§ 13F · FUND PROFILE
Stone Summit Wealth LLC.
AUM · $394M (13F)Positions · 144Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 62K | $23M | 5.9% | +1% |
| 2 | VTV | VANGUARD INDEX FDS | 88K | $19M | 4.9% | −2% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 223K | $18M | 4.5% | −4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 228K | $16M | 4.1% | +3% |
| 5 | SPYM | SPDR SERIES TRUST | 162K | $14M | 3.6% | +3% |
| 6 | BSV | VANGUARD BD INDEX FDS | 164K | $13M | 3.2% | −2% |
| 7 | GOOG | ALPHABET INC | 36K | $13M | 3.2% | −4% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 200K | $11M | 2.7% | +1% |
| 9 | SPYV | SPDR SERIES TRUST | 152K | $9M | 2.3% | +2% |
| 10 | JPM | JPMORGAN CHASE & CO | 27K | $9M | 2.3% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
Stone Summit Wealth LLC is a Other fund managing $394 million in assets. The fund runs a portfolio of 144 positions.
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