Stablepoint Partners, LLC
Stablepoint Partners, LLC is a registered investment adviser founded in August 2023 and headquartered in Braintree, Massachusetts. The firm was established by Christopher K. Griffith and Henry J. Wheelwright and serves clients nationally, providing advanced wealth management, tailored planning, and objective advice. As of 2025, Stablepoint Partners employs approximately 9 professionals, most of whom are investment-focused. It is registered with the SEC and manages portfolios for individuals and institutions.
Investment Strategy
Stablepoint Partners offers individualized investment advisory services, focusing on asset allocation to manage risk and enhance returns, though it does not guarantee profit or loss protection. The firm works with a broad spectrum of asset classes and securities, tailoring strategies for each client based on personal and financial circumstances and objectives. Their approach emphasizes diligent compliance, personalized advice, and diversification across holdings to align with client risk profiles and goals.
Top Holdings
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.51% | $14.8M | 71,998 | $189.40 | $205.17 | -$1.1M |
A AVGO | BROADCOM INC | 1.95% | $11.5M | 41,569 | $163.18 | $275.65 | +$4.8M |
J JPM | JPMORGAN CHASE & CO. | 1.93% | $11.4M | 39,151 | $174.15 | $289.91 | +$1.8M |
M MSFT | MICROSOFT CORP | 1.92% | $11.3M | 22,681 | $384.75 | $497.41 | +$2.7M |
V VNLA | JANUS DETROIT STR TR | 1.86% | $11.0M | 222,628 | $48.54 | $49.20 | -$149.2K |