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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 5,337.0 $730K 0.18% -483.0 -8.3% $136.72 +14.4%
42 BAC BANK OF AMER CORP Financial Services 12,800.0 $729K 0.18% -1K -10.2% $56.98 +7.4%
43 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 890.0 $626K 0.16% -238.0 -21.1% $703.34 -0.7%
44 DIS DISNEY WALT CO Communication Services 6,485.0 $624K 0.16% -6K -46.4% $96.25 +11.0%
45 SCHA SCHWAB STRATEGIC TR 17,202.0 $622K 0.16% -2K -8.3% $36.13 -3.8%
46 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,725.0 $548K 0.14% -170.0 -9.0% $317.53 -10.3%
47 VTES VANGUARD WELLINGTON FD 5,276.0 $535K 0.14% -75.0 -1.4% $101.31 -0.4%
48 IVW ISHARES TR 3,698.0 $509K 0.13% -340.0 -8.4% $137.53 +2.4%
49 PG PROCTER & GAMBLE CO Consumer Defensive 3,232.0 $474K 0.12% -205.0 -6.0% $146.64 -2.4%
50 CSCO CISCO SYS INC Technology 4,000.0 $470K 0.12% -210.0 -5.0% $117.46 -4.5%
51 IVE ISHARES TR 2,065.0 $469K 0.12% -417.0 -16.8% $227.06 +4.4%
52 HEFA ISHARES TR 9,935.0 $466K 0.12% -45K -81.9% $46.92 +0.8%
53 ORCL ORACLE CORP Technology 3,059.0 $448K 0.11% -67.0 -2.1% $146.54 +3.7%
54 NVDA NVIDIA CORPORATION Technology 2,230.0 $446K 0.11% -64.0 -2.8% $200.09 +13.9%
55 SCHV SCHWAB STRATEGIC TR 12,590.0 $438K 0.11% -616.0 -4.7% $34.81 -0.1%
56 VIOV VANGUARD ADMIRAL FDS INC 3,673.0 $431K 0.11% -19.0 -0.5% $117.33 +1.0%
57 IBM INTERNATIONAL BUSINESS MACHS Technology 1,496.0 $421K 0.11% -275.0 -15.5% $281.21 -15.1%
58 BERKSHIRE HATHAWAY INC DEL 833.0 $417K 0.11% -82.0 -9.0% $500.39
59 APOS APOLLO GLOBAL MGMT INC 3,500.0 $414K 0.10% -300.0 -7.9% $118.31
60 ETN EATON CORP PLC Industrials 885.0 $377K 0.10% -165.0 -15.7% $426.12 -2.4%
Page 3 of 4  ·  77 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%