Sponsored

The Analysis of Stone Summit Wealth LLC's Holdings & P&L

Currently, Stone Summit Wealth LLC holds 144 types of securities in its portfolio with a total value $394.0M. In the most recent quarter, they have increased their positions in VUG (+71.1K shares, valued at $6.1M), VO (+20.6K shares, valued at $1.7M), SPSB (+52.2K shares, valued at $1.6M); decreased their positions in VCSH (-8.1K shares, valued at $643.9K), N/A (-795 shares, valued at $595.4K), GOOG (-1.5K shares, valued at $512.7K); initiated new positions in ISTB (+16.2K shares, valued at $781.6K), AMD (+849 shares, valued at $493.2K), INTC (+2.6K shares, valued at $365.8K).

1M P&L

+2.3M+0.67%

3M P&L

+7.1M+2.06%

HY P&L

+9.4M+2.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A222.9M

65.3%

2Software - Infrastructure23.1M

6.8%

3Internet Content & Information14.1M

4.1%

Top Industries by Stock Count

1N/A83 stocks

65.4%

2Drug Manufacturers - General6 stocks

4.7%

3Semiconductors5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP61.9K shares0.63%2026-06-302026-07-23

VTV VANGUARD INDEX FDS88.2K shares-1.52%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS223.3K shares-3.52%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS227.6K shares3.04%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST162.2K shares2.61%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS163.8K shares-1.59%2026-06-302026-07-23

GOOG ALPHABET INC35.9K shares-3.88%2026-06-302026-07-23

DFIV DIMENSIONAL ETF TRUST200.2K shares0.78%2026-06-302026-07-23

Sponsored

SPYV SPDR SERIES TRUST152.1K shares2.16%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.2K shares-3.78%2026-06-302026-07-23

BNDW VANGUARD SCOTTSDALE FDS128.1K shares3.36%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS100.1K shares3.09%2026-06-302026-07-23

ISHARES TR ISHARES TR10.9K shares-6.78%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC16.0K shares-5.77%2026-06-302026-07-23

VUG VANGUARD INDEX FDS85.8K shares485.35%2026-06-302026-07-23

SPYG SPDR SERIES TRUST61.2K shares5.96%2026-06-302026-07-23

Sponsored

RSP INVESCO EXCHANGE TRADED FD T31.6K shares-1.46%2026-06-302026-07-23

CAT CATERPILLAR INC5.7K shares-7.13%2026-06-302026-07-23

APH AMPHENOL CORP32.8K shares-3.89%2026-06-302026-07-23

IEMG ISHARES INC69.3K shares0.45%2026-06-302026-07-23

CMI CUMMINS INC7.9K shares-6.25%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR43.9K shares0.31%2026-06-302026-07-23

AVDV AMERICAN CENTY ETF TR51.7K shares-2.26%2026-06-302026-07-23

AAPL APPLE INC18.0K shares-0.33%2026-06-302026-07-23

Sponsored

STIP ISHARES TR48.5K shares3.29%2026-06-302026-07-23

VBR VANGUARD INDEX FDS20.0K shares-1.41%2026-06-302026-07-23

IJR ISHARES TR32.4K shares-0.69%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO13.4K shares-1.72%2026-06-302026-07-23

AVLV AMERICAN CENTY ETF TR47.1K shares-0.61%2026-06-302026-07-23

LIN LINDE PLC8.3K shares-1.18%2026-06-302026-07-23

VB VANGUARD INDEX FDS13.8K shares1.21%2026-06-302026-07-23

LLY ELI LILLY & CO3.5K shares2.66%2026-06-302026-07-23

Sponsored

QCOM QUALCOMM INC21.3K shares-4.17%2026-06-302026-07-23

GILD GILEAD SCIENCES INC30.7K shares-1.85%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS9.7K shares-0.21%2026-06-302026-07-23

ECL ECOLAB INC11.6K shares-3.81%2026-06-302026-07-23

SYK STRYKER CORPORATION10.0K shares-6.39%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.2K shares1.53%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F51.9K shares-1.68%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR31.2K shares-1.16%2026-06-302026-07-23

Sponsored

SCHC SCHWAB STRATEGIC TR58.0K shares4.81%2026-06-302026-07-23

EFG ISHARES TR22.2K shares4.90%2026-06-302026-07-23

VV VANGUARD INDEX FDS7.7K shares0.00%2026-06-302026-07-23

VISA INC VISA INC7.6K shares-0.25%2026-06-302026-07-23

PEP PEPSICO INC19.0K shares-3.23%2026-06-302026-07-23

SUB ISHARES TR23.9K shares-7.58%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC29.0K shares4.30%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST44.3K shares-0.12%2026-06-302026-07-23

Sponsored

LOW LOWES COS INC11.0K shares-2.24%2026-06-302026-07-23

SPSM SPDR SERIES TRUST42.0K shares-2.72%2026-06-302026-07-23

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC18.2K shares-0.52%2026-06-302026-07-23

MRK MERCK & CO INC17.4K shares-0.80%2026-06-302026-07-23

VO VANGUARD INDEX FDS27.6K shares296.36%2026-06-302026-07-23

SPSB SPDR SERIES TRUST72.2K shares261.06%2026-06-302026-07-23

IGV ISHARES TR23.0K shares-0.57%2026-06-302026-07-23

ISHARES TR ISHARES TR20.3K shares0.28%2026-06-302026-07-23

Sponsored

SCHX SCHWAB STRATEGIC TR64.7K shares-2.65%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS34.6K shares13.52%2026-06-302026-07-23

HD HOME DEPOT INC4.7K shares-2.62%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST37.0K shares-0.63%2026-06-302026-07-23

HYG ISHARES TR18.6K shares2.47%2026-06-302026-07-23

GOOGL ALPHABET INC4.0K shares-1.71%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO24.8K shares10.22%2026-06-302026-07-23

WMT WALMART INC11.5K shares-0.17%2026-06-302026-07-23

Sponsored

TSLA TESLA INC2.8K shares0.53%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR25.0K shares7.21%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON4.1K shares-0.49%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP10.9K shares0.00%2026-06-302026-07-23

QQQ INVESCO QQQ TR1.3K shares0.00%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST13.9K shares-0.09%2026-06-302026-07-23

VOO VANGUARD INDEX FDS1.3K shares2.74%2026-06-302026-07-23

FNDF SCHWAB STRATEGIC TR16.5K shares0.00%2026-06-302026-07-23

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.2K shares0.00%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS16.9K shares0.83%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR30.1K shares0.00%2026-06-302026-07-23

KO COCA COLA CO10.3K shares-0.34%2026-06-302026-07-23

AMGN AMGEN INC2.3K shares-1.04%2026-06-302026-07-23

ISTB ISHARES TR16.2K sharesnew addition2026-06-302026-07-23

MUB ISHARES TR7.0K shares-11.59%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR21.7K shares0.08%2026-06-302026-07-23

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares-5.04%2026-06-302026-07-23

BAC BANK OF AMER CORP12.8K shares-3.03%2026-06-302026-07-23

IWF ISHARES TR5.7K shares300.00%2026-06-302026-07-23

IUSG ISHARES TR3.7K shares17.42%2026-06-302026-07-23

IWM ISHARES TR2.2K shares0.00%2026-06-302026-07-23

ITOT ISHARES TR3.9K shares1.16%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR21.9K shares0.00%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2026-06-302026-07-23

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40890 shares-5.72%2026-06-302026-07-23

DIS DISNEY WALT CO6.5K shares-8.53%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR17.2K shares-0.26%2026-06-302026-07-23

VTEC VANGUARD CALIF TAX FREE FDS6.0K shares5.66%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST6.7K shares0.00%2026-06-302026-07-23

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.7K shares-1.15%2026-06-302026-07-23

VTES VANGUARD WELLINGTON FD5.3K shares-2.46%2026-06-302026-07-23

IVW ISHARES TR3.7K shares-0.40%2026-06-302026-07-23

Sponsored

AMD ADVANCED MICRO DEVICES INC849 sharesnew addition2026-06-302026-07-23

PG PROCTER & GAMBLE CO3.2K shares-1.82%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC4.0K shares0.00%2026-06-302026-07-23

IVE ISHARES TR2.1K shares-0.53%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR2.9K shares9.07%2026-06-302026-07-23

HEFA ISHARES TR9.9K shares-7.00%2026-06-302026-07-23

AMZN AMAZON COM INC1.9K shares20.83%2026-06-302026-07-23

ORACLE CORP ORACLE CORP3.1K shares-0.81%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION2.2K shares10.29%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR12.6K shares0.00%2026-06-302026-07-23

VIOV VANGUARD ADMIRAL FDS INC3.7K shares-0.51%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-11.79%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL833 shares-2.57%2026-06-302026-07-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares-2.78%2026-06-302026-07-23

BA BOEING CO1.9K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2026-06-302026-07-23

Sponsored

SCHD SCHWAB STRATEGIC TR12.6K shares0.00%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2026-06-302026-07-23

ETN EATON CORP PLC885 shares-9.23%2026-06-302026-07-23

IAU ISHARES GOLD TR5.0K shares0.00%2026-06-302026-07-23

INTC INTEL CORP2.6K sharesnew addition2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR1.9K shares10.17%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR1.9K shares-8.66%2026-06-302026-07-23

TEVA TEVA PHARMACEUTICAL INDS LTD10.3K shares0.00%2026-06-302026-07-23

Sponsored

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.1K shares-1.59%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F6.8K shares1.49%2026-06-302026-07-23

MCD MCDONALDS CORP1.2K shares0.00%2026-06-302026-07-23

IWB ISHARES TR788 shares0.00%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST7.6K shares0.00%2026-06-302026-07-23

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.00%2026-06-302026-07-23

EZU ISHARES INC4.3K shares-0.16%2026-06-302026-07-23

SCZ ISHARES TR3.5K shares-0.71%2026-06-302026-07-23

Sponsored

CL COLGATE PALMOLIVE CO3.1K shares5.96%2026-06-302026-07-23

TFC TRUIST FINL CORP5.5K shares-15.38%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR7.4K shares-5.14%2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-06-302026-07-23

IWD ISHARES TR1.1K shares0.00%2026-06-302026-07-23

HWM HOWMET AEROSPACE INC975 shares0.00%2026-06-302026-07-23

PFF ISHARES TR8.5K shares-5.24%2026-06-302026-07-23

CALI BLACKROCK ETF TRUST II4.9K shares-28.93%2026-06-302026-07-23

Sponsored

AVIV AMERICAN CENTY ETF TR3.2K shares0.00%2026-06-302026-07-23

VGT VANGUARD WORLD FD2.0K sharesnew addition2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR6.9K sharesnew addition2026-06-302026-07-23

VXUS VANGUARD STAR FDS2.5K sharesnew addition2026-06-302026-07-23

FNDC SCHWAB STRATEGIC TR4.4K shares-1.46%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR5.7K sharesnew addition2026-06-302026-07-23

GE GE AEROSPACE565 sharesnew addition2026-06-302026-07-23

PGX INVESCO EXCH TRADED FD TR II18.9K shares-16.74%2026-06-302026-07-23

Sponsored

MSFT

MICROSOFT CORP

0.63%

Shares61.9K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-1.52%

Shares88.2K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

-3.52%

Shares223.3K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

3.04%

Shares227.6K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

2.61%

Shares162.2K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

-1.59%

Shares163.8K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-3.88%

Shares35.9K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

0.78%

Shares200.2K

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST

2.16%

Shares152.1K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-3.78%

Shares27.2K

Event2026-06-30

Filed2026-07-23

BNDW

VANGUARD SCOTTSDALE FDS

3.36%

Shares128.1K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

3.09%

Shares100.1K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-6.78%

Shares10.9K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.77%

Shares16.0K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

485.35%

Shares85.8K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

5.96%

Shares61.2K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

-1.46%

Shares31.6K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-7.13%

Shares5.7K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

-3.89%

Shares32.8K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

0.45%

Shares69.3K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

-6.25%

Shares7.9K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

0.31%

Shares43.9K

Event2026-06-30

Filed2026-07-23

AVDV

AMERICAN CENTY ETF TR

-2.26%

Shares51.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.33%

Shares18.0K

Event2026-06-30

Filed2026-07-23

STIP

ISHARES TR

3.29%

Shares48.5K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-1.41%

Shares20.0K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-0.69%

Shares32.4K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

-1.72%

Shares13.4K

Event2026-06-30

Filed2026-07-23

AVLV

AMERICAN CENTY ETF TR

-0.61%

Shares47.1K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

-1.18%

Shares8.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

1.21%

Shares13.8K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

2.66%

Shares3.5K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-4.17%

Shares21.3K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

-1.85%

Shares30.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.21%

Shares9.7K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

-3.81%

Shares11.6K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

-6.39%

Shares10.0K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

1.53%

Shares4.2K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

-1.68%

Shares51.9K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

-1.16%

Shares31.2K

Event2026-06-30

Filed2026-07-23

SCHC

SCHWAB STRATEGIC TR

4.81%

Shares58.0K

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR

4.90%

Shares22.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-23

VISA INC

-0.25%

Shares7.6K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-3.23%

Shares19.0K

Event2026-06-30

Filed2026-07-23

SUB

ISHARES TR

-7.58%

Shares23.9K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

4.30%

Shares29.0K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

-0.12%

Shares44.3K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-2.24%

Shares11.0K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

-2.72%

Shares42.0K

Event2026-06-30

Filed2026-07-23

AGILENT TECHNOLOGIES INC

-0.52%

Shares18.2K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-0.80%

Shares17.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

296.36%

Shares27.6K

Event2026-06-30

Filed2026-07-23

SPSB

SPDR SERIES TRUST

261.06%

Shares72.2K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR

-0.57%

Shares23.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.28%

Shares20.3K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

-2.65%

Shares64.7K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

13.52%

Shares34.6K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-2.62%

Shares4.7K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

-0.63%

Shares37.0K

Event2026-06-30

Filed2026-07-23

HYG

ISHARES TR

2.47%

Shares18.6K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

-1.71%

Shares4.0K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

10.22%

Shares24.8K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-0.17%

Shares11.5K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.53%

Shares2.8K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

7.21%

Shares25.0K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-0.49%

Shares4.1K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

-0.09%

Shares13.9K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

2.74%

Shares1.3K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

0.83%

Shares16.9K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares30.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

-0.34%

Shares10.3K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-1.04%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ISTB

ISHARES TR

New

Shares16.2K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-11.59%

Shares7.0K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.08%

Shares21.7K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-5.04%

Shares5.3K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

-3.03%

Shares12.8K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

300.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

17.42%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

1.16%

Shares3.9K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

-5.72%

Shares890

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

-8.53%

Shares6.5K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-0.26%

Shares17.2K

Event2026-06-30

Filed2026-07-23

VTEC

VANGUARD CALIF TAX FREE FDS

5.66%

Shares6.0K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-23

ROYAL CARIBBEAN GROUP

-1.15%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VTES

VANGUARD WELLINGTON FD

-2.46%

Shares5.3K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-0.40%

Shares3.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares849

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-1.82%

Shares3.2K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

-0.53%

Shares2.1K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

9.07%

Shares2.9K

Event2026-06-30

Filed2026-07-23

HEFA

ISHARES TR

-7.00%

Shares9.9K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

20.83%

Shares1.9K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

-0.81%

Shares3.1K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

10.29%

Shares2.2K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-23

VIOV

VANGUARD ADMIRAL FDS INC

-0.51%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

-11.79%

Shares1.5K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.57%

Shares833

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MGMT INC

-2.78%

Shares3.5K

Event2026-06-30

Filed2026-07-23

BOEING CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

-9.23%

Shares885

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

10.17%

Shares1.9K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-8.66%

Shares1.9K

Event2026-06-30

Filed2026-07-23

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-23

ARES MANAGEMENT CORPORATION

-1.59%

Shares3.1K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

1.49%

Shares6.8K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

0.00%

Shares788

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-23

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

EZU

ISHARES INC

-0.16%

Shares4.3K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

-0.71%

Shares3.5K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

5.96%

Shares3.1K

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

-15.38%

Shares5.5K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

-5.14%

Shares7.4K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

0.00%

Shares975

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

-5.24%

Shares8.5K

Event2026-06-30

Filed2026-07-23

CALI

BLACKROCK ETF TRUST II

-28.93%

Shares4.9K

Event2026-06-30

Filed2026-07-23

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-23

FNDC

SCHWAB STRATEGIC TR

-1.46%

Shares4.4K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

New

Shares565

Event2026-06-30

Filed2026-07-23

PGX

INVESCO EXCH TRADED FD TR II

-16.74%

Shares18.9K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available