Stone Summit Wealth LLC
145 holdingsFiling period: 2026-06-30Current AUM: $400.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 61.9K | $23.1M | $33.0M | 8.23% | +387 | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 88.2K | $19.2M | $19.9M | 4.98% | -1,360 | 2026-06-30 |
| 3 | VCSH | Vanguard Scottsdale Fds | 223.3K | $17.6M | $17.3M | 4.33% | -8,147 | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 227.6K | $16.2M | $15.8M | 3.94% | +6.7K | 2026-06-30 |
| 5 | SPYM | Spdr Series Trust | 162.2K | $14.3M | $14.6M | 3.65% | +4.1K | 2026-06-30 |
| 6 | BSV | Vanguard BD Index Fds | 163.8K | $12.8M | $12.6M | 3.14% | -2,639 | 2026-06-30 |
| 7 | GOOG | Alphabet Inc | 35.9K | $12.7M | $11.3M | 2.82% | -1,451 | 2026-06-30 |
| 8 | DFIV | Dimensional ETF Trust | 200.2K | $10.8M | $11.3M | 2.81% | +1.6K | 2026-06-30 |
| 9 | SPYV | Spdr Series Trust | 152.1K | $9.2M | $9.7M | 2.43% | +3.2K | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 27.2K | $8.9M | $9.1M | 2.27% | -1,068 | 2026-06-30 |
| 11 | BNDW | Vanguard Scottsdale Fds | 128.1K | $8.8M | $8.5M | 2.13% | +4.2K | 2026-06-30 |
| 12 | VCIT | Vanguard Scottsdale Fds | 100.1K | $8.3M | $7.9M | 1.98% | +3.0K | 2026-06-30 |
| 13 | IVV | iShares TR | 10.9K | $8.2M | $8.4M | 2.10% | -795 | 2026-06-30 |
| 14 | TSM | Taiwan Semiconductor Manufac | 16.0K | $7.6M | $6.8M | 1.69% | -977 | 2026-06-30 |
| 15 | VUG | Vanguard Index Fds | 85.8K | $7.4M | $7.5M | 1.87% | +71.1K | 2026-06-30 |
| 16 | SPYG | Spdr Series Trust | 61.2K | $7.3M | $7.3M | 1.82% | +3.4K | 2026-06-30 |
| 17 | RSP | Invesco Exchange Traded FD T | 31.6K | $6.7M | $6.9M | 1.72% | -470 | 2026-06-30 |
| 18 | CAT | Caterpillar Inc | 5.7K | $6.1M | $3.9M | 0.99% | -438 | 2026-06-30 |
| 19 | APH | Amphenol Corp | 32.8K | $5.8M | $4.9M | 1.23% | -1,327 | 2026-06-30 |
| 20 | IEMG | iShares Inc | 69.3K | $5.7M | $5.2M | 1.30% | +308 | 2026-06-30 |
| 21 | CMI | Cummins Inc | 7.9K | $5.7M | $4.2M | 1.04% | -530 | 2026-06-30 |
| 22 | AVUV | American Centy ETF TR | 43.9K | $5.5M | $5.4M | 1.34% | +136 | 2026-06-30 |
| 23 | AVDV | American Centy ETF TR | 51.7K | $5.3M | $5.5M | 1.37% | -1,194 | 2026-06-30 |
| 24 | AAPL | Apple Inc | 18.0K | $5.2M | $6.2M | 1.54% | -59 | 2026-06-30 |
| 25 | STIP | iShares TR | 48.5K | $5.0M | $4.9M | 1.22% | +1.5K | 2026-06-30 |
← Scroll →
Page 1 of 6