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Stone Summit Wealth LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $370,277,664
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $18,493,727
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $18,038,430
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $17,112,179
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $16,719,544
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $15,330,825
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $11,515,730
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $11,131,701
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $10,824,302
- VANGUARD SCOTTSDALE FDS · TOTAL WLD BD ETF · 92206C565 · shares: $9,423,149
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $9,039,753
Reported holdings
137 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 4,193 shares | $413,455 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,814 shares | $408,818 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 12,526 shares | $407,471 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 818 shares | $407,323 |
| TEVA PHARMACEUTICAL INDS LTD | SHS *A* | M8769Q102 | — | 10,203 shares | $404,039 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | — | 3,673 shares | $404,030 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 3,430 shares | $398,086 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 4,755 shares | $394,522 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 4,960 shares | $387,376 |
| EATON CORP PLC | SHS | G29183103 | — | 885 shares | $380,293 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 7,479 shares | $376,717 |
| AMAZON COM INC | COM | 023135106 | — | 1,497 shares | $372,978 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,032 shares | $367,051 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 3,100 shares | $360,127 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,496 shares | $329,015 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 788 shares | $327,910 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 1,895 shares | $316,427 |
| INTEL CORP | COM | 458140100 | — | 2,620 shares | $315,003 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 7,569 shares | $313,584 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 1,420 shares | $312,883 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 3,446 shares | $290,911 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,437 shares | $281,293 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 9,195 shares | $271,253 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,086 shares | $269,252 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 7,180 shares | $261,712 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 5,500 shares | $254,650 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 3,172 shares | $252,586 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 950 shares | $252,567 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 2,000 shares | $251,340 |
| META PLATFORMS INC | CL A | 30303M102 | — | 325 shares | $236,015 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,715 shares | $231,684 |
| MCDONALDS CORP | COM | 580135101 | — | 1,000 shares | $230,940 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 975 shares | $220,526 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | — | 4,369 shares | $217,707 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 6,878 shares | $216,451 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,492 shares | $211,709 |
| BOEING CO | COM | 097023105 | — | 1,110 shares | $206,516 |