# EDGAR Filing Document

**Accession Number:** 0001908192
**File Stem:** 0001667731-25-001202
**Filing Date:** 2025-8
**Character Count:** 4508
**Document Hash:** d627fb65cca50639d2b852dd4025417a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001202.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0001667731-25-001202

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stone Summit Wealth LLC
- **CENTRAL INDEX KEY:** 0001908192

**ORGANIZATION NAME:**
- **EIN:** 871012725
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21739
- **FILM NUMBER:** 251245850

**BUSINESS ADDRESS:**
- **STREET 1:** 2525 SW 3RD AVE
- **STREET 2:** APT 1508
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33129
- **BUSINESS PHONE:** 3054919396

**MAIL ADDRESS:**
- **STREET 1:** 2525 SW 3RD AVE
- **STREET 2:** APT 1508
- **CITY:** MIAMI
- **STATE:** FL
- **ZIP:** 33129

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Stone Point Wealth LLC
- **DATE OF NAME CHANGE:** 20220201

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001908192

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Stone Summit Wealth LLC

**Address:** 2525 SW 3RD AVE, MIAMI, FL 33129

**Telephone number:** 305-491-9396

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-21739

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER   | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| JP Morgan        | 46625H100 | 05/20/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          31577 |                0 | For         |                                    31577 | FOR                         |  |
| Apple            | 037833100 | 02/25/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          18003 |                0 | For         |                                    18003 | FOR                         |  |
| Walt Disney      | 254687106 | 03/20/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          14323 |                0 | For         |                                    14323 | FOR                         |  |
| Amercian Express | 025816109 | 04/29/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          15192 |                0 | For         |                                    15192 | FOR                         |  |
| Pepsico          | 713448108 | 05/07/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          23534 |                1 | For         |                                    23534 | FOR                         |  |
| Qualcomm         | 747525103 | 02/25/2025     | For management's recommendation | SECTION 14A SAY-ON-PAY VOTES |          22960 |                0 | For         |                                    22960 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Stone Summit Wealth LLC

**By (Signature):** Alan Whitby

**By (Printed Signature):** Alan Whitby

**By (Title):** CCO

**Date:** 08/22/2025