Stone-Summit-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "FNDF",
  "A",
  "GOOGL",
  "AXP",
  "CAT",
  null,
  "LOW",
  null,
  null,
  "AVEM",
  "CMI",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  "QCOM",
  "MUB",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  null,
  "LIN",
  null,
  "MDT",
  "MSFT",
  "TEVA",
  null,
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  "IWF",
  "PEP",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "PG",
  "MRK",
  "AMGN",
  "FNDX",
  null,
  "IEFA",
  null,
  "SCHX",
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "TFC",
  "UPS",
  "VNQ",
  "VV",
  "RCL",
  "VWO",
  "VCIT",
  null,
  "VIG",
  "TSM",
  null,
  null,
  "APH",
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  null,
  null,
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  "SPYV",
  null,
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  null,
  null,
  null,
  "DFAC",
  "RSP",
  null,
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "APO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 140
Total Value: 295205623
Accession Number: 0001667731-25-000518
Form Type: 13F-HR
CIK: stone-summit-wealth
Manager Name: Stone-Summit-Wealth

Data Enrichment

74% identified

103 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $295.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287804

IJR|464287804

Shares:39.8K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$295.2M)

Apple Inc.

AAPL|037833100

Shares:18.4K

Value:$4.1M

% of Portfolio:1.4% ($4.1M/$295.2M)

025072802

Shares:56.7K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$295.2M)

PEPSICO INC

PEP|713448108

Shares:26.3K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$295.2M)

92203J407

BNDX|92203J407

Shares:79.6K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$295.2M)

LINDE PLC

LIN|G54950103

Shares:7.9K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$295.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:32.3K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$295.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:23.6K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$295.2M)

46429B747

Shares:32.6K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$295.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:20.0K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$295.2M)

46434G103

IEMG|46434G103

Shares:57.2K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$295.2M)

CUMMINS INC

CMI|231021106

Shares:9.7K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$295.2M)

ECOLAB INC.

ECL|278865100

Shares:11.5K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$295.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:12.5K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$295.2M)

AMPHENOL CORP /DE/

APH|032095101

Shares:44.0K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$295.2M)

922042858

VWO|922042858

Shares:59.3K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$295.2M)

464287515

Shares:29.5K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$295.2M)

VISA INC.

V|92826C839

Shares:7.4K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$295.2M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:21.6K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$295.2M)

464288158

Shares:23.6K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$295.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	39.8K	QoQ -0.55% (-221) YoY +10.53% (+3.8K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$295.2M)	QoQ -9.74% (-$448.8K) YoY +4.58% (+$182.1K)
Apple Inc.(AAPLcusip037833100)	18.4K	QoQ -2.46% (-465) YoY -5.10% (-989)	All Managers (Combined)	$4.1M	1.4% ($4.1M/$295.2M)	QoQ -13.48% (-$636.8K) YoY +22.92% (-$762.0K)
(cusip025072802)✕	56.7K	QoQ +0.25% (+144) YoY +1.42% (+795)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$295.2M)	QoQ +7.43% (+$273.7K) YoY +7.39% (+$272.4K)
PEPSICO INC(PEPcusip713448108)	26.3K	QoQ +4.41% (+1.1K) YoY -6.49% (-1.8K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$295.2M)	QoQ +2.95% (+$113.2K) YoY -19.88% (-$978.5K)
(BNDXcusip92203J407)	79.6K	QoQ -0.49% (-399) YoY +33.11% (+19.8K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$295.2M)	QoQ -0.96% (-$37.9K) YoY +32.11% (+$945.1K)
LINDE PLC(LINcusipG54950103)	7.9K	QoQ +1.44% (+113) YoY -0.74% (-60)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$295.2M)	QoQ +12.82% (+$420.7K) YoY -0.46% (-$17.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	32.3K	QoQ +6.04% (+1.8K) YoY -8.80% (-3.1K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$295.2M)	QoQ +28.64% (+$807.0K) YoY +39.49% (-$1.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	23.6K	QoQ +0.16% (+40) YoY -5.50% (-1.4K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$295.2M)	QoQ +0.16% (+$5.9K) YoY -14.26% (-$603.0K)
(cusip46429B747)✕	32.6K	QoQ +21.21% (+5.7K) YoY +56.12% (+11.7K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$295.2M)	QoQ +24.67% (+$668.2K) YoY +62.46% (+$1.3M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	20.0K	QoQ -2.67% (-550) YoY -8.05% (-1.7K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$295.2M)	QoQ -18.19% (-$737.7K) YoY +12.19% (-$360.3K)
(IEMGcusip46434G103)	57.2K	QoQ +5.02% (+2.7K) YoY +7.72% (+4.1K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$295.2M)	QoQ +8.54% (+$242.9K) YoY +12.66% (+$346.9K)
CUMMINS INC(CMIcusip231021106)	9.7K	QoQ +2.43% (-230) YoY +5.15% (+474)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$295.2M)	QoQ -7.89% (-$259.8K) YoY +11.86% (+$321.3K)
ECOLAB INC.(ECLcusip278865100)	11.5K	QoQ +0.76% (+87) YoY -1.59% (-187)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$295.2M)	QoQ +9.01% (+$241.4K) YoY +8.04% (-$217.2K)
LOWES COMPANIES INC(LOWcusip548661107)	12.5K	QoQ -1.22% (-155) YoY -5.24% (-693)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$295.2M)	QoQ -6.65% (-$208.0K) YoY -13.24% (-$445.5K)
AMPHENOL CORP /DE/(APHcusip032095101)	44.0K	QoQ -4.02% (-1.8K) YoY +77.46% (+19.2K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$295.2M)	QoQ -9.35% (-$298.0K) YoY +0.90% (+$26.0K)
(VWOcusip922042858)	59.3K	QoQ -0.88% (-530) YoY +0.67% (+397)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$295.2M)	QoQ +1.86% (-$49.0K) YoY +9.08% (+$223.6K)
(cusip464287515)✕	29.5K	QoQ -3.95% (-1.2K) YoY -7.67% (-2.5K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$295.2M)	QoQ -14.63% (-$450.1K) YoY -3.64% (-$99.5K)
VISA INC.(Vcusip92826C839)	7.4K	QoQ +5.37% (+379) YoY +4.27% (+305)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$295.2M)	QoQ +16.84% (+$375.7K) YoY +30.94% (+$615.8K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	21.6K	QoQ NEW(+21.6K) YoY -6.73% (-1.6K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$295.2M)	QoQ NEW(+$2.5M) YoY -25.02% (-$844.4K)
(cusip464288158)✕	23.6K	QoQ +1.01% (+236) YoY 0.00% (-1)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$295.2M)	QoQ +1.12% (+$27.7K) YoY +0.82% (-$20.4K)