Stone Point Wealth LLC
- SEC CIK
- 0001908192
- Latest filing
- Jul 23, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 24, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 140
- +2 vs. Q4 2024
- Portfolio value
- $295.2M
- −$2.78M (−0.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,573 | $2.49M | 0.8% | +236+1.0% | Added | – |
| AAgilent Technologies, Inc. | COM | 21,630 | $2.53M | 0.9% | +21,630 | New | History |
| VVisa Inc. | Stock | 7,435 | $2.61M | 0.9% | +379+5.4% | Added | History |
| iShares Tr464287515 | EXPANDED TECH | 29,511 | $2.63M | 0.9% | −1,215−4.0% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 59,312 | $2.68M | 0.9% | −530−0.9% | Reduced | – |
| APHAmphenol Corp | CL A | 44,015 | $2.89M | 1.0% | −1,844−4.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 12,512 | $2.92M | 1.0% | −155−1.2% | Reduced | History |
| ECLEcolab Inc. | Stock | 11,512 | $2.92M | 1.0% | +87+0.8% | Added | History |
| CMICummins Inc | Stock | 9,669 | $3.03M | 1.0% | +230+2.4% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,164 | $3.09M | 1.0% | +2,735+5.0% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 19,976 | $3.32M | 1.1% | −550−2.7% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 32,631 | $3.38M | 1.1% | +5,711+21.2% | Added | – |
| QCOMQualcomm Inc | Stock | 23,596 | $3.62M | 1.2% | +40+0.2% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 32,348 | $3.62M | 1.2% | +1,845+6.0% | Added | History |
| LINLinde PLC | Stock | 7,949 | $3.70M | 1.3% | +113+1.4% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 79,635 | $3.89M | 1.3% | −399−0.5% | Reduced | – |
| PEPPepsiCo Inc | Stock | 26,292 | $3.94M | 1.3% | +1,111+4.4% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 56,726 | $3.96M | 1.3% | +144+0.3% | Added | – |
| AAPLApple Inc. | Stock | 18,393 | $4.09M | 1.4% | −465−2.5% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 39,753 | $4.16M | 1.4% | −221−0.6% | Reduced | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 64,311 | $4.19M | 1.4% | +149+0.2% | Added | – |
| AXPAmerican Express Co | Stock | 15,654 | $4.21M | 1.4% | −410−2.6% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 129,383 | $4.27M | 1.4% | +6,605+5.4% | Added | – |
| SYKStryker Corp | Stock | 11,720 | $4.36M | 1.5% | −272−2.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,002 | $4.50M | 1.5% | +411+5.4% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 52,594 | $4.58M | 1.6% | −1,677−3.1% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 64,320 | $4.72M | 1.6% | +6,221+10.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 105,197 | $5.35M | 1.8% | +11,248+12.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 28,772 | $5.36M | 1.8% | −1,075−3.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,215 | $5.56M | 1.9% | +1,121+5.9% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,613 | $5.65M | 1.9% | +1,275+4.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 39,445 | $6.16M | 2.1% | −670−1.7% | Reduced | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 160,962 | $6.34M | 2.1% | +17,713+12.4% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 82,691 | $6.47M | 2.2% | −726−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 94,476 | $7.46M | 2.5% | −24,814−20.8% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 30,767 | $7.55M | 2.6% | −334−1.1% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 99,573 | $8.14M | 2.8% | +1,452+1.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 192,197 | $9.82M | 3.3% | −3,314−1.7% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 92,091 | $15.9M | 5.4% | −634−0.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 61,670 | $23.2M | 7.8% | −198−0.3% | Reduced | History |