Stone Summit Wealth LLC
Net seller this quarter
$394M
64
-$4.86M
23.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $23.1M | 5.86% | 0.00% | +0.6% | Q4 2021 |
 BSVN | $12.8M | 3.24% | 1.72% | -1.6% | Q4 2021 |
 GOOG | $12.7M | 3.22% | Not reported | -3.9% | Q4 2021 |
 JPM | $8.89M | 2.26% | 0.00% | -3.8% | Q4 2021 |
 TSM | $7.62M | 1.93% | 0.00% | -5.8% | Q4 2021 |
 CAT | $6.08M | 1.54% | 0.00% | -7.1% | Q4 2021 |
 APH | $5.78M | 1.47% | 0.00% | -3.9% | Q4 2021 |
 CMI | $5.67M | 1.44% | 0.01% | -6.3% | Q4 2021 |
 AAPL | $5.2M | 1.32% | 0.00% | -0.3% | Q4 2021 |
 AXP | $4.53M | 1.15% | 0.00% | -1.7% | Q4 2021 |
 LIN | $4.29M | 1.09% | 0.00% | -1.2% | Q4 2021 |
 LLY | $4.16M | 1.06% | 0.00% | +2.7% | Q1 2022 |
 QCOM | $3.93M | 1.00% | 0.00% | -4.2% | Q4 2021 |
 GILD | $3.87M | 0.98% | 0.00% | -1.9% | Q4 2021 |
 ECL | $3.22M | 0.82% | 0.00% | -3.8% | Q4 2021 |
 SYK | $3.16M | 0.80% | 0.00% | -6.4% | Q4 2021 |
 SPY | $3.13M | 0.79% | Not reported | +1.5% | Q1 2022 |
 V | $2.62M | 0.67% | 0.00% | -0.3% | Q4 2021 |
 PEP | $2.58M | 0.65% | 0.00% | -3.2% | Q4 2021 |
 NEE | $2.54M | 0.65% | 0.00% | +4.3% | Q4 2021 |
 LOW | $2.43M | 0.62% | 0.00% | -2.2% | Q4 2021 |
 A | $2.42M | 0.61% | 0.01% | -0.5% | Q4 2021 |
 MRK | $2.24M | 0.57% | 0.00% | -0.8% | Q4 2021 |
 HD | $1.67M | 0.42% | 0.00% | -2.6% | Q4 2021 |
| GOOGL | $1.44M | 0.36% | 0.00% | -1.7% | Q4 2021 |
 BMY | $1.43M | 0.36% | 0.00% | +10.2% | Q1 2022 |
 WMT | $1.31M | 0.33% | 0.00% | -0.2% | Q1 2022 |
 TSLA | $1.2M | 0.30% | 0.00% | +0.5% | Q1 2022 |
 JNJ | $1.04M | 0.26% | 0.00% | -0.5% | Q1 2022 |
 SCHW | $1.01M | 0.26% | 0.00% | Not reported | Q3 2025 |
 QQQ | $990K | 0.25% | Not reported | Not reported | Q2 2022 |
 FNDF | $868K | 0.22% | Not reported | Not reported | Q4 2021 |
 AMAT | $868K | 0.22% | 0.00% | Not reported | Q3 2025 |
 KO | $834K | 0.21% | 0.00% | -0.3% | Q1 2022 |
 AMGN | $824K | 0.21% | 0.00% | -1.0% | Q1 2022 |
 XOM | $730K | 0.19% | 0.00% | -5.0% | Q1 2022 |
 BAC | $729K | 0.19% | 0.00% | -3.0% | Q1 2022 |
| MDY | $626K | 0.16% | Not reported | -5.7% | Q1 2024 |
 DIS | $624K | 0.16% | 0.00% | -8.5% | Q4 2021 |
 RCL | $548K | 0.14% | 0.00% | -1.2% | Q4 2021 |
 AMD | $493K | 0.13% | 0.00% | New | Q2 2026 |
 PG | $474K | 0.12% | 0.00% | -1.8% | Q4 2021 |
 CSCO | $470K | 0.12% | 0.00% | Not reported | Q4 2021 |
 AMZN | $449K | 0.11% | 0.00% | +20.8% | Q1 2022 |
 ORCL | $448K | 0.11% | 0.00% | -0.8% | Q2 2023 |
 NVDA | $446K | 0.11% | 0.00% | +10.3% | Q2 2025 |
 IBM | $421K | 0.11% | 0.00% | -11.8% | Q1 2024 |
 BRK.B | $417K | 0.11% | Not reported | -2.6% | Q4 2021 |
 APO | $414K | 0.11% | 0.00% | -2.8% | Q2 2022 |
 BA | $400K | 0.10% | 0.00% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| MSFT | $22.8M | 6.33% | 0.00% | -0.2% | Q4 2021 |
| BSVN | $13.1M | 3.63% | 1.75% | +9.1% | Q4 2021 |
| GOOG | $10.7M | 2.99% | Not reported | -4.7% | Q4 2021 |
| JPM | $8.31M | 2.31% | 0.00% | -5.6% | Q4 2021 |
| TSM | $5.72M | 1.59% | 0.00% | -7.8% | Q4 2021 |
| AAPL | $4.57M | 1.27% | 0.00% | -3.2% | Q4 2021 |
| CMI | $4.56M | 1.27% | 0.01% | -8.9% | Q4 2021 |
| GILD | $4.35M | 1.21% | 0.00% | -4.0% | Q4 2021 |
| CAT | $4.35M | 1.21% | 0.00% | -7.9% | Q4 2021 |
| APH | $4.31M | 1.20% | 0.00% | -8.0% | Q4 2021 |
| LIN | $4.15M | 1.15% | 0.00% | -1.1% | Q4 2021 |
| AXP | $4.12M | 1.15% | 0.00% | -4.3% | Q4 2021 |
| SYK | $3.53M | 0.98% | 0.00% | -3.4% | Q4 2021 |
| ECL | $3.2M | 0.89% | 0.00% | -0.4% | Q4 2021 |
| LLY | $3.11M | 0.87% | 0.00% | +0.5% | Q1 2022 |
| PEP | $3.05M | 0.85% | 0.00% | -18.8% | Q4 2021 |
| QCOM | $2.86M | 0.80% | 0.00% | -4.7% | Q4 2021 |
| SPY | $2.68M | 0.75% | Not reported | -0.6% | Q1 2022 |
| LOW | $2.66M | 0.74% | 0.00% | -1.7% | Q4 2021 |
| NEE | $2.58M | 0.72% | 0.00% | +7.0% | Q4 2021 |
| V | $2.32M | 0.64% | 0.00% | -0.5% | Q4 2021 |
| MRK | $2.11M | 0.59% | 0.00% | +43.0% | Q4 2021 |
| A | $2.08M | 0.58% | 0.01% | -5.4% | Q4 2021 |
 MDT | $1.91M | 0.53% | 0.00% | +4.1% | Q4 2021 |
| HD | $1.59M | 0.44% | 0.00% | -4.2% | Q4 2021 |
| WMT | $1.44M | 0.40% | 0.00% | -0.4% | Q1 2022 |
| BMY | $1.37M | 0.38% | 0.00% | +86.0% | Q1 2022 |
| GOOGL | $1.18M | 0.33% | 0.00% | +0.5% | Q4 2021 |
| TSLA | $1.05M | 0.29% | 0.00% | +23.8% | Q1 2022 |
| SCHW | $1.02M | 0.29% | 0.00% | Not reported | Q3 2025 |
| JNJ | $1.01M | 0.28% | 0.00% | -1.6% | Q1 2022 |
| XOM | $953K | 0.27% | 0.00% | -3.4% | Q1 2022 |
| AMGN | $809K | 0.23% | 0.00% | +3.1% | Q1 2022 |
| FNDF | $805K | 0.22% | Not reported | -2.5% | Q4 2021 |
| KO | $783K | 0.22% | 0.00% | -7.4% | Q1 2022 |
| QQQ | $776K | 0.22% | Not reported | -0.1% | Q2 2022 |
| DIS | $683K | 0.19% | 0.00% | -41.4% | Q4 2021 |
| BAC | $644K | 0.18% | 0.00% | -7.4% | Q1 2022 |
| MDY | $582K | 0.16% | Not reported | -16.3% | Q1 2024 |
| RCL | $480K | 0.13% | 0.00% | -7.9% | Q4 2021 |
| PG | $475K | 0.13% | 0.00% | -4.2% | Q4 2021 |
| ORCL | $454K | 0.13% | 0.00% | -1.3% | Q2 2023 |
 IAU | $437K | 0.12% | 0.00% | -0.4% | Q3 2024 |
| IBM | $411K | 0.11% | 0.00% | -4.2% | Q1 2024 |
| AMAT | $410K | 0.11% | 0.00% | Not reported | Q3 2025 |
| BRK.B | $410K | 0.11% | Not reported | -6.6% | Q4 2021 |
| APO | $401K | 0.11% | 0.00% | -5.3% | Q2 2022 |
 NKE | $379K | 0.11% | 0.00% | -8.3% | Q4 2021 |
 MCD | $373K | 0.10% | 0.00% | -3.2% | Q1 2022 |
| BA | $368K | 0.10% | 0.00% | Not reported | Q1 2022 |
| Q4 2025 | |||||
| MSFT | $29.8M | 8.08% | 0.00% | 0.0% | Q4 2021 |
| GOOG | $12.3M | 3.34% | Not reported | +0.6% | Q4 2021 |
| BSVN | $12M | 3.26% | 1.61% | +17.7% | Q4 2021 |
| JPM | $9.64M | 2.62% | 0.00% | -3.5% | Q4 2021 |
| TSM | $5.58M | 1.51% | 0.00% | -4.7% | Q4 2021 |
| AXP | $5.27M | 1.43% | 0.00% | -3.8% | Q4 2021 |
| AAPL | $5.06M | 1.37% | 0.00% | +4.2% | Q4 2021 |
| APH | $5.01M | 1.36% | 0.00% | -6.8% | Q4 2021 |
| CMI | $4.75M | 1.29% | 0.01% | -4.7% | Q4 2021 |
| GILD | $4M | 1.08% | 0.00% | -0.6% | Q4 2021 |
| QCOM | $3.98M | 1.08% | 0.00% | +2.4% | Q4 2021 |
| SYK | $3.91M | 1.06% | 0.00% | +2.0% | Q4 2021 |
| CAT | $3.82M | 1.04% | 0.00% | -4.0% | Q4 2021 |
| LLY | $3.61M | 0.98% | 0.00% | +1.2% | Q1 2022 |
| LIN | $3.61M | 0.98% | 0.00% | +4.3% | Q4 2021 |
| PEP | $3.47M | 0.94% | 0.00% | -1.0% | Q4 2021 |
| ECL | $3.17M | 0.86% | 0.00% | +4.2% | Q4 2021 |
| SPY | $2.83M | 0.77% | Not reported | -3.0% | Q1 2022 |
| LOW | $2.76M | 0.75% | 0.00% | -1.6% | Q4 2021 |
| V | $2.7M | 0.73% | 0.00% | +1.4% | Q4 2021 |
| A | $2.63M | 0.71% | 0.01% | -0.4% | Q4 2021 |
| NEE | $2.09M | 0.57% | 0.00% | +8.0% | Q4 2021 |
| MDT | $2.04M | 0.55% | 0.00% | +13.4% | Q4 2021 |
| HD | $1.74M | 0.47% | 0.00% | -18.8% | Q4 2021 |
| DIS | $1.38M | 0.37% | 0.00% | -14.8% | Q4 2021 |
| MRK | $1.29M | 0.35% | 0.00% | +25.0% | Q4 2021 |
| WMT | $1.29M | 0.35% | 0.00% | Not reported | Q1 2022 |
| GOOGL | $1.27M | 0.35% | 0.00% | +35.3% | Q4 2021 |
| SCHW | $1.09M | 0.30% | 0.00% | Not reported | Q3 2025 |
| TSLA | $1.03M | 0.28% | 0.00% | Not reported | Q1 2022 |
| JNJ | $866K | 0.23% | 0.00% | -0.2% | Q1 2022 |
| QQQ | $826K | 0.22% | Not reported | Not reported | Q2 2022 |
| BAC | $784K | 0.21% | 0.00% | -0.7% | Q1 2022 |
| KO | $778K | 0.21% | 0.00% | -9.9% | Q1 2022 |
| FNDF | $763K | 0.21% | Not reported | -9.0% | Q4 2021 |
| AMGN | $730K | 0.20% | 0.00% | +19.9% | Q1 2022 |
| XOM | $700K | 0.19% | 0.00% | -2.5% | Q1 2022 |
| MDY | $681K | 0.18% | Not reported | -4.7% | Q1 2024 |
| BMY | $653K | 0.18% | 0.00% | +88.5% | Q1 2022 |
| ORCL | $609K | 0.17% | 0.00% | -0.3% | Q2 2023 |
| APO | $550K | 0.15% | 0.00% | Not reported | Q2 2022 |
 ARES | $529K | 0.14% | 0.00% | Not reported | Q2 2022 |
| RCL | $529K | 0.14% | 0.00% | -9.8% | Q4 2021 |
| IBM | $525K | 0.14% | 0.00% | +7.6% | Q1 2024 |
 AVIV | $513K | 0.14% | 0.01% | -11.2% | Q1 2023 |
| NKE | $499K | 0.14% | 0.00% | -5.9% | Q4 2021 |
| PG | $493K | 0.13% | 0.00% | -1.0% | Q4 2021 |
| BRK.B | $460K | 0.12% | Not reported | -2.7% | Q4 2021 |
| NVDA | $428K | 0.12% | 0.00% | +9.8% | Q2 2025 |
| IAU | $404K | 0.11% | 0.00% | -4.6% | Q3 2024 |
| Q3 2025 | |||||
| MSFT | $31.9M | 9.05% | 0.00% | 0.0% | Q4 2021 |
| BSVN | $10.2M | 2.90% | 1.37% | +51.2% | Q4 2021 |
| JPM | $9.78M | 2.77% | 0.00% | +1.9% | Q4 2021 |
| GOOG | $9.49M | 2.69% | Not reported | -2.2% | Q4 2021 |
| TSM | $5.38M | 1.53% | 0.00% | -4.8% | Q4 2021 |
| APH | $4.92M | 1.40% | 0.00% | -9.2% | Q4 2021 |
| AXP | $4.92M | 1.39% | 0.00% | -6.3% | Q4 2021 |
| AAPL | $4.55M | 1.29% | 0.00% | -1.0% | Q4 2021 |
| CMI | $4.12M | 1.17% | 0.01% | -1.1% | Q4 2021 |
| SYK | $4.03M | 1.14% | 0.00% | -7.4% | Q4 2021 |
| LIN | $3.85M | 1.09% | 0.00% | +1.1% | Q4 2021 |
| QCOM | $3.78M | 1.07% | 0.00% | -3.7% | Q4 2021 |
| GILD | $3.64M | 1.03% | 0.00% | -0.5% | Q4 2021 |
| PEP | $3.43M | 0.97% | 0.00% | +3.7% | Q4 2021 |
| CAT | $3.32M | 0.94% | 0.00% | -3.2% | Q4 2021 |
| ECL | $3.17M | 0.90% | 0.00% | -1.0% | Q4 2021 |
| LOW | $2.92M | 0.83% | 0.00% | -5.7% | Q4 2021 |
| SPY | $2.85M | 0.81% | Not reported | -3.5% | Q1 2022 |
| V | $2.59M | 0.73% | 0.00% | -0.3% | Q4 2021 |
| LLY | $2.54M | 0.72% | 0.00% | +74.4% | Q1 2022 |
| HD | $2.53M | 0.72% | 0.00% | -2.1% | Q4 2021 |
| A | $2.49M | 0.71% | 0.01% | -8.1% | Q4 2021 |
| NEE | $1.82M | 0.52% | 0.00% | +12.7% | Q4 2021 |
| MDT | $1.78M | 0.50% | 0.00% | +12.0% | Q4 2021 |
| DIS | $1.62M | 0.46% | 0.00% | -4.9% | Q4 2021 |
| WMT | $1.2M | 0.34% | 0.00% | Not reported | Q1 2022 |
| SCHW | $1.04M | 0.30% | 0.00% | New | Q3 2025 |
| TSLA | $1.02M | 0.29% | 0.00% | Not reported | Q1 2022 |
| ORCL | $882K | 0.25% | 0.00% | +16.4% | Q2 2023 |
| MRK | $825K | 0.23% | 0.00% | -35.5% | Q4 2021 |
| KO | $819K | 0.23% | 0.00% | -1.6% | Q1 2022 |
| QQQ | $807K | 0.23% | Not reported | +2.2% | Q2 2022 |
| FNDF | $797K | 0.23% | Not reported | -12.2% | Q4 2021 |
| JNJ | $778K | 0.22% | 0.00% | +14.6% | Q1 2022 |
| BAC | $740K | 0.21% | 0.00% | +45.0% | Q1 2022 |
| GOOGL | $731K | 0.21% | 0.00% | -0.7% | Q4 2021 |
| MDY | $705K | 0.20% | Not reported | -28.9% | Q1 2024 |
| RCL | $680K | 0.19% | 0.00% | -7.7% | Q4 2021 |
| XOM | $673K | 0.19% | 0.00% | -5.5% | Q1 2022 |
| NKE | $580K | 0.16% | 0.00% | -5.2% | Q4 2021 |
| AVIV | $547K | 0.16% | 0.02% | -14.7% | Q1 2023 |
| PG | $533K | 0.15% | 0.00% | +23.3% | Q4 2021 |
| AMGN | $525K | 0.15% | 0.00% | +1.4% | Q1 2022 |
| ARES | $524K | 0.15% | 0.00% | Not reported | Q2 2022 |
| APO | $506K | 0.14% | 0.00% | Not reported | Q2 2022 |
| BRK.B | $473K | 0.13% | Not reported | -3.6% | Q4 2021 |
| IBM | $464K | 0.13% | 0.00% | -17.5% | Q1 2024 |
| BA | $399K | 0.11% | 0.00% | Not reported | Q1 2022 |
 ETN | $393K | 0.11% | 0.00% | Not reported | Q1 2022 |
| NVDA | $390K | 0.11% | 0.00% | -0.6% | Q2 2025 |