Stone Point Wealth

Stone Summit Wealth as of June 30, 2025

Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 142 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.5 $31M 62k 497.41
Vanguard Index Fds Value Etf (VTV) 5.0 $16M 91k 176.74
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.8 $9.1M 174k 52.34
JPMorgan Chase & Co. (JPM) 2.7 $8.8M 30k 289.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $8.0M 96k 82.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $7.3M 91k 79.50
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $7.2M 169k 42.83
Alphabet Cap Stk Cl C (GOOG) 2.2 $7.1M 40k 177.39
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $6.9M 23k 303.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $6.7M 86k 78.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $6.7M 118k 57.01
Ishares Tr Core S&p500 Etf (IVV) 1.9 $6.2M 10k 620.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $5.9M 32k 181.74
American Express Company (AXP) 1.6 $5.0M 16k 318.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $5.0M 26k 195.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $4.8M 133k 35.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.5 $4.7M 64k 73.63
Stryker Corporation (SYK) 1.4 $4.7M 12k 395.63
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $4.6M 49k 95.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $4.6M 20k 226.49
Amphenol Corp Cl A (APH) 1.3 $4.3M 44k 98.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $4.1M 40k 102.91
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $4.1M 52k 79.28
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.3 $4.1M 60k 68.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $4.0M 81k 49.51
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.0M 43k 91.10
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.8M 35k 109.29
Linde SHS (LIN) 1.2 $3.8M 8.0k 469.18
Qualcomm (QCOM) 1.2 $3.8M 24k 159.26
Apple (AAPL) 1.1 $3.7M 18k 205.17
Gilead Sciences (GILD) 1.1 $3.7M 33k 110.87
Vanguard Index Fds Growth Etf (VUG) 1.1 $3.6M 8.2k 438.40
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $3.4M 68k 50.68
Ishares Tr Expanded Tech (IGV) 1.0 $3.2M 30k 109.50
Cummins (CMI) 1.0 $3.2M 9.9k 327.50
Ishares Core Msci Emkt (IEMG) 1.0 $3.2M 54k 60.03
Ecolab (ECL) 1.0 $3.1M 12k 269.44
Pepsi (PEP) 1.0 $3.1M 24k 132.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.9M 58k 49.46
Caterpillar (CAT) 0.9 $2.8M 7.2k 388.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.7M 4.4k 617.85
Lowe's Companies (LOW) 0.8 $2.7M 12k 221.87
Visa Com Cl A (V) 0.8 $2.7M 7.6k 355.05
Ishares Tr Tips Bd Etf (TIP) 0.8 $2.6M 24k 110.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.6M 24k 106.34
Agilent Technologies Inc C ommon (A) 0.8 $2.5M 21k 118.01
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.5M 10k 236.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.4M 34k 68.54
Home Depot (HD) 0.7 $2.3M 6.4k 366.64
Spdr Series Trust Portfolio S&p600 (SPSM) 0.7 $2.3M 55k 42.60
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.3M 8.1k 285.30
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $2.3M 60k 37.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $2.0M 47k 42.28
Walt Disney Company (DIS) 0.6 $1.9M 15k 124.01
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $1.8M 43k 42.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.8M 23k 80.65
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $1.7M 23k 72.69
Eli Lilly & Co. (LLY) 0.5 $1.5M 1.9k 779.53
Nextera Energy (NEE) 0.5 $1.5M 21k 69.42
Medtronic SHS (MDT) 0.5 $1.5M 17k 87.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.4M 16k 89.06
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.4M 13k 112.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.4M 58k 24.44
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $1.3M 29k 46.15
Merck & Co (MRK) 0.4 $1.2M 15k 79.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.2M 35k 34.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.2M 24k 49.03
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.2M 14k 83.48
Wal-Mart Stores (WMT) 0.4 $1.1M 12k 97.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.1M 22k 50.27
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.0M 33k 30.68
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.0M 3.6k 279.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $956k 12k 81.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $942k 1.7k 566.48
Ishares Tr National Mun Etf (MUB) 0.3 $921k 8.8k 104.48
Coca-Cola Company (KO) 0.3 $888k 13k 70.75
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $846k 21k 40.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $799k 15k 53.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $788k 36k 22.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $726k 1.3k 551.64
Tesla Motors (TSLA) 0.2 $726k 2.3k 317.66
Royal Caribbean Cruises (RCL) 0.2 $712k 2.3k 313.14
Exxon Mobil Corporation (XOM) 0.2 $681k 6.3k 107.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $668k 17k 40.49
Nike CL B (NKE) 0.2 $624k 8.8k 71.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $619k 1.5k 424.58
American Centy Etf Tr International Lr (AVIV) 0.2 $592k 9.5k 62.23
Oracle Corporation (ORCL) 0.2 $589k 2.7k 218.67
International Business Machines (IBM) 0.2 $588k 2.0k 294.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $581k 1.0k 568.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $576k 24k 23.83
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $567k 3.3k 173.20
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $564k 51k 11.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $563k 4.2k 135.04
Johnson & Johnson (JNJ) 0.2 $559k 3.7k 152.75
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $559k 2.7k 204.67
Apollo Global Mgmt (APO) 0.2 $539k 3.8k 141.87
Alphabet Cap Stk Cl A (GOOGL) 0.2 $533k 3.0k 176.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $519k 21k 25.30
Amgen (AMGN) 0.2 $512k 1.8k 279.19
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $501k 5.0k 100.93
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $499k 2.6k 195.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $491k 2.3k 215.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $490k 4.4k 110.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $474k 975.00 485.77
Bank of America Corporation (BAC) 0.1 $469k 9.9k 47.32
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $468k 17k 27.67
Procter & Gamble Company (PG) 0.1 $449k 2.8k 159.32
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $429k 6.7k 63.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $401k 3.0k 134.79
Boeing Company (BA) 0.1 $388k 1.9k 209.53
McDonald's Corporation (MCD) 0.1 $386k 1.3k 292.17
Select Sector Spdr Tr Technology (XLK) 0.1 $381k 1.5k 253.23
Eaton Corp SHS (ETN) 0.1 $375k 1.1k 356.99
Bristol Myers Squibb (BMY) 0.1 $367k 7.9k 46.29
Amazon (AMZN) 0.1 $339k 1.5k 219.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $333k 13k 26.50
NVIDIA Corporation (NVDA) 0.1 $332k 2.1k 157.99
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $327k 6.6k 49.64
Ishares Gold Tr Ishares New (IAU) 0.1 $326k 5.2k 62.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $320k 4.8k 67.22
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $319k 3.7k 85.57
Truist Financial Corp equities (TFC) 0.1 $318k 7.4k 42.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $297k 10k 29.21
Cisco Systems (CSCO) 0.1 $292k 4.2k 69.38
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $291k 4.0k 72.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $280k 9.3k 30.14
Honeywell International (HON) 0.1 $280k 1.2k 232.88
Select Sector Spdr Tr Indl (XLI) 0.1 $272k 1.8k 147.52
Ishares Tr Rus 1000 Etf (IWB) 0.1 $268k 788.00 339.57
Ishares Msci Eurzone Etf (EZU) 0.1 $265k 4.5k 59.45
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $253k 6.0k 42.05
Chevron Corporation (CVX) 0.1 $241k 1.7k 143.19
Colgate-Palmolive Company (CL) 0.1 $240k 2.6k 90.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $229k 1.2k 194.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $223k 5.2k 42.74
Uber Technologies (UBER) 0.1 $219k 2.4k 93.30
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $209k 8.5k 24.54
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $209k 7.0k 29.84
Ishares Tr Eafe Value Etf (EFV) 0.1 $207k 3.3k 63.48
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $200k 3.9k 50.92
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $185k 11k 16.76