What does Stone Summit Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Stone Summit Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

MICROSOFT CORP

$23M61K6.3%

VANGUARD SCOTTSDALE FDS

$18M231K5.1%

VANGUARD INDEX FDS

$18M90K4.9%

VANGUARD TAX-MANAGED FDS

$14M221K3.9%

VANGUARD BD INDEX FDS

$13M166K3.6%

SPDR SERIES TRUST

$12M158K3.4%

ALPHABET INC

$11M37K3.0%

DIMENSIONAL ETF TRUST

$10M199K2.9%

VANGUARD SCOTTSDALE FDS

$8M124K2.4%

SPDR SERIES TRUST

$8M149K2.3%

Filing history loading…