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.62% | +0.04% | -0.12% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.13% | -2.24% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.61% | -0.04% | -2.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPSB | Ss Spdr P St C CORP ETF | +0.4% | +261.06% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -5.77% | Trim |
| 3 | CAT | Caterpillar Inc | +0.3% | -7.13% | Trim |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +5.96% | Add |
| 5 | APH | Amphenol Corp-cl A | +0.3% | -3.89% | Trim |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +2.61% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -3.88% | Trim |
| 8 | QCOM | Qualcomm Inc | +0.2% | -4.17% | Trim |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | +0.2% | +2.66% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.04% | Add |
| 12 | CMI | Cummins Inc | +0.2% | -6.25% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.45% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +485.35% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.69% | Trim |
| 18 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | +1.21% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 21 | AVUV | Avantis US Small Cap Value | +0.1% | +0.31% | Add |
| 22 | AAPL | Apple Inc | +0.1% | -0.33% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.21% | Trim |
| 24 | AVEM | Avantis Emerging Markets Eq | +0.1% | -1.16% | Trim |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | NEW | New buy |
| 26 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 27 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | New buy |
| 28 | GE | General Electric | +0.1% | NEW | New buy |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.53% | Add |
| 30 | EFG | Ishares Msci Eafe Growth ETF | 0% | +4.90% | Add |
| 31 | IUSG | Ishares Core S&p U.s. Growth | 0% | +17.41% | Add |
| 32 | AVLV | Avantis US Large Cap Value | 0% | -0.61% | Trim |
| 33 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | -2.72% | Trim |
| 35 | A | Agilent Technologies Inc | 0% | -0.52% | Trim |
| 36 | V | Visa Inc-class A Shares | 0% | -0.25% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -1.71% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 39 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 40 | DFUV | Dimensional US Marketwide Va | 0% | -0.12% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +13.52% | Add |
| 42 | DFAC | Dimensional US Core Equity 2 | 0% | -0.63% | Trim |
| 43 | VOO | Vanguard S&p 500 ETF | 0% | +2.74% | Add |
| 44 | AMZN | Amazon.com Inc | 0% | +20.83% | Add |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | -0.26% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +2.16% | Add |
| 48 | IGV | Ishares Expanded Tech-softwa | 0% | -0.57% | Trim |
| 49 | SCHX | Schwab US Large-cap ETF | 0% | -2.65% | Trim |
| 50 | TSLA | Tesla Inc | 0% | +0.53% | Add |
According to official SEC Form 13F filings, Stone Summit Wealth LLC reported a total U.S. public equity portfolio value of $370.3M across 144 disclosed positions in Q2 2026.
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 24.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
ISTB
市值: $781.7K
Top Position Liquidated / Trimmed
MDT
前期市值: $1.9M
During Q2 2026, Stone Summit Wealth LLC's top holdings by market value included MSFT (5.9%)、VTV (4.9%)、VCSH (4.5%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q2 2026, Stone Summit Wealth LLC made 124 total portfolio adjustments, initiating 8 new buys, adding to 39 positions, trimming 71 holdings, and fully liquidating 6 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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