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| Happy Holidays!! thanks for using AUM13F!! |
| Stone Summit Wealth LLC
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| CRD # | 315438 |
| SEC # | 801-123157 |
| CIK # | 0001908192 |
| AUM | $358.0 M (2025-01-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-491-9396 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 30.7 | |
| J P Morgan Chase & Co | 8.8 | |
| Alphabet Inc | 7.1 | |
| American Express Co | 5.0 | |
| Stryker Corp | 4.7 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 4.6 | |
| Amphenol Corp /DE/ | 4.3 | |
| Linde PLC | 3.8 | |
| Qualcomm Inc/DE | 3.8 | |
| Apple Inc | 3.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 53.7 |
| (b) Individuals (high net worth individuals) | 144 | 304.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 358.0 |
| By Discretionary | ||
| Discretionary | 659 | 358.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 358.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 353.2 | |
| Total | 659 | 358.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908192] |
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|---|---|---|
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