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
$635B
$472,000 0.14% of portfolio
940
Q3 2025 Reduced 3.59%
$0
$461,000 0.13% of portfolio
6,737
Q1 2025 Reduced 5.21%
$270B
$464,000 0.13% of portfolio
1,646
Q3 2025 Reduced 17.54%
$0
$408,000 0.12% of portfolio
14,018
Q3 2025 Reduced 17.19%
$118B
$399,000 0.11% of portfolio
1,850
Q4 2024 Reduced 5.9%
$62.9B
$380,000 0.11% of portfolio
5,223
Q1 2025 Added 26.1%
$495B
$389,000 0.11% of portfolio
2,090
Q3 2025 Reduced 0.62%
$220B
$376,000 0.11% of portfolio
1,240
Q3 2025 Reduced 6.06%
$0
$371,000 0.11% of portfolio
2,670
Q3 2025 Reduced 10.25%
$150B
$392,000 0.11% of portfolio
1,050
Q1 2025 Reduced 9.56%
$0
$390,000 0.11% of portfolio
1,385
Q3 2025 Reduced 7.85%
$0
$351,000 0.1% of portfolio
3,692
Q3 2025 Reduced 1.05%
$0
$360,000 0.1% of portfolio
31,050
Q3 2025 Reduced 38.76%
$11.4B
$339,000 0.1% of portfolio
3,716
Q3 2025 New
$0
$339,000 0.1% of portfolio
4,755
Q1 2023 Reduced 0.63%
$0
$342,000 0.1% of portfolio
12,561
Q4 2024 Added 200.0%
$2.54T
$326,000 0.09% of portfolio
1,489
Q3 2025 Reduced 3.75%
$0
$314,000 0.09% of portfolio
9,849
Q3 2025 Reduced 3.16%
$0
$318,000 0.09% of portfolio
8,768
Q3 2025 Reduced 74.86%
$297B
$288,000 0.08% of portfolio
4,210
Q2 2025 Reduced 2.61%
$0
$273,000 0.08% of portfolio
5,416
Q3 2025 Reduced 17.65%
$0
$273,000 0.08% of portfolio
3,571
Q3 2025 Reduced 10.84%
$0
$270,000 0.08% of portfolio
4,370
Q3 2025 Reduced 1.8%
$0
$267,000 0.08% of portfolio
1,735
Q3 2025 Reduced 5.96%
$0
$287,000 0.08% of portfolio
788
Q4 2023 New
$96.9B
$289,000 0.08% of portfolio
6,420
Q3 2025 Reduced 18.94%
$0
$269,000 0.08% of portfolio
8,075
Q3 2025 Reduced 13.13%
$88.4B
$268,000 0.08% of portfolio
1,032
Q3 2025 New
$0
$255,000 0.07% of portfolio
5,047
Q3 2025 Reduced 77.4%
$132B
$252,000 0.07% of portfolio
1,200
Q3 2024 Reduced 2.83%
$198B
$245,000 0.07% of portfolio
1,200
Q3 2025 New
$0
$252,000 0.07% of portfolio
5,678
Q3 2025 Reduced 5.68%
$187B
$230,000 0.07% of portfolio
2,350
Q2 2025 New
$300B
$230,000 0.07% of portfolio
1,483
Q3 2025 Reduced 12.04%
$63.9B
$209,000 0.06% of portfolio
2,615
Q3 2025 Reduced 0.76%
$22.7B
$222,000 0.06% of portfolio
11,020
Q2 2025 Reduced 15.36%
$0
$220,000 0.06% of portfolio
8,376
Q3 2025 Reduced 1.86%
$0
$217,000 0.06% of portfolio
3,213
Q3 2025 Reduced 1.62%
$0
$221,000 0.06% of portfolio
1,086
Q3 2025 Reduced 7.73%
$0
$220,000 0.06% of portfolio
4,719
Q3 2025 Reduced 9.41%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.12%
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 22.52%

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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