Stone Summit Wealth LLC

MIAMI, FL · CIK 1908192 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMiami, FL

$394.0m reported value +9.7% vs Q1 2026

144positions

36.8%in top 10

8 new 36 added 73 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	61,882	$23.1m5.86%	5.86%	Added +387	+387 0.6%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	88,161	$19.2m4.88%	4.88%	Reduced -1.4k	-1,360 -1.5%
3	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	223,282	$17.6m4.48%	4.48%	Reduced -8.1k	-8,147 -3.5%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	227,588	$16.2m4.12%	4.12%	Added +6.7k	+6,717 3.0%
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	162,191	$14.3m3.62%	3.62%	Added +4.1k	+4,127 2.6%
6	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	163,804	$12.8m3.24%	3.24%	Reduced -2.6k	-2,639 -1.6%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	35,941	$12.7m3.22%	3.22%	Reduced -1.5k	-1,451 -3.9%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	200,201	$10.8m2.74%	2.74%	Added +1.6k	+1,559 0.8%
9	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	152,106	$9.2m2.35%	2.35%	Added +3.2k	+3,209 2.2%
10	JPMORGAN CHASE & CO COM JPM	JPM	27,174	$8.9m2.26%	2.26%	Reduced -1.1k	-1,068 -3.8%
11	VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF BNDW	BNDW	128,126	$8.8m2.23%	2.23%	Added +4.2k	+4,165 3.4%
12	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	100,089	$8.3m2.10%	2.10%	Added +3.0k	+3,000 3.1%
13	ISHARES TR CORE S&P500 ETF IVV	IVV	10,928	$8.2m2.08%	2.08%	Reduced -795	-795 -6.8%
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	15,958	$7.6m1.93%	1.93%	Reduced -977	-977 -5.8%
15	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	85,760	$7.4m1.87%	1.87%	Reduced -2.1k	-2,146 -2.4%
16	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	61,190	$7.3m1.85%	1.85%	Added +3.4k	+3,441 6.0%
17	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	31,632	$6.7m1.71%	1.71%	Reduced -470	-470 -1.5%
18	CATERPILLAR INC COM CAT	CAT	5,707	$6.1m1.54%	1.54%	Reduced -438	-438 -7.1%
19	AMPHENOL CORP CL A APH	APH	32,776	$5.8m1.47%	1.47%	Reduced -1.3k	-1,327 -3.9%
20	ISHARES INC CORE MSCI EMKT IEMG	IEMG	69,297	$5.7m1.46%	1.46%	Added +308	+308 0.5%
21	CUMMINS INC COM CMI	CMI	7,949	$5.7m1.44%	1.44%	Reduced -530	-530 -6.2%
22	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	43,877	$5.5m1.39%	1.39%	Added +136	+136 0.3%
23	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	51,721	$5.3m1.35%	1.35%	Reduced -1.2k	-1,194 -2.3%
24	APPLE INC COM AAPL	AAPL	17,958	$5.2m1.32%	1.32%	Reduced -59	-59 -0.3%
25	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	48,521	$5.0m1.26%	1.26%	Added +1.5k	+1,547 3.3%
26	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	20,019	$4.9m1.23%	1.23%	Reduced -287	-287 -1.4%
27	ISHARES TR CORE S&P SCP ETF IJR	IJR	32,352	$4.8m1.22%	1.22%	Reduced -224	-224 -0.7%
28	AMERICAN EXPRESS CO COM AXP	AXP	13,401	$4.5m1.15%	1.15%	Reduced -235	-235 -1.7%
29	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	47,117	$4.3m1.09%	1.09%	Reduced -289	-289 -0.6%
30	LINDE PLC SHS LIN	LIN	8,267	$4.3m1.09%	1.09%	Reduced -99	-99 -1.2%
31	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,764	$4.2m1.06%	1.06%	Added +165	+165 1.2%
32	ELI LILLY & CO COM LLY	LLY	3,470	$4.2m1.06%	1.06%	Added +90	+90 2.7%
33	QUALCOMM INC COM QCOM	QCOM	21,259	$3.9m1.00%	1.00%	Reduced -925	-925 -4.2%
34	GILEAD SCIENCES INC COM GILD	GILD	30,669	$3.9m0.98%	0.98%	Reduced -577	-577 -1.9%
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,668	$3.6m0.91%	0.91%	Reduced -20	-20 -0.2%
36	ECOLAB INC COM ECL	ECL	11,555	$3.2m0.82%	0.82%	Reduced -458	-458 -3.8%
37	STRYKER CORPORATION COM SYK	SYK	10,047	$3.2m0.80%	0.80%	Reduced -686	-686 -6.4%
38	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,190	$3.1m0.79%	0.79%	Added +63	+63 1.5%
39	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	51,880	$3.1m0.79%	0.79%	Reduced -884	-884 -1.7%
40	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	31,190	$3.0m0.76%	0.76%	Reduced -367	-367 -1.2%
41	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	58,048	$2.8m0.71%	0.71%	Added +2.7k	+2,666 4.8%
42	ISHARES TR EAFE GRWTH ETF EFG	EFG	22,193	$2.8m0.70%	0.70%	Added +1.0k	+1,036 4.9%
43	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	7,704	$2.6m0.67%	0.67%	Unchanged
44	VISA INC COM CL A V	V	7,643	$2.6m0.67%	0.67%	Reduced -19	-19 -0.2%
45	PEPSICO INC COM PEP	PEP	19,018	$2.6m0.65%	0.65%	Reduced -634	-634 -3.2%
46	ISHARES TR SHRT NAT MUN ETF SUB	SUB	23,905	$2.5m0.65%	0.65%	Reduced -2.0k	-1,960 -7.6%
47	NEXTERA ENERGY INC COM NEE	NEE	28,996	$2.5m0.65%	0.65%	Added +1.2k	+1,195 4.3%
48	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	44,265	$2.4m0.62%	0.62%	Reduced -55	-55 -0.1%
49	LOWES COS INC COM LOW	LOW	11,006	$2.4m0.62%	0.62%	Reduced -252	-252 -2.2%
50	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	41,971	$2.4m0.61%	0.61%	Reduced -1.2k	-1,172 -2.7%
51	AGILENT TECHNOLOGIES INC COM A	A	18,192	$2.4m0.61%	0.61%	Reduced -96	-96 -0.5%
52	MERCK & CO INC COM MRK	MRK	17,426	$2.2m0.57%	0.57%	Reduced -140	-140 -0.8%
53	VANGUARD INDEX FDS MID CAP ETF VO	VO	27,559	$2.2m0.56%	0.56%	Reduced -253	-253 -0.9%
54	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	72,212	$2.2m0.55%	0.55%	Added +52.2k	+52,212 261.1%
55	ISHARES TR EXPANDED TECH IGV	IGV	23,019	$2.1m0.53%	0.53%	Reduced -131	-131 -0.6%
56	ISHARES TR CORE MSCI EAFE IEFA	IEFA	20,261	$2.0m0.50%	0.50%	Added +57	+57 0.3%
57	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	64,726	$1.9m0.48%	0.48%	Reduced -1.8k	-1,765 -2.6%
58	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	34,644	$1.8m0.44%	0.44%	Added +4.1k	+4,127 13.5%
59	HOME DEPOT INC COM HD	HD	4,722	$1.7m0.42%	0.42%	Reduced -127	-127 -2.6%
60	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	37,013	$1.6m0.42%	0.42%	Reduced -235	-235 -0.6%
61	ISHARES TR IBOXX HI YD ETF HYG	HYG	18,650	$1.5m0.38%	0.38%	Added +450	+450 2.5%
62	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,018	$1.4m0.36%	0.36%	Reduced -70	-70 -1.7%
63	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	24,808	$1.4m0.36%	0.36%	Added +2.3k	+2,300 10.2%
64	WALMART INC COM WMT	WMT	11,530	$1.3m0.33%	0.33%	Reduced -20	-20 -0.2%
65	TESLA INC COM TSLA	TSLA	2,844	$1.2m0.30%	0.30%	Added +15	+15 0.5%
66	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	24,995	$1.1m0.29%	0.29%	Added +1.7k	+1,680 7.2%
67	JOHNSON & JOHNSON COM JNJ	JNJ	4,100	$1.0m0.26%	0.26%	Reduced -20	-20 -0.5%
68	SCHWAB CHARLES CORP COM SCHW	SCHW	10,900	$1.0m0.26%	0.26%	Unchanged
69	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,344	$989.7k0.25%	0.25%	Unchanged
70	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	13,946	$974.8k0.25%	0.25%	Reduced -13	-13 -0.1%
71	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,312	$901.1k0.23%	0.23%	Added +35	+35 2.7%
72	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	16,455	$868.2k0.22%	0.22%	Unchanged
73	APPLIED MATLS INC COM AMAT	AMAT	1,200	$867.6k0.22%	0.22%	Unchanged
74	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	16,919	$852.6k0.22%	0.22%	Added +140	+140 0.8%
75	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	30,142	$834.9k0.21%	0.21%	Unchanged
76	COCA COLA CO COM KO	KO	10,267	$834.4k0.21%	0.21%	Reduced -35	-35 -0.3%
77	AMGEN INC COM AMGN	AMGN	2,275	$823.7k0.21%	0.21%	Reduced -24	-24 -1.0%
78	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	16,200	$781.6k0.20%	0.20%	New
79	ISHARES TR NATIONAL MUN ETF MUB	MUB	6,981	$751.3k0.19%	0.19%	Reduced -915	-915 -11.6%
80	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	21,679	$733.6k0.19%	0.19%	Added +18	+18 0.1%
81	EXXON MOBIL CORP COM XOM	XOM	5,337	$729.7k0.19%	0.19%	Reduced -283	-283 -5.0%
82	BANK AMERICA CORP COM BAC	BAC	12,800	$729.3k0.19%	0.19%	Reduced -400	-400 -3.0%
83	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,660	$702.8k0.18%	0.18%	Unchanged
84	ISHARES TR CORE S&P US GWT IUSG	IUSG	3,661	$688.6k0.17%	0.17%	Added +543	+543 17.4%
85	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,176	$653.8k0.17%	0.17%	Unchanged
86	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,915	$643.1k0.16%	0.16%	Added +45	+45 1.2%
87	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	21,859	$633.0k0.16%	0.16%	Unchanged
88	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,669	$631.5k0.16%	0.16%	Unchanged
89	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	890	$626.0k0.16%	0.16%	Reduced -54	-54 -5.7%
90	DISNEY WALT CO COM DIS	DIS	6,485	$624.2k0.16%	0.16%	Reduced -605	-605 -8.5%
91	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	17,202	$621.5k0.16%	0.16%	Reduced -45	-45 -0.3%
92	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	5,989	$602.5k0.15%	0.15%	Added +321	+321 5.7%
93	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	6,737	$554.7k0.14%	0.14%	Unchanged
94	ROYAL CARIBBEAN GROUP COM RCL	RCL	1,725	$547.7k0.14%	0.14%	Reduced -20	-20 -1.1%
95	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	5,276	$534.5k0.14%	0.14%	Reduced -133	-133 -2.5%
96	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,698	$508.6k0.13%	0.13%	Reduced -15	-15 -0.4%
97	ADVANCED MICRO DEVICES INC COM AMD	AMD	849	$493.2k0.13%	0.13%	New
98	PROCTER AND GAMBLE CO COM PG	PG	3,232	$473.9k0.12%	0.12%	Reduced -60	-60 -1.8%
99	CISCO SYS INC COM CSCO	CSCO	4,000	$469.8k0.12%	0.12%	Unchanged
100	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,065	$468.9k0.12%	0.12%	Reduced -11	-11 -0.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MEDTRONIC PLC MDT	MDT	22,060	$1.9m22.1k shares
NIKE INC NKE	NKE	7,180	$379.2k7.2k shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	3,885	$273.9k3.9k shares
CHEVRON CORP NEW CVX	CVX	1,272	$263.2k1.3k shares
VANGUARD BD INDEX FDS BND	BND	3,007	$221.4k3.0k shares
WORLD GOLD TR GLDM	GLDM	2,374	$220.0k2.4k shares