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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BNDX	VANGUARD CHARLOTTE FDS	—	10,380	$513K	0.15%	SOLD
2	VTIP	VANGUARD MALVERN FDS	—	5,047	$256K	0.07%	SOLD
3	HON	HONEYWELL INTL INC	Industrials	1,200	$253K	0.07%	SOLD
4	CVX	CHEVRON CORP NEW	Energy	1,483	$230K	0.07%	SOLD
5	UBER	UBER TECHNOLOGIES INC	Technology	2,350	$230K	0.07%	SOLD
6	SPEM	SPDR INDEX SHS FDS	—	4,719	$221K	0.06%	SOLD
7	FNDX	SCHWAB STRATEGIC TR	—	8,376	$220K	0.06%	SOLD

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%