13F HOLDINGS REPORT
Stone Point Wealth LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0002085853-26-000102
Total Value
$368.7M
Positions
141
Other Managers
0
Confidential Omitted
No
Holdings (141)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 61,626 | $29.8M | 8.08% |
| 2 | VANGUARD INDEX FDS | 922908744 | 95,135 | $18.2M | 4.93% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C409 | 207,820 | $16.6M | 4.49% |
| 4 | SPDR SERIES TRUST | 78464A854 | 156,733 | $12.6M | 3.41% |
| 5 | ALPHABET INC | GOOG | 39,227 | $12.3M | 3.34% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 152,511 | $12.0M | 3.26% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 181,188 | $11.3M | 3.07% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 29,930 | $9.6M | 2.62% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 192,139 | $9.6M | 2.60% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C565 | 118,273 | $8.1M | 2.21% |
| 11 | SPDR SERIES TRUST | 78464A508 | 140,513 | $8.0M | 2.17% |
| 12 | ISHARES TR | 464287200 | 11,491 | $7.9M | 2.13% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 93,831 | $7.9M | 2.13% |
| 14 | VANGUARD INDEX FDS | 922908736 | 15,740 | $7.7M | 2.08% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,631 | $6.1M | 1.64% |
| 16 | SPDR SERIES TRUST | 78464A409 | 52,507 | $5.6M | 1.52% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,362 | $5.6M | 1.51% |
| 18 | AMERICAN EXPRESS CO | AXP | 14,252 | $5.3M | 1.43% |
| 19 | AMERICAN CENTY ETF TR | 025072802 | 54,066 | $5.1M | 1.38% |
| 20 | APPLE INC | AAPL | 18,605 | $5.1M | 1.37% |
| 21 | AMPHENOL CORP NEW | 032095101 | 37,073 | $5.0M | 1.36% |
| 22 | VANGUARD INDEX FDS | 922908611 | 23,318 | $4.9M | 1.34% |
| 23 | CUMMINS INC | CMI | 9,311 | $4.8M | 1.29% |
| 24 | ISHARES TR | 46429B747 | 45,869 | $4.7M | 1.27% |
| 25 | AMERICAN CENTY ETF TR | 025072877 | 44,403 | $4.5M | 1.23% |
| 26 | ISHARES INC | 46434G103 | 65,154 | $4.4M | 1.19% |
| 27 | GILEAD SCIENCES INC | GILD | 32,557 | $4.0M | 1.08% |
| 28 | QUALCOMM INC | QCOM | 23,289 | $4.0M | 1.08% |
| 29 | ISHARES TR | 464287804 | 33,044 | $4.0M | 1.08% |
| 30 | STRYKER CORPORATION | SYK | 11,115 | $3.9M | 1.06% |
| 31 | CATERPILLAR INC | CAT | 6,670 | $3.8M | 1.04% |
| 32 | AMERICAN CENTY ETF TR | 025072349 | 49,715 | $3.8M | 1.02% |
| 33 | ELI LILLY & CO | LLY | 3,363 | $3.6M | 0.98% |
| 34 | LINDE PLC | LIN | 8,456 | $3.6M | 0.98% |
| 35 | PEPSICO INC | PEP | 24,187 | $3.5M | 0.94% |
| 36 | VANGUARD INDEX FDS | 922908751 | 13,099 | $3.4M | 0.92% |
| 37 | VANGUARD INDEX FDS | 922908769 | 9,644 | $3.2M | 0.88% |
| 38 | ECOLAB INC | ECL | 12,057 | $3.2M | 0.86% |
| 39 | VANGUARD INTL EQUITY INDEX F | 922042858 | 52,808 | $2.8M | 0.77% |
| 40 | SPDR S&P 500 ETF TR | SPY | 4,151 | $2.8M | 0.77% |
| 41 | LOWES COS INC | 548661107 | 11,447 | $2.8M | 0.75% |
| 42 | ISHARES TR | 464288158 | 25,321 | $2.7M | 0.73% |
| 43 | VISA INC | V | 7,699 | $2.7M | 0.73% |
| 44 | ISHARES TR | 464287515 | 25,202 | $2.7M | 0.72% |
| 45 | AGILENT TECHNOLOGIES INC | A | 19,337 | $2.6M | 0.71% |
| 46 | AMERICAN CENTY ETF TR | 025072604 | 32,650 | $2.5M | 0.68% |
| 47 | VANGUARD INDEX FDS | 922908637 | 7,707 | $2.4M | 0.66% |
| 48 | SPDR SERIES TRUST | 78468R853 | 50,914 | $2.4M | 0.65% |
| 49 | ISHARES TR | 46434V803 | 54,946 | $2.3M | 0.62% |
| 50 | SCHWAB STRATEGIC TR | 808524888 | 47,913 | $2.2M | 0.59% |
| 51 | NEXTERA ENERGY INC | NEE-PW | 25,984 | $2.1M | 0.57% |
| 52 | DIMENSIONAL ETF TRUST | 25434V724 | 44,540 | $2.1M | 0.56% |
| 53 | MEDTRONIC PLC | MDT | 21,186 | $2.0M | 0.55% |
| 54 | VANGUARD INDEX FDS | 922908629 | 6,891 | $2.0M | 0.54% |
| 55 | ISHARES TR | 464288885 | 15,609 | $1.8M | 0.48% |
| 56 | HOME DEPOT INC | HD | 5,062 | $1.7M | 0.47% |
| 57 | ISHARES TR | 464288513 | 20,022 | $1.6M | 0.44% |
| 58 | DIMENSIONAL ETF TRUST | 25434V708 | 38,243 | $1.5M | 0.41% |
| 59 | VANGUARD MUN BD FDS | 922907746 | 29,432 | $1.5M | 0.40% |
| 60 | SCHWAB STRATEGIC TR | 808524201 | 54,524 | $1.5M | 0.40% |
| 61 | DISNEY WALT CO | 254687106 | 12,096 | $1.4M | 0.37% |
| 62 | MERCK & CO INC | MRK | 12,286 | $1.3M | 0.35% |
| 63 | WALMART INC | WMT | 11,600 | $1.3M | 0.35% |
| 64 | ALPHABET INC | GOOG | 4,067 | $1.3M | 0.35% |
| 65 | ISHARES TR | 46432F842 | 13,294 | $1.2M | 0.32% |
| 66 | SCHWAB CHARLES CORP | SCHW-PJ | 10,900 | $1.1M | 0.30% |
| 67 | TESLA INC | TSLA | 2,285 | $1.0M | 0.28% |
| 68 | SELECT SECTOR SPDR TR | 81369Y886 | 22,520 | $961,379 | 0.26% |
| 69 | JOHNSON & JOHNSON | JNJ | 4,185 | $866,086 | 0.23% |
| 70 | ISHARES TR | 464288414 | 7,999 | $856,773 | 0.23% |
| 71 | DIMENSIONAL ETF TRUST | 25434V609 | 14,114 | $840,348 | 0.23% |
| 72 | INVESCO QQQ TR | IVZ | 1,345 | $826,247 | 0.22% |
| 73 | BANK AMERICA CORP | 060505104 | 14,250 | $783,750 | 0.21% |
| 74 | COCA COLA CO | KO | 11,125 | $777,749 | 0.21% |
| 75 | SCHWAB STRATEGIC TR | 808524755 | 16,882 | $763,235 | 0.21% |
| 76 | AMGEN INC | AMGN | 2,231 | $730,074 | 0.20% |
| 77 | SPDR INDEX SHS FDS | 78463X889 | 16,311 | $724,374 | 0.20% |
| 78 | SCHWAB STRATEGIC TR | 808524805 | 30,116 | $723,989 | 0.20% |
| 79 | EXXON MOBIL CORP | XOM | 5,820 | $700,379 | 0.19% |
| 80 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,128 | $680,500 | 0.18% |
| 81 | ISHARES TR | 464287614 | 1,420 | $672,086 | 0.18% |
| 82 | VANGUARD BD INDEX FDS | 921937835 | 8,898 | $659,075 | 0.18% |
| 83 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 12,100 | $652,674 | 0.18% |
| 84 | VANGUARD INDEX FDS | 922908363 | 1,028 | $644,690 | 0.17% |
| 85 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 12,304 | $622,459 | 0.17% |
| 86 | ORACLE CORP | ORCL-PD | 3,126 | $609,383 | 0.17% |
| 87 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,669 | $586,593 | 0.16% |
| 88 | ISHARES TR | 464287150 | 3,870 | $575,430 | 0.16% |
| 89 | SCHWAB STRATEGIC TR | 808524102 | 21,850 | $573,126 | 0.16% |
| 90 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,800 | $550,088 | 0.15% |
| 91 | VANGUARD WELLINGTON FD | 921935870 | 5,351 | $543,528 | 0.15% |
| 92 | ISHARES TR | 464287655 | 2,176 | $535,644 | 0.15% |
| 93 | SCHWAB STRATEGIC TR | 808524607 | 18,764 | $534,400 | 0.14% |
| 94 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,275 | $529,338 | 0.14% |
| 95 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,895 | $528,553 | 0.14% |
| 96 | ISHARES TR | 464287408 | 2,482 | $526,358 | 0.14% |
| 97 | INTERNATIONAL BUSINESS MACHS | INTR | 1,771 | $524,588 | 0.14% |
| 98 | AMERICAN CENTY ETF TR | 025072364 | 7,208 | $513,426 | 0.14% |
| 99 | NIKE INC | NKE | 7,830 | $498,849 | 0.14% |
| 100 | ISHARES TR | 464287309 | 4,038 | $497,724 | 0.13% |
| 101 | PROCTER AND GAMBLE CO | 742718109 | 3,437 | $492,556 | 0.13% |
| 102 | VANGUARD CALIF TAX FREE FDS | 922021605 | 4,782 | $479,443 | 0.13% |
| 103 | DIMENSIONAL ETF TRUST | 25434V500 | 6,737 | $469,367 | 0.13% |
| 104 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 915 | $459,925 | 0.12% |
| 105 | NVIDIA CORPORATION | NVDA | 2,294 | $427,831 | 0.12% |
| 106 | SELECT SECTOR SPDR TR | 81369Y209 | 2,640 | $408,672 | 0.11% |
| 107 | ISHARES GOLD TR | IAU | 4,981 | $404,308 | 0.11% |
| 108 | BOEING CO | BA-PA | 1,850 | $401,672 | 0.11% |
| 109 | SCHWAB STRATEGIC TR | 808524409 | 13,206 | $391,030 | 0.11% |
| 110 | MCDONALDS CORP | MCD | 1,240 | $378,981 | 0.10% |
| 111 | AMAZON COM INC | AMZN | 1,639 | $378,314 | 0.10% |
| 112 | SCHWAB STRATEGIC TR | 808524300 | 11,444 | $373,289 | 0.10% |
| 113 | VANGUARD ADMIRAL FDS INC | 921932778 | 3,692 | $360,930 | 0.10% |
| 114 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,755 | $349,778 | 0.09% |
| 115 | TRUIST FINL CORP | 89832Q109 | 7,000 | $344,470 | 0.09% |
| 116 | SCHWAB STRATEGIC TR | 808524797 | 12,555 | $344,384 | 0.09% |
| 117 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 11,020 | $343,934 | 0.09% |
| 118 | ISHARES TR | 464288687 | 11,100 | $343,656 | 0.09% |
| 119 | EATON CORP PLC | ETN | 1,050 | $334,436 | 0.09% |
| 120 | DIMENSIONAL ETF TRUST | 25434V203 | 8,657 | $329,918 | 0.09% |
| 121 | SELECT SECTOR SPDR TR | 81369Y803 | 2,276 | $327,676 | 0.09% |
| 122 | CISCO SYS INC | CSCO | 4,210 | $324,296 | 0.09% |
| 123 | MARRIOTT INTL INC NEW | 571903202 | 1,032 | $320,168 | 0.09% |
| 124 | APPLIED MATLS INC | 038222105 | 1,200 | $308,388 | 0.08% |
| 125 | BLACKROCK ETF TRUST II | BLK | 5,834 | $294,384 | 0.08% |
| 126 | ISHARES TR | 464287622 | 788 | $294,271 | 0.08% |
| 127 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 3,716 | $282,082 | 0.08% |
| 128 | INVESCO EXCH TRADED FD TR II | IVZ | 24,999 | $280,989 | 0.08% |
| 129 | ISHARES INC | 464286608 | 4,366 | $279,861 | 0.08% |
| 130 | META PLATFORMS INC | META | 418 | $275,918 | 0.07% |
| 131 | ISHARES TR | 464288273 | 3,520 | $272,906 | 0.07% |
| 132 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 5,376 | $271,488 | 0.07% |
| 133 | ISHARES TR | 464287176 | 2,456 | $269,939 | 0.07% |
| 134 | SELECT SECTOR SPDR TR | 81369Y704 | 1,720 | $266,806 | 0.07% |
| 135 | SCHWAB STRATEGIC TR | 808524706 | 8,011 | $262,360 | 0.07% |
| 136 | COLGATE PALMOLIVE CO | CL | 2,986 | $235,991 | 0.06% |
| 137 | ISHARES TR | 464288877 | 3,213 | $229,440 | 0.06% |
| 138 | ISHARES TR | 464287598 | 1,086 | $228,429 | 0.06% |
| 139 | HOWMET AEROSPACE INC | HWM | 1,000 | $205,020 | 0.06% |
| 140 | WORLD GOLD TR | GLDW | 2,374 | $202,668 | 0.05% |
| 141 | SCHWAB STRATEGIC TR | 808524748 | 4,512 | $201,010 | 0.05% |