Notify me when Stone Summit Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 143 | $353M | +$37.4M | -$29.8M | +$7.57M | MSFT, VTV, VCSH, BSV, VEA | 13F-HR | 22 Oct 2025, 11:47 |
| Q2 2025 | 142 | $323M | +$13.6M | -$11.3M | +$2.32M | MSFT, VTV, SPYV, JPM, VCIT | 13F-HR | 17 Jul 2025, 08:16 |
| Q1 2025 | 140 | $295M | +$11.2M | -$6.41M | +$4.74M | MSFT, VTV, SPYV, VCIT, JPM | 13F-HR | 24 Apr 2025, 09:16 |
| Q4 2024 | 138 | $298M | +$6.44M | -$12.6M | -$6.12M | MSFT, VTV, SPYV, VCSH, VCIT | 13F-HR | 28 Jan 2025, 16:27 |
| Q3 2024 | 141 | $310M | +$23.6M | -$3.06M | +$20.6M | MSFT, VTV, SPYV, VCSH, VCIT | 13F-HR | 31 Oct 2024, 13:27 |
| Q2 2024 | 137 | $279M | +$9.02M | -$15.2M | -$6.16M | MSFT, VTV, SPYV, VCSH, GOOG | 13F-HR | 30 Jul 2024, 10:24 |
| Q1 2024 | 140 | $288M | +$20.2M | -$10.7M | +$9.54M | MSFT, VTV, SPYV, LLAP, VCSH | 13F-HR | 01 May 2024, 16:54 |
| Q4 2023 | 139 | $261M | +$11.7M | -$9.48M | +$2.26M | MSFT, VTV, SPYV, LLAP, GOOG | 13F-HR | 26 Jan 2024, 12:48 |
| Q3 2023 | 138 | $233M | +$10.8M | -$4.18M | +$6.61M | MSFT, VTV, SPYV, GOOG, JPM | 13F-HR | 25 Oct 2023, 16:45 |
| Q2 2023 | 137 | $241M | +$13.7M | -$2.65M | +$11M | MSFT, VTV, LLAP, SPYV, GOOG | 13F-HR | 25 Jul 2023, 12:08 |
| Q1 2023 | 133 | $225M | +$17.3M | -$4.74M | +$12.6M | MSFT, LLAP, VTV, SPYV, PEP | 13F-HR | 20 Apr 2023, 15:12 |
| Q4 2022 | 130 | $204M | +$31.8M | -$3.59M | +$28.3M | MSFT, LLAP, VTV, SPYV, PEP | 13F-HR | 20 Jan 2023, 13:07 |
| Q3 2022 | 123 | $163M | +$13.2M | -$2.25M | +$10.9M | MSFT, VTV, PEP, GOOG, SPYV | 13F-HR | 03 Nov 2022, 13:06 |
| Q2 2022 | 129 | $168M | +$20.4M | -$2.26M | +$18.2M | MSFT, VTV, GOOG, PEP, SPYV | 13F-HR | 19 Jul 2022, 14:28 |
| Q1 2022 | 129 | $178M | +$64.8M | -$1.95M | +$62.8M | MSFT, GOOG, JPM, PEP, VTV | 13F-HR | 28 Apr 2022, 19:15 |
| Q4 2021 | 103 | $123M | GOOG, VTV, NKE, JPM, SPYV | 13F-HR | 10 Feb 2022, 14:47 |