13F Filings History of Stone Summit Wealth LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$368,692,364
Signature - Title
Jason Whitby - CEO / Founder
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Stone Summit Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stone Summit Wealth LLC reported 141 stock holdings with total value $368,692,364 as of Q4 2025. Top holdings included MSFT, VTV, VCSH, SPYM, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $368,692,364 +$20,406,756 -$12,994,396 +$7,412,360 MSFT, VTV, VCSH, SPYM, GOOG 13F-HR 27 Jan 2026, 15:55
Q3 2025 143 $352,593,814 +$37,379,819 -$29,806,363 +$7,573,456 MSFT, VTV, VCSH, BSV, VEA 13F-HR 22 Oct 2025, 11:47
Q2 2025 142 $322,794,653 +$13,621,098 -$11,302,599 +$2,318,499 MSFT, VTV, SPYV, JPM, VCIT 13F-HR 17 Jul 2025, 08:16
Q1 2025 140 $295,205,623 +$11,151,381 -$6,413,203 +$4,738,178 MSFT, VTV, SPYV, VCIT, JPM 13F-HR 24 Apr 2025, 09:16
Q4 2024 138 $297,981,776 +$6,436,779 -$12,557,407 -$6,120,628 MSFT, VTV, SPYV, VCSH, VCIT 13F-HR 28 Jan 2025, 16:27
Q3 2024 141 $309,941,311 +$23,622,765 -$3,059,921 +$20,562,844 MSFT, VTV, SPYV, VCSH, VCIT 13F-HR 31 Oct 2024, 13:27
Q2 2024 137 $278,891,629 +$9,018,550 -$15,178,399 -$6,159,849 MSFT, VTV, SPYV, VCSH, GOOG 13F-HR 30 Jul 2024, 10:24
Q1 2024 140 $287,689,129 +$20,230,421 -$10,685,860 +$9,544,561 MSFT, VTV, SPYV, LLAP, VCSH 13F-HR 01 May 2024, 16:54
Q4 2023 139 $260,747,997 +$11,741,622 -$9,483,304 +$2,258,318 MSFT, VTV, SPYV, LLAP, GOOG 13F-HR 26 Jan 2024, 12:48
Q3 2023 138 $233,314,909 +$10,790,980 -$4,599,189 +$6,191,791 MSFT, VTV, SPYV, GOOG, JPM 13F-HR 25 Oct 2023, 16:45
Q2 2023 137 $241,378,029 +$13,686,704 -$4,320,005 +$9,366,699 MSFT, VTV, LLAP, SPYV, GOOG 13F-HR 25 Jul 2023, 12:08
Q1 2023 133 $224,942,761 +$17,297,309 -$8,092,961 +$9,204,348 MSFT, LLAP, VTV, SPYV, PEP 13F-HR 20 Apr 2023, 15:12
Q4 2022 130 $203,913,450 +$31,849,145 -$4,825,311 +$27,023,834 MSFT, LLAP, VTV, SPYV, PEP 13F-HR 20 Jan 2023, 14:07
Q3 2022 123 $162,698,000 +$13,156,245 -$3,619,930 +$9,536,315 MSFT, VTV, PEP, GOOG, SPYV 13F-HR 03 Nov 2022, 13:06
Q2 2022 129 $167,546,000 +$20,436,534 -$5,312,563 +$15,123,971 MSFT, VTV, GOOG, PEP, SPYV 13F-HR 19 Jul 2022, 14:28
Q1 2022 129 $178,487,000 +$64,763,245 -$2,500,974 +$62,262,271 MSFT, GOOG, JPM, PEP, VTV 13F-HR 28 Apr 2022, 19:15
Q4 2021 103 $123,280,000 $0 $0 $0 GOOG, VTV, NKE, JPM, SPYV 13F-HR 10 Feb 2022, 15:47