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.
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 |