Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025

Stone Point Wealth LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $347 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.9M, Vanguard Value ETF with a value of $17.8M, Vanguard Sht Term Corp Bd ETF with a value of $13.9M, Vanguard Bd Index Fd Inc Short with a value of $10.2M, and Vanguard Ftse Developed Market with a value of $10.1M.

Examining the 13F form we can see an increase of $29.4M in the current position value, from $318M to 347M.

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

Portfolio value $347 Million
ETFs: $211 Million
Technology: $53 Million
Financial Services: $20.9 Million
Healthcare: $17.1 Million
Communication Services: $11.8 Million
Industrials: $8.82 Million
Consumer Cyclical: $8.69 Million
Consumer Defensive: $6.19 Million
Other: $5.89 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.6B
$4.92 Million 1.42% of portfolio
39,763
Q3 2025 Reduced 9.2%
$65.2B
$4.12 Million 1.19% of portfolio
9,766
Q3 2025 Reduced 1.11%
$136B
$4.03 Million 1.16% of portfolio
10,893
Q3 2025 Reduced 7.37%
$187B
$3.78 Million 1.09% of portfolio
22,740
Q3 2025 Reduced 3.72%
$156B
$3.64 Million 1.05% of portfolio
32,763
Q3 2025 Reduced 0.49%
$73.7B
$3.17 Million 0.91% of portfolio
11,569
Q3 2025 Reduced 0.97%
$140B
$2.92 Million 0.84% of portfolio
11,628
Q3 2025 Reduced 5.71%
$43.5B
$2.49 Million 0.72% of portfolio
19,412
Q3 2025 Reduced 8.06%
$168B
$1.82 Million 0.52% of portfolio
24,060
Q3 2025 Added 12.67%
$128B
$1.78 Million 0.51% of portfolio
18,691
Q3 2025 Added 11.96%
$193B
$1.62 Million 0.47% of portfolio
14,190
Q3 2025 Reduced 4.94%
$167B
$1.04 Million 0.3% of portfolio
10,900
Q3 2025 New
$64.5B
$679,000 0.2% of portfolio
2,100
Q3 2025 Reduced 7.69%
$79.2B
$580,000 0.17% of portfolio
8,320
Q3 2025 Reduced 5.24%
$183B
$525,000 0.15% of portfolio
1,861
Q3 2025 Added 1.42%
$78.4B
$506,000 0.15% of portfolio
3,800
Q1 2025 Reduced 1.94%
$114B
$399,000 0.11% of portfolio
1,850
Q4 2024 Reduced 5.9%
$140B
$392,000 0.11% of portfolio
1,050
Q1 2025 Reduced 9.56%
$59.5B
$320,000 0.09% of portfolio
7,000
Q3 2025 Reduced 5.41%
$99.5B
$289,000 0.08% of portfolio
6,420
Q3 2025 Reduced 18.94%
$92.7B
$268,000 0.08% of portfolio
1,032
Q3 2025 New
$132B
$252,000 0.07% of portfolio
1,200
Q3 2024 Reduced 2.83%
$197B
$245,000 0.07% of portfolio
1,200
Q3 2025 New
$181B
$230,000 0.07% of portfolio
2,350
Q2 2025 New
$65.7B
$209,000 0.06% of portfolio
2,615
Q3 2025 Reduced 0.76%
$28.2B
$222,000 0.06% of portfolio
11,020
Q2 2025 Reduced 15.36%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $347 Million
  • Prior Value $318 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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