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Value $
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$298M
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Signature - Title
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Jason Whitby - CEO / Founder
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Location
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Miami, FL
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Summary
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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.