Latest Stone Point Wealth LLC Stock Portfolio

Stone Point Wealth LLC Performance:

2026 Q1: -2.74%YTD: -2.74%2025: 15.54%

Performance for 2026 Q1 is -2.74%, and YTD is -2.74%, and 2025 is 15.54%.

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

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stone Summit Wealth LLC reported an equity portfolio of $359.3 Millions as of 31 Mar, 2026.

The top stock holdings of Stone Summit Wealth LLC are MSFT, BNDW, VB. The fund has invested 6.3% of it's portfolio in MICROSOFT CORP and 5.1% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off META PLATFORMS INC (META), ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), VANGUARD BD INDEX FDS (BIV) and AMERICAN CENTY ETF TR (AEMB). Stone Summit Wealth LLC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IJR) and VANGUARD ADMIRAL FDS INC (IVOG). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), BRISTOL-MYERS SQUIBB CO (BMY) and ISHARES TR (IBCE).

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

Our best estimate is that Stone Summit Wealth LLC made a return of -2.74% in the last quarter. In trailing 12 months, it's portfolio return was 15.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	601,400
ishares tr	483,633
vanguard admiral fds inc	289,382
chevron corporation	263,177

New stocks bought by Stone Point Wealth LLC

Additions

Ticker	% Inc.
schwab strategic tr	89.28
bristol-myers squibb co	86.02
ishares tr	51.98
merck & co inc	42.98
ishares tr	35.54
vanguard index fds	24.22
tesla inc	23.81
schwab strategic tr	21.95

Additions to existing portfolio by Stone Point Wealth LLC

Reductions

Ticker	% Reduced
ishares tr	-80.56
vanguard bd index fds	-66.21
american centy etf tr	-55.99
j p morgan exchange traded f	-45.38
disney walt co	-41.39
ishares tr	-19.23
pepsico inc	-18.75
ishares tr	-16.36

Stone Point Wealth LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-229,440
ishares tr	-269,939
meta platforms inc	-275,918

Stone Point Wealth LLC got rid off the above stocks

Sector Distribution

Stone Summit Wealth LLC has about 64.9% of it's holdings in Others sector.

Sector	%
Others	64.9
Technology	10.2
Healthcare	5.7
Financial Services	4.8
Communication Services	3.5
Industrials	2.8
Utilities	2.1
Consumer Cyclical	2
Basic Materials	2
Consumer Defensive	1.7

Market Cap. Distribution

Stone Summit Wealth LLC has about 33.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	64.9
MEGA-CAP	22.7
LARGE-CAP	11
MID-CAP	1.4

Stocks belong to which Index?

About 34.9% of the stocks held by Stone Summit Wealth LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65.1
S&P 500	33.5
RUSSELL 2000	1.4

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.3 %
AMAT	applied matls inc	33.0 %
CAT	caterpillar inc	22.7 %
JNJ	johnson & johnson	18.0 %
LIN	linde plc	16.2 %

Top 5 Winners ($)		$
CAT	caterpillar inc	0.9 M
TSM	taiwan semiconductor manufac	0.6 M
LIN	linde plc	0.6 M
DFAC	dimensional etf trust	0.6 M
GILD	gilead sciences inc	0.5 M

Top 5 Losers (%)		%
ARES	ares management corporation	-31.9 %
ORCL	oracle corp	-24.4 %
QCOM	qualcomm inc	-24.1 %
MSFT	microsoft corp	-23.4 %
IJR	ishares tr	-23.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-7.0 M
GOOG	alphabet inc	-1.0 M
QCOM	qualcomm inc	-1.0 M
AXP	american express co	-0.9 M
JPM	jpmorgan chase & co	-0.8 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 140 stocks in it's portfolio. About 37.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Stone Summit Wealth LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.58	18,288	2,084,470	reduced	-5.42

AAPL	apple inc	1.27	18,017	4,572,530	reduced	-3.16

AAXJ	ishares tr	0.77	25,865	2,754,620	added	2.15

AAXJ	ishares tr	0.66	21,157	2,356,260	added	35.54

AAXJ	ishares tr	0.40	18,200	1,447,990	reduced	-9.1

AAXJ	ishares tr	0.23	7,896	838,160	reduced	-1.29

AAXJ	ishares tr	0.08	3,508	275,062	reduced	-0.34

AAXJ	ishares tr	0.08	8,965	271,819	reduced	-19.23

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.13	10,683	453,974	reduced	-80.56

ACWV	ishares inc	0.07	4,307	269,790	reduced	-1.35

AEMB	american centy etf tr	1.47	52,915	5,284,090	reduced	-2.13

AEMB	american centy etf tr	1.34	43,741	4,832,070	reduced	-1.49

AEMB	american centy etf tr	1.06	47,406	3,821,400	reduced	-4.64

AEMB	american centy etf tr	0.71	31,557	2,542,860	reduced	-3.35

AEMB	american centy etf tr	0.07	3,172	237,361	reduced	-55.99

AMAT	applied matls inc	0.11	1,200	410,148	unchanged	0.00

AMGN	amgen inc	0.22	2,299	808,993	added	3.05

AMPS	ishares tr	1.35	46,974	4,858,520	added	2.41

AMZN	amazon com inc	0.09	1,560	324,901	reduced	-4.82