Stone Point Wealth LLC Portfolio Holdings

Stone Point Wealth LLC

  • $358 Million
  • Q4 2025

Stone Point Wealth LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $358 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.3M, Vanguard Value ETF with a value of $17.8M, Vanguard Sht Term Corp Bd ETF with a value of $16.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.4M, and Vanguard Bd Index Fd Inc Short with a value of $12M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $347M to 358M.

Below you can find more details about Stone Point Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
ETFs: $219 Million
Technology: $52.5 Million
Healthcare: $19.9 Million
Financial Services: $19.8 Million
Communication Services: $13.9 Million
Industrials: $9.19 Million
Consumer Cyclical: $7.35 Million
Consumer Defensive: $6.29 Million
Other: $6.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$31.3 Million 8.73% of portfolio
61,626
Q4 2025 Added 0.0%
$0
$17.8 Million 4.97% of portfolio
95,135
Q4 2025 Reduced 0.52%
$0
$16.5 Million 4.62% of portfolio
207,820
Q4 2025 Added 19.55%
$0
$12.4 Million 3.46% of portfolio
156,733
Q4 2025 Added 82.77%
$0
$12 Million 3.35% of portfolio
152,511
Q4 2025 Added 17.66%
$1.74T
$11.2 Million 3.13% of portfolio
39,227
Q4 2025 Added 0.63%
$0
$11.1 Million 3.1% of portfolio
181,188
Q4 2025 Added 8.0%
$0
$9.21 Million 2.57% of portfolio
192,139
Q4 2025 Added 4.73%
$881B
$8.99 Million 2.51% of portfolio
29,930
Q4 2025 Reduced 3.46%
$0
$8.23 Million 2.3% of portfolio
118,273
Q4 2025 Added 20.02%
$0
$7.89 Million 2.2% of portfolio
140,513
Q4 2025 Added 2.7%
$0
$7.84 Million 2.19% of portfolio
93,831
Q4 2025 Reduced 0.2%
$0
$7.76 Million 2.17% of portfolio
11,491
Q4 2025 Added 0.6%
$0
$7.61 Million 2.13% of portfolio
15,740
Q4 2025 Added 2.33%
$0
$5.93 Million 1.65% of portfolio
31,631
Q4 2025 Added 0.99%
$0
$5.5 Million 1.54% of portfolio
52,507
Q4 2025 Added 12.68%
$4.3T
$4.98 Million 1.39% of portfolio
18,605
Q4 2025 Added 4.18%
$79.6B
$4.96 Million 1.38% of portfolio
37,073
Q4 2025 Reduced 6.77%
$255B
$4.86 Million 1.36% of portfolio
14,252
Q4 2025 Reduced 3.75%
$0
$4.88 Million 1.36% of portfolio
54,066
Q4 2025 Added 1.26%
$0
$4.79 Million 1.34% of portfolio
23,318
Q4 2025 Reduced 1.81%
$0
$4.72 Million 1.32% of portfolio
45,869
Q4 2025 Added 5.07%
$0
$4.33 Million 1.21% of portfolio
44,403
Q4 2025 Added 1.61%
$65.2B
$4.31 Million 1.2% of portfolio
9,311
Q4 2025 Reduced 4.66%
$156B
$4.04 Million 1.13% of portfolio
32,557
Q4 2025 Reduced 0.63%
$136B
$4 Million 1.12% of portfolio
11,115
Q4 2025 Added 2.04%
$0
$3.86 Million 1.08% of portfolio
33,044
Q4 2025 Reduced 0.73%
$187B
$3.88 Million 1.08% of portfolio
23,289
Q4 2025 Added 2.41%
$291B
$3.68 Million 1.03% of portfolio
6,670
Q4 2025 Reduced 4.04%
$0
$3.61 Million 1.01% of portfolio
49,715
Q4 2025 Reduced 5.47%
$204B
$3.58 Million 1.0% of portfolio
24,187
Q4 2025 Reduced 1.01%
$0
$3.49 Million 0.98% of portfolio
65,154
Q4 2025 Added 8.84%
$971B
$3.44 Million 0.96% of portfolio
3,363
Q4 2025 Added 1.2%
$0
$3.27 Million 0.91% of portfolio
13,099
Q4 2025 Added 7.25%
$0
$3.18 Million 0.89% of portfolio
9,644
Q4 2025 Reduced 57.08%
$73.7B
$3.12 Million 0.87% of portfolio
12,057
Q4 2025 Added 4.22%
$0
$2.9 Million 0.81% of portfolio
52,808
Q4 2025 Reduced 4.22%
$43.5B
$2.84 Million 0.79% of portfolio
19,337
Q4 2025 Reduced 0.39%
$0
$2.76 Million 0.77% of portfolio
4,151
Q4 2025 Reduced 2.97%
$0
$2.71 Million 0.76% of portfolio
25,202
Q4 2025 Reduced 6.98%
$0
$2.7 Million 0.75% of portfolio
25,321
Q4 2025 Added 5.58%
$140B
$2.58 Million 0.72% of portfolio
11,447
Q4 2025 Reduced 1.56%
$0
$2.53 Million 0.71% of portfolio
32,650
Q4 2025 Reduced 2.31%
$533B
$2.51 Million 0.7% of portfolio
7,699
Q4 2025 Added 1.44%
$0
$2.39 Million 0.67% of portfolio
7,707
Q4 2025 Reduced 4.34%
$0
$2.32 Million 0.65% of portfolio
50,914
Q4 2025 Reduced 1.82%
$0
$2.26 Million 0.63% of portfolio
54,946
Q4 2025 Reduced 5.59%
$168B
$2.23 Million 0.62% of portfolio
25,984
Q4 2025 Added 8.0%
$0
$2.16 Million 0.6% of portfolio
47,913
Q4 2025 Added 8.88%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $358 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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