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Home > Institutional Investor > Stone Point Wealth Llc > Profile

Instuitional Investor - Stone Point Wealth Llc

Fund Profile
Filing Period:
Fund Name: Stone Point Wealth Llc
Portfolio Value $322,794,653
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 61,639 $30,659,650 9.5%
2.
Vanguard Index Fds - VALUE ETF
 91,311 $16,138,346 5%
3.
Spdr Series Trust
 174,359 $9,125,931 2.83%
4.
Jpmorgan Chase & Co
 JPM 30,424 $8,820,222 2.73%
5.
Vanguard Scottsdale Funds
 96,099 $7,968,529 2.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)