Grufity logo
Grufity logo

Latest Stone Point Wealth LLC Stock Portfolio

$394Million | No. of Holdings #142

Stone Point Wealth LLC Performance

2026 Q2+3.28%
YTD+0.45%
2025+15.54%

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

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone Summit Wealth LLC reported an equity portfolio of $394 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Stone Summit Wealth LLC are MSFT, VB, BNDW. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 4.9% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off MEDTRONIC PLC (MDT), NIKE INC (NKE) and KRATOS DEFENSE & SEC SOLUTIO (KTOS) stocks. They significantly reduced their stock positions in BLACKROCK ETF TRUST II (HYMU), TRUIST FINL CORP (TFC) and INTERNATIONAL BUSINESS MACHS (IBM). Stone Summit Wealth LLC opened new stock positions in ISHARES TR (IBCE), ADVANCED MICRO DEVICES INC (AMD) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL).
Stone Point Wealth LLC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$394Million
  as of Jul 23, 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 3.28% in the last quarter. In trailing 12 months, it's portfolio return was 9.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr781,650
advanced micro devices inc493,193
intel corp365,831
vanguard world fd239,040
schwab strategic tr215,119
vanguard star fds213,298
schwab strategic tr211,966
ge aerospace211,253
New stocks bought by Stone Point Wealth LLC

Additions

Ticker% Inc.
vanguard index fds485
ishares tr300
vanguard index fds296
spdr series trust261
amazon com inc20.83
ishares tr17.42
vanguard mun bd fds13.52
nvidia corporation10.29
Additions to existing portfolio by Stone Point Wealth LLC

Reductions

Ticker% Reduced
blackrock etf trust ii-28.93
invesco exch traded fd tr ii-16.74
truist finl corp-15.38
international business machs-11.79
ishares tr-11.59
eaton corp plc-9.23
select sector spdr tr-8.66
disney walt co-8.53
Stone Point Wealth LLC reduced stake in above stock

Sold off

Ticker$ Sold
medtronic plc-1,911,500
nike inc-379,248
kratos defense & sec solutio-273,931
vanguard bd index fds-221,435
world gold tr-220,046
chevron corporation-263,177
Stone Point Wealth LLC got rid off the above stocks

Sector Distribution

Stone Summit Wealth LLC has about 65.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Utilities
  • Basic Materials
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others65.6
Technology10.5
Healthcare5
Financial Services4.7
Communication Services3.8
Industrials3.3
Utilities1.9
Basic Materials1.9
Consumer Cyclical1.8
Consumer Defensive1.4

Market Cap. Distribution

Stone Summit Wealth LLC has about 33.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED65.6
MEGA-CAP22.9
LARGE-CAP10.2
MID-CAP1.3

Stocks belong to which Index?

About 34.3% 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%
Others65.8
S&P 50033
RUSSELL 20001.3
Top 5 Winners (%)%
AMAT
applied matls inc
111.5 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar inc
48.5 %
QCOM
qualcomm inc
42.6 %
XLB
select sector spdr tr
41.5 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.4 M
TSM
taiwan semiconductor manufac
2.3 M
CAT
caterpillar inc
2.1 M
VB
vanguard index fds
1.9 M
BIL
spdr series trust
1.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
XOM
exxon mobil corp
-18.9 %
IAU
ishares gold tr
-14.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-17.6 M
VB
vanguard index fds
-3.6 M
IJR
ishares tr
-1.1 M
GILD
gilead sciences inc
-0.4 M
PEP
pepsico inc
-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 142 stocks in it's portfolio. About 36.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Stone Summit Wealth LLC last quarter.

$394.03MTotal Value
150Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Stone Point Wealth LLC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.7%22,193
$2.76M
0.7%
increased 4.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.65%23,905
$2.55M
0.65%
decreased 7.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.38%18,650
$1.49M
0.38%
increased 2.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.19%6,981
$751.3K
0.19%
decreased 11.59 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.07%3,483
$286.5K
0.07%
decreased 0.71 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stone Point Wealth LLC's holding in Ishares Tr over time
0.07%8,495
$259.0K
0.07%
decreased 5.24 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Stone Point Wealth LLC's holding in Ishares Tr over time
0.12%9,935
$466.2K
0.12%
decreased 7 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Stone Point Wealth LLC's holding in Ishares Inc over time
0.08%4,300
$298.9K
0.08%
decreased 0.16 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.39%43,877
$5.47M
1.39%
increased 0.31 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.35%51,721
$5.33M
1.35%
decreased 2.26 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
1.09%47,117
$4.30M
1.09%
decreased 0.61 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
0.76%31,190
$3.01M
0.76%
decreased 1.16 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Stone Point Wealth LLC's holding in American Centy Etf Tr over time
0.06%3,172
$245.6K
0.06%
unchanged 0 percentunchanged