Stone Summit Wealth LLC
Stone Summit Wealth LLC reported 144 holdings worth US$394M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Stone Summit Wealth LLC reported 144 holdings worth US$394M as of Jun 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 144
- Value as reported
- US$394M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 61,882 | US$23.1M | 5.9% |
| Alphabet Inc (google) Class C | 39,553 | US$14.1M | 3.6% |
| Jp Morgan Chase & Co. | 27,174 | US$8.89M | 2.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 15,958 | US$7.62M | 1.9% |
| Caterpillar, Inc. | 5,707 | US$6.08M | 1.5% |
| Amphenol Corporation | 32,776 | US$5.78M | 1.5% |
| Cummins Inc. | 7,949 | US$5.67M | 1.4% |
| Apple Inc | 17,958 | US$5.2M | 1.3% |
| American Express Company | 13,401 | US$4.53M | 1.2% |
| Eli Lilly And Company | 3,470 | US$4.16M | 1.1% |
| Qualcomm Incorporated | 21,259 | US$3.93M | 1.00% |
| Gilead Sciences, Inc. | 30,669 | US$3.87M | 0.98% |
| Ecolab Inc. | 11,555 | US$3.22M | 0.82% |
| Stryker Corporation | 10,047 | US$3.16M | 0.80% |
| Visa Inc. | 7,643 | US$2.62M | 0.67% |
| Pepsico, Inc. | 19,018 | US$2.58M | 0.65% |
| Nextera Energy, Inc. | 28,996 | US$2.54M | 0.65% |
| Lowe's Companies, Inc. | 11,006 | US$2.43M | 0.62% |
| Agilent Technologies, Inc. | 18,192 | US$2.42M | 0.61% |
| Merck & Company, Inc. | 17,426 | US$2.24M | 0.57% |
| Home Depot, Inc. (the) | 4,722 | US$1.67M | 0.42% |
| Bristol-myers Squibb Company | 24,808 | US$1.43M | 0.36% |
| Walmart Inc. | 11,530 | US$1.31M | 0.33% |
| Tesla, Inc. | 2,844 | US$1.2M | 0.30% |
| Johnson & Johnson | 4,100 | US$1.04M | 0.26% |
| Charles Schwab Corporation (the) | 10,900 | US$1.01M | 0.26% |
| Applied Materials, Inc. | 1,200 | US$868K | 0.22% |
| Coca-cola Company (the) | 10,267 | US$834K | 0.21% |
| Amgen Inc. | 2,275 | US$824K | 0.21% |
| Exxon Mobil Corporation | 5,337 | US$730K | 0.19% |
| Bank Of America Corporation | 12,800 | US$729K | 0.19% |
| Walt Disney Company (the) | 6,485 | US$624K | 0.16% |
| Advanced Micro Devices Inc | 849 | US$493K | 0.13% |
| Procter & Gamble Company (the) | 3,232 | US$474K | 0.12% |
| Cisco Systems, Inc. | 4,000 | US$470K | 0.12% |
| Amazon.com, Inc. | 1,885 | US$449K | 0.11% |
| Oracle Corporation | 3,059 | US$448K | 0.11% |
| Nvidia Corporation | 2,230 | US$446K | 0.11% |
| International Business Machines Corporation | 1,496 | US$421K | 0.11% |
| Berkshire Hathaway Inc. | 833 | US$417K | 0.11% |
| Apollo Global Management, Inc. (new) | 3,500 | US$414K | 0.11% |
| Boeing Company (the) | 1,850 | US$400K | 0.10% |
| Marriott International | 1,032 | US$382K | 0.10% |
| Intel Corporation | 2,620 | US$366K | 0.09% |
| Teva Pharmaceutical Industries Limited | 10,335 | US$350K | 0.09% |
| Ares Management Corporation | 3,100 | US$345K | 0.09% |
| Mcdonald's Corporation | 1,200 | US$324K | 0.08% |
| Colgate-palmolive Company | 3,111 | US$285K | 0.07% |
| Truist Financial Corporation | 5,500 | US$274K | 0.07% |
| Howmet Aerospace Inc. | 975 | US$262K | 0.07% |
| Ge Aerospace | 565 | US$211K | 0.05% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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