13F Insight
DOSSIER · 13F-HR · Q2 2026

Stone Summit Wealth LLC

$394M in tracked AUM across 144 positions as of Q2 2026.

SS
CIK 0001908192 · last filed Jun 30, 2026
Total AUM
$394M
as of Q2 2026
Holdings
144
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Stone Summit Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$23M62K5.9%02
VTV
VANGUARD INDEX FDS
$19M88K4.9%03
VCSH
VANGUARD SCOTTSDALE FDS
$18M223K4.5%04
VEA
VANGUARD TAX-MANAGED FDS
$16M228K4.1%05
SPYM
SPDR SERIES TRUST
$14M162K3.6%06
BSV
VANGUARD BD INDEX FDS
$13M164K3.2%07
GOOG
ALPHABET INC
$13M36K3.2%08
DFIV
DIMENSIONAL ETF TRUST
$11M200K2.7%09
SPYV
SPDR SERIES TRUST
$9M152K2.3%10
JPM
JPMORGAN CHASE & CO
$9M27K2.3%

Filing history

2026Q2Jun 30
$394M▲ 9.7%
144 positionsView →2026Q1Mar 31
$359M▼ 2.5%
142 positionsView →2025Q4Dec 31
$369M▲ 4.6%
141 positionsView →2025Q3Sep 30
$353M▲ 9.2%
143 positionsView →2025Q2Jun 30
$323M▲ 9.3%
142 positionsLocked2025Q1Mar 31
$295M▼ 0.9%
140 positionsLocked2024Q4Dec 31
$298M▼ 3.9%
138 positionsLocked2024Q3Sep 30
$310M▲ 11.1%
141 positionsLocked2024Q2Jun 30
$279M▼ 3.1%
137 positionsLocked2024Q1Mar 31
$288M▲ 10.3%
140 positionsLocked2023Q4Dec 31
$261M▲ 11.8%
139 positionsLocked2023Q3Sep 30
$233M▼ 3.3%
138 positionsLocked
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