Stone Summit Wealth LLC

CIK

1908192

Location

Miami, FL

Portfolio Value

Micro $7,201,328

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

+57.3%

SPY

+76.5%

Annualised alpha

-4.6%

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

8 positions · $7,201,328 total · Consumer Cyclical only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,258	-189	$2,660,040	−3.6%	36.94%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,849	-213	$1,594,787	−8.4%	22.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,829	+544	$1,051,680	+2.3%	14.60%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,745	-150	$480,189	−9.2%	6.67%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	7,180	-650	$379,247	−24.0%	5.27%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,200	-40	$372,948	−1.6%	5.18%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,032	0	$337,536	+5.4%	4.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,560	-79	$324,901	−14.1%	4.51%