Stone Summit Wealth
Stone Summit Wealth reported 137 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VCSH (5.0%), VTV (4.9%) and VEA (4.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to VCSH, VEA and SPYM, trimmed VTV, GOOG and IVV and sold out of WMT, XOM and VTEC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCSH Vanguard Scottsdale Fds | $18.5M | 5.0% | 239K | +16K (+7%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $18M | 4.9% | 83K | −4,681 (−5%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $17.1M | 4.6% | 242K | +15K (+6%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $16.7M | 4.5% | 186K | +24K (+15%) | 8 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $15.3M | 4.1% | 201K | +37K (+23%) | 8 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $11.5M | 3.1% | 206K | +5,952 (+3%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $11.1M | 3.0% | 33K | −3,272 (−9%) | 8 of 8 | |
| 8 |  SPYV State Street | $10.8M | 2.9% | 177K | +25K (+16%) | 8 of 8 | |
| 9 |  BNDW Vanguard Scottsdale Fds | $9.4M | 2.5% | 143K | +15K (+12%) | 5 of 8 | |
| 10 |  SPYG Spdr Series Trust | $9M | 2.4% | 73K | +12K (+20%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WMT Walmart Inc | $1.3M | 12K |
 XOM Exxon Mobil Corp | $730K | 5,337 |
 VTEC Vanguard Calif Tax Free Fds | $602K | 5,989 |
TEVA PHARMACEUTICAL INDS LTD | $350K | 10K |
 EZU Ishares Inc | $299K | 4,300 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stone Summit Wealth 13F FAQ
What does Stone Summit Wealth own?
Stone Summit Wealth reported 137 stocks worth $370M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VCSH (5.0%), VTV (4.9%) and VEA (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Stone Summit Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 28 added to, 76 trimmed and 10 sold out. New positions include XOM. It sold all of WMT, XOM and VTEC.
When will Stone Summit Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stone Summit Wealth's portfolio worth?
The Q3 2026 filing reports $370M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.