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
$0
$2.02 Million 0.58% of portfolio
45,274
Q3 2025 Reduced 3.04%
$161B
$1.82 Million 0.52% of portfolio
24,060
Q3 2025 Added 12.67%
$120B
$1.78 Million 0.51% of portfolio
18,691
Q3 2025 Added 11.96%
$0
$1.69 Million 0.49% of portfolio
5,759
Q3 2025 Added 60.15%
$0
$1.7 Million 0.49% of portfolio
20,882
Q3 2025 Reduced 7.51%
$0
$1.7 Million 0.49% of portfolio
14,925
Q3 2025 Added 16.81%
$0
$1.66 Million 0.48% of portfolio
22,276
Q3 2025 Reduced 65.32%
$203B
$1.62 Million 0.47% of portfolio
14,190
Q3 2025 Reduced 4.94%
$0
$1.57 Million 0.45% of portfolio
40,602
Q3 2025 Reduced 69.38%
$0
$1.5 Million 0.43% of portfolio
57,008
Q3 2025 Reduced 1.49%
$0
$1.38 Million 0.4% of portfolio
27,565
Q3 2025 Added 12.96%
$278B
$1.2 Million 0.34% of portfolio
11,600
Q1 2025 Reduced 0.09%
$0
$1.19 Million 0.34% of portfolio
13,623
Q3 2025 Reduced 4.45%
$0
$1.08 Million 0.31% of portfolio
21,281
Q3 2025 Reduced 68.61%
$171B
$1.04 Million 0.3% of portfolio
10,900
Q3 2025 New
$1.4T
$1.02 Million 0.29% of portfolio
2,285
Q2 2025 Reduced 2.56%
$0
$867,000 0.25% of portfolio
8,143
Q3 2025 Reduced 7.63%
$669B
$881,000 0.25% of portfolio
3,135
Q3 2025 Added 16.37%
$0
$846,000 0.24% of portfolio
14,534
Q3 2025 Reduced 1.9%
$212B
$824,000 0.24% of portfolio
9,826
Q3 2025 Reduced 35.51%
$297B
$818,000 0.24% of portfolio
12,345
Q3 2025 Reduced 1.59%
$0
$796,000 0.23% of portfolio
18,552
Q3 2025 Reduced 12.24%
$0
$807,000 0.23% of portfolio
1,345
Q3 2025 Added 2.2%
$489B
$777,000 0.22% of portfolio
4,195
Q3 2025 Added 14.62%
$430B
$740,000 0.21% of portfolio
14,350
Q3 2025 Added 44.95%
$0
$731,000 0.21% of portfolio
31,432
Q3 2025 Reduced 11.85%
$1.66T
$730,000 0.21% of portfolio
3,006
Q3 2025 Reduced 0.66%
$65.6B
$679,000 0.2% of portfolio
2,100
Q3 2025 Reduced 7.69%
$0
$705,000 0.2% of portfolio
1,183
Q3 2025 Reduced 28.86%
$0
$665,000 0.19% of portfolio
1,420
Q3 2025 Reduced 2.61%
$0
$672,000 0.19% of portfolio
21,280
Q3 2025 Reduced 35.49%
$476B
$673,000 0.19% of portfolio
5,970
Q3 2025 Reduced 5.46%
$0
$658,000 0.19% of portfolio
15,395
Q3 2025 Reduced 6.73%
$0
$621,000 0.18% of portfolio
1,015
Q3 2025 Reduced 0.78%
$0
$618,000 0.18% of portfolio
5,563
Q3 2025 Reduced 76.44%
$0
$607,000 0.17% of portfolio
4,171
Q2 2025 Reduced 4.09%
$0
$606,000 0.17% of portfolio
23,589
Q3 2025 Reduced 2.43%
$77.1B
$580,000 0.17% of portfolio
8,320
Q3 2025 Reduced 5.24%
$0
$544,000 0.16% of portfolio
2,251
Q3 2025 Reduced 1.14%
$0
$547,000 0.16% of portfolio
8,115
Q3 2025 Reduced 14.74%
$0
$551,000 0.16% of portfolio
19,758
Q3 2025 Reduced 3.76%
$0
$519,000 0.15% of portfolio
4,306
Q3 2025 Reduced 3.19%
$0
$514,000 0.15% of portfolio
2,490
Q3 2025 Reduced 2.43%
$0
$513,000 0.15% of portfolio
10,380
Q3 2025 Reduced 87.1%
$159B
$525,000 0.15% of portfolio
1,861
Q3 2025 Added 1.42%
$78.3B
$506,000 0.15% of portfolio
3,800
Q1 2025 Reduced 1.94%
$26.3B
$523,000 0.15% of portfolio
3,275
Q2 2025 Reduced 0.76%
$349B
$533,000 0.15% of portfolio
3,470
Q3 2025 Added 23.27%
$0
$492,000 0.14% of portfolio
2,704
Q3 2025 Reduced 0.92%

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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