Latest Stone Point Wealth LLC Stock Portfolio

Stone Point Wealth LLC Performance:

2025 Q3: 3.8%YTD: 6.73%2024: 4.2%

Performance for 2025 Q3 is 3.8%, and YTD is 6.73%, and 2024 is 4.2%.

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 $352.6 Millions as of 30 Sep, 2025.

The top stock holdings of Stone Summit Wealth LLC are MSFT, VB, BNDW. The fund has invested 9.1% of it's portfolio in MICROSOFT CORP and 5.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in VANGUARD CHARLOTTE FDS (BNDX), VANGUARD MALVERN FDS (VTIP) and ISHARES TR (IJR). Stone Summit Wealth LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SCHWAB CHARLES CORP (SCHW) and KRATOS DEFENSE & SEC SOLUTIO (KTOS). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VB).

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

Our best estimate is that Stone Summit Wealth LLC made a return of 3.8% in the last quarter. In trailing 12 months, it's portfolio return was 6.9%.

New Buys

Ticker	$ Bought
vanguard scottsdale fds	6,864,940
schwab charles corp	1,040,620
kratos defense & sec solutio	339,531
marriott intl inc new	268,774
applied matls inc	245,688

New stocks bought by Stone Point Wealth LLC

Additions

Ticker	% Inc.
spdr series trust	268
vanguard scottsdale fds	90.34
vanguard index fds	86.72
eli lilly & co	74.44
vanguard index fds	60.15
vanguard bd index fds	51.15
bank america corp	44.95
vanguard tax-managed fds	42.03

Additions to existing portfolio by Stone Point Wealth LLC

Reductions

Ticker	% Reduced
vanguard charlotte fds	-87.1
vanguard malvern fds	-77.4
ishares tr	-76.44
dimensional etf trust	-74.86
dimensional etf trust	-69.38
j p morgan exchange traded f	-68.61
vanguard bd index fds	-65.32
invesco exch traded fd tr ii	-38.76

Stone Point Wealth LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard intl equity index f	-1,321,760
vanguard index fds	-1,448,120
dimensional etf trust	-209,298
j p morgan exchange traded f	-200,268

Stone Point Wealth LLC got rid off the above stocks

Sector Distribution

Stone Summit Wealth LLC has about 61.7% of it's holdings in Others sector.

Sector	%
Others	61.7
Technology	13.6
Financial Services	5.7
Healthcare	4.9
Communication Services	3.4
Industrials	2.5
Consumer Cyclical	2.5
Basic Materials	2
Utilities	1.8
Consumer Defensive	1.8

Market Cap. Distribution

Stone Summit Wealth LLC has about 36.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61.7
MEGA-CAP	22.7
LARGE-CAP	14.2
SMALL-CAP	1.3

Stocks belong to which Index?

About 38% of the stocks held by Stone Summit Wealth LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62
S&P 500	36.6
RUSSELL 2000	1.4

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
CMI	cummins inc	29.0 %
APH	amphenol corp new	25.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.6 M
MSFT	microsoft corp	1.3 M
APH	amphenol corp new	1.1 M
CMI	cummins inc	0.9 M
AAPL	apple inc	0.9 M

Top 5 Losers (%)		%
CL	colgate palmolive co	-12.1 %
HON	honeywell intl inc	-9.6 %
ARES	ares management corporation	-7.7 %
DIS	disney walt co	-7.7 %
SYK	stryker corporation	-6.6 %

Top 5 Losers ($)		$
SYK	stryker corporation	-0.3 M
DIS	disney walt co	-0.1 M
V	visa inc	-0.1 M
KO	coca cola co	-0.1 M
ARES	ares management corporation	0.0 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 141 stocks in it's portfolio. About 36.1% of the portfolio is in top 10 stocks. SYK 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: 22 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.71	19,412	2,491,530	reduced	-8.06

AAPL	apple inc	1.29	17,858	4,547,180	reduced	-0.97

AAXJ	ishares tr	0.73	23,982	2,560,800	reduced	-0.17

AAXJ	ishares tr	0.48	14,925	1,699,660	added	16.81

AAXJ	ishares tr	0.48	20,882	1,695,410	reduced	-7.51

AAXJ	ishares tr	0.25	8,143	867,148	reduced	-7.63

AAXJ	ishares tr	0.19	21,280	672,874	reduced	-35.49

AAXJ	ishares tr	0.08	3,571	273,967	reduced	-10.84

AAXJ	ishares tr	0.06	3,213	217,938	reduced	-1.62

ACWF	ishares tr	0.65	58,197	2,305,170	reduced	-2.81

ACWV	ishares inc	0.08	4,370	270,678	reduced	-1.8

AEMB	american centy etf tr	1.35	53,392	4,753,490	added	2.82

AEMB	american centy etf tr	1.23	43,700	4,349,470	added	0.68

AEMB	american centy etf tr	1.08	52,594	3,800,450	reduced	-12.69

AEMB	american centy etf tr	0.71	33,423	2,510,400	reduced	-2.76

AEMB	american centy etf tr	0.16	8,115	547,276	reduced	-14.74

AMAT	applied matls inc	0.07	1,200	245,688	new

AMGN	amgen inc	0.15	1,861	525,100	added	1.42

AMPS	ishares tr	1.28	43,655	4,512,180	added	8.55

AMZN	amazon com inc	0.09	1,489	326,940	reduced	-3.75