Stone Point Wealth LLC
- SEC CIK
- 0001908192
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 141
- −2 vs. Q3 2025
- Portfolio value
- $368.7M
- +$16.1M (+4.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 11,447 | $2.76M | 0.7% | −181−1.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,151 | $2.83M | 0.8% | −127−3.0% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 52,808 | $2.84M | 0.8% | −2,326−4.2% | Reduced | – |
| ECLEcolab Inc. | Stock | 12,057 | $3.17M | 0.9% | +488+4.2% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,644 | $3.23M | 0.9% | −12,827−57.1% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,099 | $3.38M | 0.9% | +886+7.3% | Added | – |
| PEPPepsiCo Inc | Stock | 24,187 | $3.47M | 0.9% | −248−1.0% | Reduced | History |
| LINLinde PLC | Stock | 8,456 | $3.61M | 1.0% | +345+4.3% | Added | History |
| LLYEli Lilly & Co | Stock | 3,363 | $3.61M | 1.0% | +40+1.2% | Added | History |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 49,715 | $3.77M | 1.0% | −2,879−5.5% | Reduced | – |
| CATCaterpillar Inc | Stock | 6,670 | $3.82M | 1.0% | −281−4.0% | Reduced | History |
| SYKStryker Corp | Stock | 11,115 | $3.91M | 1.1% | +222+2.0% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,044 | $3.97M | 1.1% | −243−0.7% | Reduced | – |
| QCOMQualcomm Inc | Stock | 23,289 | $3.98M | 1.1% | +549+2.4% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 32,557 | $4.00M | 1.1% | −206−0.6% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 65,154 | $4.38M | 1.2% | +5,294+8.8% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 44,403 | $4.53M | 1.2% | +703+1.6% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 45,869 | $4.70M | 1.3% | +2,214+5.1% | Added | – |
| CMICummins Inc | Stock | 9,311 | $4.75M | 1.3% | −455−4.7% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,318 | $4.94M | 1.3% | −430−1.8% | Reduced | – |
| APHAmphenol Corp | CL A | 37,073 | $5.01M | 1.4% | −2,690−6.8% | Reduced | History |
| AAPLApple Inc. | Stock | 18,605 | $5.06M | 1.4% | +747+4.2% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 54,066 | $5.08M | 1.4% | +674+1.3% | Added | – |
| AXPAmerican Express Co | Stock | 14,252 | $5.27M | 1.4% | −556−3.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,362 | $5.58M | 1.5% | −909−4.7% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 52,507 | $5.60M | 1.5% | +5,910+12.7% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,631 | $6.06M | 1.6% | +310+1.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,740 | $7.68M | 2.1% | +358+2.3% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 93,831 | $7.86M | 2.1% | −189−0.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,491 | $7.87M | 2.1% | +69+0.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 140,513 | $7.98M | 2.2% | +3,697+2.7% | Added | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 118,273 | $8.13M | 2.2% | +19,729+20.0% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 192,139 | $9.59M | 2.6% | +8,680+4.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 29,930 | $9.64M | 2.6% | −1,073−3.5% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 181,188 | $11.3M | 3.1% | +13,429+8.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 152,511 | $12.0M | 3.3% | +22,891+17.7% | Added | – |
| GOOGAlphabet Inc. | Stock | 39,227 | $12.3M | 3.3% | +245+0.6% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 156,733 | $12.6M | 3.4% | +70,978+82.8% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 207,820 | $16.6M | 4.5% | +33,989+19.6% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 95,135 | $18.2M | 4.9% | −498−0.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 61,626 | $29.8M | 8.1% | +20.0% | Added | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 10,380 | $513.4K | 0.1% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,047 | $255.5K | 0.1% | – |
| HONHoneywell International Inc | COM | 1,200 | $252.6K | 0.1% | History |
| CVXChevron Corp | Stock | 1,483 | $230.3K | 0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,350 | $230.2K | 0.1% | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4,719 | $220.9K | 0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,376 | $220.3K | 0.1% | – |