Stone Summit Wealth LLC

CIK

1908192

Location

Miami, FL

Portfolio Value

Small $399,807,602

Diversification

Diversified

Filing Date

Global Rank

#4,407 / 8,793 ▼ 67 · as of Jun 2026

Top Industry

Software - Infrastructure 16.2%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

11.3%

+0.3 pts

Top 5

44.4%

+2.3 pts

Top 10

63.9%

+1.9 pts

HHI

534

Diversified+31

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	63.8%	$254,961,213	27
Technology	13.7%	$54,898,837	12
Healthcare	4.9%	$19,500,309	9
Financial Services	4.9%	$19,439,921	10
Communication Services	3.7%	$14,759,126	2
Industrials	3.3%	$12,997,570	6
Basic Materials	1.9%	$7,509,414	2
Consumer Cyclical	1.7%	$6,992,081	7
Consumer Defensive	1.4%	$5,474,479	5
Utilities	0.6%	$2,544,978	1
Energy	0.2%	$729,674	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+90,248	253,947	$44,985,401
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+62,989	447,699	$32,947,948
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+19,130	341,569	$41,614,972
FNDA	Schwab Fundamental U.S. Small Company ETF	+13,073	279,721	$10,134,566
VEA	Vanguard FTSE Developed Markets ETF	+6,717	227,588	$16,215,645
VCRM	Vanguard Core Tax-Exempt Bond ETF	+4,127	34,644	$1,752,293
BMY	Bristol Myers Squibb Co	+2,300	24,808	$1,429,436
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1,927	31,767	$2,319,330
DCOR	Dimensional US Core Equity 1 ETF	+1,256	309,731	$16,733,541
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
VTEC	Vanguard California Tax-Exempt Bond ETF	+321	5,989	$602,493
NVDA	Nvidia Corp	+208	2,230	$446,200
CL	Colgate Palmolive Co	+175	3,111	$285,216
CWI	State Street SPDR MSCI ACWI ex-US ETF	+140	16,919	$852,548
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+100	12,076	$611,129
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
BIV	Vanguard Intermediate-Term Bond ETF	−5,646	163,804	$12,761,969
IVZ	Invesco Ltd.	−3,800	18,899	$204,865
BCLO	iShares BBB-B CLO Active ETF	−2,001	4,916	$248,430
ACSG	American Century Small Cap Growth Insights ETF	−1,714	177,077	$18,356,583
GOOGL	Alphabet Inc.	−1,521	39,959	$14,134,945
APH	Amphenol Corp /De/	−1,327	32,776	$11,558,128
—		−1,172	41,971	$2,420,467
JPM	Jpmorgan Chase & Co	−1,068	27,174	$8,894,865
TFC	Truist Financial Corp	−1,000	5,500	$274,010
BNDW	Vanguard Total World Bond ETF	−982	451,497	$34,698,805
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−977	15,958	$7,621,062
QCOM	Qualcomm Inc/De	−925	21,259	$3,928,450
VEU	Vanguard FTSE All-World Ex-US ETF	−884	56,635	$3,494,948
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	−470	31,632	$6,730,340
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	849	$493,192
INTC	Intel Corp	2,620	$365,830
EDV	Vanguard World Funds Extended Duration ETF	2,000	$239,040
VXUS	Vanguard Total International Stock ETF	2,495	$213,297
GE	General Electric Co	565	$211,157
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	22,060	$1,911,499
NKE	NIKE, Inc.	7,180	$379,247
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

82 tracked positions · $399,807,602 total · filing declares 144 positions · $394,028,811 · 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 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	253,947	+90,248	$44,985,401	+35.2%	11.25%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	341,569	+19,130	$41,614,972	—	10.41%
BNDW	Vanguard Total World Bond ETF	Reduced	451,497	-982	$34,698,805	−0.4%	8.68%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	447,699	+62,989	$32,947,948	+23.0%	8.24%
MSFT	Microsoft Corp Technology	Added	61,882	+387	$23,083,223	+1.4%	5.77%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	177,077	-1,714	$18,356,583	+9.8%	4.59%
DCOR	Dimensional US Core Equity 1 ETF	Added	309,731	+1,256	$16,733,541	+6.4%	4.19%
VEA	Vanguard FTSE Developed Markets ETF	Added	227,588	+6,717	$16,215,645	+14.6%	4.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	39,959	-1,521	$14,134,945	+18.8%	3.54%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	163,804	-5,646	$12,761,969	−3.8%	3.19%
APH	Amphenol Corp /De/ Technology	Reduced	32,776	-1,327	$11,558,128	+34.1%	2.89%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	279,721	+13,073	$10,134,566	+15.7%	2.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,174	-1,068	$8,894,865	+7.1%	2.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,958	-977	$7,621,062	+33.2%	1.91%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	31,632	-470	$6,730,340	+9.2%	1.68%
CAT	Caterpillar Inc Industrials	Reduced	5,707	-438	$6,077,384	+39.6%	1.52%
CMI	Cummins Inc Industrials	Reduced	7,949	-530	$5,669,306	+24.3%	1.42%
AAPL	Apple Inc. Technology	Reduced	17,958	-59	$5,196,326	+13.6%	1.30%
AXP	American Express Co Financial Services	Reduced	13,401	-235	$4,532,888	+9.9%	1.13%
LIN	Linde PLC Basic Materials	Reduced	8,267	-99	$4,290,076	+3.4%	1.07%
LLY	ELI LILLY & Co Healthcare	Added	3,470	+90	$4,162,022	+33.9%	1.04%
QCOM	Qualcomm Inc/De Technology	Reduced	21,259	-925	$3,928,450	+37.5%	0.98%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	30,669	-577	$3,874,721	−11.0%	0.97%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	56,635	-884	$3,494,948	+8.9%	0.87%
ECL	Ecolab Inc. Basic Materials	Reduced	11,555	-458	$3,219,338	+0.7%	0.81%
SYK	Stryker Corp Healthcare	Reduced	10,047	-686	$3,163,197	−10.3%	0.79%
SPY	Spdr S&P 500 ETF Trust	Added	4,190	+63	$3,128,966	+16.6%	0.78%
V	Visa Inc. Financial Services	Reduced	7,643	-19	$2,622,236	+13.2%	0.66%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,018	-634	$2,575,037	−15.6%	0.64%
NEE	Nextera Energy Inc Utilities	Added	28,996	+1,195	$2,544,978	−1.4%	0.64%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,006	-252	$2,426,712	−8.8%	0.61%
		Reduced	41,971	-1,172	$2,420,467	+16.1%	0.61%
A	Agilent Technologies, Inc. Healthcare	Reduced	18,192	-96	$2,416,443	+15.9%	0.60%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	31,767	+1,927	$2,319,330	+14.5%	0.58%
MRK	Merck & Co., Inc. Healthcare	Reduced	17,426	-140	$2,239,241	+6.0%	0.56%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	34,644	+4,127	$1,752,293	+15.1%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,722	-127	$1,665,354	+4.4%	0.42%
BMY	Bristol Myers Squibb Co Healthcare	Added	24,808	+2,300	$1,429,436	+4.7%	0.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,530	-20	$1,305,887	−9.0%	0.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,844	+15	$1,196,186	+13.7%	0.30%
JNJ	Johnson & Johnson Healthcare	Reduced	4,100	-20	$1,041,277	+3.4%	0.26%
SCHW	Schwab Charles Corp Financial Services	Held	10,900	0	$1,005,743	−1.8%	0.25%
QQQ	Invesco Qqq Trust, Series 1	Held	1,344	0	$989,721	+27.6%	0.25%
AMAT	Applied Materials Inc /De Technology	Held	1,200	0	$867,600	+111.5%	0.22%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	16,919	+140	$852,548	+11.3%	0.21%
KO	Coca Cola Co Consumer Defensive	Reduced	10,267	-35	$834,399	+6.5%	0.21%
AMGN	Amgen Inc Healthcare	Reduced	2,275	-24	$823,823	+1.8%	0.21%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	5,093	-19	$742,231	+11.6%	0.19%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,337	-283	$729,674	−23.5%	0.18%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,800	-400	$729,344	+13.3%	0.18%

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.