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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$31.9 Million 9.19% of portfolio
61,624
Q3 2025 Reduced 0.02%
$0
$17.8 Million 5.13% of portfolio
95,633
Q3 2025 Added 4.73%
$0
$13.9 Million 4.0% of portfolio
173,831
Q3 2025 Added 90.34%
$0
$10.2 Million 2.94% of portfolio
129,620
Q3 2025 Added 51.15%
$0
$10.1 Million 2.89% of portfolio
167,759
Q3 2025 Added 42.03%
$907B
$9.78 Million 2.81% of portfolio
31,003
Q3 2025 Added 1.9%
$1.69T
$9.49 Million 2.73% of portfolio
38,982
Q3 2025 Reduced 2.18%
$0
$8.46 Million 2.44% of portfolio
183,459
Q3 2025 Added 8.69%
$0
$7.91 Million 2.28% of portfolio
94,020
Q3 2025 Reduced 2.16%
$0
$7.64 Million 2.2% of portfolio
11,422
Q3 2025 Added 13.75%
$0
$7.57 Million 2.18% of portfolio
136,816
Q3 2025 Reduced 21.53%
$0
$7.38 Million 2.12% of portfolio
15,382
Q3 2025 Added 86.72%
$0
$7.37 Million 2.12% of portfolio
22,471
Q3 2025 Reduced 0.36%
$0
$6.86 Million 1.98% of portfolio
98,544
Q3 2025 New
$0
$6.72 Million 1.93% of portfolio
85,755
Q3 2025 Added 268.76%
$0
$5.94 Million 1.71% of portfolio
31,321
Q3 2025 Reduced 2.77%
$0
$4.96 Million 1.43% of portfolio
23,748
Q3 2025 Reduced 6.75%
$269B
$4.92 Million 1.42% of portfolio
14,808
Q3 2025 Reduced 6.34%
$81.3B
$4.92 Million 1.42% of portfolio
39,763
Q3 2025 Reduced 9.2%
$0
$4.87 Million 1.4% of portfolio
46,597
Q3 2025 Reduced 4.18%
$0
$4.75 Million 1.37% of portfolio
53,392
Q3 2025 Added 2.82%
$4.34T
$4.55 Million 1.31% of portfolio
17,858
Q3 2025 Reduced 0.97%
$0
$4.51 Million 1.3% of portfolio
43,655
Q3 2025 Added 8.55%
$0
$4.35 Million 1.25% of portfolio
43,700
Q3 2025 Added 0.68%
$60.4B
$4.12 Million 1.19% of portfolio
9,766
Q3 2025 Reduced 1.11%
$137B
$4.03 Million 1.16% of portfolio
10,893
Q3 2025 Reduced 7.37%
$0
$3.96 Million 1.14% of portfolio
33,287
Q3 2025 Reduced 4.45%
$0
$3.8 Million 1.09% of portfolio
52,594
Q3 2025 Reduced 12.69%
$194B
$3.78 Million 1.09% of portfolio
22,740
Q3 2025 Reduced 3.72%
$154B
$3.64 Million 1.05% of portfolio
32,763
Q3 2025 Reduced 0.49%
$197B
$3.43 Million 0.99% of portfolio
24,435
Q3 2025 Added 3.66%
$289B
$3.32 Million 0.95% of portfolio
6,951
Q3 2025 Reduced 3.15%
$0
$3.21 Million 0.92% of portfolio
59,860
Q3 2025 Added 11.97%
$73.7B
$3.17 Million 0.91% of portfolio
11,569
Q3 2025 Reduced 0.97%
$0
$3.12 Million 0.9% of portfolio
27,092
Q3 2025 Reduced 8.35%
$0
$3.11 Million 0.89% of portfolio
12,213
Q3 2025 Added 17.23%
$0
$2.99 Million 0.86% of portfolio
55,134
Q3 2025 Reduced 5.08%
$148B
$2.92 Million 0.84% of portfolio
11,628
Q3 2025 Reduced 5.71%
$0
$2.85 Million 0.82% of portfolio
4,278
Q3 2025 Reduced 3.5%
$556B
$2.59 Million 0.75% of portfolio
7,590
Q3 2025 Reduced 0.33%
$0
$2.56 Million 0.74% of portfolio
23,982
Q3 2025 Reduced 0.17%
$392B
$2.53 Million 0.73% of portfolio
6,232
Q3 2025 Reduced 2.12%
$862B
$2.54 Million 0.73% of portfolio
3,323
Q3 2025 Added 74.44%
$43.2B
$2.49 Million 0.72% of portfolio
19,412
Q3 2025 Reduced 8.06%
$0
$2.51 Million 0.72% of portfolio
33,423
Q3 2025 Reduced 2.76%
$0
$2.48 Million 0.71% of portfolio
8,057
Q3 2025 Reduced 0.56%
$0
$2.4 Million 0.69% of portfolio
51,857
Q3 2025 Reduced 5.29%
$0
$2.31 Million 0.66% of portfolio
58,197
Q3 2025 Reduced 2.81%
$0
$2 Million 0.58% of portfolio
44,004
Q3 2025 Added 1.38%

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
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email