Latest Stony Point Wealth Management Inc. Stock Portfolio

Stony Point Wealth Management Inc. Performance:

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

Performance for 2026 Q1 is -2.66%, and YTD is -2.66%, and 2025 is 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.

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.

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. 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 inc	3,551,880
pinnacle finl partners inc	2,133,860
freeport mcmoran inc	1,057,620
dell technologies inc	264,239
walmart inc	203,405
advanced micro devices inc	200,379

New stocks bought by Stony Point Wealth Management Inc.

Additions

Ticker	% Inc.
pimco etf tr	186
ishares tr	179
ishares tr	133
visa inc	108
ishares tr	74.14
crowdstrike hldgs inc	51.38
ishares tr	37.74
norfolk southn corp	34.26

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.

Sector	%
Others	35.1
Financial Services	14.9
Technology	9.9
Real Estate	7.5
Communication Services	7.1
Consumer Cyclical	6
Consumer Defensive	5.5
Energy	4.7
Industrials	3.6
Basic Materials	3
Healthcare	1.8

Market Cap. Distribution

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

Category	%
UNALLOCATED	35.1
LARGE-CAP	32.7
MEGA-CAP	24.4
MID-CAP	7.8

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.

Index	%
Others	54.3
S&P 500	42.2
RUSSELL 2000	3.5

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.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.05	20,313	5,155,280	added	1.73

ABBV	abbvie inc	0.20	2,267	493,006	added	2.86

ABT	abbott laboratories	0.11	2,589	265,820	reduced	-0.8

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AGGH	simplify exchange traded fun	2.34	118,837	5,877,680	added	17.3

AGT	ishares tr	0.33	34,189	828,703	added	133

AIRR	first tr exchange traded fd	0.10	2,735	256,130	reduced	-5.13

AMD	advanced micro devices inc	0.08	985	200,379	new

AMZN	amazon com inc	0.59	7,143	1,487,670	added	2.57

ANTX	elevance health inc formerly	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.16	1,333	412,481	added	7.07

AXP	american express co	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	0.27	2,862	680,068	reduced	-1.04

BAC	bank america corp	0.45	23,330	1,137,330	reduced	-3.75

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BGRN	ishares tr	0.26	27,128	657,464	added	179

BIL	spdr series trust	0.10	1,657	241,851	added	0.61

BMY	bristol-myers squibb co	0.09	3,729	226,145	reduced	-5.74

BOND	pimco etf tr	0.58	28,035	1,463,150	added	186