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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 $359,335,545
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 61,495 $22,763,451 6.33%
2.
Vanguard Scottsdale Funds
 231,429 $18,345,377 5.11%
3.
Vanguard Index Fds - VALUE ETF
 89,521 $17,564,020 4.89%
4.
Vanguard Tax-Managed Fds
 220,871 $14,153,429 3.94%
5.
Vanguard Bond Index Funds
 BND 166,443 $13,050,796 3.63%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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