Stone Summit Wealth LLC
143 holdingsFiling period: 2026-03-31Current AUM: $397.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 61.5K | $22.8M | $28.6M | 7.18% | -131 | 2026-03-31 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 231.4K | $18.3M | $18.2M | 4.57% | +23.6K | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 89.5K | $17.6M | $19.7M | 4.95% | -5,614 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 220.9K | $14.2M | $15.6M | 3.92% | +39.7K | 2026-03-31 |
| 5 | BSV | VANGUARD BD INDEX FDS | 166.4K | $13.1M | $12.9M | 3.24% | +13.9K | 2026-03-31 |
| 6 | SPYM | SPDR SERIES TRUST | 158.1K | $12.1M | $13.9M | 3.49% | +1.3K | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 37.4K | $10.7M | $13.3M | 3.35% | -1,835 | 2026-03-31 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 198.6K | $10.5M | $11.4M | 2.86% | +6.5K | 2026-03-31 |
| 9 | BNDW | VANGUARD SCOTTSDALE FDS | 124.0K | $8.5M | $8.4M | 2.10% | +5.7K | 2026-03-31 |
| 10 | SPYV | SPDR SERIES TRUST | 148.9K | $8.4M | $9.2M | 2.32% | +8.4K | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 28.2K | $8.3M | $9.9M | 2.50% | -1,688 | 2026-03-31 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | 97.1K | $8.0M | $7.9M | 1.98% | +3.3K | 2026-03-31 |
| 13 | IVV | ISHARES TR | 11.7K | $7.7M | $8.8M | 2.21% | +232 | 2026-03-31 |
| 14 | VUG | VANGUARD INDEX FDS | 14.7K | $6.4M | $7.5M | 1.88% | -1,089 | 2026-03-31 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | 32.1K | $6.2M | $6.9M | 1.73% | +471 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.9K | $5.7M | $6.8M | 1.72% | -1,427 | 2026-03-31 |
| 17 | SPYG | SPDR SERIES TRUST | 57.7K | $5.7M | $6.8M | 1.70% | +5.2K | 2026-03-31 |
| 18 | AVDV | AMERICAN CENTY ETF TR | 52.9K | $5.3M | $5.5M | 1.39% | -1,151 | 2026-03-31 |
| 19 | STIP | ISHARES TR | 47.0K | $4.9M | $4.8M | 1.20% | +1.1K | 2026-03-31 |
| 20 | AVUV | AMERICAN CENTY ETF TR | 43.7K | $4.8M | $5.5M | 1.38% | -662 | 2026-03-31 |
| 21 | IEMG | ISHARES INC | 69.0K | $4.8M | $5.4M | 1.35% | +3.8K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 18.0K | $4.6M | $5.6M | 1.40% | -588 | 2026-03-31 |
| 23 | CMI | CUMMINS INC | 8.5K | $4.6M | $5.4M | 1.35% | -832 | 2026-03-31 |
| 24 | VBR | VANGUARD INDEX FDS | 20.3K | $4.4M | $5.0M | 1.25% | -3,012 | 2026-03-31 |
| 25 | GILD | GILEAD SCIENCES INC | 31.2K | $4.4M | $4.1M | 1.02% | -1,311 | 2026-03-31 |
← Scroll →
Page 1 of 6