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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$31.9 Million 9.19% of portfolio
61,624
Q3 2025 Reduced 0.02%
$881B
$9.78 Million 2.81% of portfolio
31,003
Q3 2025 Added 1.9%
$1.74T
$9.49 Million 2.73% of portfolio
38,982
Q3 2025 Reduced 2.18%
$1.46T
$5.38 Million 1.55% of portfolio
19,271
Q3 2025 Reduced 4.82%
$255B
$4.92 Million 1.42% of portfolio
14,808
Q3 2025 Reduced 6.34%
$79.6B
$4.92 Million 1.42% of portfolio
39,763
Q3 2025 Reduced 9.2%
$4.3T
$4.55 Million 1.31% of portfolio
17,858
Q3 2025 Reduced 0.97%
$65.2B
$4.12 Million 1.19% of portfolio
9,766
Q3 2025 Reduced 1.11%
$136B
$4.03 Million 1.16% of portfolio
10,893
Q3 2025 Reduced 7.37%
$187B
$3.78 Million 1.09% of portfolio
22,740
Q3 2025 Reduced 3.72%
$156B
$3.64 Million 1.05% of portfolio
32,763
Q3 2025 Reduced 0.49%
$204B
$3.43 Million 0.99% of portfolio
24,435
Q3 2025 Added 3.66%
$291B
$3.32 Million 0.95% of portfolio
6,951
Q3 2025 Reduced 3.15%
$73.7B
$3.17 Million 0.91% of portfolio
11,569
Q3 2025 Reduced 0.97%
$140B
$2.92 Million 0.84% of portfolio
11,628
Q3 2025 Reduced 5.71%
$533B
$2.59 Million 0.75% of portfolio
7,590
Q3 2025 Reduced 0.33%
$971B
$2.54 Million 0.73% of portfolio
3,323
Q3 2025 Added 74.44%
$43.5B
$2.49 Million 0.72% of portfolio
19,412
Q3 2025 Reduced 8.06%
$168B
$1.82 Million 0.52% of portfolio
24,060
Q3 2025 Added 12.67%
$128B
$1.78 Million 0.51% of portfolio
18,691
Q3 2025 Added 11.96%
$193B
$1.62 Million 0.47% of portfolio
14,190
Q3 2025 Reduced 4.94%
$279B
$1.2 Million 0.34% of portfolio
11,600
Q1 2025 Reduced 0.09%
$167B
$1.04 Million 0.3% of portfolio
10,900
Q3 2025 New
$1.29T
$1.02 Million 0.29% of portfolio
2,285
Q2 2025 Reduced 2.56%
$593B
$881,000 0.25% of portfolio
3,135
Q3 2025 Added 16.37%
$235B
$824,000 0.24% of portfolio
9,826
Q3 2025 Reduced 35.51%
$306B
$818,000 0.24% of portfolio
12,345
Q3 2025 Reduced 1.59%
$522B
$777,000 0.22% of portfolio
4,195
Q3 2025 Added 14.62%
$413B
$740,000 0.21% of portfolio
14,350
Q3 2025 Added 44.95%
$1.65T
$730,000 0.21% of portfolio
3,006
Q3 2025 Reduced 0.66%
$64.5B
$679,000 0.2% of portfolio
2,100
Q3 2025 Reduced 7.69%
$490B
$673,000 0.19% of portfolio
5,970
Q3 2025 Reduced 5.46%
$79.2B
$580,000 0.17% of portfolio
8,320
Q3 2025 Reduced 5.24%
$183B
$525,000 0.15% of portfolio
1,861
Q3 2025 Added 1.42%
$78.4B
$506,000 0.15% of portfolio
3,800
Q1 2025 Reduced 1.94%
$24.4B
$523,000 0.15% of portfolio
3,275
Q2 2025 Reduced 0.76%
$346B
$533,000 0.15% of portfolio
3,470
Q3 2025 Added 23.27%
$662B
$472,000 0.14% of portfolio
940
Q3 2025 Reduced 3.59%
$266B
$464,000 0.13% of portfolio
1,646
Q3 2025 Reduced 17.54%
$114B
$399,000 0.11% of portfolio
1,850
Q4 2024 Reduced 5.9%
$465B
$389,000 0.11% of portfolio
2,090
Q3 2025 Reduced 0.62%
$224B
$376,000 0.11% of portfolio
1,240
Q3 2025 Reduced 6.06%
$140B
$392,000 0.11% of portfolio
1,050
Q1 2025 Reduced 9.56%
$9.12B
$339,000 0.1% of portfolio
3,716
Q3 2025 New
$59.5B
$320,000 0.09% of portfolio
7,000
Q3 2025 Reduced 5.41%
$2.39T
$326,000 0.09% of portfolio
1,489
Q3 2025 Reduced 3.75%
$319B
$288,000 0.08% of portfolio
4,210
Q2 2025 Reduced 2.61%
$99.5B
$289,000 0.08% of portfolio
6,420
Q3 2025 Reduced 18.94%
$92.7B
$268,000 0.08% of portfolio
1,032
Q3 2025 New

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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