What does Stone Summit Wealth LLC hold?

Stone Summit Wealth LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1908192.

What is Stone Summit Wealth LLC's AUM?

Stone Summit Wealth LLC reported approximately $370.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $443.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Stone Summit Wealth LLC's holdings?

All Stone Summit Wealth LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1908192. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Stone Summit Wealth LLC's 13F data updated on 13F Pro?

Stone Summit Wealth LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Stone Summit Wealth LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908192

Institutional-grade research for retail investors

Sector Allocation

Other65.7%$243.2M
Technology15.7%$58.1M
Financials6.4%$23.7M
Healthcare5.1%$18.8M
Industrials2.3%$8.4M
Materials1.8%$6.7M
Consumer Discretionary1.3%$4.8M
Consumer Staples0.9%$3.4M
Utilities0.5%$2.0M
Energy0.2%$640,747

AUM History

13fpro.ai/research/fund/stone-summit-wealth-llc-1908192

Conviction and streaks

Stable · top 10 = 37.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold5.0% weight · held 11 quarters

$Conviction hold4.9% weight · held 11 quarters

$Conviction hold4.6% weight · held 11 quarters

$Conviction hold4.5% weight · held 11 quarters

$METAConviction hold4.1% weight · held 11 quarters

$Accumulating+59% shares · 10 quarters running

$Accumulating+157% shares · 10 quarters running

$Accumulating+248% shares · 10 quarters running

$Accumulating+158% shares · 7 quarters running

$Accumulating+52% shares · 6 quarters running

$LOWTrimming-25% shares · 10 quarters running

$HDTrimming-40% shares · 10 quarters running

$Trimming-22% shares · 10 quarters running

$DISTrimming-75% shares · 10 quarters running

$BRK-ATrimming-28% shares · 10 quarters running

Largest positions — Q3 2026

VANGUARD
$18.5M
VANGUARD
$18.0M
VANGUARD
$17.1M
SPDR
$16.7M
META
$15.3M
DIMENSIONAL
$11.5M
GOOG
$11.1M
SPDR
$10.8M
VANGUARD
$9.4M
SPDR
$9.0M
VANGUARD
$9.0M
ISHARES
$7.9M
JPM
$7.9M
VANGUARD
$7.4M
TSM
$6.5M
IVZ
$6.2M
AAPL
$5.9M
ISHARES
$5.9M
AMERICAN
$5.7M
MSFT
$5.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/stone-summit-wealth-llc-1908192

Stone Summit Wealth LLC 13F holdings — Q3 2026

$370.3M portfolio (-6.0% QoQ) · 137 holdings · Q3 2026 13F · top 10 are 37% of the stock portfolio

1
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$18.5M
5.0% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$18.0M
4.9% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$17.1M
4.6% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR SERIES TRUST - ST STR P500ETF
$16.7M
4.5% of stocks
+15%This quarter—Since filed—Held
AIQuality—Est. buy—
5
Meta Platforms, Inc.
$META
$15.3M
4.1% of stocks
+23%This quarter-14.5%Since filed11+ qtrsHeld
AIQuality78.0#57Est. buyEstimated buy price is Pro: unlock with a free trial
6
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$11.5M
3.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
Alphabet Inc.
$GOOG
$11.1M
3.0% of stocks
-9%This quarter-8.6%Since filed11+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
8
SPDR SERIES TRUST - ST STR P500VAL
$10.8M
2.9% of stocks
+16%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF
$9.4M
2.5% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SPDR SERIES TRUST - ST STR P500GRW
$9.0M
2.4% of stocks
+20%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$18.5M	5.0%	+7%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR VAL ETF	$18.0M	4.9%	-5%	—	—	—	—
3	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$17.1M	4.6%	+6%	—	—	—	—
4	SPDR SERIES TRUST - ST STR P500ETF	$16.7M	4.5%	+15%	—	—	—	—
5	Meta Platforms, Inc.$META	$15.3M	4.1%	+23%	-14.5%	11+ qtrs	78.0#57	Estimated buy price is Pro: unlock with a free trial
6	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$11.5M	3.1%	+3%	—	—	—	—
7	Alphabet Inc.$GOOG	$11.1M	3.0%	-9%	-8.6%	11+ qtrsTrimmed 3 qtrs in a row	77.7#61	Estimated buy price is Pro: unlock with a free trial
8	SPDR SERIES TRUST - ST STR P500VAL	$10.8M	2.9%	+16%	—	—	—	—
9	VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF	$9.4M	2.5%	+12%	—	—	—	—
10	SPDR SERIES TRUST - ST STR P500GRW	$9.0M	2.4%	+20%	—	—	—	—

All holdings — Stone Summit Wealth LLC (Q3 2026)

Sort

137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund	—	$9.0M	2.4%	114K	+14%	—	—	13F
12	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$7.9M	2.1%	10K	-5%	—	—	13F
13	$JPM	JPMORGAN CHASE & CO	Financials	$7.9M	2.1%	24K	-12%	11+ qtrsTrimmed 4 qtrs in a row	71.9	13F
14	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund	—	$7.4M	2.0%	82K	-4%	—	—	13F
15	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr	Technology	$6.5M	1.7%	14K	-11%	11+ qtrsTrimmed 5 qtrs in a row	—	13F
16	$IVZ	Invesco Ltd.	Financials	$6.2M	1.7%	30K	-5%	11+ qtrsTrimmed 5 qtrs in a row	—	13F
17	$AAPL	Apple Inc.	Technology	$5.9M	1.6%	18K	-0.9%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$5.9M	1.6%	73K	+5%	—	—	13F
19	—	AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund	—	$5.7M	1.6%	52K	+1%	—	—	13F
20	$MSFT	MICROSOFT CORP	Technology	$5.7M	1.5%	11K	-82%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	ISHARES TR - 0-5 YR TIPS ETFetf/fund	—	$5.3M	1.4%	54K	+10%	—	—	13F
22	—	AMERICAN CENTY ETF TR - US SML CP VALUetf/fund	—	$5.3M	1.4%	45K	+2%	—	—	13F
23	$APH	AMPHENOL CORP /DE/	Technology	$5.2M	1.4%	61K	+87%	11+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	SPDR SERIES TRUST - ST SHOR CORP ETFetf/fund	—	$4.8M	1.3%	162K	+124%	—	—	13F
25	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$4.4M	1.2%	19K	-4%	—	—	13F
26	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$4.1M	1.1%	46K	-3%
27	—	ISHARES TR - CORE S&P SCP ETF	—	$4.1M	1.1%	30K	-6%
28	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$4.1M	1.1%	14K	+5%
29	$CAT	CATERPILLAR INC	Industrials	$4.1M	1.1%	5,065	-11%
30	$GILD	GILEAD SCIENCES, INC.	Healthcare	$4.1M	1.1%	27K	-11%
31	$LLY	ELI LILLY & Co	Healthcare	$3.7M	1.0%	3,190	-8%
32	$AXP	AMERICAN EXPRESS CO	Financials	$3.7M	1.0%	12K	-10%
33	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$3.6M	1.0%	9,654	-0.1%
34	$QCOM	QUALCOMM INC/DE	Technology	$3.6M	1.0%	20K	-8%
35	$LIN	LINDE PLC	Materials	$3.6M	1.0%	7,532	-9%
36	$CMI	CUMMINS INC	Industrials	$3.5M	0.9%	6,683	-16%
37	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	—	$3.2M	0.9%	64K	+10%
38	$SPY	SPDR S&P 500 ETF TRUST	—	$3.2M	0.8%	4,145	-1%
39	—	ISHARES TR - EAFE GRWTH ETF	—	$3.1M	0.8%	26K	+15%
40	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$3.0M	0.8%	50K	-4%
41	$ECL	ECOLAB INC.	Materials	$2.9M	0.8%	11K	-7%
42	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$2.9M	0.8%	31K	-1%
43	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$2.7M	0.7%	7,704	—
44	$MRK	Merck & Co., Inc.	Healthcare	$2.6M	0.7%	18K	+4%
45	$A	AGILENT TECHNOLOGIES, INC.	Healthcare	$2.6M	0.7%	15K	-17%
46	—	ISHARES TR - SHRT NAT MUN ETF	—	$2.5M	0.7%	24K	+1%
47	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$2.4M	0.7%	44K	—
48	$V	VISA INC.	Financials	$2.4M	0.7%	6,706	-12%
49	$SYK	STRYKER CORP	Healthcare	$2.4M	0.6%	8,567	-15%
50	—	ISHARES TR - EXPANDED TECH	—	$2.4M	0.6%	22K	-4%
51	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$2.1M	0.6%	40K	-5%
52	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$2.0M	0.6%	26K	-5%
53	$NEE	NEXTERA ENERGY INC	Utilities	$2.0M	0.5%	27K	-8%
54	—	ISHARES TR - CORE MSCI EAFE	—	$2.0M	0.5%	20K	-0.3%
55	$PEP	PEPSICO INC	Consumer Staples	$1.9M	0.5%	15K	-20%
56	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.9M	0.5%	62K	-4%
57	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$1.8M	0.5%	9,888	-10%
58	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.7M	0.5%	28K	+11%
59	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$1.6M	0.4%	37K	-0.5%
60	—	ISHARES TR - IBOXX HI YD ETF	—	$1.3M	0.4%	17K	-7%
61	$GOOGL	Alphabet Inc.	Technology	$1.3M	0.3%	3,788	-6%
62	—	ISHARES TR - CORE 1 5 YR USD	—	$1.3M	0.3%	27K	+65%
63	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	0.3%	4,240	-10%
64	—	ISHARES TR - NATIONAL MUN ETF	—	$1.1M	0.3%	11K	+62%
65	$SCHW	SCHWAB CHARLES CORP	Financials	$1.1M	0.3%	11K	—
66	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$994K	0.3%	1,344	—
67	$AMGN	AMGEN INC	Healthcare	$938K	0.3%	2,226	-2%
68	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$926K	0.3%	14K	-0.1%
69	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$920K	0.3%	23K	-7%
70	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$891K	0.2%	1,271	-3%
71	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$872K	0.2%	16K	-1%
72	$KO	COCA COLA CO	Consumer Staples	$858K	0.2%	9,966	-3%
73	$JNJ	JOHNSON & JOHNSON	Healthcare	$825K	0.2%	3,117	-24%
74	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$813K	0.2%	30K	-2%
75	$TSLA	Tesla, Inc.	Consumer Discretionary	$798K	0.2%	2,250	-21%
76	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$781K	0.2%	16K	-8%
77	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$760K	0.2%	21K	-2%
78	—	ISHARES TR - CORE S&P US GWT	—	$709K	0.2%	3,661	—
79	—	ISHARES TR - RUS 1000 GRW ETF	—	$709K	0.2%	5,660	—
80	—	ISHARES TR - CORE S&P TTL STK	—	$651K	0.2%	3,915	—
81	$XOM.R34088	EXXON MOBIL CORP	Energy	$641K	0.2%	3,937	-26%
82	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$640K	0.2%	22K	-0.1%
83	$BAC	BANK OF AMERICA CORP /DE/	Financials	$631K	0.2%	12K	-9%
84	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$618K	0.2%	13K	-62%
85	$AMAT	APPLIED MATERIALS INC /DE	Technology	$614K	0.2%	1,200	—
86	—	ISHARES TR - RUSSELL 2000 ETF	—	$605K	0.2%	2,176	—
87	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$556K	0.1%	846	-5%
88	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$553K	0.1%	17K	-1%
89	$NVDA	NVIDIA CORP	Technology	$553K	0.1%	2,420	+9%
90	$AMD	ADVANCED MICRO DEVICES INC	Technology	$549K	0.1%	897	+6%
91	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$533K	0.1%	3,165	+7%
92	—	ISHARES TR - S&P 500 GRWT ETF	—	$525K	0.1%	3,688	-0.3%
93	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	—	$522K	0.1%	6,737	—
94	$DIS	Walt Disney Co	Communication Services	$469K	0.1%	4,470	-31%
95	—	ISHARES TR - S&P 500 VAL ETF	—	$469K	0.1%	2,054	-0.5%
96	—	ISHARES TR - HDG MSCI EAFE	—	$461K	0.1%	9,935	—
97	$CSCO	CISCO SYSTEMS, INC.	Technology	$431K	0.1%	4,000	—
98	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$428K	0.1%	1,834	-31%
99	$ORCL	ORACLE CORP	Technology	$420K	0.1%	3,056	-0.1%
100	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$419K	0.1%	13K	—
101	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	—	$413K	0.1%	4,193	-21%
102	$PG	PROCTER & GAMBLE Co	Consumer Staples	$409K	0.1%	2,814	-13%
103	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$407K	0.1%	13K	-0.2%
104	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$407K	0.1%	818	-2%
105	—	TEVA PHARMACEUTICAL INDS LTD - SHS A	—	$404K	0.1%	10K	New
106	—	VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL	—	$404K	0.1%	3,673	—
107	$APO	Apollo Global Management, Inc.	Financials	$398K	0.1%	3,430	-2%
108	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$395K	0.1%	4,755	—
109	$IAU	ISHARES GOLD TRUST	Financials	$387K	0.1%	4,960	—
110	$ETN	Eaton Corp plc	Industrials	$380K	0.1%	885	—
111	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$377K	0.1%	7,479	+10%
112	$AMZN	AMAZON COM INC	Consumer Discretionary	$373K	0.1%	1,497	-21%
113	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$367K	0.1%	1,032	—
114	$ARES	Ares Management Corp	Financials	$360K	0.1%	3,100	—
115	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$329K	0.1%	1,496	—
116	—	ISHARES TR - RUS 1000 ETF	—	$328K	0.1%	788	—
117	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$316K	0.1%	1,895	-3%
118	$INTC	INTEL CORP	Technology	$315K	0.1%	2,620	—
119	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$314K	0.1%	7,569	—
120	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$313K	0.1%	1,420	—
121	—	ISHARES TR - EAFE SML CP ETF	—	$291K	0.1%	3,446	-1%
122	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$281K	0.1%	1,437	-23%
123	—	ISHARES TR - PFD AND INCM SEC	—	$271K	0.1%	9,195	+8%
124	—	ISHARES TR - RUS 1000 VAL ETF	—	$269K	0.1%	1,086	—
125	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$262K	0.1%	7,180	-3%
126	$TFC	TRUIST FINANCIAL CORP	Financials	$255K	0.1%	5,500	—
127	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	—	$253K	0.1%	3,172	—
128	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$253K	0.1%	950	-45%
129	—	VANGUARD WORLD FD - INF TECH ETF	—	$251K	0.1%	2,000	—
130	$META	Meta Platforms, Inc.	Technology	$236K	0.1%	325	New
131	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$232K	0.1%	2,715	-13%
132	$MCD	MCDONALDS CORP	Consumer Discretionary	$231K	0.1%	1,000	-17%
133	$HWM	Howmet Aerospace Inc.	Materials	$221K	0.1%	975	—
134	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$218K	0.1%	4,369	-0.2%
135	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$216K	0.1%	6,878	-0.6%
136	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$212K	0.1%	2,492	-0.1%
137	$BA	BOEING CO	Industrials	$207K	0.1%	1,110	-40%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 28 added to, 78 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

TEVA PHARMACEUTICAL INDS LTD - SHS *A*$404K
first bought this quarter

Added to (28)

$METAMeta Platforms, Inc.+23%
now $15.3M · held 11+ qtrs
SPDR SERIES TRUST - ST SHOR CORP ETF+124%
now $4.8M
$APHAMPHENOL CORP /DE/+87%
now $5.2M · held 11+ qtrs
SPDR SERIES TRUST - ST STR P500ETF+15%
now $16.7M
SPDR SERIES TRUST - ST STR P500VAL+16%
now $10.8M
SPDR SERIES TRUST - ST STR P500GRW+20%
now $9.0M

+22 more in the Excel export

Trimmed (78)

$MSFTMICROSOFT CORP-82%
now $5.7M · held 11+ qtrs
$GOOGAlphabet Inc.-9%
now $11.1M · held 11+ qtrs, 3 trims in a row
$JPMJPMORGAN CHASE & CO-12%
now $7.9M · held 11+ qtrs, 4 trims in a row
VANGUARD MUN BD FDS - TAX EXEMPT BD-62%
now $618K
VANGUARD INDEX FDS - MRNGSTR VAL ETF-5%
now $18.0M
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-11%
now $6.5M · held 11+ qtrs, 5 trims in a row

+72 more in the Excel export

Sold out (8)

$WMTWalmart Inc.was $1.3M
held 10+ qtrs
VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FDwas $602K
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $350K
held 10+ qtrs
ISHARES INC - MSCI EURZONE ETFwas $299K
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFwas $266K
BLACKROCK ETF TRUST II - ISHA SH TERM ETFwas $248K

+2 more in the Excel export

Firm AUM (Form ADV): $443.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Stone Summit Wealth LLC has filed, 19 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Stone Summit Wealth?

Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Stone Summit Wealth's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-5.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 15% over the last 4

Top 10 weight

37%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Stone Summit Wealth LLC disclosed 137 positions worth $370.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 8 and a full exit from $WMT. The portfolio is most concentrated in Other (65.7% of disclosed assets). All figures are sourced directly from Stone Summit Wealth LLC’s Form 13F-HR filing with the SEC under CIK 1908192.

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AI-Powered Hedge Fund Analysis: Stone Summit Wealth LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Stone Summit Wealth LLC (SEC CIK: 1908192), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Stone Summit Wealth LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.