Stone Summit Wealth LLC
Stone Summit Wealth LLC reported a Form 13F information table total of $359.34 million in 142 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1908192): holdings report, quarter ended 2026-03-31, filed 2026-04-23; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Rhino Investment Partners, Inc | United States | $0.359B | 39 |
| Arcataur Capital Management LLC | United States | $0.359B | 103 |
| NFC Investments, LLC | United States | $0.359B | 41 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | United States | $0.360B | 182 |
| Squire Investment Management Company, LLC | United States | $0.360B | 76 |
| Naman Capital Ltda | Brazil | $0.360B | 19 |
| HEIGHTS CAPITAL MANAGEMENT, INC | United States | $0.359B | 265 |
| Legacy CG, LLC | United States | $0.360B | 45 |
| SYMMETRY PEAK MANAGEMENT LLC | United States | $0.359B | 90 |
| Logan Stone Capital, LLC | United States | $0.360B | 133 |