13F HOLDINGS REPORT
Stone Point Wealth LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0002085853-25-000137
Total Value
$352.6M
Positions
143
Other Managers
0
Confidential Omitted
No
Holdings (143)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 61,624 | $31.9M | 9.05% |
| 2 | VANGUARD INDEX FDS | 922908744 | 95,633 | $17.8M | 5.06% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C409 | 173,831 | $13.9M | 3.94% |
| 4 | VANGUARD BD INDEX FDS | 921937827 | 129,620 | $10.2M | 2.90% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 167,759 | $10.1M | 2.85% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 31,003 | $9.8M | 2.77% |
| 7 | ALPHABET INC | GOOG | 38,982 | $9.5M | 2.69% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 183,459 | $8.5M | 2.40% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C870 | 94,020 | $7.9M | 2.24% |
| 10 | ISHARES TR | 464287200 | 11,422 | $7.6M | 2.17% |
| 11 | SPDR SERIES TRUST | 78464A508 | 136,816 | $7.6M | 2.15% |
| 12 | VANGUARD INDEX FDS | 922908736 | 15,382 | $7.4M | 2.09% |
| 13 | VANGUARD INDEX FDS | 922908769 | 22,471 | $7.4M | 2.09% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C565 | 98,544 | $6.9M | 1.95% |
| 15 | SPDR SERIES TRUST | 78464A854 | 85,755 | $6.7M | 1.91% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,321 | $5.9M | 1.69% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 19,271 | $5.4M | 1.53% |
| 18 | VANGUARD INDEX FDS | 922908611 | 23,748 | $5.0M | 1.41% |
| 19 | AMPHENOL CORP NEW | 032095101 | 39,763 | $4.9M | 1.40% |
| 20 | AMERICAN EXPRESS CO | AXP | 14,808 | $4.9M | 1.39% |
| 21 | SPDR SERIES TRUST | 78464A409 | 46,597 | $4.9M | 1.38% |
| 22 | AMERICAN CENTY ETF TR | 025072802 | 53,392 | $4.8M | 1.35% |
| 23 | APPLE INC | AAPL | 17,858 | $4.5M | 1.29% |
| 24 | ISHARES TR | 46429B747 | 43,655 | $4.5M | 1.28% |
| 25 | AMERICAN CENTY ETF TR | 025072877 | 43,700 | $4.3M | 1.23% |
| 26 | CUMMINS INC | CMI | 9,766 | $4.1M | 1.17% |
| 27 | STRYKER CORPORATION | SYK | 10,893 | $4.0M | 1.14% |
| 28 | ISHARES TR | 464287804 | 33,287 | $4.0M | 1.12% |
| 29 | ISHARES INC | 46434G103 | 59,860 | $3.9M | 1.12% |
| 30 | LINDE PLC | LIN | 8,111 | $3.9M | 1.09% |
| 31 | AMERICAN CENTY ETF TR | 025072349 | 52,594 | $3.8M | 1.08% |
| 32 | QUALCOMM INC | QCOM | 22,740 | $3.8M | 1.07% |
| 33 | GILEAD SCIENCES INC | GILD | 32,763 | $3.6M | 1.03% |
| 34 | PEPSICO INC | PEP | 24,435 | $3.4M | 0.97% |
| 35 | CATERPILLAR INC | CAT | 6,951 | $3.3M | 0.94% |
| 36 | ECOLAB INC | ECL | 11,569 | $3.2M | 0.90% |
| 37 | ISHARES TR | 464287515 | 27,092 | $3.1M | 0.88% |
| 38 | VANGUARD INDEX FDS | 922908751 | 12,213 | $3.1M | 0.88% |
| 39 | VANGUARD INTL EQUITY INDEX F | 922042858 | 55,134 | $3.0M | 0.85% |
| 40 | LOWES COS INC | 548661107 | 11,628 | $2.9M | 0.83% |
| 41 | SPDR S&P 500 ETF TR | SPY | 4,278 | $2.8M | 0.81% |
| 42 | VISA INC | V | 7,590 | $2.6M | 0.73% |
| 43 | ISHARES TR | 464288158 | 23,982 | $2.6M | 0.73% |
| 44 | ELI LILLY & CO | LLY | 3,323 | $2.5M | 0.72% |
| 45 | HOME DEPOT INC | HD | 6,232 | $2.5M | 0.72% |
| 46 | AMERICAN CENTY ETF TR | 025072604 | 33,423 | $2.5M | 0.71% |
| 47 | AGILENT TECHNOLOGIES INC | A | 19,412 | $2.5M | 0.71% |
| 48 | VANGUARD INDEX FDS | 922908637 | 8,057 | $2.5M | 0.70% |
| 49 | SPDR SERIES TRUST | 78468R853 | 51,857 | $2.4M | 0.68% |
| 50 | ISHARES TR | 46434V803 | 58,197 | $2.3M | 0.65% |
| 51 | DIMENSIONAL ETF TRUST | 25434V724 | 45,274 | $2.0M | 0.57% |
| 52 | SCHWAB STRATEGIC TR | 808524888 | 44,004 | $2.0M | 0.57% |
| 53 | NEXTERA ENERGY INC | NEE-PW | 24,060 | $1.8M | 0.52% |
| 54 | MEDTRONIC PLC | MDT | 18,691 | $1.8M | 0.50% |
| 55 | ISHARES TR | 464288885 | 14,925 | $1.7M | 0.48% |
| 56 | ISHARES TR | 464288513 | 20,882 | $1.7M | 0.48% |
| 57 | VANGUARD INDEX FDS | 922908629 | 5,759 | $1.7M | 0.48% |
| 58 | VANGUARD BD INDEX FDS | 921937835 | 22,276 | $1.7M | 0.47% |
| 59 | DISNEY WALT CO | 254687106 | 14,190 | $1.6M | 0.46% |
| 60 | DIMENSIONAL ETF TRUST | 25434V708 | 40,602 | $1.6M | 0.44% |
| 61 | SCHWAB STRATEGIC TR | 808524201 | 57,008 | $1.5M | 0.43% |
| 62 | VANGUARD MUN BD FDS | 922907746 | 27,565 | $1.4M | 0.39% |
| 63 | WALMART INC | WMT | 11,600 | $1.2M | 0.34% |
| 64 | ISHARES TR | 46432F842 | 13,623 | $1.2M | 0.34% |
| 65 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 21,281 | $1.1M | 0.31% |
| 66 | SCHWAB CHARLES CORP | SCHW-PJ | 10,900 | $1.0M | 0.30% |
| 67 | TESLA INC | TSLA | 2,285 | $1.0M | 0.29% |
| 68 | SELECT SECTOR SPDR TR | 81369Y886 | 11,260 | $981,985 | 0.28% |
| 69 | ORACLE CORP | ORCL-PD | 3,135 | $881,693 | 0.25% |
| 70 | ISHARES TR | 464288414 | 8,143 | $867,148 | 0.25% |
| 71 | DIMENSIONAL ETF TRUST | 25434V609 | 14,534 | $846,024 | 0.24% |
| 72 | MERCK & CO INC | MRK | 9,826 | $824,696 | 0.23% |
| 73 | COCA COLA CO | KO | 12,345 | $818,720 | 0.23% |
| 74 | INVESCO QQQ TR | IVZ | 1,345 | $807,498 | 0.23% |
| 75 | SCHWAB STRATEGIC TR | 808524755 | 18,552 | $796,994 | 0.23% |
| 76 | JOHNSON & JOHNSON | JNJ | 4,195 | $777,837 | 0.22% |
| 77 | BANK AMERICA CORP | 060505104 | 14,350 | $740,317 | 0.21% |
| 78 | SCHWAB STRATEGIC TR | 808524805 | 31,432 | $731,737 | 0.21% |
| 79 | ALPHABET INC | GOOG | 3,006 | $730,759 | 0.21% |
| 80 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,183 | $705,103 | 0.20% |
| 81 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,100 | $679,518 | 0.19% |
| 82 | EXXON MOBIL CORP | XOM | 5,970 | $673,118 | 0.19% |
| 83 | ISHARES TR | 464288687 | 21,280 | $672,874 | 0.19% |
| 84 | ISHARES TR | 464287614 | 1,420 | $665,142 | 0.19% |
| 85 | SPDR INDEX SHS FDS | 78463X889 | 15,395 | $658,773 | 0.19% |
| 86 | VANGUARD INDEX FDS | 922908363 | 1,015 | $621,566 | 0.18% |
| 87 | ISHARES TR | 464287176 | 5,563 | $618,717 | 0.18% |
| 88 | ISHARES TR | 464287150 | 4,171 | $607,506 | 0.17% |
| 89 | SCHWAB STRATEGIC TR | 808524102 | 23,589 | $606,473 | 0.17% |
| 90 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,704 | $583,496 | 0.17% |
| 91 | NIKE INC | NKE | 8,320 | $580,154 | 0.16% |
| 92 | SCHWAB STRATEGIC TR | 808524607 | 19,758 | $551,249 | 0.16% |
| 93 | AMERICAN CENTY ETF TR | 025072364 | 8,115 | $547,276 | 0.16% |
| 94 | ISHARES TR | 464287655 | 2,251 | $544,652 | 0.15% |
| 95 | PROCTER AND GAMBLE CO | 742718109 | 3,470 | $533,166 | 0.15% |
| 96 | AMGEN INC | AMGN | 1,861 | $525,100 | 0.15% |
| 97 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,275 | $523,640 | 0.15% |
| 98 | ISHARES TR | 464287309 | 4,306 | $519,820 | 0.15% |
| 99 | ISHARES TR | 464287408 | 2,490 | $514,210 | 0.15% |
| 100 | VANGUARD CHARLOTTE FDS | 92203J407 | 10,380 | $513,395 | 0.15% |
| 101 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,800 | $506,426 | 0.14% |
| 102 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 940 | $472,576 | 0.13% |
| 103 | INTERNATIONAL BUSINESS MACHS | INTR | 1,646 | $464,435 | 0.13% |
| 104 | DIMENSIONAL ETF TRUST | 25434V500 | 6,737 | $461,215 | 0.13% |
| 105 | SCHWAB STRATEGIC TR | 808524409 | 14,018 | $408,064 | 0.12% |
| 106 | BOEING CO | BA-PA | 1,850 | $399,286 | 0.11% |
| 107 | EATON CORP PLC | ETN | 1,050 | $392,963 | 0.11% |
| 108 | VANGUARD WELLINGTON FD | 921935870 | 3,842 | $391,596 | 0.11% |
| 109 | SELECT SECTOR SPDR TR | 81369Y803 | 1,385 | $390,376 | 0.11% |
| 110 | NVIDIA CORPORATION | NVDA | 2,090 | $389,952 | 0.11% |
| 111 | ISHARES GOLD TR | IAU | 5,223 | $380,078 | 0.11% |
| 112 | MCDONALDS CORP | MCD | 1,240 | $376,824 | 0.11% |
| 113 | SELECT SECTOR SPDR TR | 81369Y209 | 2,670 | $371,584 | 0.11% |
| 114 | INVESCO EXCH TRADED FD TR II | IVZ | 31,050 | $360,180 | 0.10% |
| 115 | VANGUARD ADMIRAL FDS INC | 921932778 | 3,692 | $351,552 | 0.10% |
| 116 | SCHWAB STRATEGIC TR | 808524797 | 12,561 | $342,915 | 0.10% |
| 117 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 3,716 | $339,531 | 0.10% |
| 118 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,755 | $339,364 | 0.10% |
| 119 | AMAZON COM INC | AMZN | 1,489 | $326,940 | 0.09% |
| 120 | TRUIST FINL CORP | 89832Q109 | 7,000 | $320,040 | 0.09% |
| 121 | DIMENSIONAL ETF TRUST | 25434V203 | 8,768 | $318,717 | 0.09% |
| 122 | SCHWAB STRATEGIC TR | 808524300 | 9,849 | $314,282 | 0.09% |
| 123 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 6,420 | $289,542 | 0.08% |
| 124 | CISCO SYS INC | CSCO | 4,210 | $288,048 | 0.08% |
| 125 | ISHARES TR | 464287622 | 788 | $287,998 | 0.08% |
| 126 | ISHARES TR | 464288273 | 3,571 | $273,967 | 0.08% |
| 127 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 5,416 | $273,346 | 0.08% |
| 128 | ISHARES INC | 464286608 | 4,370 | $270,678 | 0.08% |
| 129 | SCHWAB STRATEGIC TR | 808524706 | 8,075 | $269,463 | 0.08% |
| 130 | MARRIOTT INTL INC NEW | 571903202 | 1,032 | $268,774 | 0.08% |
| 131 | SELECT SECTOR SPDR TR | 81369Y704 | 1,735 | $267,589 | 0.08% |
| 132 | VANGUARD MALVERN FDS | 922020805 | 5,047 | $255,530 | 0.07% |
| 133 | SCHWAB STRATEGIC TR | 808524748 | 5,678 | $252,728 | 0.07% |
| 134 | HONEYWELL INTL INC | 438516106 | 1,200 | $252,600 | 0.07% |
| 135 | APPLIED MATLS INC | 038222105 | 1,200 | $245,688 | 0.07% |
| 136 | CHEVRON CORP NEW | CVX | 1,483 | $230,295 | 0.07% |
| 137 | UBER TECHNOLOGIES INC | UBER | 2,350 | $230,230 | 0.07% |
| 138 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 11,020 | $222,604 | 0.06% |
| 139 | ISHARES TR | 464287598 | 1,086 | $221,099 | 0.06% |
| 140 | SPDR INDEX SHS FDS | 78463X509 | 4,719 | $220,896 | 0.06% |
| 141 | SCHWAB STRATEGIC TR | 808524771 | 8,376 | $220,289 | 0.06% |
| 142 | ISHARES TR | 464288877 | 3,213 | $217,938 | 0.06% |
| 143 | COLGATE PALMOLIVE CO | CL | 2,615 | $209,081 | 0.06% |