Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stone Summit Wealth LLC (CIK 1908192) reported $359.3M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($22.8M, 6.33%), VCSH ($18.3M, 5.11%), VTV ($17.6M, 4.89%), VEA ($14.2M, 3.94%), BSV ($13.1M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $22.8M | 6.33% | 61,495 | Trimmed |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $18.3M | 5.11% | 231,429 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $17.6M | 4.89% | 89,521 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $14.2M | 3.94% | 220,871 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $13.1M | 3.63% | 166,443 | Added |
| 6 | SPLG | SPDR SERIES TRUST | $12.1M | 3.37% | 158,064 | Added |
| 7 | GOOG | ALPHABET INC | $10.7M | 2.99% | 37,392 | Trimmed |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $10.5M | 2.92% | 198,642 | Added |
| 9 | BNDW | VANGUARD SCOTTSDALE FDS | $8.5M | 2.36% | 123,961 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $8.4M | 2.34% | 148,897 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $8.3M | 2.31% | 28,242 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $8.0M | 2.24% | 97,089 | Added |
| 13 | IVV | ISHARES TR | $7.7M | 2.13% | 11,723 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $6.4M | 1.78% | 14,651 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $6.2M | 1.71% | 32,102 | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.7M | 1.59% | 16,935 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $5.7M | 1.57% | 57,749 | Added |
| 18 | AVDV | AMERICAN CENTY ETF TR | $5.3M | 1.47% | 52,915 | Trimmed |
| 19 | STIP | ISHARES TR | $4.9M | 1.35% | 46,974 | Added |
| 20 | AVUV | AMERICAN CENTY ETF TR | $4.8M | 1.34% | 43,741 | Trimmed |
| 21 | IEMG | ISHARES INC | $4.8M | 1.34% | 68,989 | Added |
| 22 | CMI | CUMMINS INC | $4.6M | 1.27% | 8,479 | Trimmed |
| 23 | AAPL | APPLE INC | $4.6M | 1.27% | 18,017 | Trimmed |
| 24 | VBR | VANGUARD INDEX FDS | $4.4M | 1.23% | 20,306 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $4.4M | 1.21% | 6,145 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31