Stone Point Wealth LLC Reduced Holdings in Q3 2025

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-70.1K
- 87.1%
$49.0 - $49.51 $3.43M - $3.47M
10.4K $513K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-92K
- 69.38%
$36.04 - $38.78 $3.32M - $3.57M
40.6K $1.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42K
- 65.32%
$72.57 - $74.72 $3.04M - $3.13M
22.3K $1.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-46.5K
- 68.61%
$50.47 - $50.74 $2.35M - $2.36M
21.3K $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
-18.1K
- 76.44%
$109.11 - $111.88 $1.97M - $2.02M
5.56K $618K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-37.5K
- 21.53%
$52.12 - $55.33 $1.96M - $2.08M
137K $7.57M
DFAI
Dimensional ETF Tr

ETFs
-26.1K
- 74.86%
$34.05 - $36.55 $889K - $954K
8.77K $318K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-17.3K
- 77.4%
$49.78 - $50.75 $860K - $877K
5.05K $255K
SYK
Stryker Corp

Healthcare
-867
- 7.37%
$368.57 - $403.53 $320K - $350K
10.9K $4.03M
MRK
Merck & Co., Inc.

Healthcare
-5.41K
- 35.51%
$77.6 - $87.37 $420K - $473K
9.83K $824K
AVLV
American Centy ETF Tr Avantis
-7.64K
- 12.69%
$68.33 - $72.69 $522K - $555K
52.6K $3.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-480
- 28.86%
$567.09 - $607.37 $272K - $292K
1.18K $705K
DIS
Walt Disney CO

Communication Services
-737
- 4.94%
$112.25 - $124.0 $82.7K - $91.4K
14.2K $1.62M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-19.7K
- 38.76%
$11.15 - $11.87 $219K - $233K
31.1K $360K
AXP
American Express CO

Financial Services
-1K
- 6.34%
$294.27 - $342.31 $295K - $343K
14.8K $4.92M
HYG
Ishares Tr

ETFs
-1.7K
- 7.51%
$79.85 - $81.32 $135K - $138K
20.9K $1.7M
IBM
International Business Machines Corp

Technology
-350
- 17.54%
$234.77 - $292.47 $82.2K - $102K
1.65K $464K
IGV
Ishares Expanded Tech Software

ETFs
-2.47K
- 8.35%
$105.96 - $117.79 $262K - $291K
27.1K $3.12M
V
Visa Inc.

Financial Services
-25
- 0.33%
$332.09 - $358.86 $8.3K - $8.97K
7.59K $2.59M
BMY
Bristol Myers Squibb CO

Healthcare
-1.5K
- 18.94%
$43.31 - $48.98 $65K - $73.5K
6.42K $289K
KO
Coca Cola CO

Consumer Defensive
-200
- 1.59%
$65.67 - $71.67 $13.1K - $14.3K
12.3K $818K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.08K
- 2.16%
$81.75 - $84.54 $170K - $176K
94K $7.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.91K
- 17.19%
$27.61 - $29.15 $80.3K - $84.8K
14K $408K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.23K
- 11.85%
$21.69 - $23.34 $91.6K - $98.6K
31.4K $731K
MUB
Ishares National Muni Bond ETF

ETFs
-673
- 7.63%
$103.24 - $106.68 $69.5K - $71.8K
8.14K $867K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.16K
- 17.65%
$49.09 - $50.58 $57K - $58.7K
5.42K $273K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.59K
- 12.24%
$39.84 - $43.15 $103K - $112K
18.6K $796K
AVIV
American Centy ETF Tr Avantis
-1.4K
- 14.74%
$61.83 - $67.44 $86.7K - $94.6K
8.12K $547K
NKE
Nike, Inc.

Consumer Cyclical
-460
- 5.24%
$69.24 - $79.24 $31.9K - $36.5K
8.32K $580K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-175
- 7.69%
$301.44 - $365.84 $52.8K - $64K
2.1K $679K
CL
Colgate Palmolive CO

Consumer Defensive
-20
- 0.76%
$79.36 - $93.33 $1.59K - $1.87K
2.62K $209K
XLV
Select Sector Spdr Fund Health

ETFs
-305
- 10.25%
$129.01 - $139.72 $39.3K - $42.6K
2.67K $371K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-434
- 10.84%
$72.04 - $77.35 $31.3K - $33.6K
3.57K $273K
GILD
Gilead Sciences, Inc.

Healthcare
-160
- 0.49%
$108.22 - $120.47 $17.3K - $19.3K
32.8K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-58
- 3.75%
$211.65 - $238.24 $12.3K - $13.8K
1.49K $326K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.22K
- 13.13%
$30.13 - $33.37 $36.8K - $40.7K
8.08K $269K
CVX
Chevron Corp

Energy
-203
- 12.04%
$145.57 - $161.83 $29.6K - $32.9K
1.48K $230K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.72K
- 6.75%
$195.41 - $212.37 $336K - $365K
23.7K $4.96M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.11K
- 6.73%
$39.8 - $42.86 $44.2K - $47.6K
15.4K $658K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 6.06%
$291.67 - $316.99 $23.3K - $25.4K
1.24K $376K
XOM
Exxon Mobil Corp

Energy
-345
- 5.46%
$105.83 - $117.22 $36.5K - $40.4K
5.97K $673K
IWD
Ishares Russell 1000 Val ETF

ETFs
-91
- 7.73%
$192.76 - $203.86 $17.5K - $18.6K
1.09K $221K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.92%
N/A
2.7K $492K
XLI
Industrial Sector Spdr

ETFs
-110
- 5.96%
$147.94 - $154.99 $16.3K - $17K
1.74K $267K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-490
- 9.41%
$42.67 - $46.91 $20.9K - $23K
4.72K $220K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 3.59%
$459.11 - $506.91 $16.1K - $17.7K
940 $472K
FNDC
Schwab Fundamental Intl Small

ETFs
-342
- 5.68%
$41.81 - $45.21 $14.3K - $15.5K
5.68K $252K
IEFA
Ishares Tr

ETFs
-635
- 4.45%
$81.7 - $87.53 $51.9K - $55.6K
13.6K $1.19M
A
Agilent Technologies, Inc.

Healthcare
-1.7K
- 8.06%
$112.04 - $128.75 $191K - $219K
19.4K $2.49M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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