Stone Point Wealth LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 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 $23.2M, Vanguard Value ETF with a value of $15.9M, Spdr Portfolio S&P 500 Value E with a value of $9.82M, Vanguard Intermediate Term Cor with a value of $8.14M, and Jpmorgan Chase & CO with a value of $7.55M.

Examining the 13F form we can see an decrease of $3.15M in the current position value, from $294M to 291M.

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

Portfolio value $291 Million
ETFs: $180 Million
Technology: $38.1 Million
Healthcare: $17 Million
Financial Services: $16.6 Million
Communication Services: $8.24 Million
Consumer Cyclical: $7.73 Million
Industrials: $6.62 Million
Consumer Defensive: $6.62 Million
Other: $5.43 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $291 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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