Stone Summit Wealth LLC

Q3 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$370,278
Net value change ($000)
-23,751 (-6.0%)
New positions
3
Sold out positions
10
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPSB 2,629 121.3%
SPYM 2,467 17.3%
SPYG 1,759 24.2%
SPYV 1,577 17.1%
VEA 896 5.5%
VCSH 848 4.8%
AAPL 732 14.1%
DFIV 701 6.5%
VCIT 680 8.2%
BNDW 643 7.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -17,373 -75.3%
CMI -2,217 -39.1%
CAT -1,971 -32.4%
GOOGL -1,567 -12.3%
WMT -1,306 -100.0%
VTV -1,175 -6.1%
TSM -1,170 -15.4%
VTEB -1,134 -64.7%
JPM -983 -11.1%
AXP -877 -19.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type