The Analysis of Stone Summit Wealth LLC's Holdings

Currently, Stone Summit Wealth LLC holds 143 types of securities in its portfolio with a total value $352.6M. In the most recent quarter, they have increased their positions in BNDW (+98.5K shares, valued at $6.9M), VCSH (+82.5K shares, valued at $6.6M), SPYM (+62.5K shares, valued at $4.9M); decreased their positions in DFAC (-92.0K shares, valued at $3.5M), BNDX (-70.1K shares, valued at $3.5M), BND (-42.0K shares, valued at $3.1M); initiated new positions in BNDW (+98.5K shares, valued at $6.9M), SCHW (+10.9K shares, valued at $1.0M), KTOS (+3.7K shares, valued at $339.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP61.6K shares-0.02%2025-09-302025-10-22

VTV VANGUARD INDEX FDS95.6K shares4.73%2025-09-302025-10-22

VCSH VANGUARD SCOTTSDALE FDS173.8K shares90.34%2025-09-302025-10-22

BSV VANGUARD BD INDEX FDS129.6K shares51.15%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS167.8K shares42.03%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.31.0K shares1.90%2025-09-302025-10-22

GOOG ALPHABET INC39.0K shares-2.18%2025-09-302025-10-22

DFIV DIMENSIONAL ETF TRUST183.5K shares8.69%2025-09-302025-10-22

Sponsored

VCIT VANGUARD SCOTTSDALE FDS94.0K shares-2.16%2025-09-302025-10-22

IVV ISHARES TR11.4K shares13.75%2025-09-302025-10-22

SPYV SPDR SERIES TRUST136.8K shares-21.53%2025-09-302025-10-22

VUG VANGUARD INDEX FDS15.4K shares86.72%2025-09-302025-10-22

VTI VANGUARD INDEX FDS22.5K shares-0.36%2025-09-302025-10-22

BNDW VANGUARD SCOTTSDALE FDS98.5K sharesnew addition2025-09-302025-10-22

SPYM SPDR SERIES TRUST85.8K shares268.76%2025-09-302025-10-22

RSP INVESCO EXCHANGE TRADED FD T31.3K shares-2.77%2025-09-302025-10-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD19.3K shares-4.82%2025-09-302025-10-22

VBR VANGUARD INDEX FDS23.7K shares-6.75%2025-09-302025-10-22

APH AMPHENOL CORP NEW39.8K shares-9.20%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO14.8K shares-6.34%2025-09-302025-10-22

SPYG SPDR SERIES TRUST46.6K shares-4.18%2025-09-302025-10-22

AVDV AMERICAN CENTY ETF TR53.4K shares2.82%2025-09-302025-10-22

AAPL APPLE INC17.9K shares-0.97%2025-09-302025-10-22

STIP ISHARES TR43.7K shares8.55%2025-09-302025-10-22

Sponsored

AVUV AMERICAN CENTY ETF TR43.7K shares0.68%2025-09-302025-10-22

CMI CUMMINS INC9.8K shares-1.11%2025-09-302025-10-22

SYK STRYKER CORPORATION10.9K shares-7.37%2025-09-302025-10-22

IJR ISHARES TR33.3K shares-4.45%2025-09-302025-10-22

IEMG ISHARES INC59.9K shares11.97%2025-09-302025-10-22

LIN LINDE PLC8.1K shares1.12%2025-09-302025-10-22

AVLV AMERICAN CENTY ETF TR52.6K shares-12.69%2025-09-302025-10-22

QCOM QUALCOMM INC22.7K shares-3.72%2025-09-302025-10-22

Sponsored

GILD GILEAD SCIENCES INC32.8K shares-0.49%2025-09-302025-10-22

PEP PEPSICO INC24.4K shares3.66%2025-09-302025-10-22

CAT CATERPILLAR INC7.0K shares-3.15%2025-09-302025-10-22

ECL ECOLAB INC11.6K shares-0.97%2025-09-302025-10-22

IGV ISHARES TR27.1K shares-8.35%2025-09-302025-10-22

VB VANGUARD INDEX FDS12.2K shares17.23%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F55.1K shares-5.08%2025-09-302025-10-22

LOW LOWES COS INC11.6K shares-5.71%2025-09-302025-10-22

Sponsored

SPY SPDR S&P 500 ETF TR4.3K shares-3.50%2025-09-302025-10-22

V VISA INC7.6K shares-0.33%2025-09-302025-10-22

SUB ISHARES TR24.0K shares-0.17%2025-09-302025-10-22

LLY ELI LILLY & CO3.3K shares74.44%2025-09-302025-10-22

HD HOME DEPOT INC6.2K shares-2.12%2025-09-302025-10-22

AVEM AMERICAN CENTY ETF TR33.4K shares-2.76%2025-09-302025-10-22

A AGILENT TECHNOLOGIES INC19.4K shares-8.06%2025-09-302025-10-22

VV VANGUARD INDEX FDS8.1K shares-0.56%2025-09-302025-10-22

Sponsored

SPSM SPDR SERIES TRUST51.9K shares-5.29%2025-09-302025-10-22

HEFA ISHARES TR58.2K shares-2.81%2025-09-302025-10-22

DFUV DIMENSIONAL ETF TRUST45.3K shares-3.04%2025-09-302025-10-22

SCHC SCHWAB STRATEGIC TR44.0K shares1.38%2025-09-302025-10-22

NEE NEXTERA ENERGY INC24.1K shares12.67%2025-09-302025-10-22

MDT MEDTRONIC PLC18.7K shares11.96%2025-09-302025-10-22

EFG ISHARES TR14.9K shares16.81%2025-09-302025-10-22

HYG ISHARES TR20.9K shares-7.51%2025-09-302025-10-22

Sponsored

VO VANGUARD INDEX FDS5.8K shares60.15%2025-09-302025-10-22

BND VANGUARD BD INDEX FDS22.3K shares-65.32%2025-09-302025-10-22

DIS DISNEY WALT CO14.2K shares-4.94%2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST40.6K shares-69.38%2025-09-302025-10-22

SCHX SCHWAB STRATEGIC TR57.0K shares-1.49%2025-09-302025-10-22

VTEB VANGUARD MUN BD FDS27.6K shares12.96%2025-09-302025-10-22

WMT WALMART INC11.6K shares0.00%2025-09-302025-10-22

IEFA ISHARES TR13.6K shares-4.45%2025-09-302025-10-22

Sponsored

JPST J P MORGAN EXCHANGE TRADED F21.3K shares-68.61%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP10.9K sharesnew addition2025-09-302025-10-22

TSLA TESLA INC2.3K shares0.00%2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR11.3K shares-3.83%2025-09-302025-10-22

ORCL ORACLE CORP3.1K shares16.37%2025-09-302025-10-22

MUB ISHARES TR8.1K shares-7.63%2025-09-302025-10-22

DFAT DIMENSIONAL ETF TRUST14.5K shares-1.90%2025-09-302025-10-22

MRK MERCK & CO INC9.8K shares-35.51%2025-09-302025-10-22

Sponsored

KO COCA COLA CO12.3K shares-1.59%2025-09-302025-10-22

QQQ INVESCO QQQ TR1.3K shares2.20%2025-09-302025-10-22

FNDF SCHWAB STRATEGIC TR18.6K shares-12.24%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON4.2K shares14.62%2025-09-302025-10-22

BAC BANK AMERICA CORP14.3K shares44.95%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR31.4K shares-11.85%2025-09-302025-10-22

GOOGL ALPHABET INC3.0K shares-0.66%2025-09-302025-10-22

MDY SPDR S&P MIDCAP 400 ETF TR1.2K shares-28.86%2025-09-302025-10-22

Sponsored

RCL ROYAL CARIBBEAN GROUP2.1K shares-7.69%2025-09-302025-10-22

XOM EXXON MOBIL CORP6.0K shares-5.46%2025-09-302025-10-22

PFF ISHARES TR21.3K shares-35.49%2025-09-302025-10-22

IWF ISHARES TR1.4K shares-2.61%2025-09-302025-10-22

SPDW SPDR INDEX SHS FDS15.4K shares-6.73%2025-09-302025-10-22

VOO VANGUARD INDEX FDS1.0K shares-0.78%2025-09-302025-10-22

TIP ISHARES TR5.6K shares-76.44%2025-09-302025-10-22

ITOT ISHARES TR4.2K shares0.00%2025-09-302025-10-22

Sponsored

SCHB SCHWAB STRATEGIC TR23.6K shares-2.43%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-0.92%2025-09-302025-10-22

NKE NIKE INC8.3K shares-5.24%2025-09-302025-10-22

SCHA SCHWAB STRATEGIC TR19.8K shares-3.76%2025-09-302025-10-22

AVIV AMERICAN CENTY ETF TR8.1K shares-14.74%2025-09-302025-10-22

IWM ISHARES TR2.3K shares-1.14%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO3.5K shares23.27%2025-09-302025-10-22

AMGN AMGEN INC1.9K shares1.42%2025-09-302025-10-22

Sponsored

ARES ARES MANAGEMENT CORPORATION3.3K shares0.00%2025-09-302025-10-22

IVW ISHARES TR4.3K shares-3.19%2025-09-302025-10-22

IVE ISHARES TR2.5K shares-2.43%2025-09-302025-10-22

BNDX VANGUARD CHARLOTTE FDS10.4K shares-87.10%2025-09-302025-10-22

APO APOLLO GLOBAL MGMT INC3.8K shares0.00%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL940 shares-3.59%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-17.54%2025-09-302025-10-22

DFAS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-10-22

Sponsored

SCHV SCHWAB STRATEGIC TR14.0K shares-17.19%2025-09-302025-10-22

BA BOEING CO1.9K shares0.00%2025-09-302025-10-22

ETN EATON CORP PLC1.1K shares0.00%2025-09-302025-10-22

VTES VANGUARD WELLINGTON FD3.8K shares-22.52%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR1.4K shares-7.85%2025-09-302025-10-22

NVDA NVIDIA CORPORATION2.1K shares-0.62%2025-09-302025-10-22

IAU ISHARES GOLD TR5.2K shares0.00%2025-09-302025-10-22

MCD MCDONALDS CORP1.2K shares-6.06%2025-09-302025-10-22

Sponsored

XLV SELECT SECTOR SPDR TR2.7K shares-10.25%2025-09-302025-10-22

PGX INVESCO EXCH TRADED FD TR II31.1K shares-38.76%2025-09-302025-10-22

VIOV VANGUARD ADMIRAL FDS INC3.7K shares-1.05%2025-09-302025-10-22

SCHD SCHWAB STRATEGIC TR12.6K shares0.00%2025-09-302025-10-22

KTOS KRATOS DEFENSE & SEC SOLUTIO3.7K sharesnew addition2025-09-302025-10-22

VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2025-09-302025-10-22

AMZN AMAZON COM INC1.5K shares-3.75%2025-09-302025-10-22

TFC TRUIST FINL CORP7.0K shares-5.41%2025-09-302025-10-22

Sponsored

DFAI DIMENSIONAL ETF TRUST8.8K shares-74.86%2025-09-302025-10-22

SCHG SCHWAB STRATEGIC TR9.8K shares-3.16%2025-09-302025-10-22

BMY BRISTOL-MYERS SQUIBB CO6.4K shares-18.94%2025-09-302025-10-22

CSCO CISCO SYS INC4.2K shares0.00%2025-09-302025-10-22

IWB ISHARES TR788 shares0.00%2025-09-302025-10-22

SCZ ISHARES TR3.6K shares-10.84%2025-09-302025-10-22

JMUB J P MORGAN EXCHANGE TRADED F5.4K shares-17.65%2025-09-302025-10-22

EZU ISHARES INC4.4K shares-1.80%2025-09-302025-10-22

Sponsored

SCHE SCHWAB STRATEGIC TR8.1K shares-13.13%2025-09-302025-10-22

MAR MARRIOTT INTL INC NEW1.0K sharesnew addition2025-09-302025-10-22

XLI SELECT SECTOR SPDR TR1.7K shares-5.96%2025-09-302025-10-22

VTIP VANGUARD MALVERN FDS5.0K shares-77.40%2025-09-302025-10-22

FNDC SCHWAB STRATEGIC TR5.7K shares-5.68%2025-09-302025-10-22

HON HONEYWELL INTL INC1.2K shares0.00%2025-09-302025-10-22

AMAT APPLIED MATLS INC1.2K sharesnew addition2025-09-302025-10-22

CVX CHEVRON CORP NEW1.5K shares-12.04%2025-09-302025-10-22

Sponsored

UBER UBER TECHNOLOGIES INC2.4K shares0.00%2025-09-302025-10-22

TEVA TEVA PHARMACEUTICAL INDS LTD11.0K shares0.00%2025-09-302025-10-22

IWD ISHARES TR1.1K shares-7.73%2025-09-302025-10-22

SPEM SPDR INDEX SHS FDS4.7K shares-9.41%2025-09-302025-10-22

FNDX SCHWAB STRATEGIC TR8.4K shares-1.86%2025-09-302025-10-22

EFV ISHARES TR3.2K shares-1.62%2025-09-302025-10-22

CL COLGATE PALMOLIVE CO2.6K shares-0.76%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available