SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Stone Summit Wealth LLC

CIK 0001908192 · 2525 SW 3RD AVE, APT 1508, MIAMI, FL, 33129 · 3054919396

Reported Value
$163M
Q3 2022
Positions
123
Filings on Record
18
2019–present window
Filed
Nov 3, 2022
original filing

Summary

Stone Summit Wealth LLC reported $163M in U.S.-listed holdings across 123 positions for Q3 2022.

Its largest position, MSFT, represents 9.0% of the portfolio.

Compared with Q2 2022, the fund opened 0 new positions and exited 6.

Portfolio Metrics

Turnover
+3.3%
vs prior filed quarter
Top-10 Concentration
+31.3%
share of reported value
Largest Position
+9.0%
Microsoft

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $123MQ4 ’21Q1 ’22: $178MQ2 ’22: $168MQ3 ’22: $163MQ3 ’22Q4 ’22: $204MQ1 ’23: $225MQ2 ’23: $241MQ2 ’23Q3 ’23: $233MQ4 ’23: $261MQ1 ’24: $288MQ1 ’24Q2 ’24: $279MQ3 ’24: $310MQ4 ’24: $298MQ4 ’24Q1 ’25: $295MQ2 ’25: $323MQ3 ’25: $353MQ3 ’25Q4 ’25: $369MQ1 ’26: $359Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 48.7%ETP: 47.1%Other: 3.1%ADR: 1.1%
  • Common Stock · 48.7% · $79M
  • ETP · 47.1% · $77M
  • Other · 3.1% · $5M
  • ADR · 1.1% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GOOGLALPHABET INCADDED+6.1K6.4K$3,000$615,000
GOOGALPHABET INCADDED+44.1K46.4K$446,000$4M
TSLATESLA INCADDED+1.8K2.7K+$93,000$724,000
ISHARES TRSOLD OUT10.4K0$312,000$0
JBTJOHN BEAN TECHNOLOGIES CORPSOLD OUT2.1K0$232,000$0
CLCOLGATE PALMOLIVE COSOLD OUT2.8K0$220,000$0
APOAPOLLO GLOBAL MGMT INCSOLD OUT4.2K0$203,000$0
BACVERIZON COMMUNICATIONS INCSOLD OUT4.0K0$202,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

37 positions
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFT CORPhistory →COM8.97%$15M62.7K
2VTVVANGUARD INDEX FDSVALUE ETF · SM CP VAL ETF · TOTAL STK MKT · GROWTH ETF · LARGE CAP ETF8.94%$15M100.9K
3ISHARES TR0-5 YR TIPS ETF · CORE S&P SCP ETF · CORE S&P500 ETF · TIPS BD ETF · EXPANDED TECH6.06%$10M80.3K
4SPDR SER TRPRTFLO S&P500 VL · PORTFOLIO S&P500 · PRTFLO S&P500 GW4.06%$7M173.4K
5PEPPEPSICO INChistory →COM2.88%$5M28.7K
6GOOGALPHABET INChistory →CAP STK CL C2.74%$4M46.4K
7VANGUARD BD INDEX FDSSHORT TRM BOND · TOTAL BND MRKT2.40%$4M53.3K
8JPMJPMORGAN CHASE & COhistory →COM2.34%$4M36.5K
9AMERICAN CENTY ETF TRUS SML CP VALU · INTL SMCP VLU2.25%$4M65.1K
10SYKSTRYKER CORPORATIONhistory →COM1.95%$3M15.7K
11AAPLAPPLE INChistory →COM1.95%$3M23.0K
12VANGUARD MALVERN FDSSTRM INFPROIDX1.95%$3M65.9K
13LOWLOWES COS INChistory →COM1.92%$3M16.6K
14AG8AGILENT TECHNOLOGIES INChistory →COM1.89%$3M25.4K
15DFIVDIMENSIONAL ETF TRUSTINTERNATNAL VAL · US MKTWIDE VALUE1.87%$3M111.3K
16QCOMQUALCOMM INChistory →COM1.79%$3M25.8K
17NKENIKE INChistory →CL B1.71%$3M33.6K
18AXPAMERICAN EXPRESS COhistory →COM1.65%$3M19.9K
19NEENEXTERA ENERGY INChistory →COM1.45%$2M30.0K
20MEDTRONIC PLCSHS1.35%$2M27.2K
21HDHOME DEPOT INChistory →COM1.34%$2M7.9K
22DISDISNEY WALT COhistory →COM1.33%$2M23.0K
23VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.32%$2M28.9K
24LINDE PLCSHS1.30%$2M7.8K
25UPSUNITED PARCEL SERVICE INChistory →CL B1.28%$2M12.9K
26APHAMPHENOL CORP NEWhistory →CL A1.27%$2M31.0K
27ECLECOLAB INChistory →COM1.09%$2M12.3K
28MRKMERCK & CO INChistory →COM1.02%$2M19.2K
29VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.98%$2M44.0K
30TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.92%$2M21.9K
31J P MORGAN EXCHANGE TRADED FULTRA SHRT INC0.91%$1M29.5K
32CMICUMMINS INCCOM0.90%$1M7.2K
33GILDGILEAD SCIENCES INCCOM0.88%$1M23.2K
34AMPLIFY ETF TRCWP ENHANCED DIV0.80%$1M40.5K
35VVISA INCCOM CL A0.78%$1M7.2K
36NTRNUTRIEN LTDCOM0.77%$1M15.0K
37CATCATERPILLAR INCCOM0.76%$1M7.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$359M142Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$369M141Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$353M143Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$323M142Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$295M140Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$298M138Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$310M141Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$279M137Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$288M140May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$261M139Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$233M138Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$241M137Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$225M133Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$204M130Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$163M123Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$168M129Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$178M129Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$123M103Feb 10, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.