Stone Point Wealth

Stone Summit Wealth as of March 31, 2025

Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 140 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.8 $23M 62k 375.39
Vanguard Index Fds Value Etf (VTV) 5.4 $16M 92k 172.74
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.3 $9.8M 192k 51.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $8.1M 100k 81.76
JPMorgan Chase & Co. (JPM) 2.6 $7.5M 31k 245.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $7.5M 95k 78.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $6.5M 83k 78.28
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $6.3M 161k 39.36
Alphabet Cap Stk Cl C (GOOG) 2.1 $6.2M 39k 156.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $5.6M 33k 173.23
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $5.6M 20k 274.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $5.4M 29k 186.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $5.3M 105k 50.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $4.7M 64k 73.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $4.6M 53k 87.17
Ishares Tr Core S&p500 Etf (IVV) 1.5 $4.5M 8.0k 561.92
Stryker Corporation (SYK) 1.5 $4.4M 12k 372.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $4.3M 129k 32.99
American Express Company (AXP) 1.4 $4.2M 16k 269.05
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $4.2M 64k 65.21
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $4.2M 40k 104.57
Apple (AAPL) 1.4 $4.1M 18k 222.13
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $4.0M 57k 69.74
Pepsi (PEP) 1.3 $3.9M 26k 149.94
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $3.9M 80k 48.82
Linde SHS (LIN) 1.3 $3.7M 7.9k 465.64
Gilead Sciences (GILD) 1.2 $3.6M 32k 112.05
Qualcomm (QCOM) 1.2 $3.6M 24k 153.61
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $3.4M 33k 103.47
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $3.3M 20k 166.00
Ishares Core Msci Emkt (IEMG) 1.0 $3.1M 57k 53.97
Cummins (CMI) 1.0 $3.0M 9.7k 313.44
Ecolab (ECL) 1.0 $2.9M 12k 253.52
Lowe's Companies (LOW) 1.0 $2.9M 13k 233.23
Amphenol Corp Cl A (APH) 1.0 $2.9M 44k 65.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.7M 59k 45.26
Ishares Tr Expanded Tech (IGV) 0.9 $2.6M 30k 88.99
Visa Com Cl A (V) 0.9 $2.6M 7.4k 350.46
Agilent Technologies Inc C ommon (A) 0.9 $2.5M 22k 116.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.5M 24k 105.60
Ishares Tr Tips Bd Etf (TIP) 0.8 $2.5M 22k 111.09
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.4M 6.4k 370.82
Home Depot (HD) 0.8 $2.4M 6.5k 366.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $2.4M 4.4k 533.48
Caterpillar (CAT) 0.8 $2.3M 7.1k 329.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.3M 4.2k 559.39
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.2M 61k 36.29
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.2M 43k 50.63
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.1M 9.5k 221.75
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.1M 8.2k 257.03
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $2.1M 51k 40.76
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.1M 50k 41.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.0M 33k 60.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $1.8M 23k 80.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.7M 21k 78.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.6M 33k 49.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.6M 25k 65.76
Medtronic SHS (MDT) 0.5 $1.6M 18k 89.86
Eli Lilly & Co. (LLY) 0.5 $1.6M 1.9k 825.91
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $1.6M 44k 35.88
Walt Disney Company (DIS) 0.5 $1.5M 15k 98.70
Merck & Co (MRK) 0.5 $1.5M 17k 89.76
Nextera Energy (NEE) 0.5 $1.5M 21k 70.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.5M 16k 90.54
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.4M 47k 30.73
Ishares Tr National Mun Etf (MUB) 0.4 $1.2M 12k 105.44
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $1.2M 30k 40.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.2M 55k 22.08
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.1M 14k 75.65
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.0M 10k 100.00
Wal-Mart Stores (WMT) 0.3 $1.0M 12k 87.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.0M 20k 49.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $980k 31k 31.23
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $962k 12k 78.85
Coca-Cola Company (KO) 0.3 $899k 13k 71.62
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $828k 23k 36.14
Exxon Mobil Corporation (XOM) 0.3 $751k 6.3k 118.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $712k 36k 19.78
Nike CL B (NKE) 0.2 $676k 11k 63.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $656k 18k 36.41
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $627k 21k 30.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $619k 1.3k 468.92
Tesla Motors (TSLA) 0.2 $608k 2.3k 259.16
Johnson & Johnson (JNJ) 0.2 $607k 3.7k 165.84
American Centy Etf Tr International Lr (AVIV) 0.2 $599k 11k 56.68
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $592k 12k 51.49
Alphabet Cap Stk Cl A (GOOGL) 0.2 $572k 3.7k 154.64
Amgen (AMGN) 0.2 $542k 1.7k 311.55
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $536k 48k 11.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $531k 4.3k 122.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $530k 2.7k 193.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $527k 1.5k 361.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $526k 1.0k 513.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $522k 980.00 532.58
Apollo Global Mgmt (APO) 0.2 $520k 3.8k 136.94
Procter & Gamble Company (PG) 0.2 $516k 3.0k 170.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $502k 19k 26.58
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $487k 2.6k 190.58
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $484k 3.3k 146.61
Bristol Myers Squibb (BMY) 0.2 $483k 7.9k 60.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $460k 3.1k 146.01
Royal Caribbean Cruises (RCL) 0.2 $455k 2.2k 205.44
Ishares Tr Russell 2000 Etf (IWM) 0.2 $454k 2.3k 199.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $449k 9.0k 50.00
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $436k 4.3k 100.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $416k 4.5k 92.83
Bank of America Corporation (BAC) 0.1 $413k 9.9k 41.73
McDonald's Corporation (MCD) 0.1 $412k 1.3k 312.37
United Parcel Service CL B (UPS) 0.1 $403k 3.7k 109.99
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $403k 6.7k 59.75
International Business Machines (IBM) 0.1 $397k 1.6k 248.66
Oracle Corporation (ORCL) 0.1 $380k 2.7k 139.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $364k 16k 23.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $351k 13k 27.96
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $343k 4.1k 83.91
Boeing Company (BA) 0.1 $316k 1.9k 170.55
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $315k 3.2k 98.92
Select Sector Spdr Tr Technology (XLK) 0.1 $312k 1.5k 206.48
Ishares Gold Tr Ishares New (IAU) 0.1 $308k 5.2k 58.96
Truist Financial Corp equities (TFC) 0.1 $305k 7.4k 41.15
Amazon (AMZN) 0.1 $297k 1.6k 190.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $291k 12k 25.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $288k 4.8k 60.66
Eaton Corp SHS (ETN) 0.1 $285k 1.1k 271.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $275k 1.5k 188.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $272k 6.9k 39.37
Cisco Systems (CSCO) 0.1 $267k 4.3k 61.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $266k 9.6k 27.57
Chevron Corporation (CVX) 0.1 $265k 1.6k 167.29
Select Sector Spdr Tr Indl (XLI) 0.1 $261k 2.0k 131.07
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $261k 11k 23.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $257k 12k 21.53
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $255k 7.0k 36.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $254k 4.0k 63.53
Honeywell International (HON) 0.1 $254k 1.2k 211.75
Colgate-Palmolive Company (CL) 0.1 $247k 2.6k 93.72
Ishares Tr Rus 1000 Etf (IWB) 0.1 $242k 788.00 306.74
Ishares Msci Eurzone Etf (EZU) 0.1 $237k 4.5k 53.25
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $231k 8.9k 25.84
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $200k 13k 15.37