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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 1,877.0 $358K 0.09% -399.0 -17.5% $190.52 -1.0%
62 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 10,335.0 $350K 0.09% -685.0 -6.2% $33.88 +11.0%
63 ARES ARES MANAGEMENT CORPORATION Financial Services 3,100.0 $345K 0.09% -175.0 -5.3% $111.31 +27.9%
64 J P MORGAN EXCHANGE TRADED F 6,820.0 $345K 0.09% -5K -44.6% $50.57
65 MCD MCDONALDS CORP Consumer Cyclical 1,200.0 $324K 0.08% -40.0 -3.2% $270.31 -3.8%
66 DFAI DIMENSIONAL ETF TRUST 7,569.0 $312K 0.08% -1K -12.6% $41.25 +5.0%
67 EZU ISHARES INC 4,300.0 $299K 0.08% -66.0 -1.5% $69.50 +2.2%
68 SCZ ISHARES TR 3,483.0 $287K 0.07% -37.0 -1.1% $82.27 +6.3%
69 TFC TRUIST FINL CORP Financial Services 5,500.0 $274K 0.07% -2K -21.4% $49.82 +1.0%
70 SCHE SCHWAB STRATEGIC TR 7,420.0 $269K 0.07% -591.0 -7.4% $36.26 +2.8%
71 JMUB J P MORGAN EXCHANGE TRADED F 5,256.0 $266K 0.07% -120.0 -2.2% $50.66 -2.0%
72 HWM HOWMET AEROSPACE INC Industrials 975.0 $262K 0.07% -25.0 -2.5% $268.86 -0.5%
73 PFF ISHARES TR 8,495.0 $259K 0.07% -3K -23.5% $30.49 +0.5%
74 CALI BLACKROCK ETF TRUST II 4,916.0 $248K 0.06% -918.0 -15.7% $50.53 -0.2%
75 AVIV AMERICAN CENTY ETF TR 3,172.0 $246K 0.06% -4K -56.0% $77.42 +7.5%
76 FNDC SCHWAB STRATEGIC TR 4,379.0 $213K 0.05% -133.0 -3.0% $48.56 +6.0%
77 PGX INVESCO EXCH TRADED FD TR II 18,899.0 $205K 0.05% -6K -24.4% $10.84 -1.8%
Page 4 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%