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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, SPYM, GOOG, and represent 24.25% of Stone Summit Wealth's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$5.7M), VCSH, BSV, BNDW, VEA, SPYG, XLU, VTEC, DFIV, IEMG.
Started 5 new stock positions in HWM, CALI, META, VTEC, GLDM.
Reduced shares in these 10 stocks: VTI, BND, BNDX, JPST, HD, APH, JPM, TIP, PFF, TSM.
Sold out of its positions in CVX, HON, SPEM, FNDX, UBER, VTIP, BNDX.
Stone Summit Wealth was a net buyer of stock by $7.4M.
Stone Summit Wealth has $369M in assets under management (AUM), dropping by 4.57%.
Central Index Key (CIK): 0001908192

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Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 141 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	8.1	$30M		62k	483.62	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$18M		95k	190.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.5	$17M	+19%	208k	79.73	View chart
Spdr Series Trust State Street Spd (SPYM)	3.4	$13M	+82%	157k	80.22	View chart
Alphabet Cap Stk Cl C (GOOG)	3.3	$12M		39k	313.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$12M	+17%	153k	78.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$11M	+8%	181k	62.47	View chart
JPMorgan Chase & Co. (JPM)	2.6	$9.6M	-3%	30k	322.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.6	$9.6M	+4%	192k	49.90	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	2.2	$8.1M	+20%	118k	68.74	View chart
Spdr Series Trust State Street Spd (SPYV)	2.2	$8.0M	+2%	141k	56.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$7.9M		12k	684.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$7.9M		94k	83.75	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$7.7M	+2%	16k	487.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$6.1M		32k	191.56	View chart
Spdr Series Trust State Street Spd (SPYG)	1.5	$5.6M	+12%	53k	106.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.5	$5.6M	-4%	18k	303.89	View chart
American Express Company (AXP)	1.4	$5.3M	-3%	14k	369.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$5.1M		54k	93.97	View chart
Apple (AAPL)	1.4	$5.1M	+4%	19k	271.86	View chart
Amphenol Corp Cl A (APH)	1.4	$5.0M	-6%	37k	135.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$4.9M		23k	211.79	View chart
Cummins (CMI)	1.3	$4.8M	-4%	9.3k	510.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$4.7M	+5%	46k	102.39	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.5M		44k	101.98	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$4.4M	+8%	65k	67.22	View chart
Gilead Sciences (GILD)	1.1	$4.0M		33k	122.74	View chart
Qualcomm (QCOM)	1.1	$4.0M	+2%	23k	171.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$4.0M		33k	120.18	View chart
Stryker Corporation (SYK)	1.1	$3.9M	+2%	11k	351.47	View chart
Caterpillar (CAT)	1.0	$3.8M	-4%	6.7k	572.87	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$3.8M	-5%	50k	75.77	View chart
Eli Lilly & Co. (LLY)	1.0	$3.6M		3.4k	1074.68	View chart
Linde SHS (LIN)	1.0	$3.6M	+4%	8.5k	426.39	View chart
Pepsi (PEP)	0.9	$3.5M		24k	143.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.4M	+7%	13k	257.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.2M	-57%	9.6k	335.27	View chart
Ecolab (ECL)	0.9	$3.2M	+4%	12k	262.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$2.8M	-4%	53k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$2.8M	-2%	4.2k	681.92	View chart
Lowe's Companies (LOW)	0.7	$2.8M		11k	241.16	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.7M	+5%	25k	106.70	View chart
Visa Com Cl A (V)	0.7	$2.7M		7.7k	350.71	View chart
Ishares Tr Expanded Tech (IGV)	0.7	$2.7M	-6%	25k	105.69	View chart
Agilent Technologies Inc C ommon (A)	0.7	$2.6M		19k	136.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$2.5M	-2%	33k	77.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.4M	-4%	7.7k	314.80	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$2.4M		51k	46.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.6	$2.3M	-5%	55k	41.36	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$2.2M	+8%	48k	45.53	View chart
Nextera Energy (NEE)	0.6	$2.1M	+7%	26k	80.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.1M		45k	46.59	View chart
Medtronic SHS (MDT)	0.6	$2.0M	+13%	21k	96.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.0M	+19%	6.9k	290.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.8M	+4%	16k	113.92	View chart
Home Depot (HD)	0.5	$1.7M	-18%	5.1k	344.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.6M	-4%	20k	80.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$1.5M	-5%	38k	39.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.5M	+6%	29k	50.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.5M	-4%	55k	26.91	View chart
Walt Disney Company (DIS)	0.4	$1.4M	-14%	12k	113.77	View chart
Merck & Co (MRK)	0.4	$1.3M	+25%	12k	105.26	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M		12k	111.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M	+35%	4.1k	313.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M	-2%	13k	89.46	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.1M		11k	99.91	View chart
Tesla Motors (TSLA)	0.3	$1.0M		2.3k	449.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$961k	+100%	23k	42.69	View chart
Johnson & Johnson (JNJ)	0.2	$866k		4.2k	206.95	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$857k		8.0k	107.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$840k	-2%	14k	59.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$826k		1.3k	614.31	View chart
Bank of America Corporation (BAC)	0.2	$784k		14k	55.00	View chart
Coca-Cola Company (KO)	0.2	$778k	-9%	11k	69.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$763k	-9%	17k	45.21	View chart
Amgen (AMGN)	0.2	$730k	+19%	2.2k	327.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$724k	+5%	16k	44.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$724k	-4%	30k	24.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$700k	-2%	5.8k	120.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$681k	-4%	1.1k	603.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$672k		1.4k	473.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$659k	-60%	8.9k	74.07	View chart
Bristol Myers Squibb (BMY)	0.2	$653k	+88%	12k	53.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$645k		1.0k	627.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$623k	-42%	12k	50.59	View chart
Oracle Corporation (ORCL)	0.2	$609k		3.1k	194.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$587k		2.7k	219.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$575k	-7%	3.9k	148.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$573k	-7%	22k	26.23	View chart
Apollo Global Mgmt (APO)	0.1	$550k		3.8k	144.76	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$544k	+39%	5.4k	101.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$536k	-3%	2.2k	246.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$534k	-5%	19k	28.48	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$529k		3.3k	161.63	View chart
Royal Caribbean Cruises (RCL)	0.1	$529k	-9%	1.9k	278.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$526k		2.5k	212.07	View chart
International Business Machines (IBM)	0.1	$525k	+7%	1.8k	296.21	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$513k	-11%	7.2k	71.23	View chart
Nike CL B (NKE)	0.1	$499k	-5%	7.8k	63.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$498k	-6%	4.0k	123.26	View chart
Procter & Gamble Company (PG)	0.1	$493k		3.4k	143.31	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$479k	NEW	4.8k	100.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$469k		6.7k	69.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$460k	-2%	915.00	502.65	View chart
NVIDIA Corporation (NVDA)	0.1	$428k	+9%	2.3k	186.50	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$409k		2.6k	154.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$404k	-4%	5.0k	81.17	View chart
Boeing Company (BA)	0.1	$402k		1.9k	217.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$391k	-5%	13k	29.61	View chart
McDonald's Corporation (MCD)	0.1	$379k		1.2k	305.63	View chart
Amazon (AMZN)	0.1	$378k	+10%	1.6k	230.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$373k	+16%	11k	32.62	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$361k		3.7k	97.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$350k		4.8k	73.56	View chart
Truist Financial Corp equities (TFC)	0.1	$345k		7.0k	49.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$344k		13k	27.43	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$344k		11k	31.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$344k	-47%	11k	30.96	View chart
Eaton Corp SHS (ETN)	0.1	$334k		1.1k	318.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$330k		8.7k	38.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$328k	+64%	2.3k	143.97	View chart
Cisco Systems (CSCO)	0.1	$324k		4.2k	77.03	View chart
Marriott Intl Cl A (MAR)	0.1	$320k		1.0k	310.24	View chart
Applied Materials (AMAT)	0.1	$308k		1.2k	256.99	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$294k	NEW	5.8k	50.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$294k		788.00	373.44	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$282k		3.7k	75.91	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$281k	-19%	25k	11.24	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$280k		4.4k	64.10	View chart
Meta Platforms Cl A (META)	0.1	$276k	NEW	418.00	660.09	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$273k		3.5k	77.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$272k		5.4k	50.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$270k	-55%	2.5k	109.91	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$267k		1.7k	155.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$262k		8.0k	32.75	View chart
Colgate-Palmolive Company (CL)	0.1	$236k	+14%	3.0k	79.03	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$229k		3.2k	71.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$228k		1.1k	210.34	View chart
Howmet Aerospace (HWM)	0.1	$205k	NEW	1.0k	205.02	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$203k	NEW	2.4k	85.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$201k	-20%	4.5k	44.55	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 Q4 filed Jan. 27, 2026
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

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