Stone Summit Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 137 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, featuring major technology companies, consumer staples, and financial institutions. Top holdings include Apple Inc., with 17,801 shares; Microsoft Corporation, with 11,132 shares; and NVIDIA Corporation, with 2,420 shares. Other notable positions in the technology sector include Advanced Micro Devices, Broadcom, and Oracle.
The filing also reveals significant exposure to exchange-traded funds (ETFs). Vanguard Total Stock Market ETF is listed with 9,654 shares, while the SPDR S&P 500 ETF Trust holds 186,269 shares. Other major ETF holdings include the iShares Core S&P 500 ETF (103,711 shares) and the Schwab Strategic Trust US Large Cap ETF (61,897 shares).
Outside of technology and broad market ETFs, the portfolio includes substantial positions in Visa Inc., Eli Lilly & Co., and Taiwan Semiconductor Manufacturing Co. The filing also lists various other equities and ETFs, including holdings in Johnson & Johnson, Procter & Gamble, and the Vanguard Total World Bond ETF.
