Stone Point Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$298M
Signature - Title
Jason Whitby - CEO / Founder
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Stone Point Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stone Point Wealth LLC reported 138 stock holdings with total value $298M as of Q4 2024. Top holdings included MSFT, VTV, SPYV, VCSH, and VCIT.
Holdings Value