Grufity logo
Grufity logo

Latest Stony Point Wealth Management Inc. Stock Portfolio

$251Million | No. of Holdings #94

Stony Point Wealth Management Inc. Performance

2026 Q1-2.66%
YTD-2.66%
2025+11.12%

About Stony Point Wealth Management Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seneca House Advisors reported an equity portfolio of $251.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Seneca House Advisors are CSD, GOOG, MKL. The fund has invested 8.1% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 6.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off ISHARES TR (ACWF), PERFORMANCE FOOD GROUP CO (PFGC) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in NEXTERA ENERGY INC (NEE), BLACKSTONE INC (BX) and ISHARES TR (DMXF). Seneca House Advisors opened new stock positions in FIRSTCASH HOLDINGS INC (FCFS), PINNACLE FINL PARTNERS INC and FREEPORT MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), VISA INC (V) and ISHARES TR.
Stony Point Wealth Management Inc. Equity Portfolio Value
Last Reported on: 01 May, 2026
$251Million
  as of May 01, 2026

Stony Point Wealth Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Seneca House Advisors made a return of -2.66% in the last quarter. In trailing 12 months, it's portfolio return was 13.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
firstcash holdings inc3,551,880
pinnacle finl partners inc2,133,860
freeport mcmoran inc1,057,620
dell technologies inc264,239
walmart inc203,405
advanced micro devices inc200,379
New stocks bought by Stony Point Wealth Management Inc.

Additions

Ticker% Inc.
pimco etf tr186
ishares tr179
ishares tr133
visa inc108
ishares tr74.14
crowdstrike hldgs inc51.38
ishares tr37.74
norfolk southn corp34.26
Additions to existing portfolio by Stony Point Wealth Management Inc.

Reductions

Ticker% Reduced
nextera energy inc-81.45
blackstone inc-62.6
ishares tr-59.31
schwab charles corp-35.69
ishares tr-28.63
jpmorgan chase & co-23.29
merck & co inc-21.55
procter & gamble co-20.53
Stony Point Wealth Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-7,366,240
performance food group co-1,086,950
j p morgan exchange traded f-471,195
calamos etf tr-211,567
j p morgan exchange traded f-381,759
kinross gold corp-204,160
m & t bk corp-288,032
select sector spdr tr-212,552
Stony Point Wealth Management Inc. got rid off the above stocks

Sector Distribution

Seneca House Advisors has about 35.1% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Real Estate
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Industrials
  • Basic Materials
  • Healthcare
Sector%
Others35.1
Financial Services14.9
Technology9.9
Real Estate7.5
Communication Services7.1
Consumer Cyclical6
Consumer Defensive5.5
Energy4.7
Industrials3.6
Basic Materials3
Healthcare1.8

Market Cap. Distribution

Seneca House Advisors has about 57.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED35.1
LARGE-CAP32.7
MEGA-CAP24.4
MID-CAP7.8

Stocks belong to which Index?

About 45.7% of the stocks held by Seneca House Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others54.3
S&P 50042.2
RUSSELL 20003.5
Top 5 Winners (%)%
CHRD
chord energy corporation
49.7 %
XOM
exxon mobil corp
39.4 %
CVX
chevron corporation
35.4 %
LMT
lockheed martin corp
24.8 %
LRCX
lam research corp
24.6 %
Top 5 Winners ($)$
CHRD
chord energy corporation
1.7 M
OKE
oneok inc new
0.9 M
MO
altria group inc
0.8 M
EME
emcor group inc
0.8 M
KR
kroger co
0.5 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.4 %
COF
capital one finl corp
-24.3 %
MSFT
microsoft corp
-23.1 %
ABT
abbott laboratories
-18.0 %
BX
blackstone inc
-17.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.4 M
MKL
markel group inc
-1.8 M
GOOG
alphabet inc
-1.5 M
BX
blackstone inc
-1.2 M
CRWD
crowdstrike hldgs inc
-0.9 M

Stony Point Wealth Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Stony Point Wealth Management Inc.

Seneca House Advisors has 94 stocks in it's portfolio. About 47% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CHRD was the most profitable stock for Seneca House Advisors last quarter.

$251.70MTotal Value
108Positions
01 May, 2026Last Reported
Current holdings of Current Stock Holdings of Stony Point Wealth Management Inc., last reported on 01 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Stony Point Wealth Management Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Stony Point Wealth Management Inc.'s holding in Simplify Exchange Traded Fun over time
2.34%118,837
$5.88M
2.34%
increased 17.3 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Stony Point Wealth Management Inc.'s holding in Ishares Tr over time
0.33%34,189
$828.7K
0.33%
increased 133.93 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Stony Point Wealth Management Inc.'s holding in First Tr Exchange Traded Fd over time
0.1%2,735
$256.1K
0.1%
decreased 5.13 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Stony Point Wealth Management Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
0.27%2,862
$680.1K
0.27%
decreased 1.04 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Stony Point Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Stony Point Wealth Management Inc.'s holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
Stony Point Wealth Management Inc.'s holding in Ishares Tr over time
0.26%27,128
$657.5K
0.26%
increased 179.53 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Stony Point Wealth Management Inc.'s holding in Spdr Series Trust over time
0.1%1,657
$241.9K
0.1%
increased 0.61 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Stony Point Wealth Management Inc.'s holding in Pimco Etf Tr over time
0.58%28,035
$1.46M
0.58%
increased 186.07 percentadded