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Portfolio (Quarterly) Guide ↗

Stone Summit Wealth LLC

· CIK 0001908192
13F Portfolio $394M AUM 144 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 37 Added 77 Reduced 8 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 20,261.0 $2.0M 0.50% +7K +52.4% $96.58 +4.3%
22 SCHX SCHWAB STRATEGIC TR 64,726.0 $1.9M 0.48% +10K +18.7% $29.43 +3.3%
23 VTEB VANGUARD MUN BD FDS 34,644.0 $1.8M 0.45% +5K +17.7% $50.58 -2.2%
24 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,808.0 $1.4M 0.36% +13K +105.0% $57.62 +16.2%
25 TSLA TESLA INC Consumer Cyclical 2,844.0 $1.2M 0.30% +559.0 +24.5% $420.60 -15.6%
26 XLU SELECT SECTOR SPDR TR 24,995.0 $1.1M 0.29% +2K +11.0% $45.34 -4.8%
27 VOO VANGUARD INDEX FDS 1,312.0 $901K 0.23% +284.0 +27.6% $686.81 +3.2%
28 SPDW SPDR INDEX SHS FDS 16,919.0 $853K 0.22% +608.0 +3.7% $50.39 +3.3%
29 AMGN AMGEN INC Healthcare 2,275.0 $824K 0.21% +44.0 +2.0% $362.09 +20.7%
30 SCHG SCHWAB STRATEGIC TR 21,679.0 $734K 0.19% +10K +89.4% $33.84 +6.0%
31 IWF ISHARES TR 5,660.0 $703K 0.18% +4K +298.6% $124.17 -0.2%
32 ITOT ISHARES TR 3,915.0 $643K 0.16% +45.0 +1.2% $164.27 +2.9%
33 VANGUARD CALIF TAX FREE FDS 5,989.0 $602K 0.15% +1K +25.2% $100.60
34 XLV SELECT SECTOR SPDR TR 2,945.0 $467K 0.12% +305.0 +11.6% $158.66 +8.2%
35 AMZN AMAZON COM INC Consumer Cyclical 1,885.0 $449K 0.11% +246.0 +15.0% $238.34 +7.5%
36 XLI SELECT SECTOR SPDR TR 1,950.0 $361K 0.09% +230.0 +13.4% $185.23 -3.5%
37 CL COLGATE PALMOLIVE CO Consumer Defensive 3,111.0 $285K 0.07% +125.0 +4.2% $91.69 -0.8%
Page 2 of 2  ·  37 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 37.7%
Financial Services 18.0%
Healthcare 14.9%
Industrials 10.0%
Basic Materials 5.8%
Consumer Cyclical 5.4%
Consumer Defensive 4.2%
Utilities 2.0%
Communication Services 1.6%
Energy 0.6%