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Latest Stone Point Wealth LLC Stock Portfolio

$370Million | No. of Holdings #136

Stone Point Wealth LLC Performance

2026 Q3-1.21%
YTD-0.77%
2025+15.54%

About Stone Point Wealth LLC and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone Summit Wealth LLC reported an equity portfolio of $370.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Stone Summit Wealth LLC are BNDW, VB, VEA. The fund has invested 5% of it's portfolio in VANGUARD SCOTTSDALE FDS and 4.9% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off WALMART INC (WMT), EXXON MOBIL CORP (XOM) and VANGUARD CALIF TAX FREE FDS stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), VANGUARD MUN BD FDS (VTEB) and ROYAL CARIBBEAN GROUP (RCL). Stone Summit Wealth LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), AMPHENOL CORP (APH) and ISHARES TR (IBCE).
Stone Point Wealth LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$370Million
  as of Oct 14, 2026

Stone Point Wealth LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Stone Summit Wealth LLC made a return of -1.21% in the last quarter. In trailing 12 months, it's portfolio return was 1.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp640,747
teva pharmaceutical inds ltd404,039
meta platforms inc236,015
New stocks bought by Stone Point Wealth LLC

Additions

Ticker% Inc.
spdr series trust124
amphenol corp86.56
ishares tr65.34
ishares tr62.07
vanguard bd index fds22.5
spdr series trust20.03
spdr series trust16.41
ishares tr15.3
Additions to existing portfolio by Stone Point Wealth LLC

Reductions

Ticker% Reduced
microsoft corp-82.01
vanguard mun bd fds-62.36
royal caribbean group-44.93
boeing co-40.00
vanguard specialized funds-31.29
disney walt co-31.07
johnson & johnson-23.98
select sector spdr tr-23.44
Stone Point Wealth LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch traded fd tr ii-204,865
walmart inc-1,305,890
teva pharmaceutical inds ltd-350,150
vanguard calif tax free fds-602,493
schwab strategic tr-211,966
exxon mobil corp-729,675
j p morgan exchange traded f-266,243
blackrock etf trust ii-248,430
Stone Point Wealth LLC got rid off the above stocks

Sector Distribution

Stone Summit Wealth LLC has about 72.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Utilities
  • Basic Materials
  • Consumer Cyclical
Sector%
Others72.3
Technology6.4
Healthcare5.1
Financial Services4.4
Communication Services3.6
Industrials2.3
Utilities2
Basic Materials1.8
Consumer Cyclical1.4

Market Cap. Distribution

Stone Summit Wealth LLC has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72.3
MEGA-CAP18.1
LARGE-CAP9.6

Stocks belong to which Index?

About 27.6% of the stocks held by Stone Summit Wealth LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others72.4
S&P 50026.2
RUSSELL 20001.4
Top 5 Winners (%)%
A
agilent technologies inc
27.3 %
MSFT
microsoft corp
22.1 %
IJR
ishares tr
17.2 %
GILD
gilead sciences inc
17.0 %
AMGN
amgen inc
16.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
5.1 M
AAPL
apple inc
0.8 M
A
agilent technologies inc
0.7 M
GILD
gilead sciences inc
0.7 M
DFAC
dimensional etf trust
0.4 M
Top 5 Losers (%)%
APH
amphenol corp
-45.6 %
AMAT
applied matls inc
-29.3 %
CMI
cummins inc
-25.4 %
CAT
caterpillar inc
-22.5 %
IBM
international business machs
-21.8 %
Top 5 Losers ($)$
APH
amphenol corp
-4.3 M
CMI
cummins inc
-1.4 M
CAT
caterpillar inc
-1.4 M
BNDW
vanguard scottsdale fds
-0.5 M
AXP
american express co
-0.4 M

Stone Point Wealth LLC Holdings Map

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

Current Stock Holdings of Stone Point Wealth LLC

Stone Summit Wealth LLC has 136 stocks in it's portfolio. About 37.2% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Stone Summit Wealth LLC last quarter.

$370.28MTotal Value
147Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Stone Point Wealth LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.83%25,589
$3.07M
0.83%
increased 15.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.68%24,156
$2.53M
0.68%
increased 1.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.36%17,430
$1.35M
0.36%
decreased 6.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.31%11,314
$1.14M
0.31%
increased 62.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.08%3,446
$290.9K
0.08%
decreased 1.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.07%9,195
$271.3K
0.07%
increased 8.24 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone Point Wealth LLC's holding in Ishares Tr over time
0.12%9,935
$460.9K
0.12%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Stone Point Wealth LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.55%52,444
$5.74M
1.55%
increased 1.4 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.42%44,749
$5.27M
1.42%
increased 1.99 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.12%45,864
$4.15M
1.12%
decreased 2.66 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
0.78%30,841
$2.90M
0.78%
decreased 1.12 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
0.07%3,172
$252.6K
0.07%
unchanged 0 percentunchanged