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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMI CUMMINS INC Industrials 7,949.0 $5.7M 1.44% -1K -14.6% $713.21 -19.5%
22 AVUV AMERICAN CENTY ETF TR 43,877.0 $5.5M 1.39% -526.0 -1.2% $124.76 +1.0%
23 AVDV AMERICAN CENTY ETF TR 51,721.0 $5.3M 1.35% -2K -4.3% $103.05 +9.8%
24 AAPL APPLE INC Technology 17,958.0 $5.2M 1.32% -647.0 -3.5% $289.36 +8.7%
25 STIP ISHARES TR 48,521.0 $5.0M 1.26% +3K +5.8% $102.16 -1.2%
26 VBR VANGUARD INDEX FDS 20,019.0 $4.9M 1.24% -3K -14.2% $242.99 +2.2%
27 IJR ISHARES TR 32,352.0 $4.8M 1.22% -692.0 -2.1% $148.31 -1.0%
28 AXP AMERICAN EXPRESS CO Financial Services 13,401.0 $4.5M 1.15% -851.0 -6.0% $338.25 -1.2%
29 AVLV AMERICAN CENTY ETF TR 47,117.0 $4.3M 1.09% -3K -5.2% $91.21 +3.0%
30 LIN LINDE PLC Basic Materials 8,267.0 $4.3M 1.09% -189.0 -2.2% $518.94 -6.5%
31 VB VANGUARD INDEX FDS 13,764.0 $4.2M 1.06% +665.0 +5.1% $303.12 +0.4%
32 LLY ELI LILLY & CO Healthcare 3,470.0 $4.2M 1.06% +107.0 +3.2% $1199.43 -1.9%
33 QCOM QUALCOMM INC Technology 21,259.0 $3.9M 1.00% -2K -8.7% $184.79 -10.8%
34 GILD GILEAD SCIENCES INC Healthcare 30,669.0 $3.9M 0.98% -2K -5.8% $126.34 +17.8%
35 VTI VANGUARD INDEX FDS 9,668.0 $3.6M 0.91% $370.04 +2.9%
36 ECL ECOLAB INC Basic Materials 11,555.0 $3.2M 0.82% -502.0 -4.2% $278.61 +2.6%
37 SYK STRYKER CORPORATION Healthcare 10,047.0 $3.2M 0.80% -1K -9.6% $314.84 +2.3%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,190.0 $3.1M 0.79% +39.0 +0.9% $746.77 +3.3%
39 VWO VANGUARD INTL EQUITY INDEX F 51,880.0 $3.1M 0.79% -928.0 -1.8% $59.69 +2.2%
40 AVEM AMERICAN CENTY ETF TR 31,190.0 $3.0M 0.76% -1K -4.5% $96.49 -1.3%
Page 2 of 8  ·  144 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%