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Latest Stony Point Wealth Management Inc. Stock Portfolio

$282Million | No. of Holdings #101

Stony Point Wealth Management Inc. Performance

2026 Q2+7.82%
YTD+4.95%
2025+11.12%

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

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seneca House Advisors reported an equity portfolio of $282.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Seneca House Advisors are CSD, GOOG, MKL. The fund has invested 10.2% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 6.4% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off TJX COS INC NEW (TJX), JANUS DETROIT STR TR (JAAA) and SCHWAB CHARLES CORP (SCHW) stocks. They significantly reduced their stock positions in PIMCO ETF TR (BOND), VANGUARD INDEX FDS (VB) and CROWDSTRIKE HLDGS INC (CRWD). Seneca House Advisors opened new stock positions in ARISTA NETWORKS INC (ANET), UNITED STS LIME & MINERALS I (USLM) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), JANUS DETROIT STR TR (JAAA) and FREEPORT MCMORAN INC (FCX).
Stony Point Wealth Management Inc. Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$282Million
  as of Jul 31, 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 7.82% in the last quarter. In trailing 12 months, it's portfolio return was 13.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
arista networks inc4,628,210
united sts lime & minerals i1,529,650
micron technology inc424,239
cisco sys inc308,845
unitedhealth group inc258,595
m & t bk corp221,345
american express co218,546
elevance health inc formerly216,375
New stocks bought by Stony Point Wealth Management Inc.

Additions

Ticker% Inc.
vanguard index fds489
janus detroit str tr406
freeport mcmoran inc179
ishares tr49.24
nvidia corporation39.12
firstcash holdings inc36.56
pinnacle finl partners inc32.35
invesco exchange traded fd t27.73
Additions to existing portfolio by Stony Point Wealth Management Inc.

Reductions

Ticker% Reduced
pimco etf tr-71.79
vanguard index fds-32.13
crowdstrike hldgs inc-32.11
simplify exchange traded fun-29.73
schwab strategic tr-22.22
oneok inc new-17.7
ishares tr-15.69
microsoft corp-15.6
Stony Point Wealth Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
janus detroit str tr-4,235,660
schwab charles corp-2,816,130
tjx cos inc new-4,304,830
exxon mobil corp-590,503
Stony Point Wealth Management Inc. got rid off the above stocks

Sector Distribution

Seneca House Advisors has about 37.9% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Communication Services
  • Real Estate
  • Consumer Defensive
  • Consumer Cyclical
  • Basic Materials
  • Industrials
  • Energy
  • Healthcare
Sector%
Others37.9
Financial Services14.2
Technology11.8
Communication Services7.3
Real Estate6.4
Consumer Defensive4.8
Consumer Cyclical4
Basic Materials4
Industrials3.9
Energy3
Healthcare2

Market Cap. Distribution

Seneca House Advisors has about 54.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED37.9
LARGE-CAP30.4
MEGA-CAP24.3
MID-CAP7.2

Stocks belong to which Index?

About 43.5% 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%
Others56.5
S&P 50039.7
RUSSELL 20003.8
Top 5 Winners (%)%
AMD
advanced micro devices inc
170.1 %
DELL
dell technologies inc
161.2 %
LRCX
lam research corp
101.1 %
CRWD
crowdstrike hldgs inc
80.1 %
IJR
ishares tr
39.0 %
Top 5 Winners ($)$
CRWD
crowdstrike hldgs inc
4.3 M
GOOG
alphabet inc
3.7 M
QQQ
invesco qqq tr
2.6 M
CSD
invesco exchange traded fd t
2.5 M
JPM
jpmorgan chase & co
0.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
KR
kroger co
-22.1 %
CVX
chevron corporation
-19.9 %
CHRD
chord energy corporation
-18.4 %
LMT
lockheed martin corp
-15.7 %
Top 5 Losers ($)$
KR
kroger co
-1.0 M
CHRD
chord energy corporation
-1.0 M
VB
vanguard index fds
-0.7 M
STWD
starwood ppty tr inc
-0.5 M
CVX
chevron corporation
-0.2 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 101 stocks in it's portfolio. About 48.7% of the portfolio is in top 10 stocks. KR proved to be the most loss making stock for the portfolio. CRWD was the most profitable stock for Seneca House Advisors last quarter.

$282.85MTotal Value
107Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Stony Point Wealth Management Inc., last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Stony Point Wealth Management Inc.'s holding in Simplify Exchange Traded Fun over time
1.45%83,504
$4.10M
1.45%
decreased 29.73 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Stony Point Wealth Management Inc.'s holding in Ishares Tr over time
0.44%51,022
$1.24M
0.44%
increased 49.24 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
0.11%2,737
$314.4K
0.11%
increased 0.07 percentadded
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
0.3%2,838
$857.7K
0.3%
decreased 0.84 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
0.07%3,258
$208.1K
0.07%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
Stony Point Wealth Management Inc.'s holding in Ishares Tr over time
0.25%28,686
$694.8K
0.25%
increased 5.74 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Stony Point Wealth Management Inc.'s holding in Spdr Series Trust over time
0.09%1,668
$253.8K
0.09%
increased 0.66 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Stony Point Wealth Management Inc.'s holding in Pimco Etf Tr over time
0.15%7,910
$416.1K
0.15%
decreased 71.79 percentreduced