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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYG ISHARES TR 18,650.0 $1.5M 0.38% -1K -6.8% $79.97 -0.1%
62 GOOGL ALPHABET INC Communication Services 4,018.0 $1.4M 0.36% -49.0 -1.2% $357.37 -4.7%
63 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,808.0 $1.4M 0.36% +13K +105.0% $57.62 +16.2%
64 WMT WALMART INC Consumer Defensive 11,530.0 $1.3M 0.33% -70.0 -0.6% $113.26 -9.4%
65 TSLA TESLA INC Consumer Cyclical 2,844.0 $1.2M 0.30% +559.0 +24.5% $420.60 -15.6%
66 XLU SELECT SECTOR SPDR TR 24,995.0 $1.1M 0.29% +2K +11.0% $45.34 -4.8%
67 JNJ JOHNSON & JOHNSON Healthcare 4,100.0 $1.0M 0.26% -85.0 -2.0% $253.97 +4.6%
68 SCHW SCHWAB CHARLES CORP Financial Services 10,900.0 $1.0M 0.26% $92.27 +17.1%
69 QQQ INVESCO QQQ TR Financial Services 1,344.0 $990K 0.25% $736.40 -2.1%
70 DFAT DIMENSIONAL ETF TRUST 13,946.0 $975K 0.25% -168.0 -1.2% $69.90 +2.1%
71 VOO VANGUARD INDEX FDS 1,312.0 $901K 0.23% +284.0 +27.6% $686.81 +3.2%
72 FNDF SCHWAB STRATEGIC TR 16,455.0 $868K 0.22% -427.0 -2.5% $52.76 +5.3%
73 AMAT APPLIED MATLS INC Technology 1,200.0 $868K 0.22% $723.00 -33.3%
74 SPDW SPDR INDEX SHS FDS 16,919.0 $853K 0.22% +608.0 +3.7% $50.39 +3.3%
75 SCHF SCHWAB STRATEGIC TR 30,142.0 $835K 0.21% $27.70 +2.6%
76 KO COCA COLA CO Consumer Defensive 10,267.0 $834K 0.21% -858.0 -7.7% $81.27 +9.6%
77 AMGN AMGEN INC Healthcare 2,275.0 $824K 0.21% +44.0 +2.0% $362.09 +20.7%
78 ISTB ISHARES TR 16,200.0 $782K 0.20% NEW $48.25 -0.3%
79 MUB ISHARES TR 6,981.0 $751K 0.19% -1K -12.7% $107.62 -2.1%
80 SCHG SCHWAB STRATEGIC TR 21,679.0 $734K 0.19% +10K +89.4% $33.84 +6.0%
Page 4 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%