Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

Stone Point Wealth LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.7M, Vanguard Value ETF with a value of $16.1M, Spdr Portfolio S&P 500 Value E with a value of $9.13M, Jpmorgan Chase & CO with a value of $8.82M, and Vanguard Intermediate Term Cor with a value of $7.97M.

Examining the 13F form we can see an increase of $27.1M in the current position value, from $291M to 318M.

Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $318 Million
ETFs: $193 Million
Technology: $49 Million
Financial Services: $18.9 Million
Healthcare: $16.6 Million
Communication Services: $9.45 Million
Consumer Cyclical: $7.85 Million
Industrials: $7.06 Million
Consumer Defensive: $5.82 Million
Other: $5.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$30.7 Million 9.64% of portfolio
61,639
Q2 2025 Reduced 0.05%
$0
$16.1 Million 5.07% of portfolio
91,311
Q2 2025 Reduced 0.85%
$0
$9.13 Million 2.87% of portfolio
174,359
Q2 2025 Reduced 9.28%
$859B
$8.82 Million 2.77% of portfolio
30,424
Q2 2025 Reduced 1.11%
$0
$7.97 Million 2.51% of portfolio
96,099
Q2 2025 Reduced 3.49%
$0
$7.26 Million 2.28% of portfolio
91,325
Q2 2025 Reduced 3.34%
$0
$7.23 Million 2.27% of portfolio
168,791
Q2 2025 Added 4.86%
$1.24T
$7.07 Million 2.22% of portfolio
39,852
Q2 2025 Added 1.03%
$0
$6.85 Million 2.15% of portfolio
22,553
Q2 2025 Added 11.57%
$0
$6.75 Million 2.12% of portfolio
85,755
Q2 2025 Added 3.71%
$0
$6.73 Million 2.12% of portfolio
118,118
Q2 2025 Added 12.28%
$0
$6.23 Million 1.96% of portfolio
10,041
Q2 2025 Added 25.48%
$0
$5.85 Million 1.84% of portfolio
32,213
Q2 2025 Reduced 1.23%
$227B
$5.04 Million 1.59% of portfolio
15,811
Q2 2025 Added 1.0%
$0
$4.97 Million 1.56% of portfolio
25,467
Q2 2025 Reduced 11.49%
$0
$4.73 Million 1.49% of portfolio
64,226
Q2 2025 Reduced 0.15%
$142B
$4.65 Million 1.46% of portfolio
11,760
Q2 2025 Added 0.34%
$0
$4.64 Million 1.46% of portfolio
48,630
Q2 2025 Added 116.45%
$1.27T
$4.59 Million 1.44% of portfolio
20,246
Q2 2025 Added 1.35%
$66.5B
$4.32 Million 1.36% of portfolio
43,794
Q2 2025 Reduced 0.5%
$0
$4.14 Million 1.3% of portfolio
40,217
Q2 2025 Added 23.25%
$0
$4.12 Million 1.29% of portfolio
51,926
Q2 2025 Reduced 8.46%
$0
$4.11 Million 1.29% of portfolio
60,235
Q2 2025 Reduced 6.34%
$0
$3.98 Million 1.25% of portfolio
80,469
Q2 2025 Added 1.05%
$0
$3.95 Million 1.24% of portfolio
43,403
Q2 2025 Reduced 17.48%
$0
$3.81 Million 1.2% of portfolio
34,838
Q2 2025 Reduced 12.36%
$173B
$3.76 Million 1.18% of portfolio
23,619
Q2 2025 Added 0.1%
$3.69T
$3.7 Million 1.16% of portfolio
18,033
Q2 2025 Reduced 1.96%
$150B
$3.65 Million 1.15% of portfolio
32,923
Q2 2025 Added 1.78%
$0
$3.61 Million 1.14% of portfolio
8,238
Q2 2025 Added 27.86%
$0
$3.44 Million 1.08% of portfolio
67,801
Q2 2025 Added 56.82%
$56.3B
$3.23 Million 1.02% of portfolio
9,876
Q2 2025 Added 2.14%
$0
$3.24 Million 1.02% of portfolio
29,560
Q2 2025 Added 0.17%
$78.8B
$3.15 Million 0.99% of portfolio
11,682
Q2 2025 Added 1.48%
$202B
$3.11 Million 0.98% of portfolio
23,573
Q2 2025 Reduced 10.34%
$0
$2.87 Million 0.9% of portfolio
53,460
Q2 2025 Reduced 6.48%
$0
$2.87 Million 0.9% of portfolio
58,087
Q2 2025 Reduced 2.07%
$218B
$2.79 Million 0.88% of portfolio
7,177
Q2 2025 Added 1.41%
$0
$2.74 Million 0.86% of portfolio
4,433
Q2 2025 Added 6.79%
$152B
$2.74 Million 0.86% of portfolio
12,332
Q2 2025 Reduced 1.44%
$551B
$2.7 Million 0.85% of portfolio
7,615
Q2 2025 Added 2.42%
$0
$2.6 Million 0.82% of portfolio
23,617
Q2 2025 Added 6.99%
$0
$2.55 Million 0.8% of portfolio
24,024
Q2 2025 Added 1.91%
$34.7B
$2.49 Million 0.78% of portfolio
21,113
Q2 2025 Reduced 2.39%
$0
$2.47 Million 0.78% of portfolio
10,418
Q2 2025 Added 9.54%
$0
$2.36 Million 0.74% of portfolio
34,371
Q2 2025 Added 2.8%
$0
$2.33 Million 0.73% of portfolio
54,755
Q2 2025 Added 7.09%
$0
$2.31 Million 0.73% of portfolio
8,102
Q2 2025 Reduced 1.13%
$405B
$2.33 Million 0.73% of portfolio
6,367
Q2 2025 Reduced 1.39%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $318 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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