Stone Summit Wealth LLC: 13F holdings
CIK 19081922026Q2
| Positions | 144 |
|---|---|
| Reported value | $394.0m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 61,882 | $23.1m | 5.9% |
| VTV VANGUARD INDEX FDS | 88,161 | $19.2m | 4.9% |
| VCSH VANGUARD SCOTTSDALE FDS | 223,282 | $17.6m | 4.5% |
| VEA VANGUARD TAX-MANAGED FDS | 227,588 | $16.2m | 4.1% |
| SPYM SPDR SERIES TRUST | 162,191 | $14.3m | 3.6% |
| BSV VANGUARD BD INDEX FDS | 163,804 | $12.8m | 3.2% |
| GOOG ALPHABET INC | 35,941 | $12.7m | 3.2% |
| DFIV DIMENSIONAL ETF TRUST | 200,201 | $10.8m | 2.7% |
| SPYV SPDR SERIES TRUST | 152,106 | $9.2m | 2.3% |
| JPM JPMORGAN CHASE & CO | 27,174 | $8.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908192")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.