Stone Point Wealth

Stone Summit Wealth as of Sept. 30, 2025

Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 143 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.1 $32M 62k 517.95
Vanguard Index Fds Value Etf (VTV) 5.1 $18M 96k 186.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $14M 174k 79.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $10M 130k 78.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $10M 168k 59.92
JPMorgan Chase & Co. (JPM) 2.8 $9.8M 31k 315.43
Alphabet Cap Stk Cl C (GOOG) 2.7 $9.5M 39k 243.55
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $8.5M 184k 46.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $7.9M 94k 84.11
Ishares Tr Core S&p500 Etf (IVV) 2.2 $7.6M 11k 669.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.1 $7.6M 137k 55.33
Vanguard Index Fds Growth Etf (VUG) 2.1 $7.4M 15k 479.61
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $7.4M 23k 328.17
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.9 $6.9M 99k 69.66
Spdr Series Trust Portfolio S&p500 (SPLG) 1.9 $6.7M 86k 78.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $5.9M 31k 189.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $5.4M 19k 279.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $5.0M 24k 208.71
Amphenol Corp Cl A (APH) 1.4 $4.9M 40k 123.75
American Express Company (AXP) 1.4 $4.9M 15k 332.16
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $4.9M 47k 104.51
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $4.8M 53k 89.03
Apple (AAPL) 1.3 $4.5M 18k 254.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $4.5M 44k 103.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.3M 44k 99.53
Cummins (CMI) 1.2 $4.1M 9.8k 422.37
Stryker Corporation (SYK) 1.1 $4.0M 11k 369.67
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $4.0M 33k 118.83
Ishares Core Msci Emkt (IEMG) 1.1 $3.9M 60k 65.92
Linde SHS (LIN) 1.1 $3.9M 8.1k 475.00
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.1 $3.8M 53k 72.26
Qualcomm (QCOM) 1.1 $3.8M 23k 166.36
Gilead Sciences (GILD) 1.0 $3.6M 33k 111.00
Pepsi (PEP) 1.0 $3.4M 24k 140.44
Caterpillar (CAT) 0.9 $3.3M 7.0k 477.15
Ecolab (ECL) 0.9 $3.2M 12k 273.86
Ishares Tr Expanded Tech (IGV) 0.9 $3.1M 27k 115.01
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.1M 12k 254.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.0M 55k 54.18
Lowe's Companies (LOW) 0.8 $2.9M 12k 251.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.8M 4.3k 666.18
Visa Com Cl A (V) 0.7 $2.6M 7.6k 341.38
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $2.6M 24k 106.78
Eli Lilly & Co. (LLY) 0.7 $2.5M 3.3k 763.00
Home Depot (HD) 0.7 $2.5M 6.2k 405.19
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.5M 33k 75.11
Agilent Technologies Inc C ommon (A) 0.7 $2.5M 19k 128.35
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.5M 8.1k 307.86
Spdr Series Trust Portfolio S&p600 (SPSM) 0.7 $2.4M 52k 46.32
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $2.3M 58k 39.61
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $2.0M 45k 44.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $2.0M 44k 45.51
Nextera Energy (NEE) 0.5 $1.8M 24k 75.49
Medtronic SHS (MDT) 0.5 $1.8M 19k 95.24
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $1.7M 15k 113.88
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.7M 21k 81.19
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.7M 5.8k 293.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.7M 22k 74.37
Walt Disney Company (DIS) 0.5 $1.6M 14k 114.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $1.6M 41k 38.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.5M 57k 26.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.4M 28k 50.07
Wal-Mart Stores (WMT) 0.3 $1.2M 12k 103.06
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.2M 14k 87.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $1.1M 21k 50.73
Charles Schwab Corporation (SCHW) 0.3 $1.0M 11k 95.47
Tesla Motors (TSLA) 0.3 $1.0M 2.3k 444.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $982k 11k 87.21
Oracle Corporation (ORCL) 0.3 $882k 3.1k 281.24
Ishares Tr National Mun Etf (MUB) 0.2 $867k 8.1k 106.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $846k 15k 58.21
Merck & Co (MRK) 0.2 $825k 9.8k 83.93
Coca-Cola Company (KO) 0.2 $819k 12k 66.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $808k 1.3k 600.37
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $797k 19k 42.96
Johnson & Johnson (JNJ) 0.2 $778k 4.2k 185.42
Bank of America Corporation (BAC) 0.2 $740k 14k 51.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $732k 31k 23.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $731k 3.0k 243.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $705k 1.2k 596.03
Royal Caribbean Cruises (RCL) 0.2 $680k 2.1k 323.58
Exxon Mobil Corporation (XOM) 0.2 $673k 6.0k 112.75
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $673k 21k 31.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $665k 1.4k 468.41
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $659k 15k 42.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $622k 1.0k 612.38
Ishares Tr Tips Bd Etf (TIP) 0.2 $619k 5.6k 111.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $608k 4.2k 145.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $607k 24k 25.71
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $584k 2.7k 215.79
Nike CL B (NKE) 0.2 $580k 8.3k 69.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $551k 20k 27.90
American Centy Etf Tr International Lr (AVIV) 0.2 $547k 8.1k 67.44
Ishares Tr Russell 2000 Etf (IWM) 0.2 $545k 2.3k 241.96
Procter & Gamble Company (PG) 0.2 $533k 3.5k 153.65
Amgen (AMGN) 0.1 $525k 1.9k 282.16
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $524k 3.3k 159.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $520k 4.3k 120.72
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $514k 2.5k 206.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $513k 10k 49.46
Apollo Global Mgmt (APO) 0.1 $506k 3.8k 133.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $473k 940.00 502.74
International Business Machines (IBM) 0.1 $464k 1.6k 282.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $461k 6.7k 68.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $408k 14k 29.11
Boeing Company (BA) 0.1 $399k 1.9k 215.83
Eaton Corp SHS (ETN) 0.1 $393k 1.1k 374.25
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $392k 3.8k 101.92
Select Sector Spdr Tr Technology (XLK) 0.1 $390k 1.4k 281.86
NVIDIA Corporation (NVDA) 0.1 $390k 2.1k 186.58
Ishares Gold Tr Ishares New (IAU) 0.1 $380k 5.2k 72.77
McDonald's Corporation (MCD) 0.1 $377k 1.2k 303.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $372k 2.7k 139.17
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $360k 31k 11.60
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $352k 3.7k 95.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $343k 13k 27.30
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $340k 3.7k 91.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $339k 4.8k 71.37
Amazon (AMZN) 0.1 $327k 1.5k 219.57
Truist Financial Corp equities (TFC) 0.1 $320k 7.0k 45.72
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $319k 8.8k 36.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $314k 9.8k 31.91
Bristol Myers Squibb (BMY) 0.1 $290k 6.4k 45.10
Cisco Systems (CSCO) 0.1 $288k 4.2k 68.42
Ishares Tr Rus 1000 Etf (IWB) 0.1 $288k 788.00 365.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $274k 3.6k 76.72
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $273k 5.4k 50.47
Ishares Msci Eurzone Etf (EZU) 0.1 $271k 4.4k 61.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $270k 8.1k 33.37
Marriott Intl Cl A (MAR) 0.1 $269k 1.0k 260.44
Select Sector Spdr Tr Indl (XLI) 0.1 $268k 1.7k 154.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $256k 5.0k 50.63
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $253k 5.7k 44.51
Honeywell International (HON) 0.1 $253k 1.2k 210.50
Applied Materials (AMAT) 0.1 $246k 1.2k 204.74
Chevron Corporation (CVX) 0.1 $230k 1.5k 155.29
Uber Technologies (UBER) 0.1 $230k 2.4k 97.97
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $223k 11k 20.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $221k 1.1k 203.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $221k 4.7k 46.81
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $220k 8.4k 26.30
Ishares Tr Eafe Value Etf (EFV) 0.1 $218k 3.2k 67.83
Colgate-Palmolive Company (CL) 0.1 $209k 2.6k 79.95