Stone Summit Wealth LLC

CIK

1908192

Location

Miami, FL

Portfolio Value

Small $131,282,615

Diversification

Diversified

Filing Date

Global Rank

#5,352 / 8,517 ▼ 375

Top Industry

Software - Infrastructure 18.7%

3Y Alpha vs SPY

-2.5%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.5%

SPY

+75.3%

Annualised alpha

-2.8%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.6%

+3.0 pts

Top 5

39.2%

−2.9 pts

Top 10

57.4%

+0.1 pts

HHI

565

Diversified+43

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.4%	$49,119,773	12
Healthcare	14.9%	$19,500,309	9
Financial Services	14.7%	$19,235,056	9
Industrials	9.9%	$12,997,570	6
Basic Materials	5.7%	$7,509,414	2
Consumer Cyclical	5.3%	$6,992,081	7
Consumer Defensive	4.2%	$5,474,479	5
Unclassified	3.9%	$5,119,188	4
Utilities	1.9%	$2,544,978	1
Communication Services	1.6%	$2,060,093	2
Energy	0.6%	$729,674	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+2,300	24,808	$1,429,436
NEE	Nextera Energy Inc	+1,195	28,996	$2,544,978
MSFT	Microsoft Corp	+387	61,882	$23,083,223
AMZN	Amazon Com Inc	+325	1,885	$449,270
NVDA	Nvidia Corp	+208	2,230	$446,200
CL	Colgate Palmolive Co	+175	3,111	$285,216
LLY	ELI LILLY & Co	+90	3,470	$4,162,022
SPY	Spdr S&P 500 ETF Trust	+63	4,190	$3,128,966
TSLA	Tesla, Inc.	+15	2,844	$1,196,186
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−37,462	4,018	$1,435,912
APH	Amphenol Corp /De/	−1,327	32,776	$5,779,064
JPM	Jpmorgan Chase & Co	−1,068	27,174	$8,894,865
TFC	Truist Financial Corp	−1,000	5,500	$274,010
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−977	15,958	$7,621,062
QCOM	Qualcomm Inc/De	−925	21,259	$3,928,450
SYK	Stryker Corp	−686	10,047	$3,163,197
PEP	Pepsico Inc	−634	19,018	$2,575,037
DIS	Walt Disney Co	−605	6,485	$624,181
GILD	Gilead Sciences, Inc.	−577	30,669	$3,874,721
CMI	Cummins Inc	−530	7,949	$5,669,306
ECL	Ecolab Inc.	−458	11,555	$3,219,338
CAT	Caterpillar Inc	−438	5,707	$6,077,384
BAC	Bank Of America Corp /De/	−400	12,800	$729,344
XOM	ExxonMobil Holdings Corp	−283	5,337	$729,674
LOW	Lowes Companies Inc	−252	11,006	$2,426,712
AXP	American Express Co	−235	13,401	$4,532,888
IBM	International Business Machines Corp	−200	1,496	$420,690
MRK	Merck & Co., Inc.	−140	17,426	$2,239,241
HD	Home Depot, Inc.	−127	4,722	$1,665,354
APO	Apollo Global Management, Inc.	−100	3,500	$414,085
LIN	Linde PLC	−99	8,267	$4,290,076
A	Agilent Technologies, Inc.	−96	18,192	$2,416,443
ETN	Eaton Corp plc	−90	885	$377,116
PG	PROCTER & GAMBLE Co	−60	3,232	$473,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	849	$493,192
INTC	Intel Corp	2,620	$365,830
GE	General Electric Co	565	$211,157
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	220,871	$14,153,413
BNDW	Vanguard Total World Bond ETF	123,961	$8,472,734
VB	Vanguard Morningstar Small-Cap ETF	13,599	$3,561,850
MDT	Medtronic plc	22,060	$1,911,499
VIG	Vanguard Dividend Appreciation ETF	2,669	$573,995
VTEC	Vanguard California Tax-Exempt Bond ETF	5,668	$561,585
NKE	NIKE, Inc.	7,180	$379,247
VEU	Vanguard FTSE All-World Ex-US ETF	4,755	$357,100
KTOS	Kratos Defense & Security Solutions, Inc.	3,885	$273,931
CVX	Chevron Corp	1,272	$263,176
GLDM	World Gold Trust	2,374	$220,046
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $131,282,615 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	61,882	+387	$23,083,223	+1.4%	17.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,174	-1,068	$8,894,865	+7.1%	6.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,958	-977	$7,621,062	+33.2%	5.81%
CAT	Caterpillar Inc Industrials	Reduced	5,707	-438	$6,077,384	+39.6%	4.63%
APH	Amphenol Corp /De/ Technology	Reduced	32,776	-1,327	$5,779,064	—	4.40%
CMI	Cummins Inc Industrials	Reduced	7,949	-530	$5,669,306	+24.3%	4.32%
AAPL	Apple Inc. Technology	Reduced	17,958	-59	$5,196,326	+13.6%	3.96%
AXP	American Express Co Financial Services	Reduced	13,401	-235	$4,532,888	+9.9%	3.45%
LIN	Linde PLC Basic Materials	Reduced	8,267	-99	$4,290,076	+3.4%	3.27%
LLY	ELI LILLY & Co Healthcare	Added	3,470	+90	$4,162,022	+33.9%	3.17%
QCOM	Qualcomm Inc/De Technology	Reduced	21,259	-925	$3,928,450	+37.5%	2.99%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	30,669	-577	$3,874,721	−11.0%	2.95%
ECL	Ecolab Inc. Basic Materials	Reduced	11,555	-458	$3,219,338	+0.7%	2.45%
SYK	Stryker Corp Healthcare	Reduced	10,047	-686	$3,163,197	−10.3%	2.41%
SPY	Spdr S&P 500 ETF Trust	Added	4,190	+63	$3,128,966	+16.6%	2.38%
V	Visa Inc. Financial Services	Reduced	7,643	-19	$2,622,236	+13.2%	2.00%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,018	-634	$2,575,037	−15.6%	1.96%
NEE	Nextera Energy Inc Utilities	Added	28,996	+1,195	$2,544,978	−1.4%	1.94%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,006	-252	$2,426,712	−8.8%	1.85%
A	Agilent Technologies, Inc. Healthcare	Reduced	18,192	-96	$2,416,443	+15.9%	1.84%
MRK	Merck & Co., Inc. Healthcare	Reduced	17,426	-140	$2,239,241	+6.0%	1.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,722	-127	$1,665,354	+4.4%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,018	-37,462	$1,435,912	−87.9%	1.09%
BMY	Bristol Myers Squibb Co Healthcare	Added	24,808	+2,300	$1,429,436	+4.7%	1.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,530	-20	$1,305,887	−9.0%	0.99%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,844	+15	$1,196,186	+13.7%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	4,100	-20	$1,041,277	+3.4%	0.79%
SCHW	Schwab Charles Corp Financial Services	Held	10,900	0	$1,005,743	−1.8%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Held	1,344	0	$989,721	+27.6%	0.75%
AMAT	Applied Materials Inc /De Technology	Held	1,200	0	$867,600	+111.5%	0.66%
KO	Coca Cola Co Consumer Defensive	Reduced	10,267	-35	$834,399	+6.5%	0.64%
AMGN	Amgen Inc Healthcare	Reduced	2,275	-24	$823,823	+1.8%	0.63%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,337	-283	$729,674	−23.5%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,800	-400	$729,344	+13.3%	0.56%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	890	-54	$625,972	+7.5%	0.48%
DIS	Walt Disney Co Communication Services	Reduced	6,485	-605	$624,181	−8.7%	0.48%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,725	-20	$547,739	+14.1%	0.42%
AMD	Advanced Micro Devices Inc Technology	NEW	849	NEW	$493,192	NEW	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,232	-60	$473,940	−0.3%	0.36%
CSCO	Cisco Systems, Inc. Technology	Held	4,000	0	$469,840	+51.4%	0.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,885	+325	$449,270	+38.3%	0.34%
ORCL	Oracle Corp Technology	Reduced	3,059	-25	$448,296	−1.2%	0.34%
NVDA	Nvidia Corp Technology	Added	2,230	+208	$446,200	+26.5%	0.34%
IBM	International Business Machines Corp Technology	Reduced	1,496	-200	$420,690	+2.3%	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	833	-22	$416,824	+1.7%	0.32%
APO	Apollo Global Management, Inc. Financial Services	Reduced	3,500	-100	$414,085	+3.2%	0.32%
BA	Boeing Co Industrials	Held	1,850	0	$400,469	+8.8%	0.31%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,032	0	$382,448	+13.3%	0.29%
ETN	Eaton Corp plc Industrials	Reduced	885	-90	$377,116	+8.1%	0.29%
IAU	Ishares Gold Trust	Held	4,960	0	$374,529	−14.3%	0.29%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.