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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, VEA, SPYM, and represent 22.95% of Stone Summit Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.1M), VO, SPSB, ISTB, IWF, AMD, VEA, SPYG, INTC, SPYM.
Started 8 new stock positions in AMD, VGT, SCHM, INTC, GE, ISTB, VXUS, FNDX.
Reduced shares in these 10 stocks: MDT, VCSH, IVV, GOOG, TSM, CAT, NKE, CMI, JPM, VTV.
Sold out of its positions in CVX, KTOS, NKE, BND, GLDM, MDT.
Stone Summit Wealth was a net buyer of stock by $6.5M.
Stone Summit Wealth has $394M in assets under management (AUM), dropping by 9.65%.
Central Index Key (CIK): 0001908192

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Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 144 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.9	$23M		62k	373.02	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$19M		88k	217.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.5	$18M	-3%	223k	79.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$16M	+3%	228k	71.25	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.6	$14M	+2%	162k	87.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.2	$13M		164k	77.91	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$13M	-3%	36k	353.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.7	$11M		200k	54.02	View chart
Spdr Series Trust St Str P500val (SPYV)	2.3	$9.2M	+2%	152k	60.79	View chart
JPMorgan Chase & Co. (JPM)	2.3	$8.9M	-3%	27k	327.33	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	2.2	$8.8M	+3%	128k	68.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$8.3M	+3%	100k	82.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$8.2M	-6%	11k	748.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.9	$7.6M	-5%	16k	477.57	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$7.4M	+485%	86k	86.14	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.8	$7.3M	+5%	61k	118.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$6.7M		32k	212.77	View chart
Caterpillar (CAT)	1.5	$6.1M	-7%	5.7k	1064.90	View chart
Amphenol Corp Cl A (APH)	1.5	$5.8M	-3%	33k	176.32	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$5.7M		69k	82.84	View chart
Cummins (CMI)	1.4	$5.7M	-6%	7.9k	713.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$5.5M		44k	124.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$5.3M	-2%	52k	103.05	View chart
Apple (AAPL)	1.3	$5.2M		18k	289.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$5.0M	+3%	49k	102.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$4.9M		20k	242.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$4.8M		32k	148.31	View chart
American Express Company (AXP)	1.2	$4.5M		13k	338.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$4.3M		47k	91.21	View chart
Linde SHS (LIN)	1.1	$4.3M		8.3k	518.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.2M		14k	303.12	View chart
Eli Lilly & Co. (LLY)	1.1	$4.2M	+2%	3.5k	1199.43	View chart
Qualcomm (QCOM)	1.0	$3.9M	-4%	21k	184.79	View chart
Gilead Sciences (GILD)	1.0	$3.9M		31k	126.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.6M		9.7k	370.04	View chart
Ecolab (ECL)	0.8	$3.2M	-3%	12k	278.61	View chart
Stryker Corporation (SYK)	0.8	$3.2M	-6%	10k	314.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$3.1M		4.2k	746.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.1M		52k	59.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$3.0M		31k	96.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$2.8M	+4%	58k	48.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$2.8M	+4%	22k	124.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.6M		7.7k	343.91	View chart
Visa Com Cl A (V)	0.7	$2.6M		7.6k	343.09	View chart
Pepsi (PEP)	0.7	$2.6M	-3%	19k	135.40	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.5M	-7%	24k	106.47	View chart
Nextera Energy (NEE)	0.6	$2.5M	+4%	29k	87.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.4M		44k	55.01	View chart
Lowe's Companies (LOW)	0.6	$2.4M	-2%	11k	220.49	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$2.4M	-2%	42k	57.67	View chart
Agilent Technologies Inc C ommon (A)	0.6	$2.4M		18k	132.83	View chart
Merck & Co (MRK)	0.6	$2.2M		17k	128.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$2.2M	+296%	28k	80.57	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.5	$2.2M	+261%	72k	30.01	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$2.1M		23k	90.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$2.0M		20k	96.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.9M	-2%	65k	29.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.8M	+13%	35k	50.58	View chart
Home Depot (HD)	0.4	$1.7M	-2%	4.7k	352.68	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.4	$1.6M		37k	44.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.5M	+2%	19k	79.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M		4.0k	357.37	View chart
Bristol Myers Squibb (BMY)	0.4	$1.4M	+10%	25k	57.62	View chart
Wal-Mart Stores (WMT)	0.3	$1.3M		12k	113.26	View chart
Tesla Motors (TSLA)	0.3	$1.2M		2.8k	420.60	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.1M	+7%	25k	45.34	View chart
Johnson & Johnson (JNJ)	0.3	$1.0M		4.1k	253.97	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.0M		11k	92.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$990k		1.3k	736.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$975k		14k	69.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$901k	+2%	1.3k	686.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$868k		17k	52.76	View chart
Applied Materials (AMAT)	0.2	$868k		1.2k	723.00	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$853k		17k	50.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$835k		30k	27.70	View chart
Coca-Cola Company (KO)	0.2	$834k		10k	81.27	View chart
Amgen (AMGN)	0.2	$824k		2.3k	362.09	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$782k	NEW	16k	48.25	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$751k	-11%	7.0k	107.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$734k		22k	33.84	View chart
Exxon Mobil Corporation (XOM)	0.2	$730k	-5%	5.3k	136.72	View chart
Bank of America Corporation (BAC)	0.2	$729k	-3%	13k	56.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$703k	+300%	5.7k	124.17	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$689k	+17%	3.7k	188.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$654k		2.2k	300.45	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$643k		3.9k	164.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$633k		22k	28.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$632k		2.7k	236.62	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$626k	-5%	890.00	703.34	View chart
Walt Disney Company (DIS)	0.2	$624k	-8%	6.5k	96.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$622k		17k	36.13	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$603k	+5%	6.0k	100.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$555k		6.7k	82.34	View chart
Royal Caribbean Cruises (RCL)	0.1	$548k		1.7k	317.53	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$535k	-2%	5.3k	101.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$509k		3.7k	137.53	View chart
Advanced Micro Devices (AMD)	0.1	$493k	NEW	849.00	580.91	View chart
Procter & Gamble Company (PG)	0.1	$474k		3.2k	146.64	View chart
Cisco Systems (CSCO)	0.1	$470k		4.0k	117.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$469k		2.1k	227.06	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$467k	+9%	2.9k	158.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$466k	-7%	9.9k	46.92	View chart
Amazon (AMZN)	0.1	$449k	+20%	1.9k	238.34	View chart
Oracle Corporation (ORCL)	0.1	$448k		3.1k	146.54	View chart
NVIDIA Corporation (NVDA)	0.1	$446k	+10%	2.2k	200.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$438k		13k	34.81	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$431k		3.7k	117.33	View chart
International Business Machines (IBM)	0.1	$421k	-11%	1.5k	281.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$417k	-2%	833.00	500.39	View chart
Apollo Global Mgmt (APO)	0.1	$414k	-2%	3.5k	118.31	View chart
Boeing Company (BA)	0.1	$401k		1.9k	216.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$398k		4.8k	83.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$398k		13k	31.71	View chart
Marriott Intl Cl A (MAR)	0.1	$382k		1.0k	370.59	View chart
Eaton Corp SHS (ETN)	0.1	$377k	-9%	885.00	426.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$375k		5.0k	75.51	View chart
Intel Corporation (INTC)	0.1	$366k	NEW	2.6k	139.63	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$361k	+10%	2.0k	185.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$358k	-8%	1.9k	190.52	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$350k		10k	33.88	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$345k		3.1k	111.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$345k		6.8k	50.57	View chart
McDonald's Corporation (MCD)	0.1	$324k		1.2k	270.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$323k		788.00	409.50	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$312k		7.6k	41.25	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$311k		1.4k	219.21	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$299k		4.3k	69.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$287k		3.5k	82.27	View chart
Colgate-Palmolive Company (CL)	0.1	$285k	+5%	3.1k	91.69	View chart
Truist Financial Corp equities (TFC)	0.1	$274k	-15%	5.5k	49.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$269k	-5%	7.4k	36.26	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$266k		5.3k	50.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$263k		1.1k	242.43	View chart
Howmet Aerospace (HWM)	0.1	$262k		975.00	268.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$259k	-5%	8.5k	30.49	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.1	$248k	-28%	4.9k	50.53	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$246k		3.2k	77.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$239k	NEW	2.0k	119.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$215k	NEW	6.9k	31.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$213k	NEW	2.5k	85.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$213k		4.4k	48.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$212k	NEW	5.7k	36.87	View chart
Ge Aerospace Com New (GE)	0.1	$211k	NEW	565.00	373.90	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$205k	-16%	19k	10.84	View chart

Past Filings by Stone Summit Wealth

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

Stone Summit Wealth 2026 Q2 filed July 23, 2026
Stone Summit Wealth 2026 Q1 filed April 23, 2026
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

View all past filings

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