13F HOLDINGS REPORT
Stone Point Wealth LLC
Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001667731-25-000518
Total Value
$295.2M
Positions
140
Other Managers
0
Confidential Omitted
No
Holdings (140)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 61,670 | $23.2M | 7.84% |
| 2 | VANGUARD INDEX FDS | 922908744 | 92,091 | $15.9M | 5.39% |
| 3 | SPDR SER TR | 78464A508 | 192,197 | $9.8M | 3.32% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 99,573 | $8.1M | 2.76% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 30,767 | $7.5M | 2.56% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 94,476 | $7.5M | 2.53% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 82,691 | $6.5M | 2.19% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 160,962 | $6.3M | 2.15% |
| 9 | ALPHABET INC | GOOG | 39,445 | $6.2M | 2.09% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 32,613 | $5.6M | 1.91% |
| 11 | VANGUARD INDEX FDS | 922908769 | 20,215 | $5.6M | 1.88% |
| 12 | VANGUARD INDEX FDS | 922908611 | 28,772 | $5.4M | 1.82% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 105,197 | $5.3M | 1.81% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 64,320 | $4.7M | 1.60% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 52,594 | $4.6M | 1.55% |
| 16 | ISHARES TR | 464287200 | 8,002 | $4.5M | 1.52% |
| 17 | STRYKER CORPORATION | SYK | 11,720 | $4.4M | 1.48% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 129,383 | $4.3M | 1.45% |
| 19 | AMERICAN EXPRESS CO | AXP | 15,654 | $4.2M | 1.43% |
| 20 | AMERICAN CENTY ETF TR | 025072349 | 64,311 | $4.2M | 1.42% |
| 21 | ISHARES TR | 464287804 | 39,753 | $4.2M | 1.41% |
| 22 | APPLE INC | AAPL | 18,393 | $4.1M | 1.38% |
| 23 | AMERICAN CENTY ETF TR | 025072802 | 56,726 | $4.0M | 1.34% |
| 24 | PEPSICO INC | PEP | 26,292 | $3.9M | 1.34% |
| 25 | VANGUARD CHARLOTTE FDS | 92203J407 | 79,635 | $3.9M | 1.32% |
| 26 | LINDE PLC | LIN | 7,949 | $3.7M | 1.25% |
| 27 | GILEAD SCIENCES INC | GILD | 32,348 | $3.6M | 1.23% |
| 28 | QUALCOMM INC | QCOM | 23,596 | $3.6M | 1.23% |
| 29 | ISHARES TR | 46429B747 | 32,631 | $3.4M | 1.14% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 19,976 | $3.3M | 1.12% |
| 31 | ISHARES INC | 46434G103 | 57,164 | $3.1M | 1.05% |
| 32 | CUMMINS INC | CMI | 9,669 | $3.0M | 1.03% |
| 33 | ECOLAB INC | ECL | 11,512 | $2.9M | 0.99% |
| 34 | LOWES COS INC | 548661107 | 12,512 | $2.9M | 0.99% |
| 35 | AMPHENOL CORP NEW | 032095101 | 44,015 | $2.9M | 0.98% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042858 | 59,312 | $2.7M | 0.91% |
| 37 | ISHARES TR | 464287515 | 29,511 | $2.6M | 0.89% |
| 38 | VISA INC | V | 7,435 | $2.6M | 0.88% |
| 39 | AGILENT TECHNOLOGIES INC | A | 21,630 | $2.5M | 0.86% |
| 40 | ISHARES TR | 464288158 | 23,573 | $2.5M | 0.84% |
| 41 | ISHARES TR | 464287176 | 22,074 | $2.5M | 0.83% |
| 42 | VANGUARD INDEX FDS | 922908736 | 6,443 | $2.4M | 0.81% |
| 43 | HOME DEPOT INC | HD | 6,457 | $2.4M | 0.80% |
| 44 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,434 | $2.4M | 0.80% |
| 45 | CATERPILLAR INC | CAT | 7,077 | $2.3M | 0.79% |
| 46 | SPDR S&P 500 ETF TR | SPY | 4,151 | $2.3M | 0.79% |
| 47 | ISHARES TR | 46434V803 | 61,291 | $2.2M | 0.75% |
| 48 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 43,236 | $2.2M | 0.74% |
| 49 | VANGUARD INDEX FDS | 922908751 | 9,511 | $2.1M | 0.71% |
| 50 | VANGUARD INDEX FDS | 922908637 | 8,195 | $2.1M | 0.71% |
| 51 | SPDR SER TR | 78468R853 | 51,132 | $2.1M | 0.71% |
| 52 | DIMENSIONAL ETF TRUST | 25434V724 | 49,960 | $2.1M | 0.70% |
| 53 | AMERICAN CENTY ETF TR | 025072604 | 33,436 | $2.0M | 0.68% |
| 54 | SPDR SER TR | 78464A409 | 22,467 | $1.8M | 0.61% |
| 55 | ISHARES TR | 464288513 | 21,333 | $1.7M | 0.57% |
| 56 | VANGUARD MUN BD FDS | 922907746 | 33,140 | $1.6M | 0.56% |
| 57 | SPDR SER TR | 78464A854 | 24,509 | $1.6M | 0.55% |
| 58 | MEDTRONIC PLC | MDT | 17,599 | $1.6M | 0.54% |
| 59 | ELI LILLY & CO | LLY | 1,898 | $1.6M | 0.53% |
| 60 | SCHWAB STRATEGIC TR | 808524888 | 43,673 | $1.6M | 0.53% |
| 61 | DISNEY WALT CO | 254687106 | 15,284 | $1.5M | 0.51% |
| 62 | MERCK & CO INC | MRK | 16,747 | $1.5M | 0.51% |
| 63 | NEXTERA ENERGY INC | NEE-PW | 21,095 | $1.5M | 0.51% |
| 64 | VANGUARD INDEX FDS | 922908553 | 16,418 | $1.5M | 0.50% |
| 65 | ISHARES TR | 464288687 | 47,015 | $1.4M | 0.49% |
| 66 | ISHARES TR | 464288414 | 11,676 | $1.2M | 0.42% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042676 | 29,958 | $1.2M | 0.41% |
| 68 | SCHWAB STRATEGIC TR | 808524201 | 54,737 | $1.2M | 0.41% |
| 69 | ISHARES TR | 46432F842 | 14,356 | $1.1M | 0.37% |
| 70 | ISHARES TR | 464288885 | 10,442 | $1.0M | 0.35% |
| 71 | WALMART INC | WMT | 11,600 | $1.0M | 0.34% |
| 72 | VANGUARD MALVERN FDS | 922020805 | 20,286 | $1.0M | 0.34% |
| 73 | DIMENSIONAL ETF TRUST | 25434V203 | 31,391 | $980,341 | 0.33% |
| 74 | SELECT SECTOR SPDR TR | 81369Y886 | 12,205 | $962,364 | 0.33% |
| 75 | COCA COLA CO | KO | 12,545 | $898,473 | 0.30% |
| 76 | SCHWAB STRATEGIC TR | 808524755 | 22,912 | $828,024 | 0.28% |
| 77 | EXXON MOBIL CORP | XOM | 6,315 | $751,043 | 0.25% |
| 78 | SCHWAB STRATEGIC TR | 808524805 | 35,998 | $712,040 | 0.24% |
| 79 | NIKE INC | NKE | 10,645 | $675,745 | 0.23% |
| 80 | SPDR INDEX SHS FDS | 78463X889 | 18,024 | $656,258 | 0.22% |
| 81 | SPDR SER TR | 78464A474 | 20,840 | $627,284 | 0.21% |
| 82 | INVESCO QQQ TR | IVZ | 1,319 | $618,505 | 0.21% |
| 83 | TESLA INC | TSLA | 2,345 | $607,730 | 0.21% |
| 84 | JOHNSON & JOHNSON | JNJ | 3,660 | $606,974 | 0.21% |
| 85 | AMERICAN CENTY ETF TR | 025072364 | 10,568 | $598,994 | 0.20% |
| 86 | DIMENSIONAL ETF TRUST | 25434V609 | 11,500 | $592,135 | 0.20% |
| 87 | ALPHABET INC | GOOG | 3,696 | $571,549 | 0.19% |
| 88 | AMGEN INC | AMGN | 1,738 | $541,473 | 0.18% |
| 89 | INVESCO EXCH TRADED FD TR II | IVZ | 47,750 | $535,755 | 0.18% |
| 90 | ISHARES TR | 464287150 | 4,349 | $530,621 | 0.18% |
| 91 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,734 | $530,369 | 0.18% |
| 92 | ISHARES TR | 464287614 | 1,458 | $526,469 | 0.18% |
| 93 | VANGUARD INDEX FDS | 922908363 | 1,023 | $525,730 | 0.18% |
| 94 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 980 | $521,928 | 0.18% |
| 95 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,800 | $520,372 | 0.18% |
| 96 | PROCTER AND GAMBLE CO | 742718109 | 3,030 | $516,373 | 0.17% |
| 97 | SCHWAB STRATEGIC TR | 808524409 | 18,881 | $501,857 | 0.17% |
| 98 | ISHARES TR | 464287408 | 2,557 | $487,313 | 0.17% |
| 99 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,300 | $483,813 | 0.16% |
| 100 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 7,920 | $483,041 | 0.16% |
| 101 | SELECT SECTOR SPDR TR | 81369Y209 | 3,149 | $459,785 | 0.16% |
| 102 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,215 | $455,050 | 0.15% |
| 103 | ISHARES TR | 464287655 | 2,277 | $454,239 | 0.15% |
| 104 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 8,977 | $448,850 | 0.15% |
| 105 | VANGUARD WELLINGTON FD | 921935870 | 4,340 | $436,213 | 0.15% |
| 106 | ISHARES TR | 464287309 | 4,476 | $415,507 | 0.14% |
| 107 | BANK AMERICA CORP | 060505104 | 9,900 | $413,127 | 0.14% |
| 108 | MCDONALDS CORP | MCD | 1,320 | $412,328 | 0.14% |
| 109 | UNITED PARCEL SERVICE INC | UPS | 3,664 | $403,003 | 0.14% |
| 110 | DIMENSIONAL ETF TRUST | 25434V500 | 6,737 | $402,536 | 0.14% |
| 111 | INTERNATIONAL BUSINESS MACHS | INTR | 1,596 | $396,861 | 0.13% |
| 112 | ORACLE CORP | ORCL-PD | 2,717 | $379,932 | 0.13% |
| 113 | SCHWAB STRATEGIC TR | 808524607 | 15,542 | $364,150 | 0.12% |
| 114 | SCHWAB STRATEGIC TR | 808524797 | 12,561 | $351,206 | 0.12% |
| 115 | VANGUARD ADMIRAL FDS INC | 921932778 | 4,083 | $342,624 | 0.12% |
| 116 | BOEING CO | BA-PA | 1,850 | $315,518 | 0.11% |
| 117 | ISHARES TR | 464287226 | 3,188 | $315,357 | 0.11% |
| 118 | SELECT SECTOR SPDR TR | 81369Y803 | 1,512 | $312,198 | 0.11% |
| 119 | ISHARES GOLD TR | IAU | 5,223 | $307,948 | 0.10% |
| 120 | TRUIST FINL CORP | 89832Q109 | 7,400 | $304,510 | 0.10% |
| 121 | AMAZON COM INC | AMZN | 1,562 | $297,186 | 0.10% |
| 122 | SCHWAB STRATEGIC TR | 808524300 | 11,619 | $290,940 | 0.10% |
| 123 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,755 | $288,438 | 0.10% |
| 124 | EATON CORP PLC | ETN | 1,050 | $285,422 | 0.10% |
| 125 | ISHARES TR | 464287598 | 1,459 | $274,525 | 0.09% |
| 126 | SPDR INDEX SHS FDS | 78463X509 | 6,915 | $272,244 | 0.09% |
| 127 | CISCO SYS INC | CSCO | 4,323 | $266,772 | 0.09% |
| 128 | SCHWAB STRATEGIC TR | 808524706 | 9,643 | $265,858 | 0.09% |
| 129 | CHEVRON CORP NEW | CVX | 1,586 | $265,322 | 0.09% |
| 130 | SELECT SECTOR SPDR TR | 81369Y704 | 1,990 | $260,829 | 0.09% |
| 131 | SCHWAB STRATEGIC TR | 808524771 | 11,035 | $260,536 | 0.09% |
| 132 | SCHWAB STRATEGIC TR | 808524102 | 11,954 | $257,363 | 0.09% |
| 133 | SCHWAB STRATEGIC TR | 808524748 | 7,045 | $255,036 | 0.09% |
| 134 | ISHARES TR | 464288273 | 4,005 | $254,438 | 0.09% |
| 135 | HONEYWELL INTL INC | 438516106 | 1,200 | $254,100 | 0.09% |
| 136 | COLGATE PALMOLIVE CO | CL | 2,635 | $246,944 | 0.08% |
| 137 | ISHARES TR | 464287622 | 788 | $241,711 | 0.08% |
| 138 | ISHARES INC | 464286608 | 4,450 | $236,963 | 0.08% |
| 139 | DIMENSIONAL ETF TRUST | 25434V773 | 8,922 | $230,544 | 0.08% |
| 140 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 13,020 | $200,117 | 0.07% |