Long-term investor
Stone Summit Wealth LLC @stonesummitwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908192).
Record
- Tracked since 2025-06-30 (448 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.9% · long · since 2025-06-30
- 922908744 · 4.9% · long · since 2025-06-30
- 92206C409 · 4.5% · long · since 2025-06-30
- 921943858 · 4.1% · long · since 2025-06-30
- 78464A854 · 3.6% · long · since 2025-06-30
- 921937827 · 3.2% · long · since 2025-06-30
- 02079K107 · 3.2% · long · since 2025-06-30
- 25434V807 · 2.7% · long · since 2025-06-30
- 78464A508 · 2.3% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- 92206C565 · 2.2% · long · since 2025-09-30
- 92206C870 · 2.1% · long · since 2025-06-30