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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

ARES holding history

Ares Management Corp in every 13F filed by Stone Point Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
3,100
Value
$345.1K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of ARES by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,100$345.1K0.1%−50−1.6%ReducedHolders
Q1 20263,150$343.7K0.1%−125−3.8%ReducedHolders
Q4 20253,275$529.3K0.1%00.0%UnchangedHolders
Q3 20253,275$523.6K0.1%00.0%UnchangedHolders
Q2 20253,275$567.2K0.2%−25−0.8%ReducedHolders
Q1 20253,300$483.8K0.2%−50−1.5%ReducedHolders
Q4 20243,350$593.1K0.2%00.0%UnchangedHolders
Q3 20243,350$522.1K0.2%00.0%UnchangedHolders
Q2 20243,350$446.5K0.2%−50−1.5%ReducedHolders
Q1 20243,400$452.1K0.2%−200−5.6%ReducedHolders
Q4 20233,600$428.1K0.2%00.0%UnchangedHolders
Q3 20233,600$370.3K0.2%00.0%UnchangedHolders
Q2 20233,600$346.9K0.1%00.0%UnchangedHolders
Q1 20233,600$300.4K0.1%−448−11.1%ReducedHolders
Q4 20224,048$277.0K0.1%00.0%UnchangedHolders
Q3 20224,048$251.0K0.2%00.0%UnchangedHolders
Q2 20224,048$230.0K0.1%+4,048NewHolders