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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$30.7 Million 9.64% of portfolio
61,639
Q2 2025 Reduced 0.05%
$855B
$8.82 Million 2.77% of portfolio
30,424
Q2 2025 Reduced 1.11%
$1.17T
$7.07 Million 2.22% of portfolio
39,852
Q2 2025 Added 1.03%
$227B
$5.04 Million 1.59% of portfolio
15,811
Q2 2025 Added 1.0%
$149B
$4.65 Million 1.46% of portfolio
11,760
Q2 2025 Added 0.34%
$1.22T
$4.59 Million 1.44% of portfolio
20,246
Q2 2025 Added 1.35%
$60.5B
$4.32 Million 1.36% of portfolio
43,794
Q2 2025 Reduced 0.5%
$177B
$3.76 Million 1.18% of portfolio
23,619
Q2 2025 Added 0.1%
$3.45T
$3.7 Million 1.16% of portfolio
18,033
Q2 2025 Reduced 1.96%
$138B
$3.65 Million 1.15% of portfolio
32,923
Q2 2025 Added 1.78%
$50.4B
$3.23 Million 1.02% of portfolio
9,876
Q2 2025 Added 2.14%
$77.1B
$3.15 Million 0.99% of portfolio
11,682
Q2 2025 Added 1.48%
$201B
$3.11 Million 0.98% of portfolio
23,573
Q2 2025 Reduced 10.34%
$220B
$2.79 Million 0.88% of portfolio
7,177
Q2 2025 Added 1.41%
$141B
$2.74 Million 0.86% of portfolio
12,332
Q2 2025 Reduced 1.44%
$575B
$2.7 Million 0.85% of portfolio
7,615
Q2 2025 Added 2.42%
$380B
$2.33 Million 0.73% of portfolio
6,367
Q2 2025 Reduced 1.39%
$221B
$1.85 Million 0.58% of portfolio
14,927
Q2 2025 Reduced 2.34%
$738B
$1.49 Million 0.47% of portfolio
1,905
Q2 2025 Added 0.37%
$152B
$1.48 Million 0.47% of portfolio
21,355
Q2 2025 Added 1.23%
$122B
$1.46 Million 0.46% of portfolio
16,694
Q2 2025 Reduced 5.14%
$207B
$1.21 Million 0.38% of portfolio
15,236
Q2 2025 Reduced 9.02%
$260B
$1.13 Million 0.36% of portfolio
11,600
Q1 2025 Reduced 0.09%
$301B
$887,000 0.28% of portfolio
12,545
Q1 2025 Reduced 2.07%
$1.05T
$725,000 0.23% of portfolio
2,285
Q2 2025 Reduced 2.56%
$88.9B
$712,000 0.22% of portfolio
2,275
Q2 2025 Added 2.71%
$452B
$680,000 0.21% of portfolio
6,315
Q1 2025 Reduced 2.17%
$95B
$623,000 0.2% of portfolio
8,780
Q2 2025 Reduced 17.52%
$30.7B
$567,000 0.18% of portfolio
3,275
Q2 2025 Reduced 0.76%
$439B
$559,000 0.18% of portfolio
3,660
Q1 2025 Reduced 5.82%
$253B
$588,000 0.18% of portfolio
1,996
Q2 2025 Added 25.06%
$642B
$588,000 0.18% of portfolio
2,694
Q2 2025 Reduced 0.85%
$1.14T
$533,000 0.17% of portfolio
3,026
Q2 2025 Reduced 18.13%
$89.8B
$539,000 0.17% of portfolio
3,800
Q1 2025 Reduced 1.94%
$164B
$512,000 0.16% of portfolio
1,835
Q2 2025 Added 5.58%
$622B
$473,000 0.15% of portfolio
975
Q2 2025 Reduced 0.51%
$383B
$468,000 0.15% of portfolio
9,900
Q4 2024 Reduced 4.81%
$375B
$448,000 0.14% of portfolio
2,815
Q2 2025 Reduced 7.1%
$102B
$366,000 0.12% of portfolio
7,920
Q4 2024 Reduced 6.16%
$136B
$387,000 0.12% of portfolio
1,850
Q4 2024 Reduced 5.9%
$148B
$374,000 0.12% of portfolio
1,050
Q1 2025 Reduced 9.56%
$220B
$385,000 0.12% of portfolio
1,320
Q1 2025 Reduced 2.87%
$2.32T
$339,000 0.11% of portfolio
1,547
Q2 2025 Reduced 0.96%
$416B
$332,000 0.1% of portfolio
2,103
Q2 2025 New
$60B
$318,000 0.1% of portfolio
7,400
Q3 2024 Reduced 2.63%
$280B
$292,000 0.09% of portfolio
4,210
Q2 2025 Reduced 2.61%
$159B
$279,000 0.09% of portfolio
1,200
Q3 2024 Reduced 2.83%
$74B
$239,000 0.08% of portfolio
2,635
Q1 2025 Reduced 3.83%
$294B
$241,000 0.08% of portfolio
1,686
Q2 2025 Added 6.31%

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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