Stone Point Wealth

Stone Summit Wealth as of March 31, 2026

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