13F HOLDINGS REPORT

Stone Point Wealth LLC

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001667731-25-000149

Total Value

$298.0M

Positions

138

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (138)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	61,868	$26.1M	8.75%
2	VANGUARD INDEX FDS	922908744	92,725	$15.7M	5.27%
3	SPDR SER TR	78464A508	195,511	$10.0M	3.36%
4	VANGUARD SCOTTSDALE FDS	92206C409	119,290	$9.3M	3.12%
5	VANGUARD SCOTTSDALE FDS	92206C870	98,121	$7.9M	2.64%
6	ALPHABET INC	GOOG	40,115	$7.6M	2.56%
7	JPMORGAN CHASE & CO.	VYLD	31,101	$7.5M	2.50%
8	VANGUARD BD INDEX FDS	921937827	83,417	$6.4M	2.16%
9	VANGUARD INDEX FDS	922908611	29,847	$5.9M	1.99%
10	VANGUARD INDEX FDS	922908769	19,094	$5.5M	1.86%
11	INVESCO EXCHANGE TRADED FD T	IVZ	31,338	$5.5M	1.84%
12	AMERICAN CENTY ETF TR	025072877	54,271	$5.2M	1.76%
13	DIMENSIONAL ETF TRUST	25434V807	143,249	$5.1M	1.71%
14	AMERICAN EXPRESS CO	AXP	16,064	$4.8M	1.60%
15	APPLE INC	AAPL	18,858	$4.7M	1.58%
16	ISHARES TR	464287804	39,974	$4.6M	1.55%
17	VANGUARD TAX-MANAGED FDS	921943858	93,949	$4.5M	1.51%
18	ISHARES TR	464287200	7,591	$4.5M	1.50%
19	STRYKER CORPORATION	SYK	11,992	$4.3M	1.45%
20	AMERICAN CENTY ETF TR	025072349	64,162	$4.3M	1.44%
21	DIMENSIONAL ETF TRUST	25434V708	122,778	$4.2M	1.43%
22	VANGUARD BD INDEX FDS	921937835	58,099	$4.2M	1.40%
23	TAIWAN SEMICONDUCTOR MFG LTD	874039100	20,526	$4.1M	1.36%
24	VANGUARD CHARLOTTE FDS	92203J407	80,034	$3.9M	1.32%
25	PEPSICO INC	PEP	25,181	$3.8M	1.28%
26	AMERICAN CENTY ETF TR	025072802	56,582	$3.7M	1.24%
27	QUALCOMM INC	QCOM	23,556	$3.6M	1.21%
28	CUMMINS INC	CMI	9,439	$3.3M	1.10%
29	LINDE PLC	LIN	7,836	$3.3M	1.10%
30	AMPHENOL CORP NEW	032095101	45,859	$3.2M	1.07%
31	LOWES COS INC	548661107	12,667	$3.1M	1.05%
32	ISHARES TR	464287515	30,726	$3.1M	1.03%
33	ISHARES INC	46434G103	54,429	$2.8M	0.95%
34	GILEAD SCIENCES INC	GILD	30,503	$2.8M	0.95%
35	ISHARES TR	46429B747	26,920	$2.7M	0.91%
36	ECOLAB INC	ECL	11,425	$2.7M	0.90%
37	VANGUARD INTL EQUITY INDEX F	922042858	59,842	$2.6M	0.88%
38	HOME DEPOT INC	HD	6,562	$2.6M	0.86%
39	SPDR S&P MIDCAP 400 ETF TR	MDY	4,379	$2.5M	0.84%
40	VANGUARD INDEX FDS	922908736	6,045	$2.5M	0.83%
41	ISHARES TR	464288158	23,337	$2.5M	0.83%
42	CATERPILLAR INC	CAT	6,752	$2.4M	0.82%
43	VANGUARD INDEX FDS	922908751	9,937	$2.4M	0.80%
44	SPDR S&P 500 ETF TR	SPY	3,980	$2.3M	0.78%
45	SPDR SER TR	78468R853	50,930	$2.3M	0.77%
46	VISA INC	V	7,056	$2.2M	0.75%
47	VANGUARD INDEX FDS	922908637	8,195	$2.2M	0.74%
48	ISHARES TR	46434V803	60,844	$2.1M	0.71%
49	ISHARES TR	464287176	19,333	$2.1M	0.69%
50	DIMENSIONAL ETF TRUST	25434V724	50,225	$2.1M	0.69%
51	AMERICAN CENTY ETF TR	025072604	32,120	$1.9M	0.63%
52	MERCK & CO INC	MRK	18,934	$1.9M	0.63%
53	SPDR SER TR	78464A409	21,317	$1.9M	0.63%
54	SPDR SER TR	78464A854	26,453	$1.8M	0.61%
55	VANGUARD MUN BD FDS	922907746	34,650	$1.7M	0.58%
56	DISNEY WALT CO	254687106	15,306	$1.7M	0.57%
57	J P MORGAN EXCHANGE TRADED F	46641Q837	32,523	$1.6M	0.55%
58	ELI LILLY & CO	LLY	1,898	$1.5M	0.49%
59	SCHWAB STRATEGIC TR	808524888	42,449	$1.5M	0.49%
60	NEXTERA ENERGY INC	NEE-PW	20,215	$1.4M	0.49%
61	VANGUARD INDEX FDS	922908553	15,758	$1.4M	0.47%
62	NIKE INC	NKE	18,435	$1.4M	0.47%
63	UNITED PARCEL SERVICE INC	UPS	11,012	$1.4M	0.47%
64	ISHARES TR	464288414	11,816	$1.3M	0.42%
65	MEDTRONIC PLC	MDT	15,019	$1.2M	0.40%
66	ISHARES TR	464288513	14,723	$1.2M	0.39%
67	SCHWAB STRATEGIC TR	808524201	49,411	$1.1M	0.38%
68	VANGUARD INTL EQUITY INDEX F	922042676	28,503	$1.1M	0.38%
69	WALMART INC	WMT	11,610	$1.0M	0.35%
70	ISHARES TR	46432F842	14,356	$1.0M	0.34%
71	SELECT SECTOR SPDR TR	81369Y886	13,110	$992,296	0.33%
72	ISHARES TR	464288687	31,410	$987,530	0.33%
73	ISHARES TR	464288885	9,888	$957,455	0.32%
74	TESLA INC	TSLA	2,260	$912,678	0.31%
75	DIMENSIONAL ETF TRUST	25434V203	30,990	$904,908	0.30%
76	COCA COLA CO	KO	12,810	$797,551	0.27%
77	SCHWAB STRATEGIC TR	808524755	23,050	$765,476	0.26%
78	ALPHABET INC	GOOG	3,806	$720,476	0.24%
79	ISHARES TR	464287614	1,735	$696,741	0.23%
80	EXXON MOBIL CORP	XOM	6,455	$694,364	0.23%
81	INVESCO QQQ TR	IVZ	1,319	$674,312	0.23%
82	SCHWAB STRATEGIC TR	808524805	36,247	$670,570	0.23%
83	SPDR SER TR	78464A474	22,021	$657,547	0.22%
84	APOLLO GLOBAL MGMT INC	03769M106	3,875	$639,995	0.21%
85	DIMENSIONAL ETF TRUST	25434V609	11,399	$634,468	0.21%
86	SPDR INDEX SHS FDS	78463X889	18,483	$630,829	0.21%
87	ARES MANAGEMENT CORPORATION	ARES-PB	3,350	$593,051	0.20%
88	VANGUARD WELLINGTON FD	921935870	5,673	$568,718	0.19%
89	JOHNSON & JOHNSON	JNJ	3,886	$561,993	0.19%
90	ROYAL CARIBBEAN GROUP	V7780T103	2,425	$559,423	0.19%
91	PROCTER AND GAMBLE CO	742718109	3,330	$558,275	0.19%
92	VANGUARD INDEX FDS	922908363	1,023	$551,203	0.18%
93	AMERICAN CENTY ETF TR	025072364	10,610	$550,659	0.18%
94	VANGUARD SPECIALIZED FUNDS	921908844	2,734	$535,399	0.18%
95	ISHARES TR	464287150	4,006	$515,252	0.17%
96	VANGUARD MALVERN FDS	922020805	10,503	$508,555	0.17%
97	ISHARES TR	464287655	2,299	$507,987	0.17%
98	SCHWAB STRATEGIC TR	808524409	19,195	$500,414	0.17%
99	ISHARES TR	464287408	2,557	$488,080	0.16%
100	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,029	$466,425	0.16%
101	DIMENSIONAL ETF TRUST	25434V500	7,107	$462,524	0.16%
102	ISHARES TR	464287309	4,516	$458,509	0.15%
103	ORACLE CORP	ORCL-PD	2,748	$457,900	0.15%
104	AMGEN INC	AMGN	1,747	$455,401	0.15%
105	SELECT SECTOR SPDR TR	81369Y209	3,273	$450,267	0.15%
106	BRISTOL-MYERS SQUIBB CO	CELG-RI	7,920	$447,955	0.15%
107	BANK AMERICA CORP	060505104	9,900	$435,105	0.15%
108	J P MORGAN EXCHANGE TRADED F	46641Q647	8,511	$426,827	0.14%
109	SELECT SECTOR SPDR TR	81369Y803	1,746	$405,980	0.14%
110	MCDONALDS CORP	MCD	1,359	$393,961	0.13%
111	EATON CORP PLC	ETN	1,161	$385,301	0.13%
112	VANGUARD ADMIRAL FDS INC	921932778	4,083	$381,057	0.13%
113	SCHWAB STRATEGIC TR	808524607	14,663	$379,186	0.13%
114	AMAZON COM INC	AMZN	1,582	$347,075	0.12%
115	SCHWAB STRATEGIC TR	808524797	12,561	$343,167	0.12%
116	ISHARES TR	464287598	1,780	$329,531	0.11%
117	BOEING CO	BA-PA	1,850	$327,450	0.11%
118	TRUIST FINL CORP	89832Q109	7,400	$321,012	0.11%
119	INTERNATIONAL BUSINESS MACHS	INTR	1,446	$317,874	0.11%
120	ISHARES TR	464287226	3,188	$308,917	0.10%
121	SCHWAB STRATEGIC TR	808524102	13,201	$299,656	0.10%
122	SCHWAB STRATEGIC TR	808524706	11,074	$294,901	0.10%
123	TEVA PHARMACEUTICAL INDS LTD	881624209	13,020	$286,961	0.10%
124	VANGUARD INTL EQUITY INDEX F	922042775	4,755	$272,985	0.09%
125	HONEYWELL INTL INC	438516106	1,200	$271,068	0.09%
126	SPDR INDEX SHS FDS	78463X509	6,934	$266,058	0.09%
127	SELECT SECTOR SPDR TR	81369Y704	2,000	$263,520	0.09%
128	SCHWAB STRATEGIC TR	808524771	11,035	$261,309	0.09%
129	CISCO SYS INC	CSCO	4,343	$257,106	0.09%
130	ISHARES TR	464287622	788	$253,862	0.09%
131	ISHARES TR	464288273	4,110	$249,683	0.08%
132	COLGATE PALMOLIVE CO	CL	2,740	$249,137	0.08%
133	INVESCO EXCH TRADED FD TR II	IVZ	21,250	$245,013	0.08%
134	SCHWAB STRATEGIC TR	808524748	7,045	$240,523	0.08%
135	CHEVRON CORP NEW	CVX	1,605	$232,468	0.08%
136	DIMENSIONAL ETF TRUST	25434V773	8,996	$220,897	0.07%
137	ISHARES INC	464286608	4,490	$211,928	0.07%
138	ISHARES GOLD TR	IAU	4,142	$205,070	0.07%