Stone Point Wealth

Stone Summit Wealth as of Dec. 31, 2025

Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 141 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.1 $30M 62k 483.62
Vanguard Index Fds Value Etf (VTV) 4.9 $18M 95k 190.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $17M 208k 79.73
Spdr Series Trust State Street Spd (SPYM) 3.4 $13M 157k 80.22
Alphabet Cap Stk Cl C (GOOG) 3.3 $12M 39k 313.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $12M 153k 78.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $11M 181k 62.47
JPMorgan Chase & Co. (JPM) 2.6 $9.6M 30k 322.22
Dimensional Etf Trust Internatnal Val (DFIV) 2.6 $9.6M 192k 49.90
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.2 $8.1M 118k 68.74
Spdr Series Trust State Street Spd (SPYV) 2.2 $8.0M 141k 56.81
Ishares Tr Core S&p500 Etf (IVV) 2.1 $7.9M 12k 684.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $7.9M 94k 83.75
Vanguard Index Fds Growth Etf (VUG) 2.1 $7.7M 16k 487.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $6.1M 32k 191.56
Spdr Series Trust State Street Spd (SPYG) 1.5 $5.6M 53k 106.70
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.5 $5.6M 18k 303.89
American Express Company (AXP) 1.4 $5.3M 14k 369.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.4 $5.1M 54k 93.97
Apple (AAPL) 1.4 $5.1M 19k 271.86
Amphenol Corp Cl A (APH) 1.4 $5.0M 37k 135.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $4.9M 23k 211.79
Cummins (CMI) 1.3 $4.8M 9.3k 510.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $4.7M 46k 102.39
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.5M 44k 101.98
Ishares Core Msci Emkt (IEMG) 1.2 $4.4M 65k 67.22
Gilead Sciences (GILD) 1.1 $4.0M 33k 122.74
Qualcomm (QCOM) 1.1 $4.0M 23k 171.05
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $4.0M 33k 120.18
Stryker Corporation (SYK) 1.1 $3.9M 11k 351.47
Caterpillar (CAT) 1.0 $3.8M 6.7k 572.87
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $3.8M 50k 75.77
Eli Lilly & Co. (LLY) 1.0 $3.6M 3.4k 1074.68
Linde SHS (LIN) 1.0 $3.6M 8.5k 426.39
Pepsi (PEP) 0.9 $3.5M 24k 143.52
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.4M 13k 257.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.2M 9.6k 335.27
Ecolab (ECL) 0.9 $3.2M 12k 262.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.8M 53k 53.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.8M 4.2k 681.92
Lowe's Companies (LOW) 0.7 $2.8M 11k 241.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $2.7M 25k 106.70
Visa Com Cl A (V) 0.7 $2.7M 7.7k 350.71
Ishares Tr Expanded Tech (IGV) 0.7 $2.7M 25k 105.69
Agilent Technologies Inc C ommon (A) 0.7 $2.6M 19k 136.07
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.5M 33k 77.02
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.4M 7.7k 314.80
Spdr Series Trust State Street Spd (SPSM) 0.6 $2.4M 51k 46.86
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $2.3M 55k 41.36
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $2.2M 48k 45.53
Nextera Energy (NEE) 0.6 $2.1M 26k 80.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $2.1M 45k 46.59
Medtronic SHS (MDT) 0.6 $2.0M 21k 96.06
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.0M 6.9k 290.22
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $1.8M 16k 113.92
Home Depot (HD) 0.5 $1.7M 5.1k 344.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.6M 20k 80.63
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $1.5M 38k 39.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.5M 29k 50.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.5M 55k 26.91
Walt Disney Company (DIS) 0.4 $1.4M 12k 113.77
Merck & Co (MRK) 0.4 $1.3M 12k 105.26
Wal-Mart Stores (WMT) 0.4 $1.3M 12k 111.41
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 4.1k 313.00
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.2M 13k 89.46
Charles Schwab Corporation (SCHW) 0.3 $1.1M 11k 99.91
Tesla Motors (TSLA) 0.3 $1.0M 2.3k 449.72
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $961k 23k 42.69
Johnson & Johnson (JNJ) 0.2 $866k 4.2k 206.95
Ishares Tr National Mun Etf (MUB) 0.2 $857k 8.0k 107.11
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $840k 14k 59.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $826k 1.3k 614.31
Bank of America Corporation (BAC) 0.2 $784k 14k 55.00
Coca-Cola Company (KO) 0.2 $778k 11k 69.91
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $763k 17k 45.21
Amgen (AMGN) 0.2 $730k 2.2k 327.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $724k 16k 44.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $724k 30k 24.04
Exxon Mobil Corporation (XOM) 0.2 $700k 5.8k 120.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $681k 1.1k 603.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $672k 1.4k 473.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $659k 8.9k 74.07
Bristol Myers Squibb (BMY) 0.2 $653k 12k 53.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $645k 1.0k 627.13
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $623k 12k 50.59
Oracle Corporation (ORCL) 0.2 $609k 3.1k 194.94
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $587k 2.7k 219.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $575k 3.9k 148.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $573k 22k 26.23
Apollo Global Mgmt (APO) 0.1 $550k 3.8k 144.76
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $544k 5.4k 101.58
Ishares Tr Russell 2000 Etf (IWM) 0.1 $536k 2.2k 246.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $534k 19k 28.48
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $529k 3.3k 161.63
Royal Caribbean Cruises (RCL) 0.1 $529k 1.9k 278.92
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $526k 2.5k 212.07
International Business Machines (IBM) 0.1 $525k 1.8k 296.21
American Centy Etf Tr International Lr (AVIV) 0.1 $513k 7.2k 71.23
Nike CL B (NKE) 0.1 $499k 7.8k 63.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $498k 4.0k 123.26
Procter & Gamble Company (PG) 0.1 $493k 3.4k 143.31
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $479k 4.8k 100.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $469k 6.7k 69.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $460k 915.00 502.65
NVIDIA Corporation (NVDA) 0.1 $428k 2.3k 186.50
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $409k 2.6k 154.80
Ishares Gold Tr Ishares New (IAU) 0.1 $404k 5.0k 81.17
Boeing Company (BA) 0.1 $402k 1.9k 217.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $391k 13k 29.61
McDonald's Corporation (MCD) 0.1 $379k 1.2k 305.63
Amazon (AMZN) 0.1 $378k 1.6k 230.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $373k 11k 32.62
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $361k 3.7k 97.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $350k 4.8k 73.56
Truist Financial Corp equities (TFC) 0.1 $345k 7.0k 49.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $344k 13k 27.43
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $344k 11k 31.21
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $344k 11k 30.96
Eaton Corp SHS (ETN) 0.1 $334k 1.1k 318.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $330k 8.7k 38.11
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $328k 2.3k 143.97
Cisco Systems (CSCO) 0.1 $324k 4.2k 77.03
Marriott Intl Cl A (MAR) 0.1 $320k 1.0k 310.24
Applied Materials (AMAT) 0.1 $308k 1.2k 256.99
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $294k 5.8k 50.46
Ishares Tr Rus 1000 Etf (IWB) 0.1 $294k 788.00 373.44
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $282k 3.7k 75.91
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $281k 25k 11.24
Ishares Msci Eurzone Etf (EZU) 0.1 $280k 4.4k 64.10
Meta Platforms Cl A (META) 0.1 $276k 418.00 660.09
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $273k 3.5k 77.53
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $272k 5.4k 50.50
Ishares Tr Tips Bd Etf (TIP) 0.1 $270k 2.5k 109.91
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $267k 1.7k 155.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $262k 8.0k 32.75
Colgate-Palmolive Company (CL) 0.1 $236k 3.0k 79.03
Ishares Tr Eafe Value Etf (EFV) 0.1 $229k 3.2k 71.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $228k 1.1k 210.34
Howmet Aerospace (HWM) 0.1 $205k 1.0k 205.02
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $203k 2.4k 85.37
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $201k 4.5k 44.55