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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLK SELECT SECTOR SPDR TR 2,276.0 $328K 0.09% +891.0 +64.3% $143.97 +33.0%
122 CSCO CISCO SYS INC Technology 4,210.0 $324K 0.09% $77.03 +55.2%
123 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,032.0 $320K 0.09% $310.24 +27.7%
124 AMAT APPLIED MATLS INC Technology 1,200.0 $308K 0.08% $256.99 +140.1%
125 CALI BLACKROCK ETF TRUST II 5,834.0 $294K 0.08% NEW $50.46 +0.0%
126 IWB ISHARES TR 788.0 $294K 0.08% $373.44 +9.4%
127 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,716.0 $282K 0.08% $75.91 -28.6%
128 PGX INVESCO EXCH TRADED FD TR II 24,999.0 $281K 0.08% -6K -19.5% $11.24 -2.2%
129 EZU ISHARES INC 4,366.0 $280K 0.08% $64.10 +8.4%
130 META META PLATFORMS INC Communication Services 418.0 $276K 0.07% NEW $660.09 -12.6%
131 SCZ ISHARES TR 3,520.0 $273K 0.07% -51.0 -1.4% $77.53 +7.8%
132 JMUB J P MORGAN EXCHANGE TRADED F 5,376.0 $271K 0.07% -40.0 -0.7% $50.50 -0.0%
133 TIP ISHARES TR 2,456.0 $270K 0.07% -3K -55.9% $109.91 -0.5%
134 XLI SELECT SECTOR SPDR TR 1,720.0 $267K 0.07% -15.0 -0.9% $155.12 +16.6%
135 SCHE SCHWAB STRATEGIC TR 8,011.0 $262K 0.07% -64.0 -0.8% $32.75 +12.6%
136 CL COLGATE PALMOLIVE CO Consumer Defensive 2,986.0 $236K 0.06% +371.0 +14.2% $79.03 +13.2%
137 EFV ISHARES TR 3,213.0 $229K 0.06% $71.41 +7.3%
138 IWD ISHARES TR 1,086.0 $228K 0.06% $210.34 +15.1%
139 HWM HOWMET AEROSPACE INC Industrials 1,000.0 $205K 0.06% NEW $205.02 +35.4%
140 GLDM WORLD GOLD TR Financial Services 2,374.0 $203K 0.06% NEW $85.37 -2.3%
Page 7 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%