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

Page 7 of 7

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AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$297.2K

% of Portfolio:0.1% ($297.2K/$295.2M)

808524300

SCHG|808524300

Shares:11.6K

Value:$290.9K

% of Portfolio:0.1% ($290.9K/$295.2M)

922042775

VEU|922042775

Shares:4.8K

Value:$288.4K

% of Portfolio:0.1% ($288.4K/$295.2M)

Eaton Corp plc

ETN|G29183103

Shares:1.1K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$295.2M)

464287598

IWD|464287598

Shares:1.5K

Value:$274.5K

% of Portfolio:0.1% ($274.5K/$295.2M)

78463X509

Shares:6.9K

Value:$272.2K

% of Portfolio:0.1% ($272.2K/$295.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.3K

Value:$266.8K

% of Portfolio:0.1% ($266.8K/$295.2M)

808524706

Shares:9.6K

Value:$265.9K

% of Portfolio:0.1% ($265.9K/$295.2M)

CHEVRON CORP

CVX|166764100

Shares:1.6K

Value:$265.3K

% of Portfolio:0.1% ($265.3K/$295.2M)

81369Y704

Shares:2.0K

Value:$260.8K

% of Portfolio:0.1% ($260.8K/$295.2M)

808524771

FNDX|808524771

Shares:11.0K

Value:$260.5K

% of Portfolio:0.1% ($260.5K/$295.2M)

808524102

SCHB|808524102

Shares:12.0K

Value:$257.4K

% of Portfolio:0.1% ($257.4K/$295.2M)

808524748

Shares:7.0K

Value:$255.0K

% of Portfolio:0.1% ($255.0K/$295.2M)

464288273

Shares:4.0K

Value:$254.4K

% of Portfolio:0.1% ($254.4K/$295.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.2K

Value:$254.1K

% of Portfolio:0.1% ($254.1K/$295.2M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.6K

Value:$246.9K

% of Portfolio:0.1% ($246.9K/$295.2M)

464287622

IWB|464287622

Shares:788

Value:$241.7K

% of Portfolio:0.1% ($241.7K/$295.2M)

464286608

Shares:4.5K

Value:$237.0K

% of Portfolio:0.1% ($237.0K/$295.2M)

25434V773

Shares:8.9K

Value:$230.5K

% of Portfolio:0.1% ($230.5K/$295.2M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:13.0K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$295.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ -1.26% (-20) YoY -10.64% (-186)	All Managers (Combined)	$297.2K	0.1% ($297.2K/$295.2M)	QoQ -14.37% (-$49.9K) YoY -5.74% (-$18.1K)
(SCHGcusip808524300)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$290.9K	0.1% ($290.9K/$295.2M)	QoQ NEW(+$290.9K) YoY NEW(+$290.9K)
(VEUcusip922042775)	4.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$288.4K	0.1% ($288.4K/$295.2M)	QoQ +5.66% (+$15.5K) YoY +3.42% (+$9.6K)
Eaton Corp plc(ETNcusipG29183103)	1.1K	QoQ -9.56% (-111) YoY -16.73% (-211)	All Managers (Combined)	$285.4K	0.1% ($285.4K/$295.2M)	QoQ -25.92% (-$99.9K) YoY -27.61% (-$108.9K)
(IWDcusip464287598)	1.5K	QoQ -18.03% (-321) YoY -20.14% (-368)	All Managers (Combined)	$274.5K	0.1% ($274.5K/$295.2M)	QoQ -16.69% (-$55.0K) YoY -16.10% (-$52.7K)
(cusip78463X509)✕	6.9K	QoQ -0.27% (-19) YoY -14.61% (-1.2K)	All Managers (Combined)	$272.2K	0.1% ($272.2K/$295.2M)	QoQ +2.32% (-$6.2K) YoY -7.11% (-$20.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.3K	QoQ -0.46% (-20) YoY +0.09% (+4)	All Managers (Combined)	$266.8K	0.1% ($266.8K/$295.2M)	QoQ +3.75% (-$9.7K) YoY +23.74% (+$51.2K)
(cusip808524706)✕	9.6K	QoQ -12.92% (-1.4K) YoY -10.43% (-1.1K)	All Managers (Combined)	$265.9K	0.1% ($265.9K/$295.2M)	QoQ -9.84% (-$29.0K) YoY -2.21% (-$6.0K)
CHEVRON CORP(CVXcusip166764100)	1.6K	QoQ -1.18% (-19) YoY -6.43% (-109)	All Managers (Combined)	$265.3K	0.1% ($265.3K/$295.2M)	QoQ +14.13% (-$32.9K) YoY -0.76% (-$2.0K)
(cusip81369Y704)✕	2.0K	QoQ -0.50% (-10) YoY -6.39% (-136)	All Managers (Combined)	$260.8K	0.1% ($260.8K/$295.2M)	QoQ -1.02% (-$2.7K) YoY -2.59% (-$7.0K)
(FNDXcusip808524771)	11.0K	QoQ 0.00% (-0) YoY +193.87% (+7.3K)	All Managers (Combined)	$260.5K	0.1% ($260.5K/$295.2M)	QoQ -0.29% (-$773) YoY +2.95% (+$7.5K)
(SCHBcusip808524102)	12.0K	QoQ -9.44% (-1.2K) YoY NEW(+12.0K)	All Managers (Combined)	$257.4K	0.1% ($257.4K/$295.2M)	QoQ -14.11% (-$42.3K) YoY NEW(+$257.4K)
(cusip808524748)✕	7.0K	QoQ 0.00% (+0) YoY -30.42% (-3.1K)	All Managers (Combined)	$255.0K	0.1% ($255.0K/$295.2M)	QoQ +6.03% (+$14.5K) YoY -28.99% (-$104.1K)
(cusip464288273)✕	4.0K	QoQ -2.55% (-105) YoY -5.18% (-219)	All Managers (Combined)	$254.4K	0.1% ($254.4K/$295.2M)	QoQ +1.90% (-$4.8K) YoY -4.88% (-$13.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.2K	QoQ 0.00% (-0) YoY -21.82% (-335)	All Managers (Combined)	$254.1K	0.1% ($254.1K/$295.2M)	QoQ -6.25% (-$17.0K) YoY -19.34% (-$61.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.6K	QoQ -3.83% (-105) YoY -3.83% (-105)	All Managers (Combined)	$246.9K	0.1% ($246.9K/$295.2M)	QoQ -0.88% (-$2.2K) YoY +0.06% (-$164)
(IWBcusip464287622)	788	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$241.7K	0.1% ($241.7K/$295.2M)	QoQ -4.78% (-$12.2K) YoY +6.49% (+$14.7K)
(cusip464286608)✕	4.5K	QoQ -0.89% (-40) YoY -25.22% (-1.5K)	All Managers (Combined)	$237.0K	0.1% ($237.0K/$295.2M)	QoQ +11.81% (-$25.0K) YoY -22.01% (-$66.9K)
(cusip25434V773)✕	8.9K	QoQ -0.82% (-74) YoY -4.50% (-421)	All Managers (Combined)	$230.5K	0.1% ($230.5K/$295.2M)	QoQ +4.36% (-$9.6K) YoY -1.53% (-$3.6K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	13.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$295.2M)	QoQ -30.26% (-$86.8K) YoY +8.92% (+$16.4K)