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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
Page 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 12,096.0 $1.4M 0.37% -2K -14.8% $113.77 -8.7%
62 MRK MERCK & CO INC Healthcare 12,286.0 $1.3M 0.35% +2K +25.0% $105.26 +8.2%
63 WMT WALMART INC Consumer Defensive 11,600.0 $1.3M 0.35% $111.41 +6.0%
64 GOOGL ALPHABET INC Communication Services 4,067.0 $1.3M 0.34% +1K +35.3% $313.00 +17.6%
65 IEFA ISHARES TR 13,294.0 $1.2M 0.32% -329.0 -2.4% $89.46 +8.8%
66 SCHW SCHWAB CHARLES CORP Financial Services 10,900.0 $1.1M 0.29% $99.91 -8.2%
67 TSLA TESLA INC Consumer Cyclical 2,285.0 $1.0M 0.28% $449.72 -10.9%
68 XLU SELECT SECTOR SPDR TR 22,520.0 $961K 0.26% +11K +100.0% $42.69 +4.8%
69 JNJ JOHNSON & JOHNSON Healthcare 4,185.0 $866K 0.23% $206.95 +10.4%
70 MUB ISHARES TR 7,999.0 $857K 0.23% -144.0 -1.8% $107.11 +0.2%
71 DFAT DIMENSIONAL ETF TRUST 14,114.0 $840K 0.23% -420.0 -2.9% $59.54 +15.0%
72 QQQ INVESCO QQQ TR Financial Services 1,345.0 $826K 0.22% $614.31 +20.6%
73 BAC BANK AMERICA CORP Financial Services 14,250.0 $784K 0.21% -100.0 -0.7% $55.00 +2.2%
74 KO COCA COLA CO Consumer Defensive 11,125.0 $778K 0.21% -1K -9.9% $69.91 +13.6%
75 FNDF SCHWAB STRATEGIC TR 16,882.0 $763K 0.21% -2K -9.0% $45.21 +19.7%
76 AMGN AMGEN INC Healthcare 2,231.0 $730K 0.20% +370.0 +19.9% $327.24 +3.2%
77 SPDW SPDR INDEX SHS FDS 16,311.0 $724K 0.20% +916.0 +6.0% $44.41 +16.7%
78 SCHF SCHWAB STRATEGIC TR 30,116.0 $724K 0.20% -1K -4.2% $24.04 +17.4%
79 XOM EXXON MOBIL CORP Energy 5,820.0 $700K 0.19% -150.0 -2.5% $120.34 +17.0%
80 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,128.0 $680K 0.18% -55.0 -4.7% $603.28 +14.5%
Page 4 of 8  ·  141 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 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%