Stone Summit Wealth LLC

Q2 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$394,029
Net value change ($000)
+34,693 (9.7%)
New positions
8
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 2,155 17.8%
VEA 2,063 14.6%
GOOGL 1,973 18.4%
TSM 1,898 33.2%
CAT 1,724 39.6%
VTV 1,649 9.4%
SPYG 1,627 28.8%
SPSB 1,566 260.6%
APH 1,470 34.1%
CMI 1,107 24.3%
Top Reduces (Value $000, Stocks/ETFs)
MDT -1,911 -100.0%
VCSH -699 -3.8%
GILD -480 -11.0%
PEP -477 -15.6%
NKE -379 -100.0%
SYK -364 -10.3%
KTOS -274 -100.0%
CVX -263 -100.0%
LOW -233 -8.8%
XOM -223 -23.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type