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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTV Vanguard Value ETF ETFs	$0	$16.1 Million 5.07% of portfolio	91,311	Q2 2025 Reduced 0.85%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$9.13 Million 2.87% of portfolio	174,359	Q2 2025 Reduced 9.28%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$7.97 Million 2.51% of portfolio	96,099	Q2 2025 Reduced 3.49%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$7.26 Million 2.28% of portfolio	91,325	Q2 2025 Reduced 3.34%
DFIV Dimensional ETF Tr ETFs	$0	$7.23 Million 2.27% of portfolio	168,791	Q2 2025 Added 4.86%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.85 Million 2.15% of portfolio	22,553	Q2 2025 Added 11.57%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.75 Million 2.12% of portfolio	85,755	Q2 2025 Added 3.71%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.73 Million 2.12% of portfolio	118,118	Q2 2025 Added 12.28%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.23 Million 1.96% of portfolio	10,041	Q2 2025 Added 25.48%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$5.85 Million 1.84% of portfolio	32,213	Q2 2025 Reduced 1.23%
VBR Vanguard Small Cap Value ETF ETFs	$0	$4.97 Million 1.56% of portfolio	25,467	Q2 2025 Reduced 11.49%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$4.73 Million 1.49% of portfolio	64,226	Q2 2025 Reduced 0.15%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$4.75 Million 1.49% of portfolio	132,615	Q2 2025 Added 2.5%
SPYG Spdr Portfolio ETFs	$0	$4.64 Million 1.46% of portfolio	48,630	Q2 2025 Added 116.45%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$4.14 Million 1.3% of portfolio	40,217	Q2 2025 Added 23.25%
AVDV American Centy ETF Tr Avantis ETFs	$0	$4.12 Million 1.29% of portfolio	51,926	Q2 2025 Reduced 8.46%
AVLV American Centy ETF Tr Avantis	$0	$4.11 Million 1.29% of portfolio	60,235	Q2 2025 Reduced 6.34%
BNDX Vanguard Total International B ETFs	$0	$3.98 Million 1.25% of portfolio	80,469	Q2 2025 Added 1.05%
AVUV American Centy ETF Tr Avantis ETFs	$0	$3.95 Million 1.24% of portfolio	43,403	Q2 2025 Reduced 17.48%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.81 Million 1.2% of portfolio	34,838	Q2 2025 Reduced 12.36%
VUG Vanguard Growth ETF ETFs	$0	$3.61 Million 1.14% of portfolio	8,238	Q2 2025 Added 27.86%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$3.44 Million 1.08% of portfolio	67,801	Q2 2025 Added 56.82%
IGV Ishares Expanded Tech Software ETFs	$0	$3.24 Million 1.02% of portfolio	29,560	Q2 2025 Added 0.17%
IEMG Ishares Inc ETFs	$0	$2.87 Million 0.9% of portfolio	53,460	Q2 2025 Reduced 6.48%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.87 Million 0.9% of portfolio	58,087	Q2 2025 Reduced 2.07%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.74 Million 0.86% of portfolio	4,433	Q2 2025 Added 6.79%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$2.6 Million 0.82% of portfolio	23,617	Q2 2025 Added 6.99%
SUB Ishares Short Term National Mu ETFs	$0	$2.55 Million 0.8% of portfolio	24,024	Q2 2025 Added 1.91%
VB Vanguard Small Cap ETF ETFs	$0	$2.47 Million 0.78% of portfolio	10,418	Q2 2025 Added 9.54%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.36 Million 0.74% of portfolio	34,371	Q2 2025 Added 2.8%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$2.33 Million 0.73% of portfolio	54,755	Q2 2025 Added 7.09%
VV Vanguard Large Cap ETF ETFs	$0	$2.31 Million 0.73% of portfolio	8,102	Q2 2025 Reduced 1.13%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$2.27 Million 0.71% of portfolio	59,877	Q2 2025 Reduced 2.31%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$1.97 Million 0.62% of portfolio	46,692	Q2 2025 Reduced 6.54%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$1.85 Million 0.58% of portfolio	43,405	Q2 2025 Reduced 0.61%
HYG Ishares Tr ETFs	$0	$1.82 Million 0.57% of portfolio	22,578	Q2 2025 Added 5.84%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.69 Million 0.53% of portfolio	23,255	Q2 2025 Reduced 5.12%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.45 Million 0.46% of portfolio	16,260	Q2 2025 Reduced 0.96%
EFG Msci Eafe Growth ETF ETFs	$0	$1.43 Million 0.45% of portfolio	12,777	Q2 2025 Added 22.36%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.41 Million 0.44% of portfolio	57,868	Q2 2025 Added 5.72%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.32 Million 0.42% of portfolio	28,641	Q2 2025 Reduced 4.4%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.2 Million 0.38% of portfolio	24,403	Q2 2025 Reduced 26.36%
DFAI Dimensional ETF Tr ETFs	$0	$1.21 Million 0.38% of portfolio	34,876	Q2 2025 Added 11.1%
IEFA Ishares Tr ETFs	$0	$1.19 Million 0.37% of portfolio	14,258	Q2 2025 Reduced 0.68%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$1.12 Million 0.35% of portfolio	22,331	Q2 2025 Added 10.08%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$1.01 Million 0.32% of portfolio	32,985	Q2 2025 Reduced 29.84%
VO Vanguard Mid Cap ETF ETFs	$0	$1.01 Million 0.32% of portfolio	3,596	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$942,000 0.3% of portfolio	1,663	Q2 2025 Reduced 62.49%
XLU Utilities Sector Spdr ETFs	$0	$956,000 0.3% of portfolio	11,709	Q2 2025 Reduced 4.06%
MUB Ishares National Muni Bond ETF ETFs	$0	$921,000 0.29% of portfolio	8,816	Q2 2025 Reduced 24.49%

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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Stone Point Wealth LLC Portfolio Holdings