Investor
Stone Summit Wealth LLC
CIK 0001908192 · filed 2026-04-23 · SEC filing
13F book
$359.3M
Positions
142
4 new · 3 sold
Largest name
6.3%
Microsoft Corp · MSFT
Est. mark
−$10.5M
Price effect on 138 names still held. Flow $1.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 61.5K | $22.8M | 6.3% | −$6.98M | Cut−$7.04M |
| Vanguard Scottsdale Fds | — | 231.4K | $18.3M | 5.1% | −$95.6K | Added$1.78M |
| Vanguard Index Fds | — | 89.5K | $17.6M | 4.9% | $466.4K | Cut−$605.8K |
| Vanguard Tax-Managed Fds | — | 220.9K | $14.2M | 3.9% | $291.7K | Added$2.83M |
| Vanguard Bd Index Fds | — | 166.4K | $13.1M | 3.6% | −$61K | Added$1.03M |
| Spdr Series Trust | — | 158.1K | $12.1M | 3.4% | −$576.8K | Added−$474.9K |
| Alphabet Inc | — | 37.4K | $10.7M | 3.0% | −$1.01M | Cut−$1.58M |
| Dimensional Etf Trust | — | 198.6K | $10.5M | 2.9% | $553.4K | Added$896.6K |
| Vanguard Scottsdale Fds | — | 124K | $8.47M | 2.4% | −$46.2K | Added$342.6K |
| Spdr Series Trust | — | 148.9K | $8.42M | 2.3% | −$32.3K | Added$442K |
| Jpmorgan Chase & Co. | — | 28.2K | $8.31M | 2.3% | −$792.4K | Cut−$1.34M |
| Vanguard Scottsdale Fds | — | 97.1K | $8.03M | 2.2% | −$93.8K | Added$175.8K |
| Ishares Tr | — | 11.7K | $7.66M | 2.1% | −$364.6K | Added−$213.1K |
| Vanguard Growth Etf | — | 14.7K | $6.4M | 1.8% | −$748.2K | Cut−$1.28M |
| Invesco Exchange Traded Fd T | — | 32.1K | $6.16M | 1.7% | $11.4K | Added$101.8K |
| Taiwan Semiconductor Mfg Ltd | — | 16.9K | $5.72M | 1.6% | $576.8K | Cut$143.2K |
| Spdr Series Trust | — | 57.7K | $5.65M | 1.6% | −$461.5K | Added$51.7K |
| American Centy Etf Tr | — | 52.9K | $5.28M | 1.5% | $311.7K | Cut$203.5K |
| Ishares Tr | — | 47K | $4.86M | 1.4% | $47.7K | Added$162K |
| American Centy Etf Tr | — | 43.7K | $4.83M | 1.3% | $371.4K | Cut$303.9K |
| Ishares Inc | — | 69K | $4.81M | 1.3% | $164.8K | Added$432.3K |
| Apple Inc. | AAPL | 18K | $4.57M | 1.3% | −$325.6K | Cut−$485.4K |
| Cummins Inc | CMI | 8.48K | $4.56M | 1.3% | $233.8K | Cut−$190.9K |
| Vanguard Index Fds | — | 20.3K | $4.41M | 1.2% | $110.9K | Cut−$527K |
| Gilead Sciences, Inc. | GILD | 31.2K | $4.35M | 1.2% | $519.6K | Cut$358.7K |
| Caterpillar Inc | CAT | 6.14K | $4.35M | 1.2% | $833.2K | Cut$532.4K |
| Amphenol Corp New | — | 34.1K | $4.31M | 1.2% | −$299.8K | Cut−$701.1K |
| Linde Plc | LIN | 8.37K | $4.15M | 1.2% | $580.3K | Cut$542K |
| American Express Co | AXP | 13.6K | $4.12M | 1.1% | −$920K | Cut−$1.15M |
| Ishares Tr | — | 32.6K | $4.05M | 1.1% | $134.5K | Cut$78.3K |
| American Centy Etf Tr | — | 47.4K | $3.82M | 1.1% | $229.4K | Cut$54.5K |
| Vanguard Index Fds | — | 13.6K | $3.56M | 1.0% | $52K | Added$183K |
| Stryker Corp | SYK | 10.7K | $3.53M | 1.0% | −$245.6K | Cut−$379.8K |
| Ecolab Inc. | ECL | 12K | $3.2M | 0.9% | $42K | Cut$30.5K |
| Eli Lilly & Co | LLY | 3.38K | $3.11M | 0.9% | −$521K | Added−$505.3K |
| Vanguard Index Fds | — | 9.69K | $3.11M | 0.9% | −$139.5K | Added−$125.3K |
| Pepsico Inc | PEP | 19.7K | $3.05M | 0.8% | $231.3K | Cut−$419.6K |
| Qualcomm Inc | — | 22.2K | $2.86M | 0.8% | −$937.7K | Cut−$1.13M |
| Vanguard Intl Equity Index F | — | 52.8K | $2.85M | 0.8% | $15.3K | Cut$12.9K |
| Ishares Tr | — | 25.9K | $2.75M | 0.8% | −$5.06K | Added$52.9K |
| Spdr S&P 500 Etf Tr | — | 4.13K | $2.68M | 0.7% | −$130.3K | Cut−$146.7K |
| Lowes Cos Inc | — | 11.3K | $2.66M | 0.7% | −$54.9K | Cut−$100.5K |
| Schwab Strategic Tr | — | 55.4K | $2.59M | 0.7% | $58K | Added$407.1K |
| Nextera Energy Inc | — | 27.8K | $2.58M | 0.7% | $327.4K | Added$496.2K |
| American Centy Etf Tr | — | 31.6K | $2.54M | 0.7% | $112.3K | Cut$28.2K |
| Ishares Tr | — | 21.2K | $2.36M | 0.7% | −$39.8K | Added$578.1K |
| Visa Inc. | V | 7.66K | $2.32M | 0.6% | −$371.4K | Cut−$384.4K |
| Vanguard Index Fds | — | 7.7K | $2.3M | 0.6% | −$122.9K | Cut−$123.8K |
| Dimensional Etf Trust | — | 44.3K | $2.15M | 0.6% | $82.9K | Cut$72.6K |
| Merck & Co., Inc. | MRK | 17.6K | $2.11M | 0.6% | $184.7K | Added$819.8K |
| Spdr Series Trust | — | 43.1K | $2.08M | 0.6% | $63K | Cut−$301.2K |
| Agilent Technologies, Inc. | A | 18.3K | $2.08M | 0.6% | −$404K | Cut−$546.7K |
| Vanguard Index Fds | — | 6.95K | $2M | 0.6% | −$20.9K | Added−$3.14K |
| Medtronic Plc | MDT | 22.1K | $1.91M | 0.5% | −$199.4K | Added−$123.6K |
| Ishares Tr | — | 23.1K | $1.85M | 0.5% | −$593.6K | Cut−$810.4K |
| Ishares Tr | — | 20.2K | $1.83M | 0.5% | $14.2K | Added$639.8K |
| Schwab Strategic Tr | — | 66.5K | $1.7M | 0.5% | −$69.2K | Added$237.6K |
| Home Depot, Inc. | HD | 4.85K | $1.59M | 0.4% | −$73.8K | Cut−$147K |
| Vanguard Mun Bd Fds | — | 30.5K | $1.52M | 0.4% | −$11.8K | Added$42.4K |
| Ishares Tr | — | 18.2K | $1.45M | 0.4% | −$19.5K | Cut−$166.4K |
| Dimensional Etf Trust | — | 37.2K | $1.45M | 0.4% | −$27.2K | Cut−$66.6K |
| Walmart Inc. | WMT | 11.6K | $1.44M | 0.4% | $148.6K | Cut$143.1K |
| Bristol-Myers Squibb Co | — | 22.5K | $1.37M | 0.4% | $81.2K | Added$712.4K |
| Alphabet Inc | — | 4.09K | $1.18M | 0.3% | −$103.5K | Added−$97.4K |
| Select Sector Spdr Tr | — | 23.3K | $1.07M | 0.3% | $72.1K | Added$108.5K |
| Tesla, Inc. | TSLA | 2.83K | $1.05M | 0.3% | −$178.2K | Added$24.1K |
| Schwab Charles Corp | — | 10.9K | $1.02M | 0.3% | −$64.6K | Held |
| Johnson & Johnson | JNJ | 4.12K | $1.01M | 0.3% | $154.5K | Cut$141K |
| Exxon Mobil Corp | — | 5.62K | $953.5K | 0.3% | $277.2K | Cut$253.1K |
| Dimensional Etf Trust | — | 14K | $871.7K | 0.2% | $40.6K | Cut$31.4K |
| Ishares Tr | — | 7.9K | $838.2K | 0.2% | −$7.58K | Cut−$18.6K |
| Amgen Inc | AMGN | 2.3K | $809K | 0.2% | $55K | Added$78.9K |
| Schwab Strategic Tr | — | 16.5K | $805.1K | 0.2% | $61.2K | Cut$41.9K |
| Coca Cola Co | KO | 10.3K | $783.5K | 0.2% | $63.3K | Cut$5.72K |
| Invesco Qqq Tr | — | 1.34K | $775.7K | 0.2% | −$49.9K | Cut−$50.5K |
| Spdr Index Shs Fds | — | 16.8K | $766K | 0.2% | $20.2K | Added$41.6K |
| Vanguard Index Fds | — | 1.28K | $763.1K | 0.2% | −$30.4K | Added$118.4K |
| Schwab Strategic Tr | — | 30.1K | $746K | 0.2% | $21.4K | Added$22K |
| Disney Walt Co | — | 7.09K | $683.3K | 0.2% | −$123.3K | Cut−$692.8K |
| Bank America Corp | — | 13.2K | $643.5K | 0.2% | −$82.5K | Cut−$140.3K |
| Schwab Strategic Tr | — | 21.7K | $631K | 0.2% | −$39.9K | Added$257.7K |
| Ishares Tr | — | 1.42K | $603.4K | 0.2% | −$66.4K | Cut−$68.7K |
| Spdr Series Trust | — | 20K | $601.4K | 0.2% | — | New |
| Spdr S&P Midcap 400 Etf Tr | — | 944 | $582.2K | 0.2% | $12.7K | Cut−$98.3K |
| Vanguard Specialized Funds | — | 2.67K | $574K | 0.2% | −$12.6K | Held |
| Vanguard Calif Tax Free Fds | — | 5.67K | $561.6K | 0.2% | −$5.64K | Added$82.1K |
| Ishares Tr | — | 3.87K | $551.2K | 0.2% | −$24.2K | Held |
| Schwab Strategic Tr | — | 21.9K | $548.7K | 0.2% | −$24.7K | Added−$24.5K |
| Vanguard Wellington Fd | — | 5.41K | $547.1K | 0.2% | −$2.33K | Added$3.54K |
| Ishares Tr | — | 2.18K | $539.6K | 0.1% | $4K | Held |
| Schwab Strategic Tr | — | 17.2K | $501.5K | 0.1% | $10.3K | Cut−$32.9K |
| Ishares Tr | — | 3.12K | $483.6K | 0.1% | — | New |
| Royal Caribbean Group | — | 1.75K | $480.2K | 0.1% | −$6.53K | Cut−$48.4K |
| Dimensional Etf Trust | — | 6.74K | $479.2K | 0.1% | $9.84K | Held |
| Procter And Gamble Co | PG | 3.29K | $475.5K | 0.1% | $3.72K | Cut−$17.1K |
| Ishares Tr | — | 10.7K | $454K | 0.1% | $12.1K | Cut−$1.82M |
| Oracle Corp | — | 3.08K | $453.7K | 0.1% | −$147.5K | Cut−$155.7K |
| Ishares Tr | — | 2.08K | $438.3K | 0.1% | −$1.91K | Cut−$88K |
| Ishares Gold Tr | — | 4.96K | $437.3K | 0.1% | $34.7K | Cut$33K |
| Ishares Tr | — | 3.71K | $420K | 0.1% | −$37.7K | Cut−$77.7K |
| International Business Machs | — | 1.7K | $411.1K | 0.1% | −$91.3K | Cut−$113.5K |
| Applied Matls Inc | — | 1.2K | $410.1K | 0.1% | $101.8K | Held |
| Berkshire Hathaway Inc Del | — | 855 | $409.7K | 0.1% | −$20K | Cut−$50.2K |
| Apollo Global Mgmt Inc | — | 3.6K | $401.1K | 0.1% | −$120K | Cut−$149K |
| Select Sector Spdr Tr | — | 2.7K | $395.8K | 0.1% | −$21.6K | Added−$12.8K |
| Schwab Strategic Tr | — | 12.6K | $385.2K | 0.1% | $40.8K | Held |
| Schwab Strategic Tr | — | 12.6K | $384K | 0.1% | $11.2K | Cut−$7.04K |
| NIKE, Inc. | NKE | 7.18K | $379.2K | 0.1% | −$78.2K | Cut−$119.6K |
| Vanguard Admiral Fds Inc | — | 3.69K | $375.6K | 0.1% | $14.7K | Held |
| Mcdonalds Corp | MCD | 1.2K | $372.9K | 0.1% | $6.19K | Cut−$6.03K |
| Boeing Co | — | 1.85K | $368.2K | 0.1% | −$33.5K | Held |
| Vanguard Intl Equity Index F | — | 4.75K | $357.1K | 0.1% | $7.32K | Held |
| Nvidia Corp | NVDA | 2.02K | $352.6K | 0.1% | −$24.5K | Cut−$75.2K |
| Blackrock Etf Trust Ii | — | 6.92K | $348.8K | 0.1% | −$176 | Added$54.4K |
| Eaton Corp Plc | ETN | 975 | $348.7K | 0.1% | $38.2K | Cut$14.3K |
| Ares Management Corporation | — | 3.15K | $343.7K | 0.1% | −$165.5K | Cut−$185.7K |
| J P Morgan Exchange Traded F | — | 6.72K | $340.1K | 0.1% | $134 | Cut−$282.4K |
| Marriott Intl Inc New | — | 1.03K | $337.5K | 0.1% | $17.4K | Held |
| Amazon Com Inc | AMZN | 1.56K | $324.9K | 0.1% | −$35.2K | Cut−$53.4K |
| Teva Pharmaceutical Inds Ltd | — | 10.3K | $311.3K | 0.1% | −$11.3K | Cut−$32.6K |
| Cisco Sys Inc | — | 4K | $310.4K | 0.1% | $2.24K | Cut−$13.9K |
| Truist Finl Corp | — | 6.5K | $298.8K | 0.1% | −$21.1K | Cut−$45.7K |
| Dimensional Etf Trust | — | 7.57K | $294.9K | 0.1% | $6.43K | Cut−$35K |
| Vanguard Admiral Fds Inc | — | 1.42K | $289.4K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 1.77K | $286.3K | 0.1% | $11.4K | Added$19.5K |
| Ishares Tr | — | 788 | $281K | 0.1% | −$13.3K | Held |
| Ishares Tr | — | 3.51K | $275.1K | 0.1% | $3.09K | Cut$2.16K |
| Kratos Defense & Sec Solutio | — | 3.88K | $273.9K | 0.1% | −$20.1K | Added−$8.15K |
| Select Sector Spdr Tr | — | 2.06K | $273.1K | 0.1% | −$22.7K | Cut−$54.6K |
| Ishares Tr | — | 8.96K | $271.8K | 0.1% | −$5.74K | Cut−$71.8K |
| Ishares Inc | — | 4.31K | $269.8K | 0.1% | −$6.29K | Cut−$10.1K |
| Chevron Corp New | CVX | 1.27K | $263.2K | 0.1% | — | New |
| J P Morgan Exchange Traded F | — | 5.26K | $262.7K | 0.1% | −$2.68K | Cut−$8.74K |
| Schwab Strategic Tr | — | 7.82K | $257.7K | 0.1% | $1.56K | Cut−$4.63K |
| Colgate Palmolive Co | CL | 2.94K | $250.3K | 0.1% | $18.2K | Cut$14.3K |
| Invesco Exch Traded Fd Tr Ii | — | 22.7K | $247K | 0.1% | −$8.17K | Cut−$34K |
| American Centy Etf Tr | — | 3.17K | $237.4K | 0.1% | $11.4K | Cut−$276.1K |
| Ishares Tr | — | 1.09K | $232K | 0.1% | $3.62K | Held |
| Howmet Aerospace Inc. | HWM | 975 | $224.7K | 0.1% | $24.8K | Cut$19.7K |
| Vanguard Bd Index Fds | — | 3.01K | $221.4K | 0.1% | −$1.29K | Cut−$437.6K |
| World Gold Tr | — | 2.37K | $220K | 0.1% | $17.4K | Held |
| Schwab Strategic Tr | — | 4.44K | $206K | 0.1% | $8.04K | Cut$5.01K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.