Q2 2026 13F · SEC CIK 1908192

Stone Summit Wealth LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $394.0M
Reported positions: 144
Top holdings a year, 3 yrs: +15.0%
Assets under management: $443.6M

Stone Summit Wealth LLC is a wealth manager that reported 144 positions worth $394.0M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Microsoft Corp (MSFT, 5.9%), Vanguard Value ETF (VTV, 4.9%), Vanguard Scottsdale Fds (VCSH, 4.5%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

Stone Summit Wealth LLC holdings largest 50 of 144 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stone Summit Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.9%	6.3%	61,882	+0.6%	$23.1M
VTVVanguard Value ETF	4.9%	4.9%	88,161	-1.5%	$19.2M
VCSHVanguard Scottsdale Fds	4.5%	5.1%	223,282	-3.5%	$17.6M
VEAVanguard Tax-Managed Fds	4.1%	3.9%	227,588	+3.0%	$16.2M
SPLGSpdr Series Trust	3.6%	3.4%	162,191	+2.6%	$14.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	3.2%	3.6%	163,804	-1.6%	$12.8M
GOOGAlphabet Inc	3.2%	3.0%	35,941	-3.9%	$12.7M
DFIVDimensional ETF Trust	2.7%	2.9%	200,201	+0.8%	$10.8M
SPYVSpdr Series Trust	2.3%	2.3%	152,106	+2.2%	$9.2M
JPMJpmorgan Chase & Co	2.3%	2.3%	27,174	-3.8%	$8.9M
BNDWVanguard Scottsdale Fds	2.2%	2.4%	128,126	+3.4%	$8.8M
VCITVanguard Scottsdale Fds	2.1%	2.2%	100,089	+3.1%	$8.3M
IVVIshares Core S&p 500 ETF	2.1%	2.1%	10,928	-6.8%	$8.2M
TSMTaiwan Semiconductor Manufac	1.9%	1.6%	15,958	-5.8%	$7.6M
VUGVanguard Indx Fd	1.9%	1.8%	85,760	+485.4%	$7.4M
SPYGSpdr Series Trust	1.8%	1.6%	61,190	+6.0%	$7.3M
RSPInvesco S&p 500 Equal Weight ETF	1.7%	1.7%	31,632	-1.5%	$6.7M
CATCaterpillar Inc Com	1.5%	1.2%	5,707	-7.1%	$6.1M
APHAmphenol Corp	1.5%	1.2%	32,776	-3.9%	$5.8M
IEMGIshares	1.5%	1.3%	69,297	+0.4%	$5.7M
CMICummins Inc	1.4%	1.3%	7,949	-6.3%	$5.7M
AVUVAvantis US Small Cap Value ETF	1.4%	1.3%	43,877	+0.3%	$5.5M
AVDVAvantis International Small Cap Value Et	1.4%	1.5%	51,721	-2.3%	$5.3M
AAPLApple Inc	1.3%	1.3%	17,958	-0.3%	$5.2M
STIPIshares Tr	1.3%	1.4%	48,521	+3.3%	$5.0M
VBRVanguard Small Cap Value ETF	1.2%	1.2%	20,019	-1.4%	$4.9M
IJRIshares Core S&p Small Cap ETF	1.2%	1.1%	32,352	-0.7%	$4.8M
AXPAmerican Express Co Com	1.1%	1.1%	13,401	-1.7%	$4.5M
AVLVAmerican Centy Tr ETF Avantis U S Large	1.1%	1.1%	47,117	-0.6%	$4.3M
LINLinde PLC	1.1%	1.2%	8,267	-1.2%	$4.3M
VBVanguard Indx Fd	1.1%	1.0%	13,764	+1.2%	$4.2M
LLYLilly Eli & Co	1.1%	0.9%	3,470	+2.7%	$4.2M
QCOMQualcomm Inc	1.0%	0.8%	21,259	-4.2%	$3.9M
GILDGilead Sciences	1.0%	1.2%	30,669	-1.8%	$3.9M
VTIVanguard Index Fds	0.9%	0.9%	9,668	-0.2%	$3.6M
ECLEcolab Inc	0.8%	0.9%	11,555	-3.8%	$3.2M
SYKStryker Corporation	0.8%	1.0%	10,047	-6.4%	$3.2M
SPYSpdr S&p 500 ETF Tr	0.8%	0.7%	4,190	+1.5%	$3.1M
VWOVanguard Intl Equity Index F	0.8%	0.8%	51,880	-1.7%	$3.1M
AVEMAmerican Centy ETF Tr	0.8%	0.7%	31,190	-1.2%	$3.0M
SCHCSchwab Strategic Tr	0.7%	0.7%	58,048	+4.8%	$2.8M
EFGIshares Tr	0.7%	0.7%	22,193	+4.9%	$2.8M
VVVanguard Inx Lrg	0.7%	0.6%	7,704	+0.0%	$2.6M
VVisa Inc Com Cl A	0.7%	0.6%	7,643	-0.2%	$2.6M
PEPPepsico Inc	0.7%	0.8%	19,018	-3.2%	$2.6M
SUBIshares Tr	0.6%	0.8%	23,905	-7.6%	$2.5M
NEENextera Energy Inc Com	0.6%	0.7%	28,996	+4.3%	$2.5M
DFUVDimensional U.s. Marketwide Val	0.6%	0.6%	44,265	-0.1%	$2.4M
LOWLowes Cos Inc	0.6%	0.7%	11,006	-2.2%	$2.4M
SPSMSpdr Series Trust	0.6%	—	41,971	—	$2.4M

What Stone Summit Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.6% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$394.0M	144
Q1 2026	$359.3M	142
Q4 2025	$368.7M	141
Q3 2025	$352.6M	143
Q2 2025	$322.8M	142
Q1 2025	$295.2M	140
Q4 2024	$298.0M	138
Q3 2024	$309.9M	141
Q2 2024	$278.9M	137
Q1 2024	$287.7M	140
Q4 2023	$260.7M	139
Q3 2023	$233.3M	138

Questions about Stone Summit Wealth LLC's portfolio

What stocks does Stone Summit Wealth LLC own?

Stone Summit Wealth LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 144 positions worth $394.0M. The largest are Microsoft Corp (MSFT) at 5.9%, Vanguard Value ETF (VTV) at 4.9%, Vanguard Scottsdale Fds (VCSH) at 4.5%, Vanguard Tax-Managed Fds (VEA) at 4.1% and Spdr Series Trust (SPLG) at 3.6%.

What did Stone Summit Wealth LLC buy last quarter?

In Q2 2026, Stone Summit Wealth LLC added Vanguard Indx Fd (VUG) (+485.4% shares) and Spdr Series Trust (SPYG) (+6.0% shares), compared with its Q1 2026 filing.

What did Stone Summit Wealth LLC sell last quarter?

In Q2 2026, Stone Summit Wealth LLC cut from its top 50 Merck & Co. Inc (MRK), Ishares Tr (SUB) (-7.6% shares), Caterpillar Inc Com (CAT) (-7.1% shares) and Ishares Core S&p 500 ETF (IVV) (-6.8% shares), compared with its Q1 2026 filing.

How has Stone Summit Wealth LLC's portfolio performed?

A portfolio copying Stone Summit Wealth LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.6% against +20.1%. Over 5 years: +8.4% a year against +13.0%.

When is Stone Summit Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stone Summit Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stone Summit Wealth LLC manage?

Stone Summit Wealth LLC reported $443.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $394.0M.