Stone Point Wealth

Stone Summit Wealth as of June 30, 2026

Portfolio Holdings for Stone Summit Wealth

Stone Summit Wealth holds 144 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.9 $23M 62k 373.02
Vanguard Index Fds Value Etf (VTV) 4.9 $19M 88k 217.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $18M 223k 79.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.1 $16M 228k 71.25
Spdr Series Trust St Str P500etf (SPYM) 3.6 $14M 162k 87.88
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $13M 164k 77.91
Alphabet Cap Stk Cl C (GOOG) 3.2 $13M 36k 353.33
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $11M 200k 54.02
Spdr Series Trust St Str P500val (SPYV) 2.3 $9.2M 152k 60.79
JPMorgan Chase & Co. (JPM) 2.3 $8.9M 27k 327.33
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.2 $8.8M 128k 68.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $8.3M 100k 82.65
Ishares Tr Core S&p500 Etf (IVV) 2.1 $8.2M 11k 748.91
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.9 $7.6M 16k 477.57
Vanguard Index Fds Growth Etf (VUG) 1.9 $7.4M 86k 86.14
Spdr Series Trust ST STR P500GRW (SPYG) 1.8 $7.3M 61k 118.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $6.7M 32k 212.77
Caterpillar (CAT) 1.5 $6.1M 5.7k 1064.90
Amphenol Corp Cl A (APH) 1.5 $5.8M 33k 176.32
Ishares Core Msci Emkt (IEMG) 1.5 $5.7M 69k 82.84
Cummins (CMI) 1.4 $5.7M 7.9k 713.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $5.5M 44k 124.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.4 $5.3M 52k 103.05
Apple (AAPL) 1.3 $5.2M 18k 289.36
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $5.0M 49k 102.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $4.9M 20k 242.99
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $4.8M 32k 148.31
American Express Company (AXP) 1.2 $4.5M 13k 338.25
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.1 $4.3M 47k 91.21
Linde SHS (LIN) 1.1 $4.3M 8.3k 518.94
Vanguard Index Fds Small Cp Etf (VB) 1.1 $4.2M 14k 303.12
Eli Lilly & Co. (LLY) 1.1 $4.2M 3.5k 1199.43
Qualcomm (QCOM) 1.0 $3.9M 21k 184.79
Gilead Sciences (GILD) 1.0 $3.9M 31k 126.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.6M 9.7k 370.04
Ecolab (ECL) 0.8 $3.2M 12k 278.61
Stryker Corporation (SYK) 0.8 $3.2M 10k 314.84
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $3.1M 4.2k 746.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.1M 52k 59.69
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $3.0M 31k 96.49
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $2.8M 58k 48.12
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $2.8M 22k 124.42
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.6M 7.7k 343.91
Visa Com Cl A (V) 0.7 $2.6M 7.6k 343.09
Pepsi (PEP) 0.7 $2.6M 19k 135.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $2.5M 24k 106.47
Nextera Energy (NEE) 0.6 $2.5M 29k 87.77
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $2.4M 44k 55.01
Lowe's Companies (LOW) 0.6 $2.4M 11k 220.49
Spdr Series Trust ST STR SP600 SML (SPSM) 0.6 $2.4M 42k 57.67
Agilent Technologies Inc C ommon (A) 0.6 $2.4M 18k 132.83
Merck & Co (MRK) 0.6 $2.2M 17k 128.50
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.2M 28k 80.57
Spdr Series Trust St Shor Corp Etf (SPSB) 0.5 $2.2M 72k 30.01
Ishares Tr Expanded Tech (IGV) 0.5 $2.1M 23k 90.60
Ishares Tr Core Msci Eafe (IEFA) 0.5 $2.0M 20k 96.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.9M 65k 29.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.8M 35k 50.58
Home Depot (HD) 0.4 $1.7M 4.7k 352.68
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.4 $1.6M 37k 44.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.5M 19k 79.97
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 4.0k 357.37
Bristol Myers Squibb (BMY) 0.4 $1.4M 25k 57.62
Wal-Mart Stores (WMT) 0.3 $1.3M 12k 113.26
Tesla Motors (TSLA) 0.3 $1.2M 2.8k 420.60
Select Sector Spdr Tr St Str Util Etf (XLU) 0.3 $1.1M 25k 45.34
Johnson & Johnson (JNJ) 0.3 $1.0M 4.1k 253.97
Charles Schwab Corporation (SCHW) 0.3 $1.0M 11k 92.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $990k 1.3k 736.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $975k 14k 69.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $901k 1.3k 686.81
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $868k 17k 52.76
Applied Materials (AMAT) 0.2 $868k 1.2k 723.00
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $853k 17k 50.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $835k 30k 27.70
Coca-Cola Company (KO) 0.2 $834k 10k 81.27
Amgen (AMGN) 0.2 $824k 2.3k 362.09
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $782k 16k 48.25
Ishares Tr National Mun Etf (MUB) 0.2 $751k 7.0k 107.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $734k 22k 33.84
Exxon Mobil Corporation (XOM) 0.2 $730k 5.3k 136.72
Bank of America Corporation (BAC) 0.2 $729k 13k 56.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $703k 5.7k 124.17
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $689k 3.7k 188.09
Ishares Tr Russell 2000 Etf (IWM) 0.2 $654k 2.2k 300.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $643k 3.9k 164.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $633k 22k 28.96
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $632k 2.7k 236.62
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $626k 890.00 703.34
Walt Disney Company (DIS) 0.2 $624k 6.5k 96.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $622k 17k 36.13
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $603k 6.0k 100.60
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $555k 6.7k 82.34
Royal Caribbean Cruises (RCL) 0.1 $548k 1.7k 317.53
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $535k 5.3k 101.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $509k 3.7k 137.53
Advanced Micro Devices (AMD) 0.1 $493k 849.00 580.91
Procter & Gamble Company (PG) 0.1 $474k 3.2k 146.64
Cisco Systems (CSCO) 0.1 $470k 4.0k 117.46
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $469k 2.1k 227.06
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $467k 2.9k 158.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $466k 9.9k 46.92
Amazon (AMZN) 0.1 $449k 1.9k 238.34
Oracle Corporation (ORCL) 0.1 $448k 3.1k 146.54
NVIDIA Corporation (NVDA) 0.1 $446k 2.2k 200.09
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $438k 13k 34.81
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $431k 3.7k 117.33
International Business Machines (IBM) 0.1 $421k 1.5k 281.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $417k 833.00 500.39
Apollo Global Mgmt (APO) 0.1 $414k 3.5k 118.31
Boeing Company (BA) 0.1 $401k 1.9k 216.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $398k 4.8k 83.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $398k 13k 31.71
Marriott Intl Cl A (MAR) 0.1 $382k 1.0k 370.59
Eaton Corp SHS (ETN) 0.1 $377k 885.00 426.12
Ishares Gold Tr Ishares New (IAU) 0.1 $375k 5.0k 75.51
Intel Corporation (INTC) 0.1 $366k 2.6k 139.63
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $361k 2.0k 185.23
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $358k 1.9k 190.52
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.1 $350k 10k 33.88
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $345k 3.1k 111.31
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $345k 6.8k 50.57
McDonald's Corporation (MCD) 0.1 $324k 1.2k 270.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $323k 788.00 409.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $312k 7.6k 41.25
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $311k 1.4k 219.21
Ishares Msci Eurzone Etf (EZU) 0.1 $299k 4.3k 69.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $287k 3.5k 82.27
Colgate-Palmolive Company (CL) 0.1 $285k 3.1k 91.69
Truist Financial Corp equities (TFC) 0.1 $274k 5.5k 49.82
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $269k 7.4k 36.26
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $266k 5.3k 50.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $263k 1.1k 242.43
Howmet Aerospace (HWM) 0.1 $262k 975.00 268.86
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $259k 8.5k 30.49
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.1 $248k 4.9k 50.53
American Centy Etf Tr International Lr (AVIV) 0.1 $246k 3.2k 77.42
Vanguard World Inf Tech Etf (VGT) 0.1 $239k 2.0k 119.52
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $215k 6.9k 31.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $213k 2.5k 85.49
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $213k 4.4k 48.56
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $212k 5.7k 36.87
Ge Aerospace Com New (GE) 0.1 $211k 565.00 373.90
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $205k 19k 10.84