StockDriftsStockDriftsTop 50 Stone Summit Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 4.99% | 239.4K | $18.5M | +7.22%(+16.12K) | $78.82(-1.80%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.87% | 83.5K | $18.0M | -5.31%(-4.68K) | $142.83(+55.58%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.62% | 242.3K | $17.1M | +6.49%(+14.76K) | $55.91(+24.06%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 4.52% | 186.3K | $16.7M | +14.85%(+24.08K) | $75.99(+18.74%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.14% | 200.7K | $15.3M | +22.50%(+36.86K) | $77.98(-1.86%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.11% | 206.2K | $11.5M | +2.97%(+5.95K) | $36.36(+53.98%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.01% | 32.7K | $11.1M | -9.10%(-3.27K) | $138.48(+145.64%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.92% | 177.1K | $10.8M | +16.41%(+24.96K) | $44.48(+41.60%) | 2026-09-30 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 2.54% | 143.1K | $9.4M | +11.69%(+14.97K) | $69.14(-4.27%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 2.44% | 73.4K | $9.0M | +20.03%(+12.26K) | $91.56(+32.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.99% | +48.12% | — | — | +22.09% |
| Top 20 Holdings Unweighted | +13.45% | +46.04% | — | — | +22.25% |
Stone Summit Wealth LLC reports $370.28M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (5.0%), VTV (4.9%) and VEA (4.6%). The top 20 holdings account for 55.58% of reported assets. Its disclosed equity book has returned +48.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Summit Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908192). View Stone Summit Wealth LLC’s 13F filings on SEC