Stone Summit Wealth LLC reported 54 positions worth $105.53M for the quarter ended Sep 30, 2026, down 24.2% on the prior quarter. It opened 1 new position, added to 4, trimmed 38 and exited 3. Its largest holding is Alphabet Inc. at 10.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -50.8K | -82.0% | $26.03M | 5.41% |
| WMT Walmart Inc. | -11.5K | -100.0% | $1.31M | Exited |
| GOOG Alphabet Inc. | -3,272 | -9.1% | $1.11M | 10.55% |
| JPM Jpmorgan Chase & Co | -3,259 | -12.0% | $1.08M | 7.5% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,817 | -11.4% | $828.90K | 6.11% |
| CMI Cummins Inc | -1,266 | -15.9% | $653.98K | 3.27% |
| A Agilent Technologies, Inc. | -3,025 | -16.6% | $521.24K | 2.48% |
| CAT Caterpillar Inc | -642 | -11.2% | $520.50K | 3.89% |
| GILD Gilead Sciences, Inc. | -3,480 | -11.3% | $518.69K | 3.84% |
| PEP Pepsico Inc | -3,814 | -20.1% | $483.31K | 1.83% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | +325 | $236.02K | 0.224% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 32.7K | $11.13M | 10.55% | -3,272 | -9.1% | Reduced | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 23.9K | $7.91M | 7.5% | -3,259 | -12.0% | Reduced | 0% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 14.1K | $6.45M | 6.11% | -1,817 | -11.4% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 17.8K | $5.93M | 5.62% | -157 | -0.9% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 11.1K | $5.71M | 5.41% | -50.8K | -82.0% | Reduced | 0% |
| 6 | APH Amphenol Corp | Industrials | 61.1K | $5.15M | 4.88% | -4,405 | -6.7% | Reduced | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 5,065 | $4.11M | 3.89% | -642 | -11.2% | Reduced | 0% |
| 8 | GILD Gilead Sciences, Inc. | Healthcare | 27.2K | $4.05M | 3.84% | -3,480 | -11.3% | Reduced | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 3,190 | $3.69M | 3.5% | -280 | -8.1% | Reduced | 0% |
| 10 | AXP American Express Co | Financial Services | 12.0K | $3.66M | 3.46% | -1,379 | -10.3% | Reduced | 0% |
| 11 | QCOM Qualcomm Inc | Technology | 19.6K | $3.60M | 3.41% | -1,693 | -8.0% | Reduced | 0% |
| 12 | LIN Linde Plc | Basic Materials | 7,532 | $3.58M | 3.39% | -735 | -8.9% | Reduced | 0% |
| 13 | CMI Cummins Inc | Industrials | 6,683 | $3.45M | 3.27% | -1,266 | -15.9% | Reduced | 0% |
| 14 | ECL Ecolab Inc. | Industrials | 10.7K | $2.95M | 2.79% | -821 | -7.1% | Reduced | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 18.1K | $2.63M | 2.49% | +670 | +3.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Stone Summit Wealth.
As of its Q3 2026 13F filing, Stone Summit Wealth LLC’s five largest positions were Alphabet Inc. (GOOG) at 10.5%, Jpmorgan Chase & Co (JPM) at 7.5%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.1%, Apple Inc. (AAPL) at 5.6%, Microsoft Corp (MSFT) at 5.4% of the reported portfolio.
Stone Summit Wealth LLC reported a 13F portfolio worth $105.53M across 54 positions for Q3 2026. That is down 24.2% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($236.02K), Bristol Myers Squibb Co ($174.47K), Merck & Co., Inc. ($97.36K). It opened 1 new positions.
Its largest sales by value were Microsoft Corp ($26.03M), Walmart Inc. ($1.31M), Alphabet Inc. ($1.11M). It exited 3 positions entirely.
From the Form 13F-HR reports Stone Summit Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.