Holdings
Stone Summit Wealth LLC
As of Sep 30, 2026, Stone Summit Wealth LLC reported 48 positions worth US$100M. Largest: Alphabet Inc (google) Class C, Jp Morgan Chase & Co. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 36,457 | US$12.4M | −3,096 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 23,915 | US$7.91M | −3,259 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 14,141 | US$6.45M | −1,817 | Sep 30, 2026 |
| Apple Inc | 17,801 | US$5.93M | −157 | Sep 30, 2026 |
| Microsoft Corp. | 11,132 | US$5.71M | −50,750 | Sep 30, 2026 |
| Amphenol Corporation | 61,147 | US$5.15M | +28,371 | Sep 30, 2026 |
| Caterpillar, Inc. | 5,065 | US$4.11M | −642 | Sep 30, 2026 |
| Gilead Sciences, Inc. | 27,189 | US$4.05M | −3,480 | Sep 30, 2026 |
| Eli Lilly And Company | 3,190 | US$3.69M | −280 | Sep 30, 2026 |
| American Express Company | 12,022 | US$3.66M | −1,379 | Sep 30, 2026 |