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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|