Latest Stony Point Wealth Management Inc. Stock Portfolio

Stony Point Wealth Management Inc. Performance:

2025 Q4: 1.42%YTD: 11.12%2024: 9%

Performance for 2025 Q4 is 1.42%, and YTD is 11.12%, and 2024 is 9%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seneca House Advisors reported an equity portfolio of $267.3 Millions as of 31 Dec, 2025.

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 7.2% of portfolio in ALPHABET INC.

The fund managers got completely rid off DELL TECHNOLOGIES INC (DELL) stocks. They significantly reduced their stock positions in THERMO FISHER SCIENTIFIC INC (TMO), HOME DEPOT INC (HD) and PERFORMANCE FOOD GROUP CO (PFGC). Seneca House Advisors opened new stock positions in ISHARES TR (ACWF), EMCOR GROUP INC (EME) and CHORD ENERGY CORPORATION (CHRD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, CROWDSTRIKE HLDGS INC (CRWD) and SIMPLIFY EXCHANGE TRADED FUN (AGGH).

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

Our best estimate is that Seneca House Advisors made a return of 1.42% in the last quarter. In trailing 12 months, it's portfolio return was 11.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	7,366,240
emcor group inc	3,831,030
chord energy corporation	3,066,980
visa inc	2,142,920
southern co	587,565
pimco etf tr	513,618
ishares tr	235,637
merck & co inc	223,216

New stocks bought by Stony Point Wealth Management Inc.

Additions

Ticker	% Inc.
ishares tr	689
crowdstrike hldgs inc	316
simplify exchange traded fun	73.46
kroger co	68.54
ishares tr	64.6
tjx cos inc new	63.32
meta platforms inc	58.08
janus detroit str tr	41.86

Additions to existing portfolio by Stony Point Wealth Management Inc.

Reductions

Ticker	% Reduced
thermo fisher scientific inc	-88.12
home depot inc	-75.02
performance food group co	-60.8
ishares tr	-37.74
oneok inc new	-34.95
m & t bk corp	-22.74
schwab strategic tr	-19.07
schwab charles corp	-17.56

Stony Point Wealth Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-359,239
dell technologies inc	-220,354

Stony Point Wealth Management Inc. got rid off the above stocks

Sector Distribution

Seneca House Advisors has about 35.6% of it's holdings in Others sector.

Sector	%
Others	35.6
Financial Services	16.4
Technology	9.9
Communication Services	8.1
Real Estate	6.9
Consumer Defensive	5.4
Consumer Cyclical	5.1
Energy	3.2
Basic Materials	2.9
Industrials	2.8
Healthcare	2.2
Utilities	1.5

Market Cap. Distribution

Seneca House Advisors has about 59.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	35.6
LARGE-CAP	33
MEGA-CAP	26.1
MID-CAP	5.1

Stocks belong to which Index?

About 46.7% of the stocks held by Seneca House Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	53.4
S&P 500	45.5
RUSSELL 2000	1.2

Top 5 Winners (%)		%
LLY	eli lilly & co	39.9 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.7 %
LRCX	lam research corp	27.6 %
MAR	marriott intl inc new	16.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.3 M
MKL	markel group inc	1.8 M
MAR	marriott intl inc new	0.6 M
TMO	thermo fisher scientific inc	0.5 M
GOOG	alphabet inc	0.4 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.7 %
MELI	mercadolibre inc	-12.6 %
MO	altria group inc	-12.6 %
BX	blackstone inc	-9.5 %
PFGC	performance food group co	-9.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.0 M
MO	altria group inc	-0.9 M
STWD	starwood ppty tr inc	-0.8 M
BX	blackstone inc	-0.7 M
VMC	vulcan matls co	-0.6 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 100 stocks in it's portfolio. About 47.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Seneca House Advisors last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.03	19,967	5,428,290	added	0.12

ABBV	abbvie inc	0.19	2,204	503,619	added	1.24

ABT	abbott labs	0.12	2,610	326,971	reduced	-2.28

ACWF	ishares tr	2.76	98,374	7,366,240	new

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AGGH	simplify exchange traded fun	1.91	101,312	5,107,140	added	73.46

AGT	ishares tr	0.13	14,615	354,121	added	9.16

AIRR	first tr exchange traded fd	0.10	2,883	279,193	reduced	-1.6

AMZN	amazon com inc	0.60	6,964	1,607,430	added	0.06

ANTX	elevance health inc formerly	0.09	662	232,235	added	2.16

AVGO	broadcom inc	0.16	1,245	430,729	added	8.54

AXP	american express co	0.08	552	204,308	new

BAB	invesco exch traded fd tr ii	0.27	2,892	731,445	added	0.1

BAC	bank america corp	0.50	24,239	1,333,120	added	0.41

BBAX	j p morgan exchange traded f	0.18	9,250	471,195	added	17.83

BBAX	j p morgan exchange traded f	0.14	7,791	381,759	added	13.75

BGRN	ishares tr	0.09	9,705	235,637	new

BIL	spdr series trust	0.09	1,647	229,233	added	0.73

BMY	bristol-myers squibb co	0.08	3,956	213,379	new

BOND	pimco etf tr	0.19	9,800	513,618	new