Filer Snapshot

Stone Summit Wealth LLC

CIK 0001908192. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

19

Latest Filing

23 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 23 Apr 2026 for CIK 0001908192.

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Business address
2525 Sw 3 Rd Ave, Apt 1508, Miami, FL, 33129
Top securities (13F)
MSFT, VCSH, VTV, VEA, BSV, SPYM, GOOG, DFIV, BNDW, SPYV, JPM, VCIT, IVV, VUG, RSP, TSM, SPYG, AVDV, STIP, and AVUV
State of incorporation
FL
Fiscal year end
31 December
Former names
Stone Point Wealth LLC (to 31 Oct 2024)

Filer intelligence

What SEC filings say about Stone Summit Wealth LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $359.34M across 142 reported holdings for Q1 2026.
  • Largest parsed 13F holding: MSFT at $22.76M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 142 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 23 Apr 2026

MSFT

6.3%

Microsoft Corp

$22.76M

VCSH

5.1%

Vanguard Scottsdale Fds

$18.35M

VTV

4.9%

Vanguard Index Fds

$17.56M

VEA

3.9%

Vanguard Tax Managed Fds

$14.15M

BSV

3.6%

Vanguard Bd Index Fds

$13.05M

Latest update

What changed recently for Stone Summit Wealth LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.

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Benchmark Context

Benchmark context for this company

Stone Summit Wealth LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Stone Summit Wealth LLC has filed 19 SEC EDGAR filings since 10 Feb 2022. Common forms include 13F-HR, N-PX.

Stone Summit Wealth LLC SEC filings Stone Summit Wealth LLC 13F portfolio

Latest Filings

Recent SEC filings for Stone Summit Wealth LLC with direct links to document and filing folders.

13F-HR File 028-21739

13F-HR filing

Filing date
23 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-21739

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-21739

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-21739

N-PX filing

Filing date
22 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-21739

13F-HR filing

Filing date
17 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-21739

13F-HR filing

Filing date
24 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-21739

13F-HR filing

Filing date
28 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-21739

13F-HR filing

Filing date
31 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-21739

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-21739

13F-HR filing

Filing date
01 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-21739

13F-HR filing

Filing date
26 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-21739

13F-HR filing

Filing date
25 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-21739

13F-HR filing

Filing date
25 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-21739

13F-HR filing

Filing date
20 Apr 2023
Reporting date
31 Mar 2023
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13F-HR File 028-21739

13F-HR filing

Filing date
20 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-21739

13F-HR filing

Filing date
03 Nov 2022
Reporting date
30 Sep 2022
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13F-HR File 028-21739

13F-HR filing

Filing date
19 Jul 2022
Reporting date
30 Jun 2022
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13F-HR File 028-21739

13F-HR filing

Filing date
29 Apr 2022
Reporting date
31 Mar 2022
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13F-HR File 028-21739

13F-HR filing

Filing date
10 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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About this filer

Stone Summit Wealth LLC files with the SEC under CIK 0001908192. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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