0001908192-23-000001.txt : 20230120
0001908192-23-000001.hdr.sgml : 20230120
20230120140756
ACCESSION NUMBER: 0001908192-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230120
DATE AS OF CHANGE: 20230120
EFFECTIVENESS DATE: 20230120
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: 23540366
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
X0202
13F-HR
LIVE
false
false
false
0001908192
XXXXXXXX
12-31-2022
12-31-2022
false
Stone Point Wealth LLC
2701 Sw 3rd Ave
Ph3
Miami
FL
33129
13F HOLDINGS REPORT
028-21739
000315438
801-123157
N
Alan J. Whitby
CCO
305-491-9396
/s/ Alan J. Whitby
Miami
FL
01-20-2023
0
130
203913450
INFORMATION TABLE
2
infotable.xml
AGILENT TECHNOLOGIES INC
COM
00846U101
4183615
27956
SH
SOLE
27956
0
0
ALPHABET INC
CAP STK CL A
02079K305
594229
6735
SH
SOLE
6735
0
0
ALPHABET INC
CAP STK CL C
02079K107
4373058
49285
SH
SOLE
49285
0
0
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
2120126
38304
SH
SOLE
38304
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
3080541
41344
SH
SOLE
41344
0
0
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
679864
13476
SH
SOLE
13476
0
0
AMERICAN EXPRESS CO
COM
025816109
3046605
20620
SH
SOLE
20620
0
0
AMGEN INC
COM
031162100
438871
1671
SH
SOLE
1671
0
0
AMPHENOL CORP NEW
CL A
032095101
2468992
32427
SH
SOLE
32427
0
0
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
1640954
45760
SH
SOLE
45760
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
267599
4195
SH
SOLE
4195
0
0
APPLE INC
COM
037833100
2951880
22719
SH
SOLE
22719
0
0
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
277045
4048
SH
SOLE
4048
0
0
BANK AMERICA CORP
COM
060505104
371805
11226
SH
SOLE
11226
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
418560
1355
SH
SOLE
1355
0
0
BOEING CO
COM
097023105
401934
2110
SH
SOLE
2110
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
804761
11185
SH
SOLE
11185
0
0
CATERPILLAR INC
COM
149123101
1843414
7695
SH
SOLE
7695
0
0
CHEVRON CORP NEW
COM
166764100
326851
1821
SH
SOLE
1821
0
0
CISCO SYS INC
COM
17275R102
212474
4460
SH
SOLE
4460
0
0
COCA COLA CO
COM
191216100
956885
15043
SH
SOLE
15043
0
0
COLGATE PALMOLIVE CO
COM
194162103
216988
2754
SH
SOLE
2754
0
0
CUMMINS INC
COM
231021106
1881624
7766
SH
SOLE
7766
0
0
CVS HEALTH CORP
COM
126650100
286652
3076
SH
SOLE
3076
0
0
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
458633
18316
SH
SOLE
18316
0
0
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
2164510
71201
SH
SOLE
71201
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
1365240
56229
SH
SOLE
56229
0
0
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
1530136
45703
SH
SOLE
45703
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
344598
6737
SH
SOLE
6737
0
0
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
260667
5931
SH
SOLE
5931
0
0
DISNEY WALT CO
COM
254687106
1949500
22439
SH
SOLE
22439
0
0
EATON CORP PLC
SHS
G29183103
213609
1361
SH
SOLE
1361
0
0
ECOLAB INC
COM
278865100
1866516
12823
SH
SOLE
12823
0
0
EXXON MOBIL CORP
COM
30231G102
829566
7521
SH
SOLE
7521
0
0
GILEAD SCIENCES INC
COM
375558103
2199477
25620
SH
SOLE
25620
0
0
HOME DEPOT INC
COM
437076102
2477290
7843
SH
SOLE
7843
0
0
HONEYWELL INTL INC
COM
438516106
342880
1600
SH
SOLE
1600
0
0
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
807833
72257
SH
SOLE
72257
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1190455
8428
SH
SOLE
8428
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
234593
881
SH
SOLE
881
0
0
ISHARES INC
MSCI EURZONE ETF
464286608
923281
23389
SH
SOLE
23389
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
1320069
28267
SH
SOLE
28267
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
1863280
19217
SH
SOLE
19217
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2006463
5222
SH
SOLE
5222
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
445603
5320
SH
SOLE
5320
0
0
ISHARES TR
EAFE SML CP ETF
464288273
407616
7217
SH
SOLE
7217
0
0
ISHARES TR
EAFE VALUE ETF
464288877
499076
10878
SH
SOLE
10878
0
0
ISHARES TR
TIPS BD ETF
464287176
1226827
11526
SH
SOLE
11526
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
792074
12850
SH
SOLE
12850
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2908382
30731
SH
SOLE
30731
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
326716
1525
SH
SOLE
1525
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
400679
2298
SH
SOLE
2298
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1355094
12996
SH
SOLE
12996
0
0
ISHARES TR
EXPANDED TECH
464287515
1691936
6613
SH
SOLE
6613
0
0
ISHARES TR
CORE S&P TTL STK
464287150
212848
2510
SH
SOLE
2510
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
724395
6865
SH
SOLE
6865
0
0
ISHARES TR
CORE US AGGBD ET
464287226
292425
3015
SH
SOLE
3015
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
968308
13151
SH
SOLE
13151
0
0
ISHARES TR
PFD AND INCM SEC
464288687
855237
28013
SH
SOLE
28013
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
364271
2511
SH
SOLE
2511
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
264888
4528
SH
SOLE
4528
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
2894456
57739
SH
SOLE
57739
0
0
J P MORGAN EXCHANGE TRADED F
INFLATION MANAGE
46654Q104
393072
8573
SH
SOLE
8573
0
0
JOHNSON & JOHNSON
COM
478160104
854103
4835
SH
SOLE
4835
0
0
JPMORGAN CHASE & CO
COM
46625H100
5293732
39476
SH
SOLE
39476
0
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
1324358
60890
SH
SOLE
60890
0
0
LILLY ELI & CO
COM
532457108
674609
1844
SH
SOLE
1844
0
0
LINDE PLC
SHS
G5494J103
2643363
8104
SH
SOLE
8104
0
0
LOWES COS INC
COM
548661107
3346634
16797
SH
SOLE
16797
0
0
MCDONALDS CORP
COM
580135101
372895
1415
SH
SOLE
1415
0
0
MEDTRONIC PLC
SHS
G5960L103
2185953
28126
SH
SOLE
28126
0
0
MERCK & CO INC
COM
58933Y105
2131682
19213
SH
SOLE
19213
0
0
MICROSOFT CORP
COM
594918104
14997144
62535
SH
SOLE
62535
0
0
NEXTERA ENERGY INC
COM
65339F101
2697270
32264
SH
SOLE
32264
0
0
NIKE INC
CL B
654106103
3977287
33991
SH
SOLE
33991
0
0
NUTRIEN LTD
COM
67077M108
1253195
17160
SH
SOLE
17160
0
0
PEPSICO INC
COM
713448108
5400289
29892
SH
SOLE
29892
0
0
PFIZER INC
COM
717081103
413097
8062
SH
SOLE
8062
0
0
PROCTER AND GAMBLE CO
COM
742718109
691720
4564
SH
SOLE
4564
0
0
QUALCOMM INC
COM
747525103
2856021
25978
SH
SOLE
25978
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
207263
2911
SH
SOLE
2911
0
0
SCHLUMBERGER LTD
COM STK
806857108
482797
9031
SH
SOLE
9031
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
625412
21514
SH
SOLE
21514
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
789054
25073
SH
SOLE
25073
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
324451
10073
SH
SOLE
10073
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
288874
9241
SH
SOLE
9241
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
374663
5675
SH
SOLE
5675
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
851997
18870
SH
SOLE
18870
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
306122
2460
SH
SOLE
2460
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
841418
11935
SH
SOLE
11935
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
205813
1515
SH
SOLE
1515
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
284016
8617
SH
SOLE
8617
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
619126
20853
SH
SOLE
20853
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
332714
870
SH
SOLE
870
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
1399868
31122
SH
SOLE
31122
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1289247
25444
SH
SOLE
25444
0
0
SPDR SER TR
PRTFLO S&P500 VL
78464A508
6183160
158991
SH
SOLE
158991
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
1024771
27719
SH
SOLE
27719
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
813092
27675
SH
SOLE
27675
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
443415
5974
SH
SOLE
5974
0
0
STRYKER CORPORATION
COM
863667101
3940201
16116
SH
SOLE
16116
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1714313
23014
SH
SOLE
23014
0
0
TERRAN ORBITAL CORPORATION
COM
88105P103
10927329
6916031
SH
SOLE
6916031
0
0
TESLA INC
COM
88160R101
363751
2953
SH
SOLE
2953
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
118742
13020
SH
SOLE
13020
0
0
TRUIST FINL CORP
COM
89832Q109
506979
11782
SH
SOLE
11782
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2358313
13566
SH
SOLE
13566
0
0
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
432328
19413
SH
SOLE
19413
0
0
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
316613
2016
SH
SOLE
2016
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2001031
27854
SH
SOLE
27854
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2485896
33022
SH
SOLE
33022
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
388879
8199
SH
SOLE
8199
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1786075
8381
SH
SOLE
8381
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
753836
9140
SH
SOLE
9140
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1045077
5694
SH
SOLE
5694
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3678920
23167
SH
SOLE
23167
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2495794
13054
SH
SOLE
13054
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
9259788
65967
SH
SOLE
65967
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1446905
8306
SH
SOLE
8306
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
517329
12514
SH
SOLE
12514
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
239920
4785
SH
SOLE
4785
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1168192
29969
SH
SOLE
29969
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1813235
38819
SH
SOLE
38819
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1307575
26421
SH
SOLE
26421
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1923101
24811
SH
SOLE
24811
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
2617589
34813
SH
SOLE
34813
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
349255
2300
SH
SOLE
2300
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1764994
42054
SH
SOLE
42054
0
0
VISA INC
COM CL A
92826C839
1568588
7550
SH
SOLE
7550
0
0
WALMART INC
COM
931142103
604451
4263
SH
SOLE
4263
0
0