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Stone Point Wealth

Latest statistics and disclosures from Stone Summit Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, VTV, VCSH, BSV, VEA, and represent 23.80% of Stone Summit Wealth's stock portfolio.
Added to shares of these 10 stocks: BNDW (+$6.9M), VCSH (+$6.6M), SPLG, BSV, VUG, VEA, LLY, SCHW, IVV, VTV.
Started 5 new stock positions in MAR, AMAT, KTOS, BNDW, SCHW.
Reduced shares in these 10 stocks: DFAC, BNDX, BND, JPST, SPYV, TIP, VNQ, VNQI, DFAI, VTIP.
Sold out of its positions in DFIS, JMST, VNQI, VNQ.
Stone Summit Wealth was a net buyer of stock by $7.6M.
Stone Summit Wealth has $353M in assets under management (AUM), dropping by 9.23%.
Central Index Key (CIK): 0001908192

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Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 143 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	9.1	$32M		62k	517.95	View chart
Vanguard Index Fds Value Etf (VTV)	5.1	$18M	+4%	96k	186.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.9	$14M	+90%	174k	79.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.9	$10M	+51%	130k	78.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$10M	+42%	168k	59.92	View chart
JPMorgan Chase & Co. (JPM)	2.8	$9.8M		31k	315.43	View chart
Alphabet Cap Stk Cl C (GOOG)	2.7	$9.5M	-2%	39k	243.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.4	$8.5M	+8%	184k	46.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$7.9M	-2%	94k	84.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$7.6M	+13%	11k	669.32	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.1	$7.6M	-21%	137k	55.33	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$7.4M	+86%	15k	479.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$7.4M		23k	328.17	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	1.9	$6.9M	NEW	99k	69.66	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.9	$6.7M	+268%	86k	78.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$5.9M	-2%	31k	189.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.5	$5.4M	-4%	19k	279.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$5.0M	-6%	24k	208.71	View chart
Amphenol Corp Cl A (APH)	1.4	$4.9M	-9%	40k	123.75	View chart
American Express Company (AXP)	1.4	$4.9M	-6%	15k	332.16	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.4	$4.9M	-4%	47k	104.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.3	$4.8M	+2%	53k	89.03	View chart
Apple (AAPL)	1.3	$4.5M		18k	254.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$4.5M	+8%	44k	103.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.3M		44k	99.53	View chart
Cummins (CMI)	1.2	$4.1M		9.8k	422.37	View chart
Stryker Corporation (SYK)	1.1	$4.0M	-7%	11k	369.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$4.0M	-4%	33k	118.83	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.9M	+11%	60k	65.92	View chart
Linde SHS (LIN)	1.1	$3.9M		8.1k	475.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$3.8M	-12%	53k	72.26	View chart
Qualcomm (QCOM)	1.1	$3.8M	-3%	23k	166.36	View chart
Gilead Sciences (GILD)	1.0	$3.6M		33k	111.00	View chart
Pepsi (PEP)	1.0	$3.4M	+3%	24k	140.44	View chart
Caterpillar (CAT)	0.9	$3.3M	-3%	7.0k	477.15	View chart
Ecolab (ECL)	0.9	$3.2M		12k	273.86	View chart
Ishares Tr Expanded Tech (IGV)	0.9	$3.1M	-8%	27k	115.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.1M	+17%	12k	254.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.0M	-5%	55k	54.18	View chart
Lowe's Companies (LOW)	0.8	$2.9M	-5%	12k	251.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.8M	-3%	4.3k	666.18	View chart
Visa Com Cl A (V)	0.7	$2.6M		7.6k	341.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.6M		24k	106.78	View chart
Eli Lilly & Co. (LLY)	0.7	$2.5M	+74%	3.3k	763.00	View chart
Home Depot (HD)	0.7	$2.5M	-2%	6.2k	405.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$2.5M	-2%	33k	75.11	View chart
Agilent Technologies Inc C ommon (A)	0.7	$2.5M	-8%	19k	128.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.5M		8.1k	307.86	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.7	$2.4M	-5%	52k	46.32	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.7	$2.3M	-2%	58k	39.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.0M	-3%	45k	44.69	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.0M		44k	45.51	View chart
Nextera Energy (NEE)	0.5	$1.8M	+12%	24k	75.49	View chart
Medtronic SHS (MDT)	0.5	$1.8M	+11%	19k	95.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.7M	+16%	15k	113.88	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.7M	-7%	21k	81.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.7M	+60%	5.8k	293.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.7M	-65%	22k	74.37	View chart
Walt Disney Company (DIS)	0.5	$1.6M	-4%	14k	114.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$1.6M	-69%	41k	38.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.5M		57k	26.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.4M	+12%	28k	50.07	View chart
Wal-Mart Stores (WMT)	0.3	$1.2M		12k	103.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M	-4%	14k	87.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.1M	-68%	21k	50.73	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.0M	NEW	11k	95.47	View chart
Tesla Motors (TSLA)	0.3	$1.0M		2.3k	444.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$982k	-3%	11k	87.21	View chart
Oracle Corporation (ORCL)	0.3	$882k	+16%	3.1k	281.24	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$867k	-7%	8.1k	106.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$846k		15k	58.21	View chart
Merck & Co (MRK)	0.2	$825k	-35%	9.8k	83.93	View chart
Coca-Cola Company (KO)	0.2	$819k		12k	66.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$808k	+2%	1.3k	600.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$797k	-12%	19k	42.96	View chart
Johnson & Johnson (JNJ)	0.2	$778k	+14%	4.2k	185.42	View chart
Bank of America Corporation (BAC)	0.2	$740k	+44%	14k	51.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$732k	-11%	31k	23.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$731k		3.0k	243.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$705k	-28%	1.2k	596.03	View chart
Royal Caribbean Cruises (RCL)	0.2	$680k	-7%	2.1k	323.58	View chart
Exxon Mobil Corporation (XOM)	0.2	$673k	-5%	6.0k	112.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$673k	-35%	21k	31.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$665k	-2%	1.4k	468.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$659k	-6%	15k	42.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$622k		1.0k	612.38	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$619k	-76%	5.6k	111.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$608k		4.2k	145.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$607k	-2%	24k	25.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$584k		2.7k	215.79	View chart
Nike CL B (NKE)	0.2	$580k	-5%	8.3k	69.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$551k	-3%	20k	27.90	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$547k	-14%	8.1k	67.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$545k		2.3k	241.96	View chart
Procter & Gamble Company (PG)	0.2	$533k	+23%	3.5k	153.65	View chart
Amgen (AMGN)	0.1	$525k		1.9k	282.16	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$524k		3.3k	159.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$520k	-3%	4.3k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$514k	-2%	2.5k	206.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$513k	-87%	10k	49.46	View chart
Apollo Global Mgmt (APO)	0.1	$506k		3.8k	133.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$473k	-3%	940.00	502.74	View chart
International Business Machines (IBM)	0.1	$464k	-17%	1.6k	282.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$461k		6.7k	68.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$408k	-17%	14k	29.11	View chart
Boeing Company (BA)	0.1	$399k		1.9k	215.83	View chart
Eaton Corp SHS (ETN)	0.1	$393k		1.1k	374.25	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$392k	-22%	3.8k	101.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$390k	-7%	1.4k	281.86	View chart
NVIDIA Corporation (NVDA)	0.1	$390k		2.1k	186.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$380k		5.2k	72.77	View chart
McDonald's Corporation (MCD)	0.1	$377k	-6%	1.2k	303.89	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$372k	-10%	2.7k	139.17	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$360k	-38%	31k	11.60	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$352k		3.7k	95.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$343k		13k	27.30	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$340k	NEW	3.7k	91.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$339k		4.8k	71.37	View chart
Amazon (AMZN)	0.1	$327k	-3%	1.5k	219.57	View chart
Truist Financial Corp equities (TFC)	0.1	$320k	-5%	7.0k	45.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$319k	-74%	8.8k	36.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$314k	-3%	9.8k	31.91	View chart
Bristol Myers Squibb (BMY)	0.1	$290k	-18%	6.4k	45.10	View chart
Cisco Systems (CSCO)	0.1	$288k		4.2k	68.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$288k		788.00	365.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$274k	-10%	3.6k	76.72	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$273k	-17%	5.4k	50.47	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$271k		4.4k	61.94	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$270k	-13%	8.1k	33.37	View chart
Marriott Intl Cl A (MAR)	0.1	$269k	NEW	1.0k	260.44	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$268k	-5%	1.7k	154.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$256k	-77%	5.0k	50.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$253k	-5%	5.7k	44.51	View chart
Honeywell International (HON)	0.1	$253k		1.2k	210.50	View chart
Applied Materials (AMAT)	0.1	$246k	NEW	1.2k	204.74	View chart
Chevron Corporation (CVX)	0.1	$230k	-12%	1.5k	155.29	View chart
Uber Technologies (UBER)	0.1	$230k		2.4k	97.97	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$223k		11k	20.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$221k	-7%	1.1k	203.59	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$221k	-9%	4.7k	46.81	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$220k		8.4k	26.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$218k		3.2k	67.83	View chart
Colgate-Palmolive Company (CL)	0.1	$209k		2.6k	79.95	View chart

Past Filings by Stone Summit Wealth

SEC 13F filings are viewable for Stone Summit Wealth going back to 2021

Stone Summit Wealth 2025 Q3 filed Oct. 22, 2025
Stone Summit Wealth 2025 Q2 filed July 17, 2025
Stone Summit Wealth 2025 Q1 filed April 24, 2025
Stone Summit Wealth 2024 Q4 filed Jan. 28, 2025
Stone Point Wealth 2024 Q3 filed Oct. 31, 2024
Stone Point Wealth 2024 Q2 filed July 30, 2024
Stone Point Wealth 2024 Q1 filed May 1, 2024
Stone Point Wealth 2023 Q4 filed Jan. 26, 2024
Stone Point Wealth 2023 Q3 filed Oct. 25, 2023
Stone Point Wealth 2023 Q2 filed July 25, 2023
Stone Point Wealth 2023 Q1 filed April 20, 2023
Stone Point Wealth 2022 Q4 filed Jan. 20, 2023
Stone Point Wealth 2022 Q3 filed Nov. 3, 2022
Stone Point Wealth 2022 Q2 filed July 19, 2022
Stone Point Wealth 2022 Q1 filed April 29, 2022
Stone Point Wealth 2021 Q4 filed Feb. 10, 2022

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