Stone Summit Wealth LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 359,336
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127.7 K | 35.5% | 0 | 141.9 K | -141.9 K |
| ETFs | 218.6 K | 60.8% | 131.5 K | 0 | 131.5 K |
| Debt | 13.05 K | 3.6% | 1.032 K | 0 | 1.032 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
359,336
Holdings
142
QoQ value change ($000)
-9,356
(-2.5%)
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.