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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.27 Million 0.71% of portfolio
59,877
Q2 2025 Reduced 2.31%
$0
$1.97 Million 0.62% of portfolio
46,692
Q2 2025 Reduced 6.54%
$207B
$1.85 Million 0.58% of portfolio
14,927
Q2 2025 Reduced 2.34%
$0
$1.85 Million 0.58% of portfolio
43,405
Q2 2025 Reduced 0.61%
$0
$1.82 Million 0.57% of portfolio
22,578
Q2 2025 Added 5.84%
$0
$1.69 Million 0.53% of portfolio
23,255
Q2 2025 Reduced 5.12%
$608B
$1.49 Million 0.47% of portfolio
1,905
Q2 2025 Added 0.37%
$141B
$1.48 Million 0.47% of portfolio
21,355
Q2 2025 Added 1.23%
$122B
$1.46 Million 0.46% of portfolio
16,694
Q2 2025 Reduced 5.14%
$0
$1.45 Million 0.46% of portfolio
16,260
Q2 2025 Reduced 0.96%
$0
$1.43 Million 0.45% of portfolio
12,777
Q2 2025 Added 22.36%
$0
$1.41 Million 0.44% of portfolio
57,868
Q2 2025 Added 5.72%
$0
$1.32 Million 0.42% of portfolio
28,641
Q2 2025 Reduced 4.4%
$0
$1.2 Million 0.38% of portfolio
24,403
Q2 2025 Reduced 26.36%
$203B
$1.21 Million 0.38% of portfolio
15,236
Q2 2025 Reduced 9.02%
$0
$1.21 Million 0.38% of portfolio
34,876
Q2 2025 Added 11.1%
$281B
$1.13 Million 0.36% of portfolio
11,600
Q1 2025 Reduced 0.09%
$0
$1.12 Million 0.35% of portfolio
22,331
Q2 2025 Added 10.08%
$0
$1.01 Million 0.32% of portfolio
32,985
Q2 2025 Reduced 29.84%
$0
$1.01 Million 0.32% of portfolio
3,596
Q2 2025 New
$0
$942,000 0.3% of portfolio
1,663
Q2 2025 Reduced 62.49%
$0
$956,000 0.3% of portfolio
11,709
Q2 2025 Reduced 4.06%
$0
$921,000 0.29% of portfolio
8,816
Q2 2025 Reduced 24.49%
$306B
$887,000 0.28% of portfolio
12,545
Q1 2025 Reduced 2.07%
$0
$846,000 0.27% of portfolio
21,140
Q2 2025 Reduced 7.73%
$0
$788,000 0.25% of portfolio
35,657
Q2 2025 Reduced 0.95%
$0
$799,000 0.25% of portfolio
14,815
Q2 2025 Added 28.83%
$0
$725,000 0.23% of portfolio
1,316
Q2 2025 Reduced 0.23%
$1.08T
$725,000 0.23% of portfolio
2,285
Q2 2025 Reduced 2.56%
$79.9B
$712,000 0.22% of portfolio
2,275
Q2 2025 Added 2.71%
$0
$668,000 0.21% of portfolio
16,505
Q2 2025 Reduced 8.43%
$442B
$680,000 0.21% of portfolio
6,315
Q1 2025 Reduced 2.17%
$94.4B
$623,000 0.2% of portfolio
8,780
Q2 2025 Reduced 17.52%
$0
$614,000 0.19% of portfolio
1,458
Q1 2025 Reduced 15.97%
$0
$592,000 0.19% of portfolio
9,518
Q2 2025 Reduced 9.94%
$0
$581,000 0.18% of portfolio
1,023
Q2 2024 Reduced 3.31%
$33.2B
$567,000 0.18% of portfolio
3,275
Q2 2025 Reduced 0.76%
$0
$576,000 0.18% of portfolio
24,177
Q2 2025 Added 102.25%
$0
$564,000 0.18% of portfolio
50,700
Q2 2025 Added 6.18%
$452B
$559,000 0.18% of portfolio
3,660
Q1 2025 Reduced 5.82%
$0
$563,000 0.18% of portfolio
4,171
Q2 2025 Reduced 4.09%
$210B
$588,000 0.18% of portfolio
1,996
Q2 2025 Added 25.06%
$684B
$588,000 0.18% of portfolio
2,694
Q2 2025 Reduced 0.85%
$1.21T
$533,000 0.17% of portfolio
3,026
Q2 2025 Reduced 18.13%
$86.8B
$539,000 0.17% of portfolio
3,800
Q1 2025 Reduced 1.94%
$152B
$512,000 0.16% of portfolio
1,835
Q2 2025 Added 5.58%
$0
$498,000 0.16% of portfolio
2,552
Q2 2025 Reduced 0.2%
$0
$497,000 0.16% of portfolio
2,729
Q2 2025 Reduced 0.18%
$0
$519,000 0.16% of portfolio
20,529
Q2 2025 Added 32.09%

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
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