Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $358 Million
  • Q4 2025

Stone Point Wealth LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $358 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.3M, Vanguard Value ETF with a value of $17.8M, Vanguard Sht Term Corp Bd ETF with a value of $16.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.4M, and Vanguard Bd Index Fd Inc Short with a value of $12M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $347M to 358M.

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

Portfolio value $358 Million
ETFs: $219 Million
Technology: $52.5 Million
Healthcare: $19.9 Million
Financial Services: $19.8 Million
Communication Services: $13.9 Million
Industrials: $9.19 Million
Consumer Cyclical: $7.35 Million
Consumer Defensive: $6.29 Million
Other: $6.03 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$31.3 Million 8.73% of portfolio
61,626
Q4 2025 Added 0.0%
$1.74T
$11.2 Million 3.13% of portfolio
39,227
Q4 2025 Added 0.63%
$881B
$8.99 Million 2.51% of portfolio
29,930
Q4 2025 Reduced 3.46%
$1.46T
$5.18 Million 1.45% of portfolio
18,362
Q4 2025 Reduced 4.72%
$4.3T
$4.98 Million 1.39% of portfolio
18,605
Q4 2025 Added 4.18%
$79.6B
$4.96 Million 1.38% of portfolio
37,073
Q4 2025 Reduced 6.77%
$255B
$4.86 Million 1.36% of portfolio
14,252
Q4 2025 Reduced 3.75%
$65.2B
$4.31 Million 1.2% of portfolio
9,311
Q4 2025 Reduced 4.66%
$156B
$4.04 Million 1.13% of portfolio
32,557
Q4 2025 Reduced 0.63%
$136B
$4 Million 1.12% of portfolio
11,115
Q4 2025 Added 2.04%
$187B
$3.88 Million 1.08% of portfolio
23,289
Q4 2025 Added 2.41%
$291B
$3.68 Million 1.03% of portfolio
6,670
Q4 2025 Reduced 4.04%
$204B
$3.58 Million 1.0% of portfolio
24,187
Q4 2025 Reduced 1.01%
$971B
$3.44 Million 0.96% of portfolio
3,363
Q4 2025 Added 1.2%
$73.7B
$3.12 Million 0.87% of portfolio
12,057
Q4 2025 Added 4.22%
$43.5B
$2.84 Million 0.79% of portfolio
19,337
Q4 2025 Reduced 0.39%
$533B
$2.51 Million 0.7% of portfolio
7,699
Q4 2025 Added 1.44%
$168B
$2.23 Million 0.62% of portfolio
25,984
Q4 2025 Added 8.0%
$128B
$2.04 Million 0.57% of portfolio
21,186
Q4 2025 Added 13.35%
$367B
$1.81 Million 0.51% of portfolio
5,062
Q4 2025 Reduced 18.77%
$193B
$1.28 Million 0.36% of portfolio
12,096
Q4 2025 Reduced 14.76%
$279B
$1.19 Million 0.33% of portfolio
11,600
Q1 2025 Reduced 0.09%
$235B
$1.14 Million 0.32% of portfolio
12,286
Q4 2025 Added 25.04%
$1.65T
$1.12 Million 0.31% of portfolio
4,067
Q4 2025 Added 35.3%
$167B
$1 Million 0.28% of portfolio
10,900
Q3 2025 New
$1.29T
$934,000 0.26% of portfolio
2,285
Q2 2025 Reduced 2.56%
$522B
$835,000 0.23% of portfolio
4,185
Q4 2025 Reduced 0.24%
$306B
$786,000 0.22% of portfolio
11,125
Q4 2025 Reduced 9.88%
$183B
$762,000 0.21% of portfolio
2,231
Q4 2025 Added 19.88%
$413B
$733,000 0.2% of portfolio
14,250
Q4 2025 Reduced 0.7%
$490B
$684,000 0.19% of portfolio
5,820
Q4 2025 Reduced 2.51%
$593B
$687,000 0.19% of portfolio
3,126
Q4 2025 Reduced 0.29%
$99.5B
$566,000 0.16% of portfolio
12,100
Q4 2025 Added 88.47%
$266B
$526,000 0.15% of portfolio
1,771
Q4 2025 Added 7.59%
$346B
$501,000 0.14% of portfolio
3,437
Q4 2025 Reduced 0.95%
$78.4B
$496,000 0.14% of portfolio
3,800
Q1 2025 Reduced 1.94%
$79.2B
$492,000 0.14% of portfolio
7,830
Q4 2025 Reduced 5.89%
$662B
$465,000 0.13% of portfolio
915
Q4 2025 Reduced 2.66%
$24.4B
$465,000 0.13% of portfolio
3,275
Q2 2025 Reduced 0.76%
$64.5B
$479,000 0.13% of portfolio
1,895
Q4 2025 Reduced 9.76%
$465B
$428,000 0.12% of portfolio
2,294
Q4 2025 Added 9.76%
$224B
$378,000 0.11% of portfolio
1,240
Q3 2025 Reduced 6.06%
$2.39T
$384,000 0.11% of portfolio
1,639
Q4 2025 Added 10.07%
$140B
$370,000 0.1% of portfolio
1,050
Q1 2025 Reduced 9.56%
$114B
$354,000 0.1% of portfolio
1,850
Q4 2024 Reduced 5.9%
$59.5B
$314,000 0.09% of portfolio
7,000
Q3 2025 Reduced 5.41%
$319B
$327,000 0.09% of portfolio
4,210
Q2 2025 Reduced 2.61%
$28.2B
$280,000 0.08% of portfolio
11,020
Q2 2025 Reduced 15.36%
$9.12B
$269,000 0.08% of portfolio
3,716
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $358 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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