Stone Summit Wealth LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Stone Summit Wealth LLC 13F Holdings
CIK 0001908192 · Miami, FL
As of Sep 30, 2025, Stone Summit Wealth LLC reported
143 positions worth $352.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 61,624 | $31.9M | 9.05% |
| VANGUARD VALUE INDEX FUND | VTV | — | 95,633 |
|
7.8M5.06% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 173,831 |
3.9M | 3.94% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 129,620 |
0.2M | 2.90% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 167,759 |
0.1M | 2.85% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 31,003 | $9.8M | 2.77% |
| ALPHABET INC | GOOG | Equity | 38,982 | $9.5M | 2.69% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 183,459 | $8.5M | 2.40% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 94,020 | $7.9M | 2.24% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,422 | $7.6M | 2.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 136,816 | $7.6M | 2.15% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 15,382 | $7.4M | 2.09% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 22,471 | $7.4M | 2.09% |
| VANGUARD TOTAL WORLD BOND ETF | BNDW | — | 98,544 | $6.9M | 1.95% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 85,755 | $6.7M | 1.91% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 31,321 | $5.9M | 1.69% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 19,271 | $5.4M | 1.53% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 23,748 | $5.0M | 1.41% |
| AMPHENOL CORP-CL A | APH | Technology | 39,763 | $4.9M | 1.40% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 14,808 | $4.9M | 1.39% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 46,597 | $4.9M | 1.38% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 53,392 | $4.8M | 1.35% |
| APPLE INC | AAPL | Technology | 17,858 | $4.5M | 1.29% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 43,655 | $4.5M | 1.28% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 43,700 | $4.3M | 1.23% |