Skip to main content

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only.

Institution overview
Positions
103
No filing for Q3 2021
Portfolio value
$123.3M
No filing for Q3 2021
Filed
Feb 10, 2022
SEC

Stone Point Wealth LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Stone Point Wealth LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
NKENIKE, Inc.Stock20,772$3.46M2.8%––History
Vanguard Morningstar Value ETF922908744ETF24,787$3.65M3.0%–––
GOOGAlphabet Inc.Stock1,399$4.04M3.3%––History