§ 13F · FUND PROFILE
Stone Summit Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322.8T (13F)Positions · 142Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 62K | $29.8T | 8.1% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 95K | $18.2T | 4.9% | −1% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 208K | $16.6T | 4.5% | +20% |
| 4 | SPYM | SPDR SERIES TRUST | 157K | $12.6T | 3.4% | +83% |
| 5 | GOOG | ALPHABET INC | 39K | $12.3T | 3.3% | +1% |
| 6 | BSV | VANGUARD BD INDEX FDS | 153K | $12.0T | 3.3% | +18% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 181K | $11.3T | 3.1% | +8% |
| 8 | JPM | JPMORGAN CHASE & CO. | 30K | $9.6T | 2.6% | −3% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 192K | $9.6T | 2.6% | +5% |
| 10 | BNDW | VANGUARD SCOTTSDALE FDS | 118K | $8.1T | 2.2% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
Stone Summit Wealth LLC is a Other fund managing $322794.7 trillion in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed