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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLV SELECT SECTOR SPDR TR 2,945.0 $467K 0.12% +305.0 +11.6% $158.66 +8.2%
102 HEFA ISHARES TR 9,935.0 $466K 0.12% -45K -81.9% $46.92 +0.8%
103 AMZN AMAZON COM INC Consumer Cyclical 1,885.0 $449K 0.11% +246.0 +15.0% $238.34 +7.5%
104 ORCL ORACLE CORP Technology 3,059.0 $448K 0.11% -67.0 -2.1% $146.54 +3.7%
105 NVDA NVIDIA CORPORATION Technology 2,230.0 $446K 0.11% -64.0 -2.8% $200.09 +13.9%
106 SCHV SCHWAB STRATEGIC TR 12,590.0 $438K 0.11% -616.0 -4.7% $34.81 -0.1%
107 VIOV VANGUARD ADMIRAL FDS INC 3,673.0 $431K 0.11% -19.0 -0.5% $117.33 +1.0%
108 IBM INTERNATIONAL BUSINESS MACHS Technology 1,496.0 $421K 0.11% -275.0 -15.5% $281.21 -15.1%
109 BERKSHIRE HATHAWAY INC DEL 833.0 $417K 0.11% -82.0 -9.0% $500.39
110 APOS APOLLO GLOBAL MGMT INC 3,500.0 $414K 0.10% -300.0 -7.9% $118.31
111 BA BOEING CO Industrials 1,850.0 $400K 0.10% $216.47 -3.0%
112 VEU VANGUARD INTL EQUITY INDEX F 4,755.0 $398K 0.10% $83.75 +2.5%
113 SCHD SCHWAB STRATEGIC TR 12,555.0 $398K 0.10% $31.71 +9.8%
114 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,032.0 $382K 0.10% $370.59 -4.5%
115 ETN EATON CORP PLC Industrials 885.0 $377K 0.10% -165.0 -15.7% $426.12 -2.4%
116 IAU ISHARES GOLD TR Financial Services 4,960.0 $375K 0.10% $75.51 +14.7%
117 INTC INTEL CORP Technology 2,620.0 $366K 0.09% NEW $139.63 -34.0%
118 XLI SELECT SECTOR SPDR TR 1,950.0 $361K 0.09% +230.0 +13.4% $185.23 -3.5%
119 XLK SELECT SECTOR SPDR TR 1,877.0 $358K 0.09% -399.0 -17.5% $190.52 -1.0%
120 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 10,335.0 $350K 0.09% -685.0 -6.2% $33.88 +11.0%
Page 6 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%