13F HOLDINGS REPORT

Stone Point Wealth LLC

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001667731-25-000854

Total Value

$322.8M

Positions

142

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (142)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT CORP	MSFT	61,639	$30.7M	9.50%
2	VANGUARD INDEX FDS	922908744	91,311	$16.1M	5.00%
3	SPDR SERIES TRUST	78464A508	174,359	$9.1M	2.83%
4	JPMORGAN CHASE & CO.	VYLD	30,424	$8.8M	2.73%
5	VANGUARD SCOTTSDALE FDS	92206C870	96,099	$8.0M	2.47%
6	VANGUARD SCOTTSDALE FDS	92206C409	91,325	$7.3M	2.25%
7	DIMENSIONAL ETF TRUST	25434V807	168,791	$7.2M	2.24%
8	ALPHABET INC	GOOG	39,852	$7.1M	2.19%
9	VANGUARD INDEX FDS	922908769	22,553	$6.9M	2.12%
10	VANGUARD BD INDEX FDS	921937827	85,755	$6.7M	2.09%
11	VANGUARD TAX-MANAGED FDS	921943858	118,118	$6.7M	2.09%
12	ISHARES TR	464287200	10,041	$6.2M	1.93%
13	INVESCO EXCHANGE TRADED FD T	IVZ	32,213	$5.9M	1.81%
14	AMERICAN EXPRESS CO	AXP	15,811	$5.0M	1.56%
15	VANGUARD INDEX FDS	922908611	25,467	$5.0M	1.54%
16	DIMENSIONAL ETF TRUST	25434V708	132,615	$4.8M	1.47%
17	VANGUARD BD INDEX FDS	921937835	64,226	$4.7M	1.47%
18	STRYKER CORPORATION	SYK	11,760	$4.7M	1.44%
19	SPDR SERIES TRUST	78464A409	48,630	$4.6M	1.44%
20	TAIWAN SEMICONDUCTOR MFG LTD	874039100	20,246	$4.6M	1.42%
21	AMPHENOL CORP NEW	032095101	43,794	$4.3M	1.34%
22	ISHARES TR	46429B747	40,217	$4.1M	1.28%
23	AMERICAN CENTY ETF TR	025072802	51,926	$4.1M	1.28%
24	AMERICAN CENTY ETF TR	025072349	60,235	$4.1M	1.27%
25	VANGUARD CHARLOTTE FDS	92203J407	80,469	$4.0M	1.23%
26	AMERICAN CENTY ETF TR	025072877	43,403	$4.0M	1.22%
27	ISHARES TR	464287804	34,838	$3.8M	1.18%
28	LINDE PLC	LIN	8,021	$3.8M	1.17%
29	QUALCOMM INC	QCOM	23,619	$3.8M	1.17%
30	APPLE INC	AAPL	18,033	$3.7M	1.15%
31	GILEAD SCIENCES INC	GILD	32,923	$3.7M	1.13%
32	VANGUARD INDEX FDS	922908736	8,238	$3.6M	1.12%
33	J P MORGAN EXCHANGE TRADED F	46641Q837	67,801	$3.4M	1.06%
34	ISHARES TR	464287515	29,560	$3.2M	1.00%
35	CUMMINS INC	CMI	9,876	$3.2M	1.00%
36	ISHARES INC	46434G103	53,460	$3.2M	0.99%
37	ECOLAB INC	ECL	11,682	$3.1M	0.98%
38	PEPSICO INC	PEP	23,573	$3.1M	0.96%
39	VANGUARD INTL EQUITY INDEX F	922042858	58,087	$2.9M	0.89%
40	CATERPILLAR INC	CAT	7,177	$2.8M	0.86%
41	SPDR S&P 500 ETF TR	SPY	4,433	$2.7M	0.85%
42	LOWES COS INC	548661107	12,332	$2.7M	0.85%
43	VISA INC	V	7,615	$2.7M	0.84%
44	ISHARES TR	464287176	23,617	$2.6M	0.81%
45	ISHARES TR	464288158	24,024	$2.6M	0.79%
46	AGILENT TECHNOLOGIES INC	A	21,113	$2.5M	0.77%
47	VANGUARD INDEX FDS	922908751	10,418	$2.5M	0.76%
48	AMERICAN CENTY ETF TR	025072604	34,371	$2.4M	0.73%
49	HOME DEPOT INC	HD	6,367	$2.3M	0.72%
50	SPDR SERIES TRUST	78468R853	54,755	$2.3M	0.72%
51	VANGUARD INDEX FDS	922908637	8,102	$2.3M	0.72%
52	ISHARES TR	46434V803	59,877	$2.3M	0.70%
53	DIMENSIONAL ETF TRUST	25434V724	46,692	$2.0M	0.61%
54	DISNEY WALT CO	254687106	14,927	$1.9M	0.57%
55	SCHWAB STRATEGIC TR	808524888	43,405	$1.8M	0.57%
56	ISHARES TR	464288513	22,578	$1.8M	0.56%
57	SPDR SERIES TRUST	78464A854	23,255	$1.7M	0.52%
58	ELI LILLY & CO	LLY	1,905	$1.5M	0.46%
59	NEXTERA ENERGY INC	NEE-PW	21,355	$1.5M	0.46%
60	MEDTRONIC PLC	MDT	16,694	$1.5M	0.45%
61	VANGUARD INDEX FDS	922908553	16,260	$1.4M	0.45%
62	ISHARES TR	464288885	12,777	$1.4M	0.44%
63	SCHWAB STRATEGIC TR	808524201	57,868	$1.4M	0.44%
64	VANGUARD INTL EQUITY INDEX F	922042676	28,641	$1.3M	0.41%
65	MERCK & CO INC	MRK	15,236	$1.2M	0.37%
66	DIMENSIONAL ETF TRUST	25434V203	34,876	$1.2M	0.37%
67	VANGUARD MUN BD FDS	922907746	24,403	$1.2M	0.37%
68	ISHARES TR	46432F842	14,258	$1.2M	0.37%
69	WALMART INC	WMT	11,600	$1.1M	0.35%
70	VANGUARD MALVERN FDS	922020805	22,331	$1.1M	0.35%
71	ISHARES TR	464288687	32,985	$1.0M	0.31%
72	VANGUARD INDEX FDS	922908629	3,596	$1.0M	0.31%
73	SELECT SECTOR SPDR TR	81369Y886	11,709	$956,157	0.30%
74	SPDR S&P MIDCAP 400 ETF TR	MDY	1,663	$942,056	0.29%
75	ISHARES TR	464288414	8,816	$921,096	0.29%
76	COCA COLA CO	KO	12,545	$887,559	0.27%
77	SCHWAB STRATEGIC TR	808524755	21,140	$846,029	0.26%
78	DIMENSIONAL ETF TRUST	25434V609	14,815	$799,417	0.25%
79	SCHWAB STRATEGIC TR	808524805	35,657	$788,020	0.24%
80	INVESCO QQQ TR	IVZ	1,316	$725,958	0.22%
81	TESLA INC	TSLA	2,285	$725,853	0.22%
82	ROYAL CARIBBEAN GROUP	V7780T103	2,275	$712,393	0.22%
83	EXXON MOBIL CORP	XOM	6,315	$680,757	0.21%
84	SPDR INDEX SHS FDS	78463X889	16,505	$668,307	0.21%
85	NIKE INC	NKE	8,780	$623,731	0.19%
86	ISHARES TR	464287614	1,458	$619,038	0.19%
87	AMERICAN CENTY ETF TR	025072364	9,518	$592,353	0.18%
88	ORACLE CORP	ORCL-PD	2,694	$589,096	0.18%
89	INTERNATIONAL BUSINESS MACHS	INTR	1,996	$588,381	0.18%
90	VANGUARD INDEX FDS	922908363	1,023	$581,095	0.18%
91	SCHWAB STRATEGIC TR	808524102	24,177	$576,131	0.18%
92	ARES MANAGEMENT CORPORATION	ARES-PB	3,275	$567,230	0.18%
93	INVESCO EXCH TRADED FD TR II	IVZ	50,700	$564,291	0.17%
94	ISHARES TR	464287150	4,171	$563,252	0.17%
95	JOHNSON & JOHNSON	JNJ	3,660	$559,065	0.17%
96	VANGUARD SPECIALIZED FUNDS	921908844	2,729	$558,544	0.17%
97	APOLLO GLOBAL MGMT INC	03769M106	3,800	$539,106	0.17%
98	ALPHABET INC	GOOG	3,026	$533,272	0.17%
99	SCHWAB STRATEGIC TR	808524607	20,529	$519,385	0.16%
100	AMGEN INC	AMGN	1,835	$512,307	0.16%
101	VANGUARD WELLINGTON FD	921935870	4,959	$500,512	0.16%
102	ISHARES TR	464287408	2,552	$498,712	0.15%
103	ISHARES TR	464287655	2,277	$491,354	0.15%
104	ISHARES TR	464287309	4,448	$489,725	0.15%
105	BERKSHIRE HATHAWAY INC DEL	BRK-A	975	$473,626	0.15%
106	BANK AMERICA CORP	060505104	9,900	$468,468	0.15%
107	SCHWAB STRATEGIC TR	808524409	16,928	$468,398	0.15%
108	PROCTER AND GAMBLE CO	742718109	2,815	$448,486	0.14%
109	DIMENSIONAL ETF TRUST	25434V500	6,737	$429,214	0.13%
110	SELECT SECTOR SPDR TR	81369Y209	2,975	$401,000	0.12%
111	BOEING CO	BA-PA	1,850	$387,631	0.12%
112	MCDONALDS CORP	MCD	1,320	$385,664	0.12%
113	SELECT SECTOR SPDR TR	81369Y803	1,503	$380,605	0.12%
114	EATON CORP PLC	ETN	1,050	$374,840	0.12%
115	BRISTOL-MYERS SQUIBB CO	CELG-RI	7,920	$366,617	0.11%
116	AMAZON COM INC	AMZN	1,547	$339,396	0.11%
117	SCHWAB STRATEGIC TR	808524797	12,561	$332,867	0.10%
118	NVIDIA CORPORATION	NVDA	2,103	$332,253	0.10%
119	J P MORGAN EXCHANGE TRADED F	46641Q647	6,577	$326,482	0.10%
120	ISHARES GOLD TR	IAU	5,223	$325,706	0.10%
121	VANGUARD INTL EQUITY INDEX F	922042775	4,755	$319,631	0.10%
122	VANGUARD ADMIRAL FDS INC	921932778	3,731	$319,262	0.10%
123	TRUIST FINL CORP	89832Q109	7,400	$318,126	0.10%
124	SCHWAB STRATEGIC TR	808524300	10,170	$297,066	0.09%
125	CISCO SYS INC	CSCO	4,210	$292,090	0.09%
126	ISHARES TR	464288273	4,005	$291,083	0.09%
127	SCHWAB STRATEGIC TR	808524706	9,296	$280,181	0.09%
128	HONEYWELL INTL INC	438516106	1,200	$279,456	0.09%
129	SELECT SECTOR SPDR TR	81369Y704	1,845	$272,174	0.08%
130	ISHARES TR	464287622	788	$267,581	0.08%
131	ISHARES INC	464286608	4,450	$264,553	0.08%
132	SCHWAB STRATEGIC TR	808524748	6,020	$253,149	0.08%
133	CHEVRON CORP NEW	CVX	1,686	$241,418	0.07%
134	COLGATE PALMOLIVE CO	CL	2,635	$239,565	0.07%
135	ISHARES TR	464287598	1,177	$228,609	0.07%
136	SPDR INDEX SHS FDS	78463X509	5,209	$222,633	0.07%
137	UBER TECHNOLOGIES INC	UBER	2,350	$219,255	0.07%
138	SCHWAB STRATEGIC TR	808524771	8,535	$209,449	0.06%
139	DIMENSIONAL ETF TRUST	25434V773	7,014	$209,298	0.06%
140	ISHARES TR	464288877	3,266	$207,326	0.06%
141	J P MORGAN EXCHANGE TRADED F	46641Q654	3,933	$200,268	0.06%
142	TEVA PHARMACEUTICAL INDS LTD	881624209	11,020	$184,695	0.06%