Stone Summit Wealth LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 368,692
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 269.5 K | 73.1% | 12.19 K | 0 | 12.19 K |
| ETFs | 87.14 K | 23.6% | 2.113 K | 0 | 2.113 K |
| Debt | 12.02 K | 3.3% | 1.791 K | 0 | 1.791 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
368,692
Holdings
141
QoQ value change ($000)
16,098
(4.6%)
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.