Stone Summit Wealth LLC
•CIK: 1908192•Filing: Q4 2025
**Stone Point Wealth LLC** manages $369M across a diversified portfolio of 141 positions. The fund exhibits significant concentration in technology and broad market exposure, notably holding MSFT at $29.8M and VTV at $18.2M. Key allocations also include VCSH ($16.6M), SPYM ($12.6M), and GOOG ($12.3M). This structure suggests a tactical approach balancing large-cap growth with sector-specific and fixed-income exposure.
Total AUM
$368.7M
QoQ Performance
+4.6%
Positions
82
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT8.1%
VTV4.9%
VCSH4.5%
SPYM3.4%
GOOG3.3%
BSV3.3%
VEA3.1%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.4%
Technology14.8%
Financial5.4%
Healthcare3.6%
ETF3.1%
Consumer2.4%
Materials1.8%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
↑46 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023