The Analysis of Stone Summit Wealth LLC's Holdings
Currently, Stone Summit Wealth LLC holds 141 types of securities in its portfolio with a total value $368.7M. In the most recent quarter, they have increased their positions in SPYM (+71.0K shares, valued at $5.7M), VCSH (+34.0K shares, valued at $2.7M), BSV (+22.9K shares, valued at $1.8M); decreased their positions in VTI (-12.8K shares, valued at $4.3M), BND (-13.4K shares, valued at $990.9K), JPST (-9.0K shares, valued at $454.1K); initiated new positions in VTEC (+4.8K shares, valued at $479.4K), CALI (+5.8K shares, valued at $294.4K), META (+418 shares, valued at $275.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP61.6K shares0.00%2025-12-312026-01-27
VTV VANGUARD INDEX FDS95.1K shares-0.52%2025-12-312026-01-27 VCSH VANGUARD SCOTTSDALE FDS207.8K shares19.55%2025-12-312026-01-27 SPYM SPDR SERIES TRUST156.7K shares82.77%2025-12-312026-01-27 ALPHABET INC ALPHABET INC39.2K shares0.63%2025-12-312026-01-27 BSV VANGUARD BD INDEX FDS152.5K shares17.66%2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS181.2K shares8.00%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.29.9K shares-3.46%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST192.1K shares4.73%2025-12-312026-01-27 BNDW VANGUARD SCOTTSDALE FDS118.3K shares20.02%2025-12-312026-01-27 SPYV SPDR SERIES TRUST140.5K shares2.70%2025-12-312026-01-27 IVV ISHARES TR11.5K shares0.60%2025-12-312026-01-27 VCIT VANGUARD SCOTTSDALE FDS93.8K shares-0.20%2025-12-312026-01-27 VUG VANGUARD INDEX FDS15.7K shares2.33%2025-12-312026-01-27 SPYG SPDR SERIES TRUST52.5K shares12.68%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD18.4K shares-4.72%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO14.3K shares-3.75%2025-12-312026-01-27 AVDV AMERICAN CENTY ETF TR54.1K shares1.26%2025-12-312026-01-27 AAPL APPLE INC18.6K shares4.18%2025-12-312026-01-27 APH AMPHENOL CORP NEW37.1K shares-6.77%2025-12-312026-01-27 VBR VANGUARD INDEX FDS23.3K shares-1.81%2025-12-312026-01-27 CMI CUMMINS INC9.3K shares-4.66%2025-12-312026-01-27 STIP ISHARES TR45.9K shares5.07%2025-12-312026-01-27 AVUV AMERICAN CENTY ETF TR44.4K shares1.61%2025-12-312026-01-27 IEMG ISHARES INC65.2K shares8.84%2025-12-312026-01-27 GILD GILEAD SCIENCES INC32.6K shares-0.63%2025-12-312026-01-27 QCOM QUALCOMM INC23.3K shares2.41%2025-12-312026-01-27 IJR ISHARES TR33.0K shares-0.73%2025-12-312026-01-27 SYK STRYKER CORPORATION11.1K shares2.04%2025-12-312026-01-27 CAT CATERPILLAR INC6.7K shares-4.04%2025-12-312026-01-27 AVLV AMERICAN CENTY ETF TR49.7K shares-5.47%2025-12-312026-01-27 LLY ELI LILLY & CO3.4K shares1.20%2025-12-312026-01-27 LINDE PLC LINDE PLC8.5K shares4.25%2025-12-312026-01-27 PEP PEPSICO INC24.2K shares-1.01%2025-12-312026-01-27 VB VANGUARD INDEX FDS13.1K shares7.25%2025-12-312026-01-27 VTI VANGUARD INDEX FDS9.6K shares-57.08%2025-12-312026-01-27 ECL ECOLAB INC12.1K shares4.22%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F52.8K shares-4.22%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR4.2K shares-2.97%2025-12-312026-01-27 LOW LOWES COS INC11.4K shares-1.56%2025-12-312026-01-27 SUB ISHARES TR25.3K shares5.58%2025-12-312026-01-27 V VISA INC7.7K shares1.44%2025-12-312026-01-27 IGV ISHARES TR25.2K shares-6.98%2025-12-312026-01-27 A AGILENT TECHNOLOGIES INC19.3K shares-0.39%2025-12-312026-01-27 AVEM AMERICAN CENTY ETF TR32.6K shares-2.31%2025-12-312026-01-27 VV VANGUARD INDEX FDS7.7K shares-4.34%2025-12-312026-01-27 SPSM SPDR SERIES TRUST50.9K shares-1.82%2025-12-312026-01-27 HEFA ISHARES TR54.9K shares-5.59%2025-12-312026-01-27 SCHC SCHWAB STRATEGIC TR47.9K shares8.88%2025-12-312026-01-27 NEE NEXTERA ENERGY INC26.0K shares8.00%2025-12-312026-01-27 DFUV DIMENSIONAL ETF TRUST44.5K shares-1.62%2025-12-312026-01-27 MEDTRONIC PLC MEDTRONIC PLC21.2K shares13.35%2025-12-312026-01-27 VO VANGUARD INDEX FDS6.9K shares19.66%2025-12-312026-01-27 EFG ISHARES TR15.6K shares4.58%2025-12-312026-01-27 HD HOME DEPOT INC5.1K shares-18.77%2025-12-312026-01-27 HYG ISHARES TR20.0K shares-4.12%2025-12-312026-01-27 DFAC DIMENSIONAL ETF TRUST38.2K shares-5.81%2025-12-312026-01-27 VTEB VANGUARD MUN BD FDS29.4K shares6.77%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR54.5K shares-4.36%2025-12-312026-01-27 DIS DISNEY WALT CO12.1K shares-14.76%2025-12-312026-01-27 WMT WALMART INC11.6K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.1K shares35.30%2025-12-312026-01-27 IEFA ISHARES TR13.3K shares-2.42%2025-12-312026-01-27 SCHW SCHWAB CHARLES CORP10.9K shares0.00%2025-12-312026-01-27 TSLA TESLA INC2.3K shares0.00%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR22.5K shares100.00%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON4.2K shares-0.24%2025-12-312026-01-27 MUB ISHARES TR8.0K shares-1.77%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST14.1K shares-2.89%2025-12-312026-01-27 BAC BANK AMERICA CORP14.3K shares-0.70%2025-12-312026-01-27 KO COCA COLA CO11.1K shares-9.88%2025-12-312026-01-27 FNDF SCHWAB STRATEGIC TR16.9K shares-9.00%2025-12-312026-01-27 AMGN AMGEN INC2.2K shares19.88%2025-12-312026-01-27 SPDW SPDR INDEX SHS FDS16.3K shares5.95%2025-12-312026-01-27 SCHF SCHWAB STRATEGIC TR30.1K shares-4.19%2025-12-312026-01-27 XOM EXXON MOBIL CORP5.8K shares-2.51%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares-4.65%2025-12-312026-01-27 IWF ISHARES TR1.4K shares0.00%2025-12-312026-01-27 BND VANGUARD BD INDEX FDS8.9K shares-60.06%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO12.1K shares88.47%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F12.3K shares-42.18%2025-12-312026-01-27 ORCL ORACLE CORP3.1K shares-0.29%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS2.7K shares-1.29%2025-12-312026-01-27 ITOT ISHARES TR3.9K shares-7.22%2025-12-312026-01-27 SCHB SCHWAB STRATEGIC TR21.9K shares-7.37%2025-12-312026-01-27 VTES VANGUARD WELLINGTON FD5.4K shares39.28%2025-12-312026-01-27 IWM ISHARES TR2.2K shares-3.33%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR18.8K shares-5.03%2025-12-312026-01-27 ARES ARES MANAGEMENT CORPORATION3.3K shares0.00%2025-12-312026-01-27 RCL ROYAL CARIBBEAN GROUP1.9K shares-9.76%2025-12-312026-01-27 IVE ISHARES TR2.5K shares-0.32%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS1.8K shares7.59%2025-12-312026-01-27 AVIV AMERICAN CENTY ETF TR7.2K shares-11.18%2025-12-312026-01-27 NKE NIKE INC7.8K shares-5.89%2025-12-312026-01-27 IVW ISHARES TR4.0K shares-6.22%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO3.4K shares-0.95%2025-12-312026-01-27 VTEC VANGUARD CALIF TAX FREE FDS4.8K sharesnew addition2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-27 NVDA NVIDIA CORPORATION2.3K shares9.76%2025-12-312026-01-27 XLV SELECT SECTOR SPDR TR2.6K shares-1.12%2025-12-312026-01-27 BA BOEING CO1.9K shares0.00%2025-12-312026-01-27 SCHV SCHWAB STRATEGIC TR13.2K shares-5.79%2025-12-312026-01-27 MCD MCDONALDS CORP1.2K shares0.00%2025-12-312026-01-27 AMZN AMAZON COM INC1.6K shares10.07%2025-12-312026-01-27 SCHG SCHWAB STRATEGIC TR11.4K shares16.19%2025-12-312026-01-27 VIOV VANGUARD ADMIRAL FDS INC3.7K shares0.00%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2025-12-312026-01-27 TFC TRUIST FINL CORP7.0K shares0.00%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR12.6K shares-0.05%2025-12-312026-01-27 TEVA TEVA PHARMACEUTICAL INDS LTD11.0K shares0.00%2025-12-312026-01-27 PFF ISHARES TR11.1K shares-47.84%2025-12-312026-01-27 DFAI DIMENSIONAL ETF TRUST8.7K shares-1.27%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR2.3K shares64.33%2025-12-312026-01-27 CSCO CISCO SYS INC4.2K shares0.00%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-12-312026-01-27 AMAT APPLIED MATLS INC1.2K shares0.00%2025-12-312026-01-27 CALI BLACKROCK ETF TRUST II5.8K sharesnew addition2025-12-312026-01-27 IWB ISHARES TR788 shares0.00%2025-12-312026-01-27 KTOS KRATOS DEFENSE & SEC SOLUTIO3.7K shares0.00%2025-12-312026-01-27 PGX INVESCO EXCH TRADED FD TR II25.0K shares-19.49%2025-12-312026-01-27 EZU ISHARES INC4.4K shares-0.09%2025-12-312026-01-27 META META PLATFORMS INC418 sharesnew addition2025-12-312026-01-27 SCZ ISHARES TR3.5K shares-1.43%2025-12-312026-01-27 JMUB J P MORGAN EXCHANGE TRADED F5.4K shares-0.74%2025-12-312026-01-27 TIP ISHARES TR2.5K shares-55.85%2025-12-312026-01-27 XLI SELECT SECTOR SPDR TR1.7K shares-0.86%2025-12-312026-01-27 SCHE SCHWAB STRATEGIC TR8.0K shares-0.79%2025-12-312026-01-27 CL COLGATE PALMOLIVE CO3.0K shares14.19%2025-12-312026-01-27 EFV ISHARES TR3.2K shares0.00%2025-12-312026-01-27 IWD ISHARES TR1.1K shares0.00%2025-12-312026-01-27 HWM HOWMET AEROSPACE INC1.0K sharesnew addition2025-12-312026-01-27 GLDM WORLD GOLD TR2.4K sharesnew addition2025-12-312026-01-27 FNDC SCHWAB STRATEGIC TR4.5K shares-20.54%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available