Stone Summit Wealth LLC
CIK 1908192 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $394.0M
- Posisi
- 144
- Per tanggal
- 30 Juni 2026
#4.050 dari 8.643 berdasarkan nilai 13F · top 46.9%
Nilai portofolio QoQ: +9.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 36,76%
- Bobot 25 kepemilikan teratas
- 61,75%
- Posisi di atas 1%
- 33
- Jumlah posisi efektif
- 46,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,64% Perkiraan pembelian $16.437.391 · penjualan $9.938.535
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,8% masih dipegang
- Posisi baru
- 8
- Meningkat
- 39
- Menurun
- 71
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
10,9%
Healthcare
4,9%
Industrials
4,8%
Communication Services
3,7%
Financials
2,5%
Financial Services
2,3%
Materials
1,9%
Retail
1,5%
Consumer Staples
0,9%
Utilities
0,6%
Consumer Discretionary
0,6%
Energy
0,2%
Consumer products
0,2%
Communications
0,1%
Lainnya/Tidak terpetakan
64,9%
Portofolio lengkap 144 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $23.083.070 | 5,86% | 61.882 | $319.619 | Naik ×1 | ||
| VTV | $19.212.927 | 4,88% | 88.161 | $1.648.907 | Turun ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $17.645.976 | 4,48% | 223.282 | $-699.401 | Turun ×1 | ||
| VEA | $16.215.662 | 4,12% | 227.588 | $2.062.233 | Naik ×6 | ||
| SPYM | $14.253.345 | 3,62% | 162.191 | $2.155.126 | Naik ×4 | ||
| BSV | $12.761.970 | 3,24% | 163.804 | $-288.826 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12.699.034 | 3,22% | 35.941 | $1.972.765 | Turun ×2 | ||
| DFIV | $10.814.858 | 2,74% | 200.201 | $330.533 | Naik ×6 | ||
| SPYV | $9.246.532 | 2,35% | 152.106 | $821.932 | Naik ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $8.894.980 | 2,26% | 27.174 | $587.310 | Turun ×3 | ||
| BNDW Vanguard Total World Bond ETF | $8.780.475 | 2,23% | 128.126 | $307.741 | Naik ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8.272.356 | 2,10% | 100.089 | $238.241 | Naik ×2 | ||
| IVV | $8.184.092 | 2,08% | 10.928 | $526.318 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7.621.062 | 1,93% | 15.958 | $1.897.879 | Turun ×4 | ||
| VUG | $7.387.366 | 1,87% | 85.760 | $987.956 | Naik ×1 | ||
| SPYG | $7.280.998 | 1,85% | 61.190 | $1.626.793 | Naik ×3 | ||
| RSP | $6.730.341 | 1,71% | 31.632 | $569.325 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $6.077.384 | 1,54% | 5.707 | $1.723.897 | Turun ×4 | ||
| APH Amphenol Corporation Common Stock | $5.779.064 | 1,47% | 32.776 | $1.470.150 | Turun ×6 | ||
| IEMG | $5.740.563 | 1,46% | 69.297 | $928.580 | Naik ×4 | ||
| CMI Cummins Inc. Common Stock | $5.669.306 | 1,44% | 7.949 | $1.107.434 | Turun ×4 | ||
| AVUV | $5.474.095 | 1,39% | 43.877 | $642.027 | Naik ×1 | ||
| AVDV | $5.329.849 | 1,35% | 51.721 | $45.757 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $5.196.327 | 1,32% | 17.958 | $623.793 | Turun ×2 | ||
| STIP | $4.956.905 | 1,26% | 48.521 | $98.384 | Naik ×6 | ||
| VBR | $4.864.417 | 1,23% | 20.019 | $452.938 | Turun ×6 | ||
| IJR | $4.798.125 | 1,22% | 32.352 | $748.602 | Turun ×6 | ||
| AXP American Express Company Common Stock | $4.532.888 | 1,15% | 13.401 | $408.271 | Turun ×4 | ||
| AVLV | $4.297.542 | 1,09% | 47.117 | $476.144 | Turun ×5 | ||
| LIN Linde plc - Ordinary Shares | $4.290.077 | 1,09% | 8.267 | $142.549 | Turun ×2 | ||
| VB | $4.172.144 | 1,06% | 13.764 | $610.294 | Naik ×5 | ||
| LLY Eli Lilly and Company Common Stock | $4.162.022 | 1,06% | 3.470 | $1.053.199 | Naik ×5 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3.928.451 | 1,00% | 21.259 | $1.071.595 | Turun ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $3.874.721 | 0,98% | 30.669 | $-480.034 | Turun ×4 | ||
| VTI | $3.577.547 | 0,91% | 9.668 | $469.540 | Turun ×1 | ||
| ECL Ecolab Inc. Common Stock | $3.219.339 | 0,82% | 11.555 | $23.641 | Turun ×2 | ||
| SYK Stryker Corporation Common Stock | $3.163.197 | 0,80% | 10.047 | $-363.559 | Turun ×2 | ||
| SPY SPY | $3.128.966 | 0,79% | 4.190 | $445.013 | Naik ×1 | ||
| VWO | $3.096.705 | 0,79% | 51.880 | $244.822 | Turun ×6 | ||
| AVEM | $3.009.523 | 0,76% | 31.190 | $466.660 | Turun ×4 | ||
| SCHC | $2.793.280 | 0,71% | 58.048 | $204.716 | Naik ×4 | ||
| EFG | $2.761.253 | 0,70% | 22.193 | $404.998 | Naik ×6 | ||
| VV | $2.649.483 | 0,67% | 7.704 | $347.143 | |||
| V Visa Inc. | $2.622.237 | 0,67% | 7.643 | $306.474 | Turun ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $2.575.037 | 0,65% | 19.018 | $-476.722 | Turun ×3 | ||
| SUB | $2.545.165 | 0,65% | 23.905 | $-209.458 | Turun ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $2.544.979 | 0,65% | 28.996 | $-37.178 | Naik ×6 | ||
| DFUV | $2.435.018 | 0,62% | 44.265 | $287.271 | Turun ×6 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.426.713 | 0,62% | 11.006 | $-233.327 | Turun ×6 | ||
| SPSM | $2.420.468 | 0,61% | 41.971 | $335.798 | Turun ×4 | ||
| A Agilent Technologies, Inc. Common Stock | $2.416.443 | 0,61% | 18.192 | $331.977 | Turun ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.239.241 | 0,57% | 17.426 | $126.227 | Turun ×1 | ||
| VO | $2.220.429 | 0,56% | 27.559 | $223.666 | Naik ×4 | ||
| SPSB | $2.167.082 | 0,55% | 72.212 | $1.565.682 | Naik ×1 | ||
| IGV | $2.085.521 | 0,53% | 23.019 | $232.363 | Turun ×4 | ||
| IEFA | $1.956.807 | 0,50% | 20.261 | $127.739 | Naik ×2 | ||
| SCHX | $1.904.896 | 0,48% | 64.726 | $200.058 | Turun ×1 | ||
| VTEB | $1.752.294 | 0,44% | 34.644 | $229.801 | Naik ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.665.355 | 0,42% | 4.722 | $70.567 | Turun ×6 | ||
| DFAC | $1.641.897 | 0,42% | 37.013 | $194.440 | Turun ×4 | ||
| HYG | $1.491.441 | 0,38% | 18.650 | $43.449 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.435.913 | 0,36% | 4.018 | $260.368 | Turun ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.429.437 | 0,36% | 24.808 | $64.327 | Naik ×3 | ||
| WMT Walmart Inc. - Common Stock | $1.305.888 | 0,33% | 11.530 | $-129.546 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.196.186 | 0,30% | 2.844 | $144.505 | Naik ×2 | ||
| XLU XLU | $1.133.273 | 0,29% | 24.995 | $63.348 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $1.041.277 | 0,26% | 4.100 | $34.184 | Turun ×3 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.005.743 | 0,26% | 10.900 | $-18.639 | |||
| QQQ Invesco QQQ Trust, Series 1 | $989.722 | 0,25% | 1.344 | $213.992 | |||
| DFAT | $974.825 | 0,25% | 13.946 | $103.085 | Turun ×4 | ||
| VOO | $901.095 | 0,23% | 1.312 | $138.024 | Naik ×3 | ||
| FNDF | $868.166 | 0,22% | 16.455 | $63.023 | |||
| AMAT Applied Materials, Inc. - Common Stock | $867.600 | 0,22% | 1.200 | $457.452 | |||
| SPDW | $852.551 | 0,22% | 16.919 | $86.588 | Naik ×3 | ||
| SCHF | $834.933 | 0,21% | 30.142 | $88.918 | |||
| KO Coca-Cola Company (The) Common Stock | $834.399 | 0,21% | 10.267 | $50.932 | Turun ×4 | ||
| AMGN Amgen Inc. - Common Stock | $823.748 | 0,21% | 2.275 | $14.755 | Turun ×1 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $781.650 | 0,20% | 16.200 | Naik ×1 | |||
| MUB | $751.295 | 0,19% | 6.981 | $-86.865 | Turun ×6 | ||
| SCHG | $733.617 | 0,19% | 21.679 | $102.632 | Naik ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $729.675 | 0,19% | 5.337 | $-223.814 | Turun ×4 | ||
| BAC Bank of America Corporation Common Stock | $729.344 | 0,19% | 12.800 | $85.844 | Turun ×3 | ||
| IWF | $702.802 | 0,18% | 5.660 | $99.446 | Naik ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $688.597 | 0,17% | 3.661 | $204.964 | Naik ×1 | ||
| IWM | $653.779 | 0,17% | 2.176 | $114.131 | |||
| ITOT | $643.117 | 0,16% | 3.915 | $91.913 | Naik ×1 | ||
| SCHB | $633.037 | 0,16% | 21.859 | $84.376 | |||
| VIG | $631.539 | 0,16% | 2.669 | $57.544 | |||
| MDY | $625.973 | 0,16% | 890 | $43.752 | Turun ×5 | ||
| DIS Walt Disney Company (The) Common Stock | $624.181 | 0,16% | 6.485 | $-59.153 | Turun ×6 | ||
| SCHA | $621.510 | 0,16% | 17.202 | $119.966 | Turun ×4 | ||
| VTEC | $602.493 | 0,15% | 5.989 | $40.908 | Naik ×2 | ||
| DFAS | $554.725 | 0,14% | 6.737 | $75.522 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $547.739 | 0,14% | 1.725 | $67.550 | Turun ×4 | ||
| VTES | $534.512 | 0,14% | 5.276 | $-12.554 | Turun ×1 | ||
| IVW | $508.586 | 0,13% | 3.698 | $88.609 | Turun ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $493.193 | 0,13% | 849 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $473.940 | 0,12% | 3.232 | $-1.556 | Turun ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $469.840 | 0,12% | 4.000 | $159.480 | |||
| IVE | $468.879 | 0,12% | 2.065 | $30.532 | Turun ×5 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VEA | $16.215.662 | 4,12% | naik ×6 |
| SPYM | $14.253.345 | 3,62% | naik ×4 |
| DFIV | $10.814.858 | 2,74% | naik ×6 |
| SPYV | $9.246.532 | 2,35% | naik ×3 |
| BNDW | $8.780.475 | 2,23% | naik ×3 |
| SPYG | $7.280.998 | 1,85% | naik ×3 |
| IEMG | $5.740.563 | 1,46% | naik ×4 |
| STIP | $4.956.905 | 1,26% | naik ×6 |
| VB | $4.172.144 | 1,06% | naik ×5 |
| LLY | $4.162.022 | 1,06% | naik ×5 |
| SCHC | $2.793.280 | 0,71% | naik ×4 |
| EFG | $2.761.253 | 0,70% | naik ×6 |
| NEE | $2.544.979 | 0,65% | naik ×6 |
| VO | $2.220.429 | 0,56% | naik ×4 |
| VTEB | $1.752.294 | 0,44% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +4K | +$2.2M |
| VEA | Beli lebih banyak | +7K | +$2.1M |
| GOOG | Dipangkas | -1K | +$2.0M |
| TSM | Dipangkas | -977 | +$1.9M |
| CAT | Dipangkas | -438 | +$1.7M |
| VTV | Dipangkas | -1K | +$1.6M |
| SPYG | Beli lebih banyak | +3K | +$1.6M |
| SPSB | Beli lebih banyak | +52K | +$1.6M |
| APH | Dipangkas | -1K | +$1.5M |
| CMI | Dipangkas | -530 | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MDT | 30 Juni 2026 | 22.060 | $1.911.499 | 18,6% |
| VNQ | 30 Sep. 2025 | 16.260 | $1.448.123 | Tidak lagi dilacak |
| VNQI | 30 Sep. 2025 | 28.641 | $1.321.763 | |
| SPSB | 30 Juni 2025 | 20.840 | $627.284 | Tidak lagi dilacak |
| BNDX | 31 Des. 2025 | 10.380 | $513.395 | |
| UPS | 30 Juni 2025 | 3.664 | $403.003 | 1,2% |
| NKE | 30 Juni 2026 | 7.180 | $379.248 | -4,2% |
| AGG | 30 Juni 2025 | 3.188 | $315.357 | Tidak lagi dilacak |
| META | 31 Maret 2026 | 418 | $275.918 | -4,3% |
| KTOS | 30 Juni 2026 | 3.885 | $273.931 | 24,1% |
| TIP | 31 Maret 2026 | 2.456 | $269.939 | Tidak lagi dilacak |
| CVX | 30 Juni 2026 | 1.272 | $263.177 | 23,6% |
| VTIP | 31 Des. 2025 | 5.047 | $255.530 | |
| HON | 31 Des. 2025 | 1.200 | $252.600 | 17,3% |
| CVX | 31 Des. 2025 | 1.483 | $230.295 | 34,4% |
| UBER | 31 Des. 2025 | 2.350 | $230.230 | -6,5% |
| EFV | 31 Maret 2026 | 3.213 | $229.440 | Tidak lagi dilacak |
| BND | 30 Juni 2026 | 3.007 | $221.435 | |
| SPEM | 31 Des. 2025 | 4.719 | $220.896 | Tidak lagi dilacak |
| FNDX | 31 Des. 2025 | 8.376 | $220.289 | Tidak lagi dilacak |
| GLDM | 30 Juni 2026 | 2.374 | $220.046 | Tidak lagi dilacak |
| DFIS | 30 Sep. 2025 | 7.014 | $209.298 | Tidak lagi dilacak |
| JMST | 30 Sep. 2025 | 3.933 | $200.268 | Tidak lagi dilacak |