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Stone Point Wealth LLC
Stone Point Wealth LLC is a Florida-based investment advisory firm founded in 2021 by Alan Jason Whitby and Jeremiah Otto Spitzberg. The firm provides wealth management and investment advisory services to individuals, families, and institutions. As a boutique registered investment adviser, Stone Point Wealth focuses on personalized portfolio construction, financial planning, and tailored investment solutions. They serve US-based clients with a team of professionals and are focused on disciplined, long-term investment strategies.
Investment Strategy
Stone Point Wealth LLC designs client portfolios with diversified holdings across stocks, bonds, ETFs, and other investment vehicles. The firm's investment philosophy emphasizes risk-adjusted returns, broad market exposure, and tactical rebalancing. Stone Point Wealth focuses on building and managing portfolios aligned with clients’ financial goals, risk tolerance, and time horizon, using a mix of passive and active investment vehicles to help achieve long-term growth and capital preservation.
Latest 13F Filing Activity
Stone Point Wealth LLC filed their most recent 13F report on Sep 30, 2025 disclosing 143 equity positions with a total 13F market value of $353M. The fund increased holdings in Vanguard Scottsdale FDS, Vanguard Scottsdale FDS, SPDR Series Trust among other positions. Stone Point Wealth LLC reduced exposure to Vanguard Charlotte FDS, Dimensional Etf Trust, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.05% | $31.9M | 61,624 | $307.87 | $517.95 | +$1.3M |
V VTV | VANGUARD INDEX FDS | 5.06% | $17.8M | 95,633 | $143.97 | $186.49 | +$1.7M |
V VCSH | VANGUARD SCOTTSDALE FDS | 3.94% | $13.9M | 173,831 | $78.67 | $79.93 | +$6.6M |
B BSV | VANGUARD BD INDEX FDS | 2.90% | $10.2M | 129,620 | $78.31 | $78.91 | +$3.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.85% | $10.1M | 167,759 | $52.85 | $59.92 | +$3.3M |
Industry Allocation
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