Stone Summit Wealth LLC
CIK 0001908192 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$394.0M
2026 Q2
Positions
144
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MSFT
MICROSOFT CORP
5.9%
VTV
VANGUARD INDEX FDS
4.9%
VCSH
VANGUARD SCOTTSDALE FDS
4.5%
VEA
VANGUARD TAX-MANAGED FDS
4.1%
SPYM
SPDR SERIES TRUST
3.6%
BSV
VANGUARD BD INDEX FDS
3.2%
GOOG
ALPHABET INC
3.2%
DFIV
DIMENSIONAL ETF TRUST
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.