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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTV Vanguard Value ETF ETFs	$0	$17.8 Million 5.13% of portfolio	95,633	Q3 2025 Added 4.73%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$13.9 Million 4.0% of portfolio	173,831	Q3 2025 Added 90.34%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$10.2 Million 2.94% of portfolio	129,620	Q3 2025 Added 51.15%
VEA Vanguard Ftse Developed Market ETFs	$0	$10.1 Million 2.89% of portfolio	167,759	Q3 2025 Added 42.03%
DFIV Dimensional ETF Tr ETFs	$0	$8.46 Million 2.44% of portfolio	183,459	Q3 2025 Added 8.69%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$7.91 Million 2.28% of portfolio	94,020	Q3 2025 Reduced 2.16%
IVV Ishares Core S&P 500 ETF ETFs	$0	$7.64 Million 2.2% of portfolio	11,422	Q3 2025 Added 13.75%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$7.57 Million 2.18% of portfolio	136,816	Q3 2025 Reduced 21.53%
VUG Vanguard Growth ETF ETFs	$0	$7.38 Million 2.12% of portfolio	15,382	Q3 2025 Added 86.72%

VTI Vanguard Total Stock Market Et ETFs	$0	$7.37 Million 2.12% of portfolio	22,471	Q3 2025 Reduced 0.36%
BNDW Vanguard Scottsdale Fds Vangua ETFs	$0	$6.86 Million 1.98% of portfolio	98,544	Q3 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$6.72 Million 1.93% of portfolio	85,755	Q3 2025 Added 268.76%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$5.94 Million 1.71% of portfolio	31,321	Q3 2025 Reduced 2.77%
VBR Vanguard Small Cap Value ETF ETFs	$0	$4.96 Million 1.43% of portfolio	23,748	Q3 2025 Reduced 6.75%
SPYG Spdr Portfolio ETFs	$0	$4.87 Million 1.4% of portfolio	46,597	Q3 2025 Reduced 4.18%
AVDV American Centy ETF Tr Avantis ETFs	$0	$4.75 Million 1.37% of portfolio	53,392	Q3 2025 Added 2.82%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$4.51 Million 1.3% of portfolio	43,655	Q3 2025 Added 8.55%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.35 Million 1.25% of portfolio	43,700	Q3 2025 Added 0.68%

IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.96 Million 1.14% of portfolio	33,287	Q3 2025 Reduced 4.45%
AVLV American Centy ETF Tr Avantis	$0	$3.8 Million 1.09% of portfolio	52,594	Q3 2025 Reduced 12.69%
IEMG Ishares Inc ETFs	$0	$3.21 Million 0.92% of portfolio	59,860	Q3 2025 Added 11.97%
IGV Ishares Expanded Tech Software ETFs	$0	$3.12 Million 0.9% of portfolio	27,092	Q3 2025 Reduced 8.35%
VB Vanguard Small Cap ETF ETFs	$0	$3.11 Million 0.89% of portfolio	12,213	Q3 2025 Added 17.23%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.99 Million 0.86% of portfolio	55,134	Q3 2025 Reduced 5.08%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.85 Million 0.82% of portfolio	4,278	Q3 2025 Reduced 3.5%
SUB Ishares Short Term National Mu ETFs	$0	$2.56 Million 0.74% of portfolio	23,982	Q3 2025 Reduced 0.17%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2.51 Million 0.72% of portfolio	33,423	Q3 2025 Reduced 2.76%
VV Vanguard Large Cap ETF ETFs	$0	$2.48 Million 0.71% of portfolio	8,057	Q3 2025 Reduced 0.56%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$2.4 Million 0.69% of portfolio	51,857	Q3 2025 Reduced 5.29%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$2.31 Million 0.66% of portfolio	58,197	Q3 2025 Reduced 2.81%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$2 Million 0.58% of portfolio	44,004	Q3 2025 Added 1.38%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$2.02 Million 0.58% of portfolio	45,274	Q3 2025 Reduced 3.04%
VO Vanguard Mid Cap ETF ETFs	$0	$1.69 Million 0.49% of portfolio	5,759	Q3 2025 Added 60.15%
HYG Ishares Tr ETFs	$0	$1.7 Million 0.49% of portfolio	20,882	Q3 2025 Reduced 7.51%
EFG Msci Eafe Growth ETF ETFs	$0	$1.7 Million 0.49% of portfolio	14,925	Q3 2025 Added 16.81%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.66 Million 0.48% of portfolio	22,276	Q3 2025 Reduced 65.32%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$1.57 Million 0.45% of portfolio	40,602	Q3 2025 Reduced 69.38%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.5 Million 0.43% of portfolio	57,008	Q3 2025 Reduced 1.49%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.38 Million 0.4% of portfolio	27,565	Q3 2025 Added 12.96%
IEFA Ishares Tr ETFs	$0	$1.19 Million 0.34% of portfolio	13,623	Q3 2025 Reduced 4.45%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.08 Million 0.31% of portfolio	21,281	Q3 2025 Reduced 68.61%
XLU Utilities Sector Spdr ETFs	$0	$981,000 0.28% of portfolio	11,260	Q3 2025 Reduced 3.83%
MUB Ishares National Muni Bond ETF ETFs	$0	$867,000 0.25% of portfolio	8,143	Q3 2025 Reduced 7.63%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$846,000 0.24% of portfolio	14,534	Q3 2025 Reduced 1.9%
FNDF Schwab Fundamental Intl Large ETFs	$0	$796,000 0.23% of portfolio	18,552	Q3 2025 Reduced 12.24%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$807,000 0.23% of portfolio	1,345	Q3 2025 Added 2.2%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$731,000 0.21% of portfolio	31,432	Q3 2025 Reduced 11.85%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$705,000 0.2% of portfolio	1,183	Q3 2025 Reduced 28.86%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$665,000 0.19% of portfolio	1,420	Q3 2025 Reduced 2.61%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$672,000 0.19% of portfolio	21,280	Q3 2025 Reduced 35.49%

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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Stone Point Wealth LLC Portfolio Holdings