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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 $260,747,997
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 62,035 $23,327,486 8.94%
2.
Vanguard Index Fds
 86,527 $12,935,787 4.96%
3.
Spdr Series Trust
 190,619 $8,888,570 3.4%
4.
Terran Orbital Corporation
 5,730,904 $6,533,231 2.5%
5.
Alphabet Inc.
 GOOG 43,990 $6,199,511 2.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)