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Stone Point Wealth

Latest statistics and disclosures from Stone Point Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, VTV, SPYV, LLAP, VCSH, and represent 22.76% of Stone Point Wealth's stock portfolio.
Added to shares of these 10 stocks: IGV, VCSH, MDY, VCIT, RSP, BSV, BNDX, BND, AVLV, TIP.
Started 4 new stock positions in FNDX, IBM, VLUE, MDY.
Reduced shares in these 10 stocks: EZU, , NTR, JPST, LOW, PGX, VTIP, HYG, NKE, JPM.
Sold out of its positions in CVS, AMJ, NTR.
Stone Point Wealth was a net buyer of stock by $9.5M.
Stone Point Wealth has $288M in assets under management (AUM), dropping by 10.33%.
Central Index Key (CIK): 0001908192

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Portfolio Holdings for Stone Point Wealth

Stone Point Wealth holds 140 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	9.1	$26M		62k	420.72	View chart
Vanguard Index Fds Value Etf (VTV)	5.1	$15M	+3%	90k	162.86	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.5	$10M	+4%	199k	50.10	View chart
Terran Orbital Corporation (LLAP)	2.6	$7.5M		5.7M	1.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.5	$7.3M	+37%	94k	77.31	View chart
JPMorgan Chase & Co. (JPM)	2.4	$6.8M	-4%	34k	200.30	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$6.4M	-4%	42k	152.26	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$6.4M	+9%	33k	191.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$6.0M	+3%	65k	93.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$5.6M	+29%	69k	80.51	View chart
Pepsi (PEP)	1.7	$4.9M		28k	175.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.7	$4.8M	+10%	130k	36.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$4.8M	+24%	62k	76.67	View chart
Stryker Corporation (SYK)	1.6	$4.7M	-5%	13k	357.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$4.3M	+4%	17k	259.90	View chart
Qualcomm (QCOM)	1.5	$4.2M	-2%	25k	169.30	View chart
American Express Company (AXP)	1.4	$4.0M	-6%	18k	227.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$4.0M	+11%	36k	110.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.0M	+16%	79k	50.17	View chart
Merck & Co (MRK)	1.3	$3.9M	+2%	29k	131.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$3.8M	+45%	22k	169.37	View chart
Linde SHS (LIN)	1.3	$3.7M	-2%	8.0k	464.32	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.3	$3.7M	+4%	56k	65.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$3.5M	+23%	49k	72.63	View chart
Agilent Technologies Inc C ommon (A)	1.2	$3.4M	-4%	23k	145.51	View chart
Lowe's Companies (LOW)	1.2	$3.4M	-16%	13k	254.73	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$3.4M	+24%	52k	64.26	View chart
Apple (AAPL)	1.2	$3.3M	-5%	19k	171.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$3.1M	+2%	97k	31.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$3.1M	+3%	5.8k	525.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.0	$3.0M		22k	136.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.9M	+36%	60k	49.19	View chart
Amphenol Corp Cl A (APH)	1.0	$2.9M	-9%	25k	115.35	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$2.7M	+6%	53k	51.60	View chart
Ishares Tr Expanded Tech (IGV)	0.9	$2.7M	+382%	32k	85.27	View chart
Home Depot (HD)	0.9	$2.7M	-3%	7.1k	383.60	View chart
Cummins (CMI)	0.9	$2.7M		9.2k	294.65	View chart
Ecolab (ECL)	0.9	$2.7M	-2%	12k	230.90	View chart
Gilead Sciences (GILD)	0.9	$2.6M	+3%	36k	73.25	View chart
Caterpillar (CAT)	0.9	$2.5M	-8%	6.9k	366.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$2.5M	+12%	24k	104.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.5M	+8%	59k	41.77	View chart
Nike CL B (NKE)	0.8	$2.4M	-11%	26k	93.98	View chart
Walt Disney Company (DIS)	0.8	$2.2M	-2%	18k	122.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.1M		4.1k	523.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.1M		52k	40.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$2.1M	+9%	9.2k	228.59	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.1M	+19%	21k	99.43	View chart
Visa Com Cl A (V)	0.7	$2.0M		7.1k	279.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$2.0M	+10%	46k	43.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.0M		8.2k	239.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.9M	+24%	38k	50.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.9M		5.5k	344.20	View chart
United Parcel Service CL B (UPS)	0.7	$1.9M	+3%	13k	148.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.6	$1.8M	+19%	52k	34.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.8M	+50%	17k	107.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.7M	-5%	27k	61.53	View chart
Medtronic SHS (MDT)	0.6	$1.7M	+8%	19k	87.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.6M	+9%	28k	57.96	View chart
Eli Lilly & Co. (LLY)	0.5	$1.5M		1.9k	777.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.5M	-18%	19k	77.73	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$1.4M	+10%	39k	35.80	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M		12k	107.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.3M	+9%	15k	86.48	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.3M	-7%	39k	32.23	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$1.3M	NEW	2.3k	556.40	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$1.3M	+3%	17k	73.15	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.4	$1.1M	+15%	26k	42.14	View chart
Nextera Energy (NEE)	0.4	$1.1M	-13%	17k	63.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.1M	+7%	18k	62.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.1M		14k	74.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$1.0M	-40%	21k	50.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$925k	-7%	14k	65.65	View chart
Coca-Cola Company (KO)	0.3	$880k		14k	61.18	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.3	$861k	+12%	24k	35.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$840k	-30%	18k	47.89	View chart
Exxon Mobil Corporation (XOM)	0.3	$821k	+4%	7.1k	116.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$785k	+7%	26k	30.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$763k	+12%	7.4k	103.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$702k	+5%	18k	39.02	View chart
Procter & Gamble Company (PG)	0.2	$700k		4.3k	162.25	View chart
Wal-Mart Stores (WMT)	0.2	$699k	+200%	12k	60.17	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$690k		6.9k	100.70	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$677k	-2%	23k	29.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$670k		19k	35.84	View chart
Johnson & Johnson (JNJ)	0.2	$663k	-7%	4.2k	158.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$608k	-5%	11k	54.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$598k		1.8k	337.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$596k		1.3k	444.01	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$566k		11k	54.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$550k	-3%	7.2k	75.98	View chart
Bristol Myers Squibb (BMY)	0.2	$539k		9.9k	54.23	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$536k	+4%	3.6k	147.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$526k	-7%	3.5k	150.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$509k	-30%	1.1k	480.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$499k		2.7k	182.61	View chart
Amgen (AMGN)	0.2	$496k		1.7k	284.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$483k		2.3k	210.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$478k		2.6k	186.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$477k	-8%	1.1k	420.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$469k	-2%	4.1k	115.30	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$452k	-5%	3.4k	132.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$443k	-3%	2.1k	208.27	View chart
Apollo Global Mgmt (APO)	0.2	$439k		3.9k	112.45	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$438k	+55%	8.6k	50.74	View chart
Tesla Motors (TSLA)	0.2	$432k	-7%	2.5k	175.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$420k		6.7k	62.34	View chart
Bank of America Corporation (BAC)	0.1	$402k		11k	37.92	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$402k	-6%	4.8k	82.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$397k	-3%	4.7k	84.44	View chart
Oracle Corporation (ORCL)	0.1	$397k		3.2k	125.59	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$397k	-2%	4.5k	88.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$397k	+21%	8.1k	49.24	View chart
Eaton Corp SHS (ETN)	0.1	$394k		1.3k	312.68	View chart
McDonald's Corporation (MCD)	0.1	$391k		1.4k	281.95	View chart
Boeing Company (BA)	0.1	$376k		2.0k	192.99	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$359k	+21%	10k	35.47	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$351k	-55%	30k	11.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$342k	+5%	4.2k	80.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$327k		1.8k	179.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$323k	-16%	3.3k	97.94	View chart
Amazon (AMZN)	0.1	$315k		1.7k	180.38	View chart
Honeywell International (HON)	0.1	$315k	+2%	1.5k	205.25	View chart
Truist Financial Corp equities (TFC)	0.1	$312k	-4%	8.0k	38.98	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$304k	-83%	6.0k	51.06	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$293k	+5%	8.1k	36.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$279k		4.8k	58.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$272k	+5%	11k	25.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$268k		2.1k	125.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$268k		4.2k	63.33	View chart
Chevron Corporation (CVX)	0.1	$267k	+9%	1.7k	157.74	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$253k	NEW	3.8k	67.39	View chart
Colgate-Palmolive Company (CL)	0.1	$247k		2.7k	90.07	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$234k		9.3k	25.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$227k		788.00	288.03	View chart
International Business Machines (IBM)	0.1	$218k	NEW	1.1k	190.96	View chart
Schlumberger Com Stk (SLB)	0.1	$217k	-36%	4.0k	54.81	View chart
Cisco Systems (CSCO)	0.1	$216k		4.3k	49.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$202k	NEW	1.9k	108.31	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$184k		13k	14.11	View chart

Past Filings by Stone Point Wealth

SEC 13F filings are viewable for Stone Point Wealth going back to 2021

Stone Point Wealth 2024 Q1 filed May 1, 2024
Stone Point Wealth 2023 Q4 filed Jan. 26, 2024
Stone Point Wealth 2023 Q3 filed Oct. 25, 2023
Stone Point Wealth 2023 Q2 filed July 25, 2023
Stone Point Wealth 2023 Q1 filed April 20, 2023
Stone Point Wealth 2022 Q4 filed Jan. 20, 2023
Stone Point Wealth 2022 Q3 filed Nov. 3, 2022
Stone Point Wealth 2022 Q2 filed July 19, 2022
Stone Point Wealth 2022 Q1 filed April 29, 2022
Stone Point Wealth 2021 Q4 filed Feb. 10, 2022

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