Stone Summit Wealth

MIAMI, FLfiles as Stone Summit Wealth LLC

$394m in 144 US stocks at the end of 30 June 2026. The top 10 are 36.8% of the money. It changed about 4.9% of the portfolio this quarter.

Value

$394m

Stocks

144

Top 10 share

36.8%

Turnover

4.9%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRISTB
0.2% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
IntelINTC
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
Schwab Strategic TRFNDX
<0.1% of the fund
Vanguard Star FDSVXUS
<0.1% of the fund
Schwab Strategic TRSCHM
<0.1% of the fund
General ElectricGE
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Tax-Managed FDSVEA
4.1% of the fund
+3%
Spdr Series TrustSPYM
3.6% of the fund
+3%
Spdr Series TrustSPYV
2.3% of the fund
+2%
Vanguard Scottsdale FDSBNDW
2.2% of the fund
+3%
Vanguard Scottsdale FDSVCIT
2.1% of the fund
+3%
Spdr Series TrustSPYG
1.8% of the fund
+6%
Ishares TRSTIP
1.3% of the fund
+3%
Eli LillyLLY
1.1% of the fund
+3%
Schwab Strategic TRSCHC
0.7% of the fund
+5%
Ishares TREFG
0.7% of the fund
+5%
NextEra EnergyNEE
0.6% of the fund
+4%
Spdr Series TrustSPSB
0.5% of the fund
+261%
Vanguard MUN BD FDSVTEB
0.4% of the fund
+14%
Ishares TRHYG
0.4% of the fund
+2%
Bristol-Myers SquibbBMY
0.4% of the fund
+10%
Select Sector Spdr TRXLU
0.3% of the fund
+7%
Vanguard Index FDSVOO
0.2% of the fund
+3%
Ishares TRIUSG
0.2% of the fund
+17%
Vanguard Calif TAX Free FDSVTEC
0.2% of the fund
+6%
Select Sector Spdr TRXLV
0.1% of the fund
+9%
Amazon.comAMZN
0.1% of the fund
+21%
NvidiaNVDA
0.1% of the fund
+10%
Select Sector Spdr TRXLI
<0.1% of the fund
+10%
Colgate-PalmoliveCL
<0.1% of the fund
+6%

Cut

Sold some of their stake.

Vanguard Scottsdale FDSVCSH
4.5% of the fund
-4%
AlphabetGOOG
3.2% of the fund
-4%
JPMorgan ChaseJPM
2.3% of the fund
-4%
Ishares TRIVV
2.1% of the fund
-7%
Taiwan Semiconductor ManufacturingTSM
1.9% of the fund
-6%
Vanguard Index FDSVUG
1.9% of the fund
-2%
CaterpillarCAT
1.5% of the fund
-7%
AmphenolAPH
1.5% of the fund
-4%
CumminsCMI
1.4% of the fund
-6%
American Centy ETF TRAVDV
1.4% of the fund
-2%
QualcommQCOM
1.0% of the fund
-4%
EcolabECL
0.8% of the fund
-4%
StrykerSYK
0.8% of the fund
-6%
PepsiCoPEP
0.7% of the fund
-3%
Ishares TRSUB
0.6% of the fund
-8%
Lowe's CompaniesLOW
0.6% of the fund
-2%
Spdr Series TrustSPSM
0.6% of the fund
-3%
Schwab Strategic TRSCHX
0.5% of the fund
-3%
Home DepotHD
0.4% of the fund
-3%
Ishares TRMUB
0.2% of the fund
-12%
ExxonMobil HoldingsXOM
0.2% of the fund
-5%
Bank of AmericaBAC
0.2% of the fund
-3%
State STR Spdr S&P Midcap 40MDY
0.2% of the fund
-6%
Walt DisneyDIS
0.2% of the fund
-9%
Vanguard Wellington FDVTES
0.1% of the fund
-2%

Sold out

Sold their entire stake.

MedtronicMDT
-100%
NikeNKE
-100%
Kratos Defense & Security SolutionsKTOS
-100%
ChevronCVX
-100%
Vanguard BD Index FDSBND
-100%
World Gold TRGLDM
-100%

Holdings

MicrosoftMSFT
Share
5.9%
Value
$23m
Shares
61,882
Held
Vanguard Index FDSVTV
Share
4.9%
Value
$19m
Shares
88,161
Held
Vanguard Scottsdale FDSVCSH
Share
4.5%
Value
$18m
Shares
223,282
-4%
Vanguard Tax-Managed FDSVEA
Share
4.1%
Value
$16m
Shares
227,588
+3%
Spdr Series TrustSPYM
Share
3.6%
Value
$14m
Shares
162,191
+3%
Vanguard BD Index FDSBSV
Share
3.2%
Value
$13m
Shares
163,804
Held
AlphabetGOOG
Share
3.2%
Value
$13m
Shares
35,941
-4%
Dimensional ETF TrustDFIV
Share
2.7%
Value
$11m
Shares
200,201
Held
Spdr Series TrustSPYV
Share
2.3%
Value
$9m
Shares
152,106
+2%
JPMorgan ChaseJPM
Share
2.3%
Value
$9m
Shares
27,174
-4%
Vanguard Scottsdale FDSBNDW
Share
2.2%
Value
$9m
Shares
128,126
+3%
Vanguard Scottsdale FDSVCIT
Share
2.1%
Value
$8m
Shares
100,089
+3%
Ishares TRIVV
Share
2.1%
Value
$8m
Shares
10,928
-7%
Taiwan Semiconductor ManufacturingTSM
Share
1.9%
Value
$8m
Shares
15,958
-6%
Vanguard Index FDSVUG
Share
1.9%
Value
$7m
Shares
85,760
-2%
Spdr Series TrustSPYG
Share
1.8%
Value
$7m
Shares
61,190
+6%
Invesco Exchange Traded FD TRSP
Share
1.7%
Value
$7m
Shares
31,632
Held
CaterpillarCAT
Share
1.5%
Value
$6m
Shares
5,707
-7%
AmphenolAPH
Share
1.5%
Value
$6m
Shares
32,776
-4%
IsharesIEMG
Share
1.5%
Value
$6m
Shares
69,297
Held
CumminsCMI
Share
1.4%
Value
$6m
Shares
7,949
-6%
American Centy ETF TRAVUV
Share
1.4%
Value
$5m
Shares
43,877
Held
American Centy ETF TRAVDV
Share
1.4%
Value
$5m
Shares
51,721
-2%
AppleAAPL
Share
1.3%
Value
$5m
Shares
17,958
Held
Ishares TRSTIP
Share
1.3%
Value
$5m
Shares
48,521
+3%
Vanguard Index FDSVBR
Share
1.2%
Value
$5m
Shares
20,019
Held
Ishares TRIJR
Share
1.2%
Value
$5m
Shares
32,352
Held
American ExpressAXP
Share
1.2%
Value
$5m
Shares
13,401
Held
American Centy ETF TRAVLV
Share
1.1%
Value
$4m
Shares
47,117
Held
LindeLIN
Share
1.1%
Value
$4m
Shares
8,267
Held
Vanguard Index FDSVB
Share
1.1%
Value
$4m
Shares
13,764
Held
Eli LillyLLY
Share
1.1%
Value
$4m
Shares
3,470
+3%
QualcommQCOM
Share
1.0%
Value
$4m
Shares
21,259
-4%
Gilead SciencesGILD
Share
1.0%
Value
$4m
Shares
30,669
Held
Vanguard Index FDSVTI
Share
0.9%
Value
$4m
Shares
9,668
Held
EcolabECL
Share
0.8%
Value
$3m
Shares
11,555
-4%
StrykerSYK
Share
0.8%
Value
$3m
Shares
10,047
-6%
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$3m
Shares
4,190
Held
Vanguard Intl Equity Index FVWO
Share
0.8%
Value
$3m
Shares
51,880
Held
American Centy ETF TRAVEM
Share
0.8%
Value
$3m
Shares
31,190
Held
Schwab Strategic TRSCHC
Share
0.7%
Value
$3m
Shares
58,048
+5%
Ishares TREFG
Share
0.7%
Value
$3m
Shares
22,193
+5%
Vanguard Index FDSVV
Share
0.7%
Value
$3m
Shares
7,704
Held
VisaV
Share
0.7%
Value
$3m
Shares
7,643
Held
PepsiCoPEP
Share
0.7%
Value
$3m
Shares
19,018
-3%
Ishares TRSUB
Share
0.6%
Value
$3m
Shares
23,905
-8%
NextEra EnergyNEE
Share
0.6%
Value
$3m
Shares
28,996
+4%
Dimensional ETF TrustDFUV
Share
0.6%
Value
$2m
Shares
44,265
Held
Lowe's CompaniesLOW
Share
0.6%
Value
$2m
Shares
11,006
-2%
Spdr Series TrustSPSM
Share
0.6%
Value
$2m
Shares
41,971
-3%
Agilent TechnologiesA
Share
0.6%
Value
$2m
Shares
18,192
Held
MerckMRK
Share
0.6%
Value
$2m
Shares
17,426
Held
Vanguard Index FDSVO
Share
0.6%
Value
$2m
Shares
27,559
Held
Spdr Series TrustSPSB
Share
0.5%
Value
$2m
Shares
72,212
+261%
Ishares TRIGV
Share
0.5%
Value
$2m
Shares
23,019
Held
Ishares TRIEFA
Share
0.5%
Value
$2m
Shares
20,261
Held
Schwab Strategic TRSCHX
Share
0.5%
Value
$2m
Shares
64,726
-3%
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$2m
Shares
34,644
+14%
Home DepotHD
Share
0.4%
Value
$2m
Shares
4,722
-3%
Dimensional ETF TrustDFAC
Share
0.4%
Value
$2m
Shares
37,013
Held
Ishares TRHYG
Share
0.4%
Value
$1m
Shares
18,650
+2%
AlphabetGOOGL
Share
0.4%
Value
$1m
Shares
4,018
Held
Bristol-Myers SquibbBMY
Share
0.4%
Value
$1m
Shares
24,808
+10%
WalmartWMT
Share
0.3%
Value
$1m
Shares
11,530
Held
TeslaTSLA
Share
0.3%
Value
$1m
Shares
2,844
Held
Select Sector Spdr TRXLU
Share
0.3%
Value
$1m
Shares
24,995
+7%
Johnson & JohnsonJNJ
Share
0.3%
Value
$1m
Shares
4,100
Held
Charles SchwabSCHW
Share
0.3%
Value
$1m
Shares
10,900
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$989,722
Shares
1,344
Held
Dimensional ETF TrustDFAT
Share
0.2%
Value
$974,825
Shares
13,946
Held
Vanguard Index FDSVOO
Share
0.2%
Value
$901,095
Shares
1,312
+3%
Schwab Strategic TRFNDF
Share
0.2%
Value
$868,166
Shares
16,455
Held
Applied MaterialsAMAT
Share
0.2%
Value
$867,600
Shares
1,200
Held
Spdr Index SHS FDSSPDW
Share
0.2%
Value
$852,551
Shares
16,919
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$834,933
Shares
30,142
Held
Coca-ColaKO
Share
0.2%
Value
$834,399
Shares
10,267
Held
AmgenAMGN
Share
0.2%
Value
$823,748
Shares
2,275
Held
Ishares TRISTB
Share
0.2%
Value
$781,650
Shares
16,200
New
Ishares TRMUB
Share
0.2%
Value
$751,295
Shares
6,981
-12%
Schwab Strategic TRSCHG
Share
0.2%
Value
$733,617
Shares
21,679
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$729,675
Shares
5,337
-5%
Bank of AmericaBAC
Share
0.2%
Value
$729,344
Shares
12,800
-3%
Ishares TRIWF
Share
0.2%
Value
$702,802
Shares
5,660
Held
Ishares TRIUSG
Share
0.2%
Value
$688,597
Shares
3,661
+17%
Ishares TRIWM
Share
0.2%
Value
$653,779
Shares
2,176
Held
Ishares TRITOT
Share
0.2%
Value
$643,117
Shares
3,915
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$633,037
Shares
21,859
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$631,539
Shares
2,669
Held
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$625,973
Shares
890
-6%
Walt DisneyDIS
Share
0.2%
Value
$624,181
Shares
6,485
-9%
Schwab Strategic TRSCHA
Share
0.2%
Value
$621,510
Shares
17,202
Held
Vanguard Calif TAX Free FDSVTEC
Share
0.2%
Value
$602,493
Shares
5,989
+6%
Dimensional ETF TrustDFAS
Share
0.1%
Value
$554,725
Shares
6,737
Held
Royal Caribbean CruisesRCL
Share
0.1%
Value
$547,739
Shares
1,725
Held
Vanguard Wellington FDVTES
Share
0.1%
Value
$534,512
Shares
5,276
-2%
Ishares TRIVW
Share
0.1%
Value
$508,586
Shares
3,698
Held
Advanced Micro DevicesAMD
Share
0.1%
Value
$493,193
Shares
849
New
Procter & GamblePG
Share
0.1%
Value
$473,940
Shares
3,232
Held
Cisco SystemsCSCO
Share
0.1%
Value
$469,840
Shares
4,000
Held
Ishares TRIVE
Share
0.1%
Value
$468,879
Shares
2,065
Held

Company	Share of fund	Value	Shares	Change
MicrosoftMSFT	5.9%	$23m	61,882	Held
Vanguard Index FDSVTV	4.9%	$19m	88,161	Held
Vanguard Scottsdale FDSVCSH	4.5%	$18m	223,282	-4%
Vanguard Tax-Managed FDSVEA	4.1%	$16m	227,588	+3%
Spdr Series TrustSPYM	3.6%	$14m	162,191	+3%
Vanguard BD Index FDSBSV	3.2%	$13m	163,804	Held
AlphabetGOOG	3.2%	$13m	35,941	-4%
Dimensional ETF TrustDFIV	2.7%	$11m	200,201	Held
Spdr Series TrustSPYV	2.3%	$9m	152,106	+2%
JPMorgan ChaseJPM	2.3%	$9m	27,174	-4%
Vanguard Scottsdale FDSBNDW	2.2%	$9m	128,126	+3%
Vanguard Scottsdale FDSVCIT	2.1%	$8m	100,089	+3%
Ishares TRIVV	2.1%	$8m	10,928	-7%
Taiwan Semiconductor ManufacturingTSM	1.9%	$8m	15,958	-6%
Vanguard Index FDSVUG	1.9%	$7m	85,760	-2%
Spdr Series TrustSPYG	1.8%	$7m	61,190	+6%
Invesco Exchange Traded FD TRSP	1.7%	$7m	31,632	Held
CaterpillarCAT	1.5%	$6m	5,707	-7%
AmphenolAPH	1.5%	$6m	32,776	-4%
IsharesIEMG	1.5%	$6m	69,297	Held
CumminsCMI	1.4%	$6m	7,949	-6%
American Centy ETF TRAVUV	1.4%	$5m	43,877	Held
American Centy ETF TRAVDV	1.4%	$5m	51,721	-2%
AppleAAPL	1.3%	$5m	17,958	Held
Ishares TRSTIP	1.3%	$5m	48,521	+3%
Vanguard Index FDSVBR	1.2%	$5m	20,019	Held
Ishares TRIJR	1.2%	$5m	32,352	Held
American ExpressAXP	1.2%	$5m	13,401	Held
American Centy ETF TRAVLV	1.1%	$4m	47,117	Held
LindeLIN	1.1%	$4m	8,267	Held
Vanguard Index FDSVB	1.1%	$4m	13,764	Held
Eli LillyLLY	1.1%	$4m	3,470	+3%
QualcommQCOM	1.0%	$4m	21,259	-4%
Gilead SciencesGILD	1.0%	$4m	30,669	Held
Vanguard Index FDSVTI	0.9%	$4m	9,668	Held
EcolabECL	0.8%	$3m	11,555	-4%
StrykerSYK	0.8%	$3m	10,047	-6%
State STR Spdr S&P 500 ETF TSPY	0.8%	$3m	4,190	Held
Vanguard Intl Equity Index FVWO	0.8%	$3m	51,880	Held
American Centy ETF TRAVEM	0.8%	$3m	31,190	Held
Schwab Strategic TRSCHC	0.7%	$3m	58,048	+5%
Ishares TREFG	0.7%	$3m	22,193	+5%
Vanguard Index FDSVV	0.7%	$3m	7,704	Held
VisaV	0.7%	$3m	7,643	Held
PepsiCoPEP	0.7%	$3m	19,018	-3%
Ishares TRSUB	0.6%	$3m	23,905	-8%
NextEra EnergyNEE	0.6%	$3m	28,996	+4%
Dimensional ETF TrustDFUV	0.6%	$2m	44,265	Held
Lowe's CompaniesLOW	0.6%	$2m	11,006	-2%
Spdr Series TrustSPSM	0.6%	$2m	41,971	-3%
Agilent TechnologiesA	0.6%	$2m	18,192	Held
MerckMRK	0.6%	$2m	17,426	Held
Vanguard Index FDSVO	0.6%	$2m	27,559	Held
Spdr Series TrustSPSB	0.5%	$2m	72,212	+261%
Ishares TRIGV	0.5%	$2m	23,019	Held
Ishares TRIEFA	0.5%	$2m	20,261	Held
Schwab Strategic TRSCHX	0.5%	$2m	64,726	-3%
Vanguard MUN BD FDSVTEB	0.4%	$2m	34,644	+14%
Home DepotHD	0.4%	$2m	4,722	-3%
Dimensional ETF TrustDFAC	0.4%	$2m	37,013	Held
Ishares TRHYG	0.4%	$1m	18,650	+2%
AlphabetGOOGL	0.4%	$1m	4,018	Held
Bristol-Myers SquibbBMY	0.4%	$1m	24,808	+10%
WalmartWMT	0.3%	$1m	11,530	Held
TeslaTSLA	0.3%	$1m	2,844	Held
Select Sector Spdr TRXLU	0.3%	$1m	24,995	+7%
Johnson & JohnsonJNJ	0.3%	$1m	4,100	Held
Charles SchwabSCHW	0.3%	$1m	10,900	Held
Invesco QQQ TRQQQ	0.3%	$989,722	1,344	Held
Dimensional ETF TrustDFAT	0.2%	$974,825	13,946	Held
Vanguard Index FDSVOO	0.2%	$901,095	1,312	+3%
Schwab Strategic TRFNDF	0.2%	$868,166	16,455	Held
Applied MaterialsAMAT	0.2%	$867,600	1,200	Held
Spdr Index SHS FDSSPDW	0.2%	$852,551	16,919	Held
Schwab Strategic TRSCHF	0.2%	$834,933	30,142	Held
Coca-ColaKO	0.2%	$834,399	10,267	Held
AmgenAMGN	0.2%	$823,748	2,275	Held
Ishares TRISTB	0.2%	$781,650	16,200	New
Ishares TRMUB	0.2%	$751,295	6,981	-12%
Schwab Strategic TRSCHG	0.2%	$733,617	21,679	Held
ExxonMobil HoldingsXOM	0.2%	$729,675	5,337	-5%
Bank of AmericaBAC	0.2%	$729,344	12,800	-3%
Ishares TRIWF	0.2%	$702,802	5,660	Held
Ishares TRIUSG	0.2%	$688,597	3,661	+17%
Ishares TRIWM	0.2%	$653,779	2,176	Held
Ishares TRITOT	0.2%	$643,117	3,915	Held
Schwab Strategic TRSCHB	0.2%	$633,037	21,859	Held
Vanguard Specialized FundsVIG	0.2%	$631,539	2,669	Held
State STR Spdr S&P Midcap 40MDY	0.2%	$625,973	890	-6%
Walt DisneyDIS	0.2%	$624,181	6,485	-9%
Schwab Strategic TRSCHA	0.2%	$621,510	17,202	Held
Vanguard Calif TAX Free FDSVTEC	0.2%	$602,493	5,989	+6%
Dimensional ETF TrustDFAS	0.1%	$554,725	6,737	Held
Royal Caribbean CruisesRCL	0.1%	$547,739	1,725	Held
Vanguard Wellington FDVTES	0.1%	$534,512	5,276	-2%
Ishares TRIVW	0.1%	$508,586	3,698	Held
Advanced Micro DevicesAMD	0.1%	$493,193	849	New
Procter & GamblePG	0.1%	$473,940	3,232	Held
Cisco SystemsCSCO	0.1%	$469,840	4,000	Held
Ishares TRIVE	0.1%	$468,879	2,065	Held

Showing the largest 100 of 144.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.1% since 30 June 2025.

Where the money is

Technology12.5%

Health care4.9%

Financial services4.9%

Media & telecom3.7%

Industrials3.3%

Materials1.9%

Retail & consumer1.8%

Everyday goods1.4%

Utilities0.6%

Energy0.2%

Other64.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.