Stone Summit Wealth LLC
Stone Summit Wealth LLC reported 137 holdings worth US$370M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Stone Summit Wealth LLC reported 137 holdings worth US$370M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Jp Morgan Chase & Co. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 137
- Value as reported
- US$370M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 36,457 | US$12.4M | 3.4% |
| Jp Morgan Chase & Co. | 23,915 | US$7.91M | 2.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 14,141 | US$6.45M | 1.7% |
| Apple Inc | 17,801 | US$5.93M | 1.6% |
| Microsoft Corp. | 11,132 | US$5.71M | 1.5% |
| Amphenol Corporation | 61,147 | US$5.15M | 1.4% |
| Caterpillar, Inc. | 5,065 | US$4.11M | 1.1% |
| Gilead Sciences, Inc. | 27,189 | US$4.05M | 1.1% |
| Eli Lilly And Company | 3,190 | US$3.69M | 1.00% |
| American Express Company | 12,022 | US$3.66M | 0.99% |
| Qualcomm Incorporated | 19,566 | US$3.6M | 0.97% |
| Cummins Inc. | 6,683 | US$3.45M | 0.93% |
| Ecolab Inc. | 10,734 | US$2.95M | 0.80% |
| Merck & Company, Inc. | 18,096 | US$2.63M | 0.71% |
| Agilent Technologies, Inc. | 15,167 | US$2.61M | 0.71% |
| Visa Inc. | 6,706 | US$2.41M | 0.65% |
| Stryker Corporation | 8,567 | US$2.36M | 0.64% |
| Nextera Energy, Inc. | 26,591 | US$2.01M | 0.54% |
| Pepsico, Inc. | 15,204 | US$1.93M | 0.52% |
| Lowe's Companies, Inc. | 9,888 | US$1.82M | 0.49% |
| Bristol-myers Squibb Company | 27,604 | US$1.72M | 0.47% |
| Home Depot, Inc. (the) | 4,240 | US$1.21M | 0.33% |
| Charles Schwab Corporation (the) | 10,900 | US$1.07M | 0.29% |
| Amgen Inc. | 2,226 | US$938K | 0.25% |
| Coca-cola Company (the) | 9,966 | US$858K | 0.23% |
| Johnson & Johnson | 3,117 | US$825K | 0.22% |
| Tesla, Inc. | 2,250 | US$798K | 0.22% |
| Bank Of America Corporation | 11,600 | US$631K | 0.17% |
| Applied Materials, Inc. | 1,200 | US$614K | 0.17% |
| Nvidia Corporation | 2,420 | US$553K | 0.15% |
| Advanced Micro Devices Inc | 897 | US$549K | 0.15% |
| Walt Disney Company (the) | 4,470 | US$469K | 0.13% |
| Cisco Systems, Inc. | 4,000 | US$431K | 0.12% |
| Oracle Corporation | 3,056 | US$420K | 0.11% |
| Procter & Gamble Company (the) | 2,814 | US$409K | 0.11% |
| Berkshire Hathaway Inc. | 818 | US$407K | 0.11% |
| Apollo Global Management, Inc. (new) | 3,430 | US$398K | 0.11% |
| Amazon.com, Inc. | 1,497 | US$373K | 0.10% |
| Marriott International | 1,032 | US$367K | 0.10% |
| Ares Management Corporation | 3,100 | US$360K | 0.10% |
| International Business Machines Corporation | 1,496 | US$329K | 0.09% |
| Intel Corporation | 2,620 | US$315K | 0.09% |
| Truist Financial Corporation | 5,500 | US$255K | 0.07% |
| Meta Platforms, Inc. | 325 | US$236K | 0.06% |
| Colgate-palmolive Company | 2,715 | US$232K | 0.06% |
| Mcdonald's Corporation | 1,000 | US$231K | 0.06% |
| Howmet Aerospace Inc. | 975 | US$221K | 0.06% |
| Boeing Company (the) | 1,110 | US$207K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Teva Pharmaceutical Industries Limited | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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