Stone Summit Wealth LLC

CIK

1908192

Location

Miami, FL

Portfolio Value

Small $121,652,732

Diversification

Diversified

Filing Date

Global Rank

#4,932 / 8,232 ▲ 85

Top Industry

Software - Infrastructure 19.9%

3Y Alpha vs SPY

-4.7%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.9%

SPY

+76.5%

Annualised alpha

-4.7%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

−3.5 pts

Top 5

37.8%

−3.5 pts

Top 10

55.3%

−2.1 pts

HHI

580

Diversified−132

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$42,163,014	10
Healthcare	16.9%	$20,591,707	10
Financial Services	14.7%	$17,869,225	9
Industrials	8.3%	$10,130,919	6
Basic Materials	6.0%	$7,343,226	2
Consumer Cyclical	5.9%	$7,201,328	8
Consumer Defensive	4.9%	$5,996,391	5
Unclassified	3.9%	$4,699,222	5
Utilities	2.1%	$2,582,156	1
Communication Services	1.5%	$1,858,879	2
Energy	1.0%	$1,216,665	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+10,408	22,508	$1,365,110
MRK	Merck & Co., Inc.	+5,280	17,566	$2,113,014
NEE	Nextera Energy Inc	+1,817	27,801	$2,582,156
MDT	Medtronic plc	+874	22,060	$1,911,499
TSLA	Tesla, Inc.	+544	2,829	$1,051,680
KTOS	Kratos Defense & Security Solutions, Inc.	+169	3,885	$273,931
AMGN	Amgen Inc	+68	2,299	$808,903
GOOGL	Alphabet Inc.	+21	4,088	$1,175,545
LLY	ELI LILLY & Co	+17	3,380	$3,108,822
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−5,006	7,090	$683,334
PEP	Pepsico Inc	−4,535	19,652	$3,051,759
APH	Amphenol Corp /De/	−2,970	34,103	$4,308,914
JPM	Jpmorgan Chase & Co	−1,688	28,242	$8,307,666
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,427	16,935	$5,723,183
GILD	Gilead Sciences, Inc.	−1,311	31,246	$4,354,755
QCOM	Qualcomm Inc/De	−1,105	22,184	$2,856,855
BAC	Bank Of America Corp /De/	−1,050	13,200	$643,500
A	Agilent Technologies, Inc.	−1,049	18,288	$2,084,466
CMI	Cummins Inc	−832	8,479	$4,561,871
KO	Coca Cola Co	−823	10,302	$783,467
TEVA	Teva Pharmaceutical Industries Ltd	−685	10,335	$311,290
NKE	NIKE, Inc.	−650	7,180	$379,247
AXP	American Express Co	−616	13,636	$4,124,617
AAPL	Apple Inc.	−588	18,017	$4,572,534
CAT	Caterpillar Inc	−525	6,145	$4,353,486
TFC	Truist Financial Corp	−500	6,500	$298,805
SYK	Stryker Corp	−382	10,733	$3,526,756
NVDA	Nvidia Corp	−272	2,022	$352,636
HD	Home Depot, Inc.	−213	4,849	$1,594,787
CSCO	Cisco Systems, Inc.	−210	4,000	$310,360
APO	Apollo Global Management, Inc.	−200	3,600	$401,112
XOM	Exxon Mobil Corp	−200	5,620	$953,489
LOW	Lowes Companies Inc	−189	11,258	$2,660,040
MDY	Spdr S&P Midcap 400 ETF Trust	−184	944	$582,221
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,272	$263,176
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
META	Meta Platforms, Inc.	418	$275,917
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $121,652,732 total · as of Mar 31, 2026

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

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	61,495	-131	$22,763,604	−23.6%	18.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,242	-1,688	$8,307,666	−13.9%	6.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	16,935	-1,427	$5,723,183	+2.6%	4.70%
AAPL	Apple Inc. Technology	Reduced	18,017	-588	$4,572,534	−9.6%	3.76%
CMI	Cummins Inc Industrials	Reduced	8,479	-832	$4,561,871	−4.0%	3.75%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	31,246	-1,311	$4,354,755	+9.0%	3.58%
CAT	Caterpillar Inc Industrials	Reduced	6,145	-525	$4,353,486	+13.9%	3.58%
APH	Amphenol Corp /De/ Technology	Reduced	34,103	-2,970	$4,308,914	−14.0%	3.54%
LIN	Linde PLC Basic Materials	Reduced	8,366	-90	$4,147,528	+15.0%	3.41%
AXP	American Express Co Financial Services	Reduced	13,636	-616	$4,124,617	−21.8%	3.39%
SYK	Stryker Corp Healthcare	Reduced	10,733	-382	$3,526,756	−9.7%	2.90%
ECL	Ecolab Inc. Basic Materials	Reduced	12,013	-44	$3,195,698	+1.0%	2.63%
LLY	ELI LILLY & Co Healthcare	Added	3,380	+17	$3,108,822	−14.0%	2.56%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,652	-4,535	$3,051,759	−12.1%	2.51%
QCOM	Qualcomm Inc/De Technology	Reduced	22,184	-1,105	$2,856,855	−28.3%	2.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,127	-24	$2,683,953	−5.2%	2.21%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,258	-189	$2,660,040	−3.6%	2.19%
NEE	Nextera Energy Inc Utilities	Added	27,801	+1,817	$2,582,156	+23.8%	2.12%
V	Visa Inc. Financial Services	Reduced	7,662	-37	$2,315,762	−14.2%	1.90%
MRK	Merck & Co., Inc. Healthcare	Added	17,566	+5,280	$2,113,014	+63.4%	1.74%
A	Agilent Technologies, Inc. Healthcare	Reduced	18,288	-1,049	$2,084,466	−20.8%	1.71%
MDT	Medtronic plc Healthcare	Added	22,060	+874	$1,911,499	−6.1%	1.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,849	-213	$1,594,787	−8.4%	1.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,550	-50	$1,435,434	+11.1%	1.18%
BMY	Bristol Myers Squibb Co Healthcare	Added	22,508	+10,408	$1,365,110	+109.2%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	4,088	+21	$1,175,545	−7.7%	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,829	+544	$1,051,680	+2.3%	0.86%
SCHW	Schwab Charles Corp Financial Services	Held	10,900	0	$1,024,382	−5.9%	0.84%
JNJ	Johnson & Johnson Healthcare	Reduced	4,120	-65	$1,007,092	+16.3%	0.83%
XOM	Exxon Mobil Corp Energy	Reduced	5,620	-200	$953,489	+36.1%	0.78%
AMGN	Amgen Inc Healthcare	Added	2,299	+68	$808,903	+10.8%	0.66%
KO	Coca Cola Co Consumer Defensive	Reduced	10,302	-823	$783,467	+0.7%	0.64%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,344	-1	$775,729	−6.1%	0.64%
DIS	Walt Disney Co Communication Services	Reduced	7,090	-5,006	$683,334	−50.3%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	13,200	-1,050	$643,500	−17.9%	0.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	944	-184	$582,221	−14.4%	0.48%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,745	-150	$480,189	−9.2%	0.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,292	-145	$475,496	−3.5%	0.39%
ORCL	Oracle Corp Technology	Reduced	3,084	-42	$453,687	−25.5%	0.37%
IAU	Ishares Gold Trust	Reduced	4,960	-21	$437,273	+8.2%	0.36%
IBM	International Business Machines Corp Technology	Reduced	1,696	-75	$411,093	−21.6%	0.34%
AMAT	Applied Materials Inc /De Technology	Held	1,200	0	$410,148	+33.0%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	855	-60	$409,716	−10.9%	0.34%
APO	Apollo Global Management, Inc. Financial Services	Reduced	3,600	-200	$401,112	−27.1%	0.33%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	7,180	-650	$379,247	−24.0%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,200	-40	$372,948	−1.6%	0.31%
BA	Boeing Co Industrials	Held	1,850	0	$368,205	−8.3%	0.30%
NVDA	Nvidia Corp Technology	Reduced	2,022	-272	$352,636	−17.6%	0.29%
ETN	Eaton Corp plc Industrials	Reduced	975	-75	$348,728	+4.3%	0.29%
ARES	Ares Management Corp Financial Services	Reduced	3,150	-125	$343,665	−35.1%	0.28%