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Stone Summit Wealth LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $370,277,664
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $18,493,727
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $18,038,430
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $17,112,179
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $16,719,544
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $15,330,825
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $11,515,730
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $11,131,701
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $10,824,302
- VANGUARD SCOTTSDALE FDS · TOTAL WLD BD ETF · 92206C565 · shares: $9,423,149
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $9,039,753
Reported holdings
137 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 239,401 shares | $18,493,727 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 83,480 shares | $18,038,430 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 242,348 shares | $17,112,179 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 186,269 shares | $16,719,544 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 200,665 shares | $15,330,825 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 206,153 shares | $11,515,730 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 32,669 shares | $11,131,701 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 177,070 shares | $10,824,302 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | — | 143,098 shares | $9,423,149 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 73,446 shares | $9,039,753 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 114,312 shares | $8,951,797 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 10,371 shares | $7,942,861 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 23,915 shares | $7,911,884 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 82,460 shares | $7,430,461 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 14,141 shares | $6,450,983 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 29,983 shares | $6,237,026 |
| APPLE INC | COM | 037833100 | — | 17,801 shares | $5,928,093 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 72,572 shares | $5,889,922 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 52,444 shares | $5,736,352 |
| MICROSOFT CORP | COM | 594918104 | — | 11,132 shares | $5,709,525 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 53,609 shares | $5,344,863 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 44,749 shares | $5,270,072 |
| AMPHENOL CORP | CL A | 032095101 | — | 61,147 shares | $5,154,692 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 162,067 shares | $4,795,552 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 19,191 shares | $4,433,627 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 45,864 shares | $4,147,956 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 30,356 shares | $4,129,640 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 14,475 shares | $4,117,949 |
| CATERPILLAR INC | COM | 149123101 | — | 5,065 shares | $4,106,453 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 27,189 shares | $4,052,520 |
| ELI LILLY & CO | COM | 532457108 | — | 3,190 shares | $3,691,085 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 12,022 shares | $3,655,890 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 9,654 shares | $3,612,960 |
| QUALCOMM INC | COM | 747525103 | — | 19,566 shares | $3,600,927 |
| LINDE PLC | SHS | G54950103 | — | 7,532 shares | $3,575,064 |
| CUMMINS INC | COM | 231021106 | — | 6,683 shares | $3,452,237 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 63,975 shares | $3,182,097 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 4,145 shares | $3,161,101 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 25,589 shares | $3,066,282 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 50,028 shares | $2,967,183 |
| ECOLAB INC | COM | 278865100 | — | 10,734 shares | $2,947,342 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 30,841 shares | $2,899,687 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 7,704 shares | $2,710,652 |
| MERCK & CO INC | COM | 58933Y105 | — | 18,096 shares | $2,629,530 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 15,167 shares | $2,613,426 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 24,156 shares | $2,525,256 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 44,265 shares | $2,434,575 |
| VISA INC | COM CL A | 92826C839 | — | 6,706 shares | $2,409,667 |
| STRYKER CORPORATION | COM | 863667101 | — | 8,567 shares | $2,359,266 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 22,144 shares | $2,357,893 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 39,944 shares | $2,111,414 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 26,067 shares | $2,044,174 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 26,591 shares | $2,014,002 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 20,191 shares | $1,956,104 |
| PEPSICO INC | COM | 713448108 | — | 15,204 shares | $1,926,651 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 61,897 shares | $1,856,903 |
| LOWES COS INC | COM | 548661107 | — | 9,888 shares | $1,822,260 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 27,604 shares | $1,722,488 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 36,824 shares | $1,636,823 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 17,430 shares | $1,345,770 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,788 shares | $1,303,375 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 26,785 shares | $1,265,591 |
| HOME DEPOT INC | COM | 437076102 | — | 4,240 shares | $1,206,238 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 11,314 shares | $1,143,807 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 10,900 shares | $1,065,366 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,344 shares | $994,251 |
| AMGEN INC | COM | 031162100 | — | 2,226 shares | $938,194 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 13,932 shares | $925,642 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 23,330 shares | $920,135 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,271 shares | $890,793 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 16,224 shares | $872,040 |
| COCA COLA CO | COM | 191216100 | — | 9,966 shares | $857,873 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,117 shares | $825,195 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 29,612 shares | $813,449 |
| TESLA INC | COM | 88160R101 | — | 2,250 shares | $798,323 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 15,548 shares | $780,667 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 21,149 shares | $759,888 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 3,661 shares | $709,319 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 5,660 shares | $708,972 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,915 shares | $650,986 |
| EXXONMOBIL HOLDINGS CORP | COM SHS *A* | 30233Q108 | — | 3,937 shares | $640,747 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 21,830 shares | $639,832 |
| BANK OF AMER CORP | COM | 060505104 | — | 11,600 shares | $631,388 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 13,040 shares | $617,576 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,200 shares | $613,656 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,176 shares | $604,689 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 846 shares | $555,577 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 16,944 shares | $552,884 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,420 shares | $552,680 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 897 shares | $548,749 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 3,165 shares | $533,049 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 3,688 shares | $524,655 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 6,737 shares | $521,579 |
| DISNEY WALT CO | COM | 254687106 | — | 4,470 shares | $468,903 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 2,054 shares | $468,887 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 9,935 shares | $460,885 |
| CISCO SYS INC | COM | 17275R102 | — | 4,000 shares | $430,520 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,834 shares | $427,891 |
| ORACLE CORP | COM | 68389X105 | — | 3,056 shares | $419,543 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 12,590 shares | $419,373 |