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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464287176

Shares:22.1K

Value:$2.5M

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

922908736

VUG|922908736

Shares:6.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.2M)

HOME DEPOT, INC.

HD|437076102

Shares:6.5K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.2M)

CATERPILLAR INC

CAT|149123101

Shares:7.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.2K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.2M)

46434V803

HEFA|46434V803

Shares:61.3K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$295.2M)

46641Q837

Shares:43.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$295.2M)

922908751

VB|922908751

Shares:9.5K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$295.2M)

922908637

VV|922908637

Shares:8.2K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$295.2M)

78468R853

Shares:51.1K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$295.2M)

25434V724

Shares:50.0K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$295.2M)

025072604

AVEM|025072604

Shares:33.4K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$295.2M)

78464A409

SPYG|78464A409

Shares:22.5K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$295.2M)

464288513

Shares:21.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$295.2M)

922907746

VTEB|922907746

Shares:33.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$295.2M)

78464A854

SPLG|78464A854

Shares:24.5K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$295.2M)

Medtronic plc

MDT|G5960L103

Shares:17.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$295.2M)

ELI LILLY & Co

LLY|532457108

Shares:1.9K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$295.2M)

808524888

Shares:43.7K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$295.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287176)✕	22.1K	QoQ +14.17% (+2.7K) YoY +31.31% (+5.3K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$295.2M)	QoQ +19.04% (+$392.3K) YoY +35.81% (+$646.6K)
(VUGcusip922908736)	6.4K	QoQ +6.58% (-398) YoY +18.09% (+987)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.2M)	QoQ -3.70% (-$91.9K) YoY +27.22% (+$511.2K)
HOME DEPOT, INC.(HDcusip437076102)	6.5K	QoQ -1.60% (-105) YoY -8.69% (-615)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.2M)	QoQ -7.29% (-$186.1K) YoY -12.76% (-$346.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.4K	QoQ +1.25% (-55) YoY +95.41% (+2.2K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.2M)	QoQ -5.16% (-$128.7K) YoY +87.36% (+$1.1M)
CATERPILLAR INC(CATcusip149123101)	7.1K	QoQ +4.81% (-325) YoY +1.95% (-136)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.2M)	QoQ -4.70% (-$115.4K) YoY -8.23% (-$209.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.2K	QoQ +4.29% (-171) YoY +2.31% (+94)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.2M)	QoQ -0.45% (-$10.6K) YoY +9.42% (+$199.9K)
(HEFAcusip46434V803)	61.3K	QoQ +0.73% (+447) YoY +18.26% (+9.5K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$295.2M)	QoQ +5.19% (+$109.9K) YoY +23.04% (+$416.6K)
(cusip46641Q837)✕	43.2K	QoQ +32.93% (+10.7K) YoY +109.48% (+22.6K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$295.2M)	QoQ +33.62% (+$550.9K) YoY +110.23% (+$1.1M)
(VBcusip922908751)	9.5K	QoQ -4.28% (-426) YoY +3.43% (+316)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$295.2M)	QoQ -11.66% (-$278.6K) YoY +0.34% (+$7.2K)
(VVcusip922908637)	8.2K	QoQ 0.00% (-0) YoY -0.02% (-2)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$295.2M)	QoQ -4.69% (-$103.8K) YoY +7.17% (-$141.0K)
(cusip78468R853)✕	51.1K	QoQ +0.39% (-202) YoY +11.08% (+5.1K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$295.2M)	QoQ -8.90% (-$203.7K) YoY +5.20% (+$103.0K)
(cusip25434V724)✕	50.0K	QoQ -0.52% (-265) YoY -3.42% (-1.8K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$295.2M)	QoQ +0.17% (-$3.6K) YoY -2.69% (-$57.0K)
(AVEMcusip025072604)	33.4K	QoQ +4.09% (+1.3K) YoY +20.29% (+5.6K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$295.2M)	QoQ +6.54% (+$123.5K) YoY +24.88% (+$400.8K)
(SPYGcusip78464A409)	22.5K	QoQ +5.39% (-1.1K) YoY +30.51% (+5.3K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$295.2M)	QoQ -3.63% (-$68.1K) YoY +43.39% (+$546.5K)
(cusip464288513)✕	21.3K	QoQ +44.89% (+6.6K) YoY +14.34% (+2.7K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$295.2M)	QoQ +45.33% (+$525.0K) YoY +16.05% (+$232.8K)
(VTEBcusip922907746)	33.1K	QoQ -4.35% (-1.5K) YoY -12.46% (-4.7K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$295.2M)	QoQ -5.33% (-$92.6K) YoY -14.16% (-$271.3K)
(SPLGcusip78464A854)	24.5K	QoQ -7.34% (-1.9K) YoY -9.33% (-2.5K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$295.2M)	QoQ -11.62% (-$212.0K) YoY -3.10% (-$51.6K)
Medtronic plc(MDTcusipG5960L103)	17.6K	QoQ +17.17% (+2.6K) YoY -7.50% (-1.4K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$295.2M)	QoQ +31.81% (+$381.7K) YoY -4.62% (-$76.7K)
ELI LILLY & Co(LLYcusip532457108)	1.9K	QoQ 0.00% (+0) YoY -2.46% (-48)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$295.2M)	QoQ +6.98% (+$102.3K) YoY +3.54% (-$53.7K)
(cusip808524888)✕	43.7K	QoQ +2.88% (+1.2K) YoY +10.77% (+4.2K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$295.2M)	QoQ +7.52% (+$109.7K) YoY +11.01% (+$155.5K)