Stone Summit Wealth LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$359,336
Net value change ($000)
-9,356 (-2.5%)
New positions
4
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
VEA 2,834 25.0%
VCSH 1,776 10.7%
DFIV 896 9.3%
MRK 820 63.4%
BMY 712 109.0%
IEFA 640 53.8%
SPSB 601 NEW
EFG 578 32.5%
LIN 542 15.0%
CAT 532 13.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,040 -23.6%
HEFA -1,819 -80.0%
GOOGL -1,583 -12.9%
JPM -1,336 -13.9%
VUG -1,280 -16.7%
AXP -1,148 -21.8%
QCOM -1,127 -28.3%
IGV -811 -30.4%
APH -701 -14.0%
DIS -693 -50.4%
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