Institutional Fund
Stone Summit Wealth LLC
Miami, FLCIK 19081925 filings on record
Portfolio Value
$359.34M
Q1 2026
Holdings
142
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.5%
from $368.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp6.3%
- Vanguard Scottsdale Fds5.1%
- Vanguard Index Fds4.9%
- Vanguard Tax-Managed Fds3.9%
- Vanguard Bd Index Fds3.6%
- Spdr Series Trust3.4%
- Other72.7%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 61.5K | $22.76M | 6.3% | −131 | Reduced |
| 2 | Vanguard Scottsdale Fds | 231.4K | $18.35M | 5.1% | +23.6K | Added |
| 3 | Vanguard Index Fds | 89.5K | $17.56M | 4.9% | −5.6K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 220.9K | $14.15M | 3.9% | +39.7K | Added |
| 5 | Vanguard Bd Index Fds | 166.4K | $13.05M | 3.6% | +13.9K | Added |
| 6 | Spdr Series Trust | 158.1K | $12.10M | 3.4% | +1.3K | Added |
| 7 | Alphabet Inc | 37.4K | $10.73M | 3.0% | −1.8K | Reduced |
| 8 | Dimensional ETF Trust | 198.6K | $10.48M | 2.9% | +6.5K | Added |
| 9 | Vanguard Scottsdale Fds | 124.0K | $8.47M | 2.4% | +5.7K | Added |
| 10 | Spdr Series Trust | 148.9K | $8.42M | 2.3% | +8.4K | Added |
132 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio