§ 13F · FUND PROFILE
Stone Summit Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $353M (13F)Positions · 143Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 61K | $23M | 6.3% | ±0% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 231K | $18M | 5.1% | +11% |
| 3 | VTV | VANGUARD INDEX FDS | 90K | $18M | 4.9% | −6% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 221K | $14M | 3.9% | +22% |
| 5 | BSV | VANGUARD BD INDEX FDS | 166K | $13M | 3.6% | +9% |
| 6 | SPYM | SPDR SERIES TRUST | 158K | $12M | 3.4% | +1% |
| 7 | GOOG | ALPHABET INC | 37K | $11M | 3.0% | −5% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 199K | $10M | 2.9% | +3% |
| 9 | BNDW | VANGUARD SCOTTSDALE FDS | 124K | $8M | 2.4% | +5% |
| 10 | SPYV | SPDR SERIES TRUST | 149K | $8M | 2.3% | +6% |
§ 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 $353 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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