Institutional Manager · CIK 0001908192
Stone Point Wealth LLC
Miami, FL · File #028-21739
Latest AUM
$368.7M
Positions
141
Top-10 Concentration
45.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025141 pos · $368.7M
- 13F HOLDINGS REPORTQ/E Sep 2025143 pos · $352.6M
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $322.8M
- 13F HOLDINGS REPORTQ/E Mar 2025140 pos · $295.2M
- 13F HOLDINGS REPORTQ/E Dec 2024138 pos · $298.0M
- 13F HOLDINGS REPORTQ/E Sep 2024141 pos · $309.9M
- 13F HOLDINGS REPORTQ/E Jun 2024137 pos · $278.9M
- 13F HOLDINGS REPORTQ/E Mar 2024140 pos · $287.7M
- 13F HOLDINGS REPORTQ/E Dec 2023138 pos · $233.3M
- 13F HOLDINGS REPORTQ/E Sep 2023137 pos · $241.4M
- 13F HOLDINGS REPORTQ/E Jun 2023133 pos · $224.9M
- 13F HOLDINGS REPORTQ/E Mar 2023130 pos · $203.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 61,626 | $29.8M | 9.70% |
| 2 | VANGUARD INDEX FDS | 922908744 | 95,135 | $18.2M | 5.91% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C409 | 207,820 | $16.6M | 5.39% |
| 4 | SPDR SERIES TRUST | 78464A854 | 156,733 | $12.6M | 4.09% |
| 5 | ALPHABET INC | GOOG | 39,227 | $12.3M | 4.01% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 152,511 | $12.0M | 3.91% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 181,188 | $11.3M | 3.68% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 29,930 | $9.6M | 3.14% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 192,139 | $9.6M | 3.12% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C565 | 118,273 | $8.1M | 2.65% |
| 11 | SPDR SERIES TRUST | 78464A508 | 140,513 | $8.0M | 2.60% |
| 12 | ISHARES TR | 464287200 | 11,491 | $7.9M | 2.56% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 93,831 | $7.9M | 2.56% |
| 14 | VANGUARD INDEX FDS | 922908736 | 15,740 | $7.7M | 2.50% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,631 | $6.1M | 1.97% |
| 16 | SPDR SERIES TRUST | 78464A409 | 52,507 | $5.6M | 1.82% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,362 | $5.6M | 1.82% |
| 18 | AMERICAN EXPRESS CO | AXP | 14,252 | $5.3M | 1.72% |
| 19 | AMERICAN CENTY ETF TR | 025072802 | 54,066 | $5.1M | 1.65% |
| 20 | APPLE INC | AAPL | 18,605 | $5.1M | 1.65% |