Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025

Stone Point Wealth LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $347 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.9M, Vanguard Value ETF with a value of $17.8M, Vanguard Sht Term Corp Bd ETF with a value of $13.9M, Vanguard Bd Index Fd Inc Short with a value of $10.2M, and Vanguard Ftse Developed Market with a value of $10.1M.

Examining the 13F form we can see an increase of $29.4M in the current position value, from $318M to 347M.

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

Portfolio value $347 Million
ETFs: $211 Million
Technology: $53 Million
Financial Services: $20.9 Million
Healthcare: $17.1 Million
Communication Services: $11.8 Million
Industrials: $8.82 Million
Consumer Cyclical: $8.69 Million
Consumer Defensive: $6.19 Million
Other: $5.89 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$31.9 Million 9.19% of portfolio
61,624
Q3 2025 Reduced 0.02%
$0
$17.8 Million 5.13% of portfolio
95,633
Q3 2025 Added 4.73%
$0
$13.9 Million 4.0% of portfolio
173,831
Q3 2025 Added 90.34%
$0
$10.2 Million 2.94% of portfolio
129,620
Q3 2025 Added 51.15%
$0
$10.1 Million 2.89% of portfolio
167,759
Q3 2025 Added 42.03%
$907B
$9.78 Million 2.81% of portfolio
31,003
Q3 2025 Added 1.9%
$1.73T
$9.49 Million 2.73% of portfolio
38,982
Q3 2025 Reduced 2.18%
$0
$8.46 Million 2.44% of portfolio
183,459
Q3 2025 Added 8.69%
$0
$7.91 Million 2.28% of portfolio
94,020
Q3 2025 Reduced 2.16%
$0
$7.64 Million 2.2% of portfolio
11,422
Q3 2025 Added 13.75%
$0
$7.57 Million 2.18% of portfolio
136,816
Q3 2025 Reduced 21.53%
$0
$7.38 Million 2.12% of portfolio
15,382
Q3 2025 Added 86.72%
$0
$7.37 Million 2.12% of portfolio
22,471
Q3 2025 Reduced 0.36%
$0
$6.86 Million 1.98% of portfolio
98,544
Q3 2025 New
$0
$6.72 Million 1.93% of portfolio
85,755
Q3 2025 Added 268.76%
$0
$5.94 Million 1.71% of portfolio
31,321
Q3 2025 Reduced 2.77%
$0
$4.96 Million 1.43% of portfolio
23,748
Q3 2025 Reduced 6.75%
$270B
$4.92 Million 1.42% of portfolio
14,808
Q3 2025 Reduced 6.34%
$84.2B
$4.92 Million 1.42% of portfolio
39,763
Q3 2025 Reduced 9.2%
$0
$4.87 Million 1.4% of portfolio
46,597
Q3 2025 Reduced 4.18%
$0
$4.75 Million 1.37% of portfolio
53,392
Q3 2025 Added 2.82%
$4.32T
$4.55 Million 1.31% of portfolio
17,858
Q3 2025 Reduced 0.97%
$0
$4.51 Million 1.3% of portfolio
43,655
Q3 2025 Added 8.55%
$0
$4.35 Million 1.25% of portfolio
43,700
Q3 2025 Added 0.68%
$61.7B
$4.12 Million 1.19% of portfolio
9,766
Q3 2025 Reduced 1.11%
$135B
$4.03 Million 1.16% of portfolio
10,893
Q3 2025 Reduced 7.37%
$0
$3.96 Million 1.14% of portfolio
33,287
Q3 2025 Reduced 4.45%
$0
$3.8 Million 1.09% of portfolio
52,594
Q3 2025 Reduced 12.69%
$203B
$3.78 Million 1.09% of portfolio
22,740
Q3 2025 Reduced 3.72%
$153B
$3.64 Million 1.05% of portfolio
32,763
Q3 2025 Reduced 0.49%
$198B
$3.43 Million 0.99% of portfolio
24,435
Q3 2025 Added 3.66%
$301B
$3.32 Million 0.95% of portfolio
6,951
Q3 2025 Reduced 3.15%
$0
$3.21 Million 0.92% of portfolio
59,860
Q3 2025 Added 11.97%
$73.4B
$3.17 Million 0.91% of portfolio
11,569
Q3 2025 Reduced 0.97%
$0
$3.12 Million 0.9% of portfolio
27,092
Q3 2025 Reduced 8.35%
$0
$3.11 Million 0.89% of portfolio
12,213
Q3 2025 Added 17.23%
$0
$2.99 Million 0.86% of portfolio
55,134
Q3 2025 Reduced 5.08%
$146B
$2.92 Million 0.84% of portfolio
11,628
Q3 2025 Reduced 5.71%
$0
$2.85 Million 0.82% of portfolio
4,278
Q3 2025 Reduced 3.5%
$551B
$2.59 Million 0.75% of portfolio
7,590
Q3 2025 Reduced 0.33%
$0
$2.56 Million 0.74% of portfolio
23,982
Q3 2025 Reduced 0.17%
$387B
$2.53 Million 0.73% of portfolio
6,232
Q3 2025 Reduced 2.12%
$852B
$2.54 Million 0.73% of portfolio
3,323
Q3 2025 Added 74.44%
$42.8B
$2.49 Million 0.72% of portfolio
19,412
Q3 2025 Reduced 8.06%
$0
$2.51 Million 0.72% of portfolio
33,423
Q3 2025 Reduced 2.76%
$0
$2.48 Million 0.71% of portfolio
8,057
Q3 2025 Reduced 0.56%
$0
$2.4 Million 0.69% of portfolio
51,857
Q3 2025 Reduced 5.29%
$0
$2.31 Million 0.66% of portfolio
58,197
Q3 2025 Reduced 2.81%
$0
$2 Million 0.58% of portfolio
44,004
Q3 2025 Added 1.38%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $347 Million
  • Prior Value $318 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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