account_balance
Investment manager · 13F filer · SEC CIK 1908192
Stone Summit Wealth LLC
Reported value$370Mas of Sep 30, 2026
Positions137 1 new, 8 sold out
Top 10 weight37.2%VCSH alone is 5%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCSHVanguard Scottsdale FDS
5.0%Added +7%
VTVVanguard Index FDS
4.9%Trimmed −5%
VEAVanguard Tax-Managed FDS
4.6%Added +6%
SPYMSPDR Series Trust
4.5%Added +15%
BSVVanguard Bd Index FDS
4.1%Added +23%
DFIVDimensional ETF Trust
3.1%Added +3%
GOOGAlphabet Inc.
3.0%Trimmed −9%
SPYVSPDR Series Trust
2.9%Added +16%
BNDWVanguard Scottsdale FDS
2.5%Added +12%
SPYGSPDR Series Trust
2.4%Added +20%
VCITVanguard Scottsdale FDS
2.4%Added +14%
IVViShares Tr
2.1%−5%
VCSHVanguard Scottsdale FDS
5.0%+7%
VTVVanguard Index FDS
4.9%
VEAVanguard Tax-Managed FDS
4.6%
SPYMSPDR Series Trust
4.5%
BSVVanguard Bd Index FDS
4.1%
DFIVDimensional ETF Trust
3.1%+3%
GOOGAlphabet Inc.
3.0%
SPYVSPDR Series Trust
2.9%
BNDWVanguard Scottsdale FDS
2.5%
SPYG2.4%
VCIT
IVV2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCSH Vanguard Scottsdale FDS 5.0% Added +7%
VTV Vanguard Index FDS 4.9% Trimmed −5%
VEA Vanguard Tax-Managed FDS 4.6% Added +6%
SPYM SPDR Series Trust 4.5% Added +15%
BSV Vanguard Bd Index FDS 4.1% Added +23%
DFIV Dimensional ETF Trust 3.1% Added +3%
GOOG Alphabet Inc. 3.0% Trimmed −9%SPYV SPDR Series Trust 2.9% Added +16%
BNDW Vanguard Scottsdale FDS 2.5% Added +12%
SPYG SPDR Series Trust 2.4% Added +20%
VCIT Vanguard Scottsdale FDS 2.4% Added +14%
IVV iShares Tr 2.1% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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