Stone Point Wealth LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $283 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26.1M, Vanguard Value ETF with a value of $14.6M, Spdr Portfolio S&P 500 Value E with a value of $9.97M, Terran Orbital Corp with a value of $7.51M, and Vanguard Sht Term Corp Bd ETF with a value of $7.28M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $257M to 283M.

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

Portfolio value $283 Million
ETFs: $157 Million
Technology: $40.3 Million
Healthcare: $19.6 Million
Industrials: $15.7 Million
Financial Services: $14.9 Million
Consumer Cyclical: $9.62 Million
Communication Services: $9.13 Million
Consumer Defensive: $7.44 Million
Other: $5.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 140
  • Current Value $283 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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