Stone Summit Wealth LLC - Portfolio overview

Stone Summit Wealth LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 6.18%
2. VCSH - VANGUARD SCOTTSDALE FDS, 4.98%
3. VTV - VANGUARD INDEX FDS, 4.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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