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