Stone Summit Wealth LLC holds a diversified book of 144 reported positions worth $394.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Ishares Core 1-5 Year Usd Bo and trimmed Vanguard Value ETF. Their largest long position is Microsoft Corp at 6% of the reported non-option book.
Stone Summit Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stone Summit Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 30 / 80 | $1.0B |
| Kearns & Associates LLC | 20 / 80 | $198.0M |
| Roth Financial Partners LLC | 17 / 80 | $304.8M |
| Prosperity Advisers, LLC | 21 / 80 | $123.4M |
| Johnson Financial Group, LLC | 51 / 80 | $1.6B |
| BCK Partners, Inc. | 15 / 80 | $170.9M |
| Beacon Financial Strategies CORP | 35 / 80 | $163.9M |
| CBM Financial, LLC | 10 / 80 | $134.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Stone Summit Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $23.1M | 61.9K | 5.9% | ▲+0.6% Added · +387 sh | |
| 2 | Vanguard Index FDS VALUE ETF | $19.2M | 88.2K | 4.9% | ▼−1.5% Reduced · −1K sh | |
| 3 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $17.6M | 223.3K | 4.5% | ▼−3.5% Reduced · −8K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $16.2M | 227.6K | 4.1% | ▲+3.0% Added · +7K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $14.3M | 162.2K | 3.6% | ▲+2.6% Added · +4K sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $12.8M | 163.8K | 3.2% | ▼−1.6% Reduced · −3K sh | |
| 7 | Alphabet Inc CAP STK CL C | $12.7M | 35.9K | 3.2% | ▼−3.9% Reduced · −1K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $10.8M | 200.2K | 2.7% | ▲+0.8% Added · +2K sh | |
| 9 | SPDR Series Trust ST STR P500VAL | $9.2M | 152.1K | 2.3% | ▲+2.1% Added · +3K sh | |
| 10 | JPMorgan Chase & Co COM | $8.9M | 27.2K | 2.3% | ▼−3.8% Reduced · −1K sh | |
| 11 | Vanguard Scottsdale FDS TOTAL WLD BD ETF | $8.8M | 128.1K | 2.2% | ▲+3.4% Added · +4K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $8.3M | 100.1K | 2.1% | ▲+3.1% Added · +3K sh | |
| 13 | Ishares TR CORE S&P500 ETF | $8.2M | 10.9K | 2.1% | ▼−6.8% Reduced · −795 sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.6M | 16.0K | 1.9% | ▼−5.8% Reduced · −977 sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $7.4M | 85.8K | 1.9% | ▲+485% Added · +71K sh | |
| 16 | SPDR Series Trust ST STR P500GRW | $7.3M | 61.2K | 1.8% | ▲+6.0% Added · +3K sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.7M | 31.6K | 1.7% | ▼−1.5% Reduced · −470 sh | |
| 18 | Caterpillar Inc COM | $6.1M | 5.7K | 1.5% | ▼−7.1% Reduced · −438 sh | |
| 19 | Amphenol Corp CL A | $5.8M | 32.8K | 1.5% | ▼−3.9% Reduced · −1K sh | |
| 20 | Ishares Inc CORE MSCI EMKT | $5.7M | 69.3K | 1.5% | ▲+0.4% Added · +308 sh | |
| 21 | Cummins Inc COM | $5.7M | 7.9K | 1.4% | ▼−6.3% Reduced · −530 sh | |
| 22 | American Centy ETF TR US SML CP VALU | $5.5M | 43.9K | 1.4% | ▲+0.3% Added · +136 sh | |
| 23 | American Centy ETF TR INTL SMCP VLU | $5.3M | 51.7K | 1.4% | ▼−2.3% Reduced · −1K sh | |
| 24 | Apple Inc COM | $5.2M | 18.0K | 1.3% | ▼−0.3% Reduced · −59 sh | |
| 25 | Ishares TR 0-5 YR TIPS ETF | $5.0M | 48.5K | 1.3% | ▲+3.3% Added · +2K sh | |
| 26 | Vanguard Index FDS SM CP VAL ETF | $4.9M | 20.0K | 1.2% | ▼−1.4% Reduced · −287 sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $4.8M | 32.4K | 1.2% | ▼−0.7% Reduced · −224 sh | |
| 28 | American Express Co COM | $4.5M | 13.4K | 1.2% | ▼−1.7% Reduced · −235 sh | |
| 29 | American Centy ETF TR US LARGE CAP VLU | $4.3M | 47.1K | 1.1% | ▼−0.6% Reduced · −289 sh | |
| 30 | Linde PLC SHS | $4.3M | 8.3K | 1.1% | ▼−1.2% Reduced · −99 sh | |
| 31 | Vanguard Index FDS SMALL CP ETF | $4.2M | 13.8K | 1.1% | ▲+1.2% Added · +165 sh | |
| 32 | Eli Lilly & Co COM | $4.2M | 3.5K | 1.1% | ▲+2.7% Added · +90 sh | |
| 33 | Qualcomm Inc COM | $3.9M | 21.3K | 1.0% | ▼−4.2% Reduced · −925 sh | |
| 34 | Gilead Sciences Inc COM | $3.9M | 30.7K | 1.0% | ▼−1.8% Reduced · −577 sh | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $3.6M | 9.7K | 0.9% | ▼−0.2% Reduced · −20 sh | |
| 36 | Ecolab Inc COM | $3.2M | 11.6K | 0.8% | ▼−3.8% Reduced · −458 sh | |
| 37 | Stryker Corporation COM | $3.2M | 10.0K | 0.8% | ▼−6.4% Reduced · −686 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.2K | 0.8% | ▲+1.5% Added · +63 sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.1M | 51.9K | 0.8% | ▼−1.7% Reduced · −884 sh | |
| 40 | American Centy ETF TR AVANTIS EMGMKT | $3.0M | 31.2K | 0.8% | ▼−1.2% Reduced · −367 sh | |
| 41 | Schwab Strategic TR INTL SCEQT ETF | $2.8M | 58.0K | 0.7% | ▲+4.8% Added · +3K sh | |
| 42 | Ishares TR EAFE GRWTH ETF | $2.8M | 22.2K | 0.7% | ▲+4.9% Added · +1K sh | |
| 43 | Vanguard Index FDS LARGE CAP ETF | $2.6M | 7.7K | 0.7% | —Held | |
| 44 | Visa Inc COM CL A | $2.6M | 7.6K | 0.7% | ▼−0.2% Reduced · −19 sh | |
| 45 | Pepsico Inc COM | $2.6M | 19.0K | 0.7% | ▼−3.2% Reduced · −634 sh | |
| 46 | Ishares TR SHRT NAT MUN ETF | $2.5M | 23.9K | 0.6% | ▼−7.6% Reduced · −2K sh | |
| 47 | NextEra Energy Inc COM | $2.5M | 29.0K | 0.6% | ▲+4.3% Added · +1K sh | |
| 48 | Dimensional ETF Trust US MKTWIDE VALUE | $2.4M | 44.3K | 0.6% | ▼−0.1% Reduced · −55 sh | |
| 49 | Lowes Cos Inc COM | $2.4M | 11.0K | 0.6% | ▼−2.2% Reduced · −252 sh | |
| 50 | SPDR Series Trust ST STR SP600 SML | $2.4M | 42.0K | 0.6% | ▼−2.7% Reduced · −1K sh |
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Use Arkolith to show Stone Summit Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 144 | $394.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 142 | $359.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 141 | $368.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 143 | $352.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 142 | $322.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 140 | $295.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 138 | $298.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 141 | $309.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.