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Stone Summit Wealth LLC
Updated 5 days agoManaged by Stone Summit Wealth Llc • Latest filing Q3 2026
Portfolio value
$370.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $352.6M |
| Q4 2025 | $368.7M |
| Q1 2026 | $359.3M |
| Q2 2026 | $394M |
| Q3 2026 | $370.3M |
Top holdings
137 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18.5M | 239.4K | 4.99% | Added(+7.2%) | |
| 2 | $18M | 83.5K | 4.87% | Trimmed(-5.3%) | |
| 3 | $17.1M | 242.3K | 4.62% | Added(+6.5%) | |
| 4 | $16.7M | 186.3K | 4.52% | Added(+14.8%) | |
| 5 | $15.3M | 200.7K | 4.14% | Added(+22.5%) | |
| 6 | $11.5M | 206.2K | 3.11% | Added(+3.0%) | |
| 7 | $11.1M | 32.7K | 3.01% | Trimmed(-9.1%) | |
| 8 | $10.8M | 177.1K | 2.92% | Added(+16.4%) | |
| 9 | ? N/A VANGUARD SCOTTSDALE FDS | $9.4M | 143.1K | 2.54% | Added(+11.7%) |
| 10 | $9M | 73.4K | 2.44% | Added(+20.0%) | |
| 11 | $9M | 114.3K | 2.42% | Added(+14.2%) | |
| 12 | $7.9M | 10.4K | 2.15% | Trimmed(-5.1%) | |
| 13 | $7.9M | 23.9K | 2.14% | Trimmed(-12.0%) | |
| 14 | $7.4M | 82.5K | 2.01% | Trimmed(-3.9%) | |
| 15 | $6.5M | 14.1K | 1.74% | Trimmed(-11.4%) | |
| 16 | $6.2M | 30.0K | 1.68% | Trimmed(-5.2%) | |
| 17 | $5.9M | 17.8K | 1.60% | Trimmed(-0.9%) | |
| 18 | $5.9M | 72.6K | 1.59% | Added(+4.7%) | |
| 19 | ? N/A AMERICAN CENTY ETF TR | $5.7M | 52.4K | 1.55% | Added(+1.4%) |
| 20 | $5.7M | 11.1K | 1.54% | Trimmed(-82.0%) |