Latest Stone Point Wealth LLC Stock Portfolio

Stone Point Wealth LLC Performance:

2025 Q4: 2.3%YTD: 15.08%2024: 4.89%

Performance for 2025 Q4 is 2.3%, and YTD is 15.08%, and 2024 is 4.89%.

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

In it's latest 13F Holdings report, Stone Summit Wealth LLC reported an equity portfolio of $368.7 Millions as of 31 Dec, 2025.

The top stock holdings of Stone Summit Wealth LLC are MSFT, VB, BNDW. The fund has invested 8.1% of it's portfolio in MICROSOFT CORP and 4.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off VANGUARD CHARLOTTE FDS (BNDX), VANGUARD MALVERN FDS (VTIP) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR). Stone Summit Wealth LLC opened new stock positions in VANGUARD CALIF TAX FREE FDS, BLACKROCK ETF TRUST II (HYMU) and META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), BRISTOL-MYERS SQUIBB CO (BMY) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Stone Summit Wealth LLC made a return of 2.3% in the last quarter. In trailing 12 months, it's portfolio return was 15.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard calif tax free fds	479,443
blackrock etf trust ii	294,384
meta platforms inc	275,918
howmet aerospace inc	205,020
world gold tr	202,668

New stocks bought by Stone Point Wealth LLC

Additions

Ticker	% Inc.
select sector spdr tr	100
bristol-myers squibb co	88.47
spdr series trust	82.77
select sector spdr tr	64.33
vanguard wellington fd	39.28
alphabet inc	35.3
merck & co inc	25.04
vanguard scottsdale fds	20.02

Additions to existing portfolio by Stone Point Wealth LLC

Reductions

Ticker	% Reduced
vanguard bd index fds	-60.06
vanguard index fds	-57.08
ishares tr	-55.85
ishares tr	-47.84
j p morgan exchange traded f	-42.18
schwab strategic tr	-20.54
invesco exch traded fd tr ii	-19.49
home depot inc	-18.77

Stone Point Wealth LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard charlotte fds	-513,395
schwab strategic tr	-220,289
vanguard malvern fds	-255,530
spdr index shs fds	-220,896
uber technologies inc	-230,230
chevron corp new	-230,295
honeywell intl inc	-252,600

Stone Point Wealth LLC got rid off the above stocks

Sector Distribution

Stone Summit Wealth LLC has about 62.1% of it's holdings in Others sector.

Sector	%
Others	62.1
Technology	12.5
Healthcare	5.5
Financial Services	5.5
Communication Services	4.1
Industrials	2.7
Consumer Cyclical	2.1
Utilities	1.8
Basic Materials	1.8
Consumer Defensive	1.7

Market Cap. Distribution

Stone Summit Wealth LLC has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	62.1
MEGA-CAP	22.3
LARGE-CAP	14.3
SMALL-CAP	1.3

Stocks belong to which Index?

About 37.8% of the stocks held by Stone Summit Wealth LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62.3
S&P 500	36.4
RUSSELL 2000	1.4

Top 5 Winners (%)		%
TEVA	teva pharmaceutical inds ltd	54.5 %
LLY	eli lilly & co	40.5 %
GOOG	alphabet inc	28.7 %
AMAT	applied matls inc	25.5 %
GOOG	alphabet inc	24.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.7 M
LLY	eli lilly & co	1.0 M
CMI	cummins inc	0.8 M
DFAC	dimensional etf trust	0.7 M
CAT	caterpillar inc	0.7 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.5 %
ORCL	oracle corp	-30.6 %
KTOS	kratos defense & sec solutio	-16.9 %
ETN	eaton corp plc	-14.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.1 M
XLB	select sector spdr tr	-0.8 M
LIN	linde plc	-0.4 M
HD	home depot inc	-0.3 M
ORCL	oracle corp	-0.3 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 139 stocks in it's portfolio. About 38% 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 Stone Summit Wealth LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.71	19,337	2,631,190	reduced	-0.39

AAPL	apple inc	1.37	18,605	5,057,960	added	4.18

AAXJ	ishares tr	0.73	25,321	2,701,750	added	5.58

AAXJ	ishares tr	0.48	15,609	1,778,180	added	4.58

AAXJ	ishares tr	0.44	20,022	1,614,370	reduced	-4.12

AAXJ	ishares tr	0.23	7,999	856,773	reduced	-1.77

AAXJ	ishares tr	0.09	11,100	343,656	reduced	-47.84

AAXJ	ishares tr	0.07	3,520	272,906	reduced	-1.43

AAXJ	ishares tr	0.06	3,213	229,440	unchanged	0.00

ACWF	ishares tr	0.62	54,946	2,272,570	reduced	-5.59

ACWV	ishares inc	0.08	4,366	279,861	reduced	-0.09

AEMB	american centy etf tr	1.38	54,066	5,080,580	added	1.26

AEMB	american centy etf tr	1.23	44,403	4,528,220	added	1.61

AEMB	american centy etf tr	1.02	49,715	3,766,910	reduced	-5.47

AEMB	american centy etf tr	0.68	32,650	2,514,700	reduced	-2.31

AEMB	american centy etf tr	0.14	7,208	513,426	reduced	-11.18

AMAT	applied matls inc	0.08	1,200	308,388	unchanged	0.00

AMGN	amgen inc	0.20	2,231	730,074	added	19.88

AMPS	ishares tr	1.27	45,869	4,696,530	added	5.07

AMZN	amazon com inc	0.10	1,639	378,314	added	10.07