0001908192-22-000001.txt : 20220210 0001908192-22-000001.hdr.sgml : 20220210 20220210154736 ACCESSION NUMBER: 0001908192-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stone Point Wealth LLC CENTRAL INDEX KEY: 0001908192 IRS NUMBER: 871012725 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21739 FILM NUMBER: 22613709 BUSINESS ADDRESS: STREET 1: 2701 SW 3RD AVE STREET 2: PH3 CITY: MIAMI STATE: FL ZIP: 33129 BUSINESS PHONE: 3054919396 MAIL ADDRESS: STREET 1: 2701 SW 3RD AVE STREET 2: PH3 CITY: MIAMI STATE: FL ZIP: 33129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908192 XXXXXXXX 12-31-2021 12-31-2021 false Stone Point Wealth LLC

2701 Sw 3rd Ave Ph3 Miami FL 33129

13F HOLDINGS REPORT 028-21739 N Alan J. Whitby 305-491-9396 /s/ Alan J. Whitby Miami FL 02-10-2022 0 103 123280 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 2517 15740 SH SOLE 15740 0 0 ALPHABET INC COM 02079K305 831 287 SH SOLE 287 0 0 ALPHABET INC COM 02079K107 4044 1399 SH SOLE 1399 0 0 AMERICAN CENTY ETF TR UIE 025072604 547 8621 SH SOLE 8621 0 0 AMERICAN CENTY ETF TR UIE 025072877 1038 12966 SH SOLE 12966 0 0 AMERICAN CENTY ETF TR UIE 025072802 1395 21656 SH SOLE 21656 0 0 AMERICAN EXPRESS CO COM 025816109 2266 13890 SH SOLE 13890 0 0 AMPHENOL CORP NEW COM 032095101 1841 21185 SH SOLE 21185 0 0 AMPLIFY ETF TR UIE 032108409 947 24695 SH SOLE 24695 0 0 APPLE INC COM 037833100 3140 17673 SH SOLE 17673 0 0 BERKSHIRE HATHAWAY INC DEL COM 084670702 450 1505 SH SOLE 1505 0 0 BLACKROCK MUNIHLDS INVSTM QL CEM 09254P108 416 28150 SH SOLE 28150 0 0 CATERPILLAR INC COM 149123101 964 4646 SH SOLE 4646 0 0 CISCO SYS INC COM 17275R102 274 4326 SH SOLE 4326 0 0 CUMMINS INC COM 231021106 679 3151 SH SOLE 3151 0 0 DIMENSIONAL ETF TRUST UIE 25434V807 498 15327 SH SOLE 15327 0 0 DIMENSIONAL ETF TRUST UIE 25434V203 551 18666 SH SOLE 18666 0 0 DIMENSIONAL ETF TRUST UIE 25434V500 404 6737 SH SOLE 6737 0 0 DIMENSIONAL ETF TRUST UIE 25434V708 870 30208 SH SOLE 30208 0 0 DIMENSIONAL ETF TRUST UIE 25434V609 282 5931 SH SOLE 5931 0 0 DISNEY WALT CO COM 254687106 2063 13353 SH SOLE 13353 0 0 ECOLAB INC COM 278865100 1860 7923 SH SOLE 7923 0 0 GILEAD SCIENCES INC COM 375558103 1108 15235 SH SOLE 15235 0 0 HOME DEPOT INC COM 437076102 361 866 SH SOLE 866 0 0 INVESCO EXCH TRADED FD TR II UIE 46138E511 523 34052 SH SOLE 34052 0 0 ISHARES INC UIE 46434G103 682 11371 SH SOLE 11371 0 0 ISHARES INC UIE 464286608 764 15524 SH SOLE 15524 0 0 ISHARES TR UIE 464287655 333 1498 SH SOLE 1498 0 0 ISHARES TR UIE 464287515 1702 4262 SH SOLE 4262 0 0 ISHARES TR UIE 464287598 290 1735 SH SOLE 1735 0 0 ISHARES TR UIE 464288414 799 6887 SH SOLE 6887 0 0 ISHARES TR UIE 464288158 1058 9854 SH SOLE 9854 0 0 ISHARES TR UIE 464288885 327 2955 SH SOLE 2955 0 0 ISHARES TR UIE 464287176 544 4205 SH SOLE 4205 0 0 ISHARES TR UIE 464288273 832 11426 SH SOLE 11426 0 0 ISHARES TR UIE 464288513 304 3475 SH SOLE 3475 0 0 ISHARES TR UIE 46432F842 489 6530 SH SOLE 6530 0 0 ISHARES TR UIE 46429B747 2098 19809 SH SOLE 19809 0 0 ISHARES TR UIE 464287614 532 1738 SH SOLE 1738 0 0 ISHARES TR UIE 464287622 208 788 SH SOLE 788 0 0 ISHARES TR UIE 464287804 2247 19627 SH SOLE 19627 0 0 ISHARES TR UIE 464288687 646 16246 SH SOLE 16246 0 0 ISHARES TR UIE 464287200 2333 4880 SH SOLE 4880 0 0 ISHARES TR UIE 46434V449 331 8721 SH SOLE 8721 0 0 ISHARES TR UIE 464288877 521 10328 SH SOLE 10328 0 0 J P MORGAN EXCHANGE-TRADED F UIE 46641Q837 1187 23605 SH SOLE 23605 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 369 2400 SH SOLE 2400 0 0 JPMORGAN CHASE & CO UIE 46625H365 846 47500 SH SOLE 47500 0 0 JPMORGAN CHASE & CO COM 46625H100 3444 21697 SH SOLE 21697 0 0 LINDE PLC FGO G5494J103 1682 4853 SH SOLE 4853 0 0 LOWES COS INC COM 548661107 2923 11304 SH SOLE 11304 0 0 MEDTRONIC PLC FGO G5960L103 1653 15975 SH SOLE 15975 0 0 MERCK & CO INC COM 58933Y105 485 6310 SH SOLE 6310 0 0 MICROSOFT CORP COM 594918104 481 1431 SH SOLE 1431 0 0 NEXTERA ENERGY INC COM 65339F101 1735 18611 SH SOLE 18611 0 0 NIELSEN HLDGS PLC FGO G6518L108 345 16825 SH SOLE 16825 0 0 NIKE INC COM 654106103 3462 20772 SH SOLE 20772 0 0 NUTRIEN LTD FGC 67077M108 1576 20790 SH SOLE 20790 0 0 PEPSICO INC COM 713448108 2532 14597 SH SOLE 14597 0 0 PROCTER AND GAMBLE CO COM 742718109 338 2068 SH SOLE 2068 0 0 QUALCOMM INC COM 747525103 3239 17719 SH SOLE 17719 0 0 ROYAL CARIBBEAN GROUP FGO V7780T103 1022 13260 SH SOLE 13260 0 0 SCHLUMBERGER LTD FGO 806857108 271 9203 SH SOLE 9203 0 0 SCHWAB STRATEGIC TR UIE 808524409 314 4302 SH SOLE 4302 0 0 SCHWAB STRATEGIC TR UIE 808524748 304 7970 SH SOLE 7970 0 0 SCHWAB STRATEGIC TR UIE 808524201 500 4399 SH SOLE 4399 0 0 SCHWAB STRATEGIC TR UIE 808524755 545 16785 SH SOLE 16785 0 0 SCHWAB STRATEGIC TR UIE 808524888 1012 24698 SH SOLE 24698 0 0 SEA LTD ADR 81141R100 1285 5802 SH SOLE 5802 0 0 SELECT SECTOR SPDR TR UIE 81369Y803 539 3098 SH SOLE 3098 0 0 SELECT SECTOR SPDR TR UIE 81369Y886 752 10518 SH SOLE 10518 0 0 SPDR INDEX SHS FDS UIE 78463X889 1157 31737 SH SOLE 31737 0 0 SPDR INDEX SHS FDS UIE 78463X509 417 10012 SH SOLE 10012 0 0 SPDR SER TR UIE 78464A300 520 6132 SH SOLE 6132 0 0 SPDR SER TR UIE 78464A854 1975 35403 SH SOLE 35403 0 0 SPDR SER TR UIE 78464A508 3353 79858 SH SOLE 79858 0 0 SPDR SER TR UIE 78464A409 1615 22334 SH SOLE 22334 0 0 SPDR SER TR UIE 78468R739 518 10572 SH SOLE 10572 0 0 SPDR SER TR UIE 78464A474 1285 41502 SH SOLE 41502 0 0 SPDR SER TR UIE 78468R853 838 18825 SH SOLE 18825 0 0 STERICYCLE INC COM 858912108 706 11840 SH SOLE 11840 0 0 STRYKER CORPORATION COM 863667101 2758 10319 SH SOLE 10319 0 0 TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 1657 13784 SH SOLE 13784 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 88 11000 SH SOLE 11000 0 0 UNITED PARCEL SERVICE INC COM 911312106 1979 9235 SH SOLE 9235 0 0 VANGUARD ADMIRAL FDS INC UIE 921932778 365 2026 SH SOLE 2026 0 0 VANGUARD BD INDEX FDS UIE 921937835 1231 14560 SH SOLE 14560 0 0 VANGUARD BD INDEX FDS UIE 921937827 2339 28944 SH SOLE 28944 0 0 VANGUARD INDEX FDS UIE 922908553 962 8322 SH SOLE 8322 0 0 VANGUARD INDEX FDS UIE 922908611 1234 6901 SH SOLE 6901 0 0 VANGUARD INDEX FDS UIE 922908751 957 4233 SH SOLE 4233 0 0 VANGUARD INDEX FDS UIE 922908769 1248 5163 SH SOLE 5163 0 0 VANGUARD INDEX FDS UIE 922908744 3648 24787 SH SOLE 24787 0 0 VANGUARD INDEX FDS UIE 922908736 2283 7123 SH SOLE 7123 0 0 VANGUARD INDEX FDS UIE 922908637 1871 8469 SH SOLE 8469 0 0 VANGUARD INTL EQUITY INDEX F UIE 922042858 1120 22626 SH SOLE 22626 0 0 VANGUARD INTL EQUITY INDEX F UIE 922042676 592 10974 SH SOLE 10974 0 0 VANGUARD INTL EQUITY INDEX F UIE 922042775 237 3845 SH SOLE 3845 0 0 VANGUARD MALVERN FDS UIE 922020805 2112 41118 SH SOLE 41118 0 0 VANGUARD MUN BD FDS UIE 922907746 665 12145 SH SOLE 12145 0 0 VANGUARD SCOTTSDALE FDS UIE 92206C409 1421 17454 SH SOLE 17454 0 0 VANGUARD TAX-MANAGED INTL FD UIE 921943858 1410 27546 SH SOLE 27546 0 0 VISA INC COM 92826C839 969 4450 SH SOLE 4450 0 0