Stone Summit Wealth LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 370,278
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 137 | 370,278 | 13F-HR | Stone Summit Wealth LLC |
| Q2 2026 | 7/23/2026 | 144 | 394,029 | 13F-HR | Stone Summit Wealth LLC |
| Q1 2026 | 4/22/2026 | 142 | 359,336 | 13F-HR | Stone Summit Wealth LLC |
| Q4 2025 | 1/27/2026 | 141 | 368,692 | 13F-HR | Stone Summit Wealth LLC |
| Q3 2025 | 10/22/2025 | 143 | 352,594 | 13F-HR | Stone Summit Wealth LLC |
| Q2 2025 | 7/17/2025 | 142 | 322,795 | 13F-HR | Stone Summit Wealth LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.5 K | 28.5% | 0 | 33.31 K | -33.31 K |
| ETFs | 249.4 K | 67.4% | 7.002 K | 0 | 7.002 K |
| Debt | 15.33 K | 4.1% | 2.569 K | 0 | 2.569 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
370,278
Holdings
137
QoQ value change ($000)
-23,751
(-6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.