Stone Summit Wealth LLC
Stone Summit Wealth LLC reported 144 positions worth $394.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: MSFT (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $23.1M | 5.86% | 61,882 | — | — | |
| ▸ 2 | VTV | SH | $19.2M | 4.88% | 88,161 | — | — | |
| ▸ 3 | VCSH | SH | $17.6M | 4.48% | 223,282 | — | — | |
| ▸ 4 | VEA | SH | $16.2M | 4.12% | 227,588 | — | — | |
| ▸ 5 | SPYM | SH | $14.3M | 3.62% | 162,191 | — | — | |
| ▸ 6 | BSV | SH | $12.8M | 3.24% | 163,804 | — | — | |
| ▸ 7 | GOOG | SH | $12.7M | 3.22% | 35,941 | — | — | |
| ▸ 8 | DFIV | SH | $10.8M | 2.74% | 200,201 | — | — | |
| ▸ 9 | SPYV | SH | $9.2M | 2.35% | 152,106 | — | — | |
| ▸ 10 | JPM | SH | $8.9M | 2.26% | 27,174 | — | — |
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Frequently Asked Questions
What stocks does Stone Summit Wealth LLC hold as of Q2 2026?
Stone Summit Wealth LLC reported 144 positions worth $394.0M in its Q2 2026 13F filing. Largest positions: MSFT (5.9%), VTV (4.9%), VCSH (4.5%), VEA (4.1%) and SPYM (3.6%).
What did Stone Summit Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stone Summit Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.