Stone Summit Wealth LLC

13F filer, CIK 1908192, MIAMI, FL

Stone Summit Wealth LLC reported $297,981,776 across 138 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 34.21% of the portfolio.

Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000149

Period: 2024-12-31
Reported value: $298M
Holdings: 138
Top 10 weight: 34.21%
New: 0
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+32,027	$742K
RSPadded	+3,663	$642K
BSVadded	+6,686	$517K
VCSHadded	+5,440	$424K
SCHFadded	+18,469	$342K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
Aexited	-22,820	-$3.39M
MRKreduced	-10,949	-$1.09M
TERRAN ORBITAL CORPORATIONexited	-4,172,504	-$1.05M
AVUVreduced	-8,196	-$791K
VBRreduced	-3,206	-$635K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000149, largest first. % of portfolio is the value over $297,981,776, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	61,868	$26.1M	8.75%	-88	Timeline
VTVVANGUARD INDEX FDS	92,725	$15.7M	5.27%	-1,083	Timeline
SPYVSPDR SERIES TRUST	195,511	$10M	3.36%	-9,788	Timeline
VCSHVANGUARD SCOTTSDALE FDS	119,290	$9.31M	3.12%	+5,440	Timeline
VCITVANGUARD SCOTTSDALE FDS	98,121	$7.88M	2.64%	+444	Timeline
GOOGALPHABET INC	40,115	$7.64M	2.56%	-339	Timeline
JPMJPMORGAN CHASE & CO	31,101	$7.46M	2.5%	-1,088	Timeline
BSVVANGUARD BD INDEX FDS	83,417	$6.45M	2.16%	+6,686	Timeline
VBRVANGUARD INDEX FDS	29,847	$5.92M	1.99%	-3,206	Timeline
VTIVANGUARD INDEX FDS	19,094	$5.53M	1.86%	+634	Timeline
RSPINVESCO EXCHANGE TRADED FD T	31,338	$5.49M	1.84%	+3,663	Timeline
AVUVAMERICAN CENTY ETF TR	54,271	$5.24M	1.76%	-8,196	Timeline
DFIVDIMENSIONAL ETF TRUST	143,249	$5.08M	1.71%	+2,703	Timeline
AXPAMERICAN EXPRESS CO	16,064	$4.77M	1.6%	-891	Timeline
AAPLAPPLE INC	18,858	$4.72M	1.58%	-187	Timeline
IJRISHARES TR	39,974	$4.61M	1.55%	+383	Timeline
VEAVANGUARD TAX-MANAGED FDS	93,949	$4.49M	1.51%	-465	Timeline
IVVISHARES TR	7,591	$4.47M	1.5%	+373	Timeline
SYKSTRYKER CORPORATION	11,992	$4.32M	1.45%	-710	Timeline
AVLVAMERICAN CENTY ETF TR	64,162	$4.28M	1.44%	+2,072	Timeline
DFACDIMENSIONAL ETF TRUST	122,778	$4.25M	1.43%	-1,239	Timeline
BNDVANGUARD BD INDEX FDS	58,099	$4.18M	1.4%	-2,463	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	20,526	$4.05M	1.36%	-924	Timeline
BNDXVANGUARD CHARLOTTE FDS	80,034	$3.93M	1.32%	+310	Timeline
PEPPEPSICO INC	25,181	$3.83M	1.28%	-2,214	Timeline
AVDVAMERICAN CENTY ETF TR	56,582	$3.68M	1.24%	-1,457	Timeline
QCOMQUALCOMM INC	23,556	$3.62M	1.21%	-890	Timeline
CMICUMMINS INC	9,439	$3.29M	1.1%	-234	Timeline
LINLINDE PLC	7,836	$3.28M	1.1%	-60	Timeline
APHAMPHENOL CORP	45,859	$3.18M	1.07%	-2,460	Timeline
LOWLOWES COS INC	12,667	$3.13M	1.05%	-284	Timeline
IGVISHARES TR	30,726	$3.08M	1.03%	-1,185	Timeline
IEMGISHARES INC	54,429	$2.84M	0.95%	-247	Timeline
GILDGILEAD SCIENCES INC	30,503	$2.82M	0.95%	+1,798	Timeline
STIPISHARES TR	26,920	$2.71M	0.91%	+3,065	Timeline
ECLECOLAB INC	11,425	$2.68M	0.9%	-323	Timeline
VWOVANGUARD INTL EQUITY INDEX F	59,842	$2.64M	0.88%	-928	Timeline
HDHOME DEPOT INC	6,562	$2.55M	0.86%	-87	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	4,379	$2.49M	0.84%	+488	Timeline
VUGVANGUARD INDEX FDS	6,045	$2.48M	0.83%	+105	Timeline
SUBISHARES TR	23,337	$2.46M	0.83%	+1,867	Timeline
CATCATERPILLAR INC	6,752	$2.45M	0.82%	+31	Timeline
VBVANGUARD INDEX FDS	9,937	$2.39M	0.8%	-3	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,980	$2.33M	0.78%	-492	Timeline
SPSMSPDR SERIES TRUST	50,930	$2.29M	0.77%	-273	Timeline
VVISA INC	7,056	$2.23M	0.75%	-95	Timeline
VVVANGUARD INDEX FDS	8,195	$2.21M	0.74%	0	Timeline
HEFAISHARES TR	60,844	$2.11M	0.71%	+2,259	Timeline
TIPISHARES TR	19,333	$2.06M	0.69%	+1	Timeline
DFUVDIMENSIONAL ETF TRUST	50,225	$2.06M	0.69%	-1,107	Timeline
AVEMAMERICAN CENTY ETF TR	32,120	$1.89M	0.63%	+1,038	Timeline
MRKMERCK & CO INC	18,934	$1.88M	0.63%	-10,949	Timeline
SPYGSPDR SERIES TRUST	21,317	$1.87M	0.63%	+814	Timeline
SPYMSPDR SERIES TRUST	26,453	$1.82M	0.61%	-503	Timeline
VTEBVANGUARD MUN BD FDS	34,650	$1.74M	0.58%	-3,100	Timeline
DISDISNEY WALT CO	15,306	$1.7M	0.57%	-940	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	32,523	$1.64M	0.55%	+6,267	Timeline
LLYELI LILLY & CO	1,898	$1.47M	0.49%	-31	Timeline
SCHCSCHWAB STRATEGIC TR	42,449	$1.46M	0.49%	+771	Timeline
NEENEXTERA ENERGY INC	20,215	$1.45M	0.49%	+995	Timeline
VNQVANGUARD INDEX FDS	15,758	$1.4M	0.47%	+291	Timeline
NKENIKE INC	18,435	$1.39M	0.47%	-345	Timeline
UPSUNITED PARCEL SVCS INC	11,012	$1.39M	0.47%	-25	Timeline
MUBISHARES TR	11,816	$1.26M	0.42%	-52	Timeline
MDTMEDTRONIC PLC	15,019	$1.2M	0.4%	-1,815	Timeline
HYGISHARES TR	14,723	$1.16M	0.39%	-1,061	Timeline
SCHXSCHWAB STRATEGIC TR	49,411	$1.15M	0.38%	+32,027	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	28,503	$1.13M	0.38%	-27	Timeline
WMTWALMART INC	11,610	$1.05M	0.35%	0	Timeline
IEFAISHARES TR	14,356	$1.01M	0.34%	-271	Timeline
XLUSELECT SECTOR SPDR TR	13,110	$992K	0.33%	-30	Timeline
PFFISHARES TR	31,410	$988K	0.33%	-3,655	Timeline
EFGISHARES TR	9,888	$957K	0.32%	+196	Timeline
TSLATESLA INC	2,260	$913K	0.31%	-10	Timeline
DFAIDIMENSIONAL ETF TRUST	30,990	$905K	0.3%	+1,316	Timeline
KOCOCA COLA CO	12,810	$798K	0.27%	-1,300	Timeline
FNDFSCHWAB STRATEGIC TR	23,050	$765K	0.26%	-126	Timeline
GOOGLALPHABET INC	3,806	$720K	0.24%	+580	Timeline
IWFISHARES TR	1,735	$697K	0.23%	-25	Timeline
XOMEXXON MOBIL CORP	6,455	$694K	0.23%	-390	Timeline
QQQINVESCO QQQ TR	1,319	$674K	0.23%	-280	Timeline
SCHFSCHWAB STRATEGIC TR	36,247	$671K	0.23%	+18,469	Timeline
SPSBSPDR SERIES TRUST	22,021	$658K	0.22%	-350	Timeline
APOAPOLLO GLOBAL MGMT INC	3,875	$640K	0.21%	0	Timeline
DFATDIMENSIONAL ETF TRUST	11,399	$634K	0.21%	-75	Timeline
SPDWSPDR INDEX SHS FDS	18,483	$631K	0.21%	-157	Timeline
ARESARES MANAGEMENT CORPORATION	3,350	$593K	0.2%	0	Timeline
VTESVANGUARD WELLINGTON FD	5,673	$569K	0.19%	-119	Timeline
JNJJOHNSON & JOHNSON	3,886	$562K	0.19%	-69	Timeline
RCLROYAL CARIBBEAN GROUP	2,425	$559K	0.19%	-139	Timeline
PGPROCTER & GAMBLE CO	3,330	$558K	0.19%	-450	Timeline
VOOVANGUARD INDEX FDS	1,023	$551K	0.18%	0	Timeline
AVIVAMERICAN CENTY ETF TR	10,610	$551K	0.18%	-589	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,734	$535K	0.18%	-100	Timeline
ITOTISHARES TR	4,006	$515K	0.17%	+5	Timeline
VTIPVANGUARD MALVERN FDS	10,503	$509K	0.17%	-1,395	Timeline
IWMISHARES TR	2,299	$508K	0.17%	0	Timeline
SCHVSCHWAB STRATEGIC TR	19,195	$500K	0.17%	+12,166	Timeline
IVEISHARES TR	2,557	$488K	0.16%	-3	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,029	$466K	0.16%	-70	Timeline
DFASDIMENSIONAL ETF TRUST	7,107	$463K	0.16%	+370	Timeline
IVWISHARES TR	4,516	$459K	0.15%	-7	Timeline
ORCLORACLE CORP	2,748	$458K	0.15%	-142	Timeline
AMGNAMGEN INC	1,747	$455K	0.15%	+1	Timeline
XLVSELECT SECTOR SPDR TR	3,273	$450K	0.15%	-317	Timeline
BMYBRISTOL-MYERS SQUIBB CO	7,920	$448K	0.15%	-520	Timeline
BACBANK OF AMER CORP	9,900	$435K	0.15%	-500	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	8,511	$427K	0.14%	-985	Timeline
XLKSELECT SECTOR SPDR TR	1,746	$406K	0.14%	-227	Timeline
MCDMCDONALDS CORP	1,359	$394K	0.13%	0	Timeline
ETNEATON CORP PLC	1,161	$385K	0.13%	0	Timeline
VIOVVANGUARD ADMIRAL FDS INC	4,083	$381K	0.13%	-154	Timeline
SCHASCHWAB STRATEGIC TR	14,663	$379K	0.13%	+6,640	Timeline
AMZNAMAZON COM INC	1,582	$347K	0.12%	-357	Timeline
SCHDSCHWAB STRATEGIC TR	12,561	$343K	0.12%	+8,374	Timeline
IWDISHARES TR	1,780	$330K	0.11%	-23	Timeline
BABOEING CO	1,850	$327K	0.11%	-116	Timeline
TFCTRUIST FINL CORP	7,400	$321K	0.11%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,446	$318K	0.11%	+253	Timeline
AGGISHARES TR	3,188	$309K	0.1%	0	Timeline
SCHBSCHWAB STRATEGIC TR	13,201	$300K	0.1%	+9,967	Timeline
SCHESCHWAB STRATEGIC TR	11,074	$295K	0.1%	+417	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	13,020	$287K	0.1%	0	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,755	$273K	0.09%	0	Timeline
HONHONEYWELL INTL INC	1,200	$271K	0.09%	0	Timeline
SPEMSPDR INDEX SHS FDS	6,934	$266K	0.09%	-618	Timeline
XLISELECT SECTOR SPDR TR	2,000	$264K	0.09%	-5	Timeline
FNDXSCHWAB STRATEGIC TR	11,035	$261K	0.09%	+7,280	Timeline
CSCOCISCO SYS INC	4,343	$257K	0.09%	+133	Timeline
IWBISHARES TR	788	$254K	0.09%	0	Timeline
SCZISHARES TR	4,110	$250K	0.08%	-52	Timeline
CLCOLGATE PALMOLIVE CO	2,740	$249K	0.08%	0	Timeline
PGXINVESCO EXCH TRADED FD TR II	21,250	$245K	0.08%	-1,400	Timeline
FNDCSCHWAB STRATEGIC TR	7,045	$241K	0.08%	-1,263	Timeline
CVXCHEVRON CORPORATION	1,605	$232K	0.08%	-83	Timeline
DFISDIMENSIONAL ETF TRUST	8,996	$221K	0.07%	-250	Timeline
EZUISHARES INC	4,490	$212K	0.07%	-600	Timeline
IAUISHARES GOLD TR	4,142	$205K	0.07%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AAGILENT TECHNOLOGIES INC	22,820	$3.39M	shares
TERRAN ORBITAL CORPORATIONTERRAN ORBITAL CORPORATION	4,172,504	$1.05M	shares
SLYVSPDR SERIES TRUST	2,507	$218K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000149	base		2025-01-28	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC