StockDriftsStockDriftsTop 50 Stone Summit Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.86% | 61.9K | $23.1M | +0.63%(+387) | $321.52(+51.18%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.88% | 88.2K | $19.2M | -1.52%(-1.36K) | $142.83(+59.29%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.48% | 223.3K | $17.6M | -3.52%(-8.15K) | $78.87(-0.30%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.12% | 227.6K | $16.2M | +3.04%(+6.72K) | $54.93(+34.73%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.62% | 162.2K | $14.3M | +2.61%(+4.13K) | $74.08(+23.18%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.24% | 163.8K | $12.8M | -1.59%(-2.64K) | $78.16(-0.70%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.22% | 35.9K | $12.7M | -3.88%(-1.45K) | $138.48(+147.44%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.74% | 200.2K | $10.8M | +0.78%(+1.56K) | $35.81(+62.22%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.35% | 152.1K | $9.2M | +2.16%(+3.21K) | $41.78(+51.78%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.26% | 27.2K | $8.9M | -3.78%(-1.07K) | $157.07(+132.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.56% | +35.15% | — | — | +20.43% |
| Top 20 Holdings Unweighted | +12.07% | +40.76% | — | — | +25.28% |
Stone Summit Wealth LLC reports $394.03M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.9%), VTV (4.9%) and VCSH (4.5%). The top 20 holdings account for 55.01% of reported assets. Its disclosed equity book has returned +35.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Summit Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908192). View Stone Summit Wealth LLC’s 13F filings on SEC