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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, VCSH, VTV, VEA, BSV, and represent 23.90% of Stone Summit Wealth's stock portfolio.
Added to shares of these 10 stocks: VEA, VCSH, BSV, MRK, BMY, IEFA, EFG, SPSB, SPYG, IUSG.
Started 4 new stock positions in CVX, VOOV, IUSG, SPSB.
Reduced shares in these 10 stocks: HEFA, VTV, PEP, VBR, GOOG, JPM, DIS, TSM, VUG, CMI.
Sold out of its positions in META, TIP, EFV.
Stone Summit Wealth was a net buyer of stock by $1.2M.
Stone Summit Wealth has $359M in assets under management (AUM), dropping by -2.54%.
Central Index Key (CIK): 0001908192

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Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 142 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	6.3	$23M		62k	370.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.1	$18M	+11%	231k	79.27	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$18M	-5%	90k	196.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$14M	+21%	221k	64.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$13M	+9%	166k	78.41	View chart
Spdr Series Trust State Street Spd (SPYM)	3.4	$12M		158k	76.54	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$11M	-4%	37k	286.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$11M	+3%	199k	52.78	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	2.4	$8.5M	+4%	124k	68.35	View chart
Spdr Series Trust State Street Spd (SPYV)	2.3	$8.4M	+5%	149k	56.58	View chart
JPMorgan Chase & Co. (JPM)	2.3	$8.3M	-5%	28k	294.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$8.0M	+3%	97k	82.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$7.7M	+2%	12k	653.23	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$6.4M	-6%	15k	436.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$6.2M		32k	191.92	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.6	$5.7M	-7%	17k	337.95	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$5.7M	+9%	58k	97.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$5.3M	-2%	53k	99.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$4.9M	+2%	47k	103.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$4.8M		44k	110.47	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$4.8M	+5%	69k	69.75	View chart
Apple (AAPL)	1.3	$4.6M	-3%	18k	253.79	View chart
Cummins (CMI)	1.3	$4.6M	-8%	8.5k	538.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$4.4M	-12%	20k	217.25	View chart
Gilead Sciences (GILD)	1.2	$4.4M	-4%	31k	139.37	View chart
Caterpillar (CAT)	1.2	$4.4M	-7%	6.1k	708.46	View chart
Amphenol Corp Cl A (APH)	1.2	$4.3M	-8%	34k	126.35	View chart
Linde SHS (LIN)	1.2	$4.1M		8.4k	495.76	View chart
American Express Company (AXP)	1.1	$4.1M	-4%	14k	302.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$4.0M		33k	124.31	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$3.8M	-4%	47k	80.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$3.6M	+3%	14k	261.92	View chart
Stryker Corporation (SYK)	1.0	$3.5M	-3%	11k	328.59	View chart
Ecolab (ECL)	0.9	$3.2M		12k	266.02	View chart
Eli Lilly & Co. (LLY)	0.9	$3.1M		3.4k	919.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.1M		9.7k	320.81	View chart
Pepsi (PEP)	0.8	$3.1M	-18%	20k	155.29	View chart
Qualcomm (QCOM)	0.8	$2.9M	-4%	22k	128.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$2.9M		53k	54.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$2.8M	+2%	26k	106.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$2.7M		4.1k	650.34	View chart
Lowe's Companies (LOW)	0.7	$2.7M		11k	236.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$2.6M	+15%	55k	46.74	View chart
Nextera Energy (NEE)	0.7	$2.6M	+6%	28k	92.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$2.5M	-3%	32k	80.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$2.4M	+35%	21k	111.37	View chart
Visa Com Cl A (V)	0.6	$2.3M		7.7k	302.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$2.3M		7.7k	298.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.1M		44k	48.46	View chart
Merck & Co (MRK)	0.6	$2.1M	+42%	18k	120.29	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$2.1M	-15%	43k	48.32	View chart
Agilent Technologies Inc C ommon (A)	0.6	$2.1M	-5%	18k	113.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$2.0M		7.0k	287.18	View chart
Medtronic SHS (MDT)	0.5	$1.9M	+4%	22k	86.65	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$1.9M	-8%	23k	80.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.8M	+51%	20k	90.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.7M	+21%	67k	25.64	View chart
Home Depot (HD)	0.4	$1.6M	-4%	4.8k	328.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.5M	+3%	31k	49.89	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.4M	-9%	18k	79.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$1.4M	-2%	37k	38.86	View chart
Wal-Mart Stores (WMT)	0.4	$1.4M		12k	124.28	View chart
Bristol Myers Squibb (BMY)	0.4	$1.4M	+86%	23k	60.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.1k	287.56	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$1.1M	+3%	23k	45.89	View chart
Tesla Motors (TSLA)	0.3	$1.1M	+23%	2.8k	371.75	View chart
Charles Schwab Corporation (SCHW)	0.3	$1.0M		11k	93.98	View chart
Johnson & Johnson (JNJ)	0.3	$1.0M		4.1k	244.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$954k	-3%	5.6k	169.66	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$872k		14k	62.45	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$838k		7.9k	106.15	View chart
Amgen (AMGN)	0.2	$809k	+3%	2.3k	351.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$805k	-2%	17k	48.93	View chart
Coca-Cola Company (KO)	0.2	$784k	-7%	10k	76.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$776k		1.3k	577.18	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$766k	+2%	17k	45.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$763k	+24%	1.3k	597.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$746k		30k	24.75	View chart
Walt Disney Company (DIS)	0.2	$683k	-41%	7.1k	96.38	View chart
Bank of America Corporation (BAC)	0.2	$644k	-7%	13k	48.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$631k	+89%	22k	29.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$603k		1.4k	426.40	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$601k	NEW	20k	30.07	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$582k	-16%	944.00	616.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$574k		2.7k	215.06	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$562k	+18%	5.7k	99.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$551k		3.9k	142.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$549k		22k	25.10	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$547k		5.4k	101.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$540k		2.2k	248.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$502k	-8%	17k	29.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$484k	NEW	3.1k	155.11	View chart
Royal Caribbean Cruises (RCL)	0.1	$480k	-7%	1.7k	275.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$479k		6.7k	71.13	View chart
Procter & Gamble Company (PG)	0.1	$476k	-4%	3.3k	144.44	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$454k	-80%	11k	42.49	View chart
Oracle Corporation (ORCL)	0.1	$454k		3.1k	147.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$438k	-16%	2.1k	211.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$437k		5.0k	88.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$420k	-8%	3.7k	113.11	View chart
International Business Machines (IBM)	0.1	$411k	-4%	1.7k	242.39	View chart
Applied Materials (AMAT)	0.1	$410k		1.2k	341.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$410k	-6%	855.00	479.20	View chart
Apollo Global Mgmt (APO)	0.1	$401k	-5%	3.6k	111.42	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$396k	+2%	2.7k	146.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$385k		13k	30.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$384k	-4%	13k	30.50	View chart
Nike CL B (NKE)	0.1	$379k	-8%	7.2k	52.82	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$376k		3.7k	101.74	View chart
McDonald's Corporation (MCD)	0.1	$373k	-3%	1.2k	310.79	View chart
Boeing Company (BA)	0.1	$368k		1.9k	199.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$357k		4.8k	75.10	View chart
NVIDIA Corporation (NVDA)	0.1	$353k	-11%	2.0k	174.40	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$349k	+18%	6.9k	50.43	View chart
Eaton Corp SHS (ETN)	0.1	$349k	-7%	975.00	357.67	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$344k	-3%	3.2k	109.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$340k	-45%	6.7k	50.61	View chart
Marriott Intl Cl A (MAR)	0.1	$338k		1.0k	327.07	View chart
Amazon (AMZN)	0.1	$325k	-4%	1.6k	208.27	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$311k	-6%	10k	30.12	View chart
Cisco Systems (CSCO)	0.1	$310k	-4%	4.0k	77.59	View chart
Truist Financial Corp equities (TFC)	0.1	$299k	-7%	6.5k	45.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$295k	-12%	7.6k	38.96	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$289k	NEW	1.4k	203.79	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$286k	+2%	1.8k	161.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$281k		788.00	356.56	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$275k		3.5k	78.41	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$274k	+4%	3.9k	70.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$273k	-9%	2.1k	132.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$272k	-19%	9.0k	30.32	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$270k		4.3k	62.64	View chart
Chevron Corporation (CVX)	0.1	$263k	NEW	1.3k	206.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$263k	-2%	5.3k	49.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$258k	-2%	7.8k	32.95	View chart
Colgate-Palmolive Company (CL)	0.1	$250k		2.9k	85.24	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$247k	-9%	23k	10.88	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$237k	-55%	3.2k	74.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$232k		1.1k	213.67	View chart
Howmet Aerospace (HWM)	0.1	$225k	-2%	975.00	230.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$221k	-66%	3.0k	73.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$220k		2.4k	92.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$206k		4.4k	46.36	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 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
Stone Point Wealth 2022 Q2 filed July 19, 2022

View all past filings

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