Stone Summit Wealth LLC holds a diversified book of 144 stocks worth $394.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core 1-5 Year Usd Bo and trimmed Vanguard Value ETF. Their largest long position is Microsoft Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908192/holdings"
Use Arkolith to show Stone Summit Wealth LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Stone Summit Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stone Summit Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $474.6B |
| FMR LLC | 80 / 80 | $434.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $422.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $407.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $161.6B |
| UBS Group AG | 80 / 80 | $135.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $132.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $112.3B |
Ranked by how many of Stone Summit Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $23.1M | 61.9K | 5.9% | ▲+0.6% Added · +387 sh | |
| 2 | Vanguard Index FDS VALUE ETF | $19.2M | 88.2K | 4.9% | ▼−1.5% Reduced · −1K sh | |
| 3 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $17.6M | 223.3K | 4.5% | ▼−3.5% Reduced · −8K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $16.2M | 227.6K | 4.1% | ▲+3.0% Added · +7K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $14.3M | 162.2K | 3.6% | ▲+2.6% Added · +4K sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $12.8M | 163.8K | 3.2% | ▼−1.6% Reduced · −3K sh | |
| 7 | Alphabet Inc CAP STK CL C | $12.7M | 35.9K | 3.2% | ▼−3.9% Reduced · −1K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $10.8M | 200.2K | 2.7% | ▲+0.8% Added · +2K sh | |
| 9 | SPDR Series Trust ST STR P500VAL | $9.2M | 152.1K | 2.3% | ▲+2.1% Added · +3K sh | |
| 10 | JPMorgan Chase & Co COM | $8.9M | 27.2K | 2.3% | ▼−3.8% Reduced · −1K sh | |
| 11 | Vanguard Scottsdale FDS TOTAL WLD BD ETF | $8.8M | 128.1K | 2.2% | ▲+3.4% Added · +4K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $8.3M | 100.1K | 2.1% | ▲+3.1% Added · +3K sh | |
| 13 | Ishares TR CORE S&P500 ETF | $8.2M | 10.9K | 2.1% | ▼−6.8% Reduced · −795 sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.6M | 16.0K | 1.9% | ▼−5.8% Reduced · −977 sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $7.4M | 85.8K | 1.9% | ▲+485% Added · +71K sh | |
| 16 | SPDR Series Trust ST STR P500GRW | $7.3M | 61.2K | 1.8% | ▲+6.0% Added · +3K sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.7M | 31.6K | 1.7% | ▼−1.5% Reduced · −470 sh | |
| 18 | Caterpillar Inc COM | $6.1M | 5.7K | 1.5% | ▼−7.1% Reduced · −438 sh | |
| 19 | Amphenol Corp CL A | $5.8M | 32.8K | 1.5% | ▼−3.9% Reduced · −1K sh | |
| 20 | Ishares Inc CORE MSCI EMKT | $5.7M | 69.3K | 1.5% | ▲+0.4% Added · +308 sh | |
| 21 | Cummins Inc COM | $5.7M | 7.9K | 1.4% | ▼−6.3% Reduced · −530 sh | |
| 22 | American Centy ETF TR US SML CP VALU | $5.5M | 43.9K | 1.4% | ▲+0.3% Added · +136 sh | |
| 23 | American Centy ETF TR INTL SMCP VLU | $5.3M | 51.7K | 1.4% | ▼−2.3% Reduced · −1K sh | |
| 24 | Apple Inc COM | $5.2M | 18.0K | 1.3% | ▼−0.3% Reduced · −59 sh | |
| 25 | Ishares TR 0-5 YR TIPS ETF | $5.0M | 48.5K | 1.3% | ▲+3.3% Added · +2K sh | |
| 26 | Vanguard Index FDS SM CP VAL ETF | $4.9M | 20.0K | 1.2% | ▼−1.4% Reduced · −287 sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $4.8M | 32.4K | 1.2% | ▼−0.7% Reduced · −224 sh | |
| 28 | American Express Co COM | $4.5M | 13.4K | 1.2% | ▼−1.7% Reduced · −235 sh | |
| 29 | American Centy ETF TR US LARGE CAP VLU | $4.3M | 47.1K | 1.1% | ▼−0.6% Reduced · −289 sh | |
| 30 | Linde PLC SHS | $4.3M | 8.3K | 1.1% | ▼−1.2% Reduced · −99 sh | |
| 31 | Vanguard Index FDS SMALL CP ETF | $4.2M | 13.8K | 1.1% | ▲+1.2% Added · +165 sh | |
| 32 | Eli Lilly & Co COM | $4.2M | 3.5K | 1.1% | ▲+2.7% Added · +90 sh | |
| 33 | Qualcomm Inc COM | $3.9M | 21.3K | 1.0% | ▼−4.2% Reduced · −925 sh | |
| 34 | Gilead Sciences Inc COM | $3.9M | 30.7K | 1.0% | ▼−1.8% Reduced · −577 sh | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $3.6M | 9.7K | 0.9% | ▼−0.2% Reduced · −20 sh | |
| 36 | Ecolab Inc COM | $3.2M | 11.6K | 0.8% | ▼−3.8% Reduced · −458 sh | |
| 37 | Stryker Corporation COM | $3.2M | 10.0K | 0.8% | ▼−6.4% Reduced · −686 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.2K | 0.8% | ▲+1.5% Added · +63 sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.1M | 51.9K | 0.8% | ▼−1.7% Reduced · −884 sh | |
| 40 | American Centy ETF TR AVANTIS EMGMKT | $3.0M | 31.2K | 0.8% | ▼−1.2% Reduced · −367 sh | |
| 41 | Schwab Strategic TR INTL SCEQT ETF | $2.8M | 58.0K | 0.7% | ▲+4.8% Added · +3K sh | |
| 42 | Ishares TR EAFE GRWTH ETF | $2.8M | 22.2K | 0.7% | ▲+4.9% Added · +1K sh | |
| 43 | Vanguard Index FDS LARGE CAP ETF | $2.6M | 7.7K | 0.7% | —Held | |
| 44 | Visa Inc COM CL A | $2.6M | 7.6K | 0.7% | ▼−0.2% Reduced · −19 sh | |
| 45 | Pepsico Inc COM | $2.6M | 19.0K | 0.7% | ▼−3.2% Reduced · −634 sh | |
| 46 | Ishares TR SHRT NAT MUN ETF | $2.5M | 23.9K | 0.6% | ▼−7.6% Reduced · −2K sh | |
| 47 | NextEra Energy Inc COM | $2.5M | 29.0K | 0.6% | ▲+4.3% Added · +1K sh | |
| 48 | Dimensional ETF Trust US MKTWIDE VALUE | $2.4M | 44.3K | 0.6% | ▼−0.1% Reduced · −55 sh | |
| 49 | Lowes Cos Inc COM | $2.4M | 11.0K | 0.6% | ▼−2.2% Reduced · −252 sh | |
| 50 | SPDR Series Trust ST STR SP600 SML | $2.4M | 42.0K | 0.6% | ▼−2.7% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 144 | $394.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 142 | $359.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 141 | $368.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 143 | $352.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 142 | $322.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 140 | $295.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 138 | $298.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 141 | $309.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.