Stone Point Wealth LLC ETFs

Stone Point Wealth LLC

$318 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHF Schwab Strategic Tr Intl Eqty	$0	$788,000 0.25% of portfolio	35,657	Q2 2025 Reduced 0.95%
QQQ Invesco Qqq Trust, Series 1	$0	$725,000 0.23% of portfolio	1,316	Q2 2025 Reduced 0.23%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$668,000 0.21% of portfolio	16,505	Q2 2025 Reduced 8.43%
IWF Ishares Russell 1000 Gr ETF	$0	$614,000 0.19% of portfolio	1,458	Q1 2025 Reduced 15.97%
VOO Vanguard Index Fds S&P 500 ETF	$0	$581,000 0.18% of portfolio	1,023	Q2 2024 Reduced 3.31%
SCHB Schwab Strategic Tr Us Broad M	$0	$576,000 0.18% of portfolio	24,177	Q2 2025 Added 102.25%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$564,000 0.18% of portfolio	50,700	Q2 2025 Added 6.18%
ITOT Ishares Core S&P Total U.S. St	$0	$563,000 0.18% of portfolio	4,171	Q2 2025 Reduced 4.09%
SCHA Schwab Strategic Tr Us Small C	$0	$519,000 0.16% of portfolio	20,529	Q2 2025 Added 32.09%
IVE Ishares S&P 500 Value ETF	$0	$498,000 0.16% of portfolio	2,552	Q2 2025 Reduced 0.2%
VIG Vanguard Dividend Appreciation	$0	$497,000 0.16% of portfolio	2,729	Q2 2025 Reduced 0.18%
IWM Ishares Russell 2000 ETF	$0	$491,000 0.15% of portfolio	2,277	Q1 2025 Reduced 0.96%
IVW Ishares S&P 500 Growth ETF	$0	$489,000 0.15% of portfolio	4,448	Q2 2025 Reduced 0.63%
SCHV Schwab Strategic Tr Us Large C	$0	$468,000 0.15% of portfolio	16,928	Q2 2025 Reduced 10.34%
DFAS Dimensional ETF Tr U S Small C	$0	$429,000 0.13% of portfolio	6,737	Q1 2025 Reduced 5.21%
XLV Select Sector Spdr Fund Health	$0	$401,000 0.13% of portfolio	2,975	Q2 2025 Reduced 5.53%
XLK Technology Sector Spdr	$0	$380,000 0.12% of portfolio	1,503	Q2 2025 Reduced 0.6%
SCHD Schwab Strategic Tr Us Dividen	$0	$332,000 0.1% of portfolio	12,561	Q4 2024 Added 200.0%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$326,000 0.1% of portfolio	6,577	Q2 2025 Reduced 26.73%
IAU Ishares Gold Trust	$64.6B	$325,000 0.1% of portfolio	5,223	Q1 2025 Added 26.1%
VIOV Vanguard S&P Small Cap 600 Val	$0	$319,000 0.1% of portfolio	3,731	Q2 2025 Reduced 8.62%
VEU Vanguard Ftse All World Ex Us	$0	$319,000 0.1% of portfolio	4,755	Q1 2023 Reduced 0.63%
SCHG Schwab Strategic Tr Us Large C	$0	$297,000 0.09% of portfolio	10,170	Q2 2025 Reduced 12.47%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$291,000 0.09% of portfolio	4,005	Q1 2025 Reduced 2.55%
SCHE Schwab Strategic Tr Us Emergin	$0	$280,000 0.09% of portfolio	9,296	Q2 2025 Reduced 3.6%
XLI Industrial Sector Spdr	$0	$272,000 0.09% of portfolio	1,845	Q2 2025 Reduced 7.29%
IWB Ishares Tr Russell 1000 ETF	$0	$267,000 0.08% of portfolio	788	Q4 2023 New
EZU Ishares Inc Msci Eurozone ETF	$0	$264,000 0.08% of portfolio	4,450	Q1 2025 Reduced 0.89%
FNDC Schwab Fundamental Intl Small	$0	$253,000 0.08% of portfolio	6,020	Q2 2025 Reduced 14.55%
IWD Ishares Russell 1000 Val ETF	$0	$228,000 0.07% of portfolio	1,177	Q2 2025 Reduced 19.33%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$222,000 0.07% of portfolio	5,209	Q2 2025 Reduced 24.67%
DFIS Dimensional ETF Tr Dimensional	$0	$209,000 0.07% of portfolio	7,014	Q2 2025 Reduced 21.39%
FNDX Schwab Fundamental U S Large C	$0	$209,000 0.07% of portfolio	8,535	Q2 2025 Reduced 22.66%
EFV Msci Eafe Value ETF	$0	$207,000 0.07% of portfolio	3,266	Q2 2025 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$200,000 0.06% of portfolio	3,933	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.