Stone Summit Wealth LLC ETF holdings
Miami, FL
Reported $255.2M in 89 ETFs in its Form 13F for June 30, 2026.
ETF value
$255.2M
ETFs held
89
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
64.8%
of $394.0M
Top 10 of 89 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $19.2M | 88,161 | −1,360 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $17.6M | 223,282 | −8,147 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $16.2M | 227,588 | +6,717 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $14.3M | 162,191 | +4,127 shares |
| BSV | Vanguard Short-Term Bond ETF | $12.8M | 163,804 | −2,639 shares |
| DFIV | Dimensional International Value ETF | $10.8M | 200,201 | +1,559 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $9.2M | 152,106 | +3,209 shares |
| BNDW | Vanguard Total World Bond ETF | $8.8M | 128,126 | +4,165 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $8.3M | 100,089 | +3,000 shares |
| IVV | iShares Core S&P 500 ETF | $8.2M | 10,928 | −795 shares |
79 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001908192. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stone Summit Wealth LLC own?
Stone Summit Wealth LLC reported 89 ETF positions worth $255.2M in its Form 13F for June 30, 2026. The largest was VTV, at $19.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.