13F Insight
DOSSIER · 13F-HR · Q3 2026

Stone Summit Wealth LLC

$370M in tracked AUM across 137 positions as of Q3 2026.

SS
CIK 0001908192 · last filed Sep 30, 2026
Total AUM
$370M
as of Q3 2026
Holdings
137
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Stone Summit Wealth LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VCSH
VANGUARD SCOTTSDALE FDS
$18M239K5.0%02
VTV
VANGUARD INDEX FDS
$18M83K4.9%03
VEA
VANGUARD TAX-MANAGED FDS
$17M242K4.6%04
SPYM
SPDR SERIES TRUST
$17M186K4.5%05
BSV
VANGUARD BD INDEX FDS
$15M201K4.1%06
DFIV
DIMENSIONAL ETF TRUST
$12M206K3.1%07
GOOG
ALPHABET INC
$11M33K3.0%08
SPYV
SPDR SERIES TRUST
$11M177K2.9%09
BNDW
VANGUARD SCOTTSDALE FDS
$9M143K2.5%10
SPYG
SPDR SERIES TRUST
$9M73K2.4%

Filing history

2026Q3Sep 30
$370M▼ 6.0%
137 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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