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
$128B
$2.04 Million 0.57% of portfolio
21,186
Q4 2025 Added 13.35%
$0
$2 Million 0.56% of portfolio
22,520
Q4 2025 Added 100.0%
$0
$2.01 Million 0.56% of portfolio
44,540
Q4 2025 Reduced 1.62%
$0
$1.98 Million 0.55% of portfolio
6,891
Q4 2025 Added 19.66%
$367B
$1.81 Million 0.51% of portfolio
5,062
Q4 2025 Reduced 18.77%
$0
$1.79 Million 0.5% of portfolio
15,609
Q4 2025 Added 4.58%
$0
$1.61 Million 0.45% of portfolio
20,022
Q4 2025 Reduced 4.12%
$0
$1.48 Million 0.41% of portfolio
29,432
Q4 2025 Added 6.77%
$0
$1.48 Million 0.41% of portfolio
38,243
Q4 2025 Reduced 5.81%
$0
$1.45 Million 0.4% of portfolio
54,524
Q4 2025 Reduced 4.36%
$193B
$1.28 Million 0.36% of portfolio
12,096
Q4 2025 Reduced 14.76%
$0
$1.18 Million 0.33% of portfolio
13,294
Q4 2025 Reduced 2.42%
$279B
$1.19 Million 0.33% of portfolio
11,600
Q1 2025 Reduced 0.09%
$235B
$1.14 Million 0.32% of portfolio
12,286
Q4 2025 Added 25.04%
$1.65T
$1.12 Million 0.31% of portfolio
4,067
Q4 2025 Added 35.3%
$167B
$1 Million 0.28% of portfolio
10,900
Q3 2025 New
$0
$855,000 0.24% of portfolio
7,999
Q4 2025 Reduced 1.77%
$522B
$835,000 0.23% of portfolio
4,185
Q4 2025 Reduced 0.24%
$0
$811,000 0.23% of portfolio
1,345
Q3 2025 Added 2.2%
$0
$803,000 0.22% of portfolio
14,114
Q4 2025 Reduced 2.89%
$306B
$786,000 0.22% of portfolio
11,125
Q4 2025 Reduced 9.88%
$183B
$762,000 0.21% of portfolio
2,231
Q4 2025 Added 19.88%
$0
$756,000 0.21% of portfolio
16,882
Q4 2025 Reduced 9.0%
$413B
$733,000 0.2% of portfolio
14,250
Q4 2025 Reduced 0.7%
$0
$713,000 0.2% of portfolio
16,311
Q4 2025 Added 5.95%
$0
$720,000 0.2% of portfolio
30,116
Q4 2025 Reduced 4.19%
$490B
$684,000 0.19% of portfolio
5,820
Q4 2025 Reduced 2.51%
$0
$668,000 0.19% of portfolio
1,420
Q3 2025 Reduced 2.61%
$593B
$687,000 0.19% of portfolio
3,126
Q4 2025 Reduced 0.29%
$0
$661,000 0.18% of portfolio
1,128
Q4 2025 Reduced 4.65%
$0
$659,000 0.18% of portfolio
8,898
Q4 2025 Reduced 60.06%
$0
$635,000 0.18% of portfolio
1,028
Q4 2025 Added 1.28%
$0
$655,000 0.18% of portfolio
2,276
Q4 2025 Added 64.33%
$0
$622,000 0.17% of portfolio
12,304
Q4 2025 Reduced 42.18%
$0
$566,000 0.16% of portfolio
3,870
Q4 2025 Reduced 7.22%
$99.5B
$566,000 0.16% of portfolio
12,100
Q4 2025 Added 88.47%
$0
$564,000 0.16% of portfolio
21,850
Q4 2025 Reduced 7.37%
$0
$520,000 0.15% of portfolio
2,482
Q4 2025 Reduced 0.32%
$266B
$526,000 0.15% of portfolio
1,771
Q4 2025 Added 7.59%
$0
$514,000 0.14% of portfolio
18,764
Q4 2025 Reduced 5.03%
$346B
$501,000 0.14% of portfolio
3,437
Q4 2025 Reduced 0.95%
$0
$516,000 0.14% of portfolio
2,176
Q4 2025 Reduced 3.33%
$78.4B
$496,000 0.14% of portfolio
3,800
Q1 2025 Reduced 1.94%
$0
$486,000 0.14% of portfolio
2,669
Q4 2025 Reduced 1.29%
$79.2B
$492,000 0.14% of portfolio
7,830
Q4 2025 Reduced 5.89%
$0
$499,000 0.14% of portfolio
7,208
Q4 2025 Reduced 11.18%
$0
$488,000 0.14% of portfolio
4,038
Q4 2025 Reduced 6.22%
$662B
$465,000 0.13% of portfolio
915
Q4 2025 Reduced 2.66%
$0
$452,000 0.13% of portfolio
6,737
Q1 2025 Reduced 5.21%

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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