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Portfolio (Quarterly) Guide ↗

Stone Summit Wealth LLC

· CIK 0001908192
13F Portfolio $369M AUM 141 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 45 Added 61 Reduced 7 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 8,456.0 $3.6M 0.98% +345.0 +4.2% $426.39 +20.1%
22 VB VANGUARD INDEX FDS 13,099.0 $3.4M 0.92% +886.0 +7.2% $257.95 +14.9%
23 ECL ECOLAB INC Basic Materials 12,057.0 $3.2M 0.86% +488.0 +4.2% $262.52 +2.5%
24 SUB ISHARES TR 25,321.0 $2.7M 0.73% +1K +5.6% $106.70 -0.1%
25 V VISA INC Financial Services 7,699.0 $2.7M 0.73% +109.0 +1.4% $350.71 -6.7%
26 SCHC SCHWAB STRATEGIC TR 47,913.0 $2.2M 0.59% +4K +8.9% $45.53 +8.4%
27 NEE NEXTERA ENERGY INC Utilities 25,984.0 $2.1M 0.57% +2K +8.0% $80.28 +8.1%
28 MDT MEDTRONIC PLC Healthcare 21,186.0 $2.0M 0.55% +2K +13.3% $96.06 -17.4%
29 VO VANGUARD INDEX FDS 6,891.0 $2.0M 0.54% +1K +19.7% $290.22 -72.4%
30 EFG ISHARES TR 15,609.0 $1.8M 0.48% +684.0 +4.6% $113.92 +9.8%
31 VTEB VANGUARD MUN BD FDS 29,432.0 $1.5M 0.40% +2K +6.8% $50.29 +0.3%
32 MRK MERCK & CO INC Healthcare 12,286.0 $1.3M 0.35% +2K +25.0% $105.26 +8.2%
33 GOOGL ALPHABET INC Communication Services 4,067.0 $1.3M 0.34% +1K +35.3% $313.00 +17.6%
34 XLU SELECT SECTOR SPDR TR 22,520.0 $961K 0.26% +11K +100.0% $42.69 +4.8%
35 AMGN AMGEN INC Healthcare 2,231.0 $730K 0.20% +370.0 +19.9% $327.24 +3.2%
36 SPDW SPDR INDEX SHS FDS 16,311.0 $724K 0.20% +916.0 +6.0% $44.41 +16.7%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,100.0 $653K 0.18% +6K +88.5% $53.94 +0.1%
38 VOO VANGUARD INDEX FDS 1,028.0 $645K 0.17% +13.0 +1.3% $627.13 +9.7%
39 VTES VANGUARD WELLINGTON FD 5,351.0 $544K 0.15% +2K +39.3% $101.58 -0.4%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 1,771.0 $525K 0.14% +125.0 +7.6% $296.21 -15.9%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 17.7%
Healthcare 13.7%
Communication Services 10.4%
Industrials 6.7%
Consumer Cyclical 5.2%
Basic Materials 4.6%
Consumer Defensive 4.3%
Utilities 1.4%
Energy 0.5%