0001908192-22-000003.txt : 20220719 0001908192-22-000003.hdr.sgml : 20220719 20220719142842 ACCESSION NUMBER: 0001908192-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 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: 221091227 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 06-30-2022 06-30-2022 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 07-19-2022 0 129 167546 INFORMATION TABLE 2 infotable.xml AGILENT TECHNOLOGIES INC COM 00846U101 2973 25032 SH SOLE 25032 0 0 ALPHABET INC CAP STK CL A 02079K305 618 284 SH SOLE 284 0 0 ALPHABET INC CAP STK CL C 02079K107 4903 2241 SH SOLE 2241 0 0 AMAZON COM INC COM 023135106 200 1885 SH SOLE 1885 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1576 29870 SH SOLE 29870 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1458 21323 SH SOLE 21323 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 645 12389 SH SOLE 12389 0 0 AMERICAN EXPRESS CO COM 025816109 2637 19024 SH SOLE 19024 0 0 AMGEN INC COM 031162100 427 1756 SH SOLE 1756 0 0 AMPHENOL CORP NEW CL A 032095101 1935 30047 SH SOLE 30047 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1587 47300 SH SOLE 47300 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 203 4195 SH SOLE 4195 0 0 APPLE INC COM 037833100 3047 22282 SH SOLE 22282 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 230 4048 SH SOLE 4048 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 402 1473 SH SOLE 1473 0 0 BK OF AMERICA CORP COM 060505104 350 11226 SH SOLE 11226 0 0 BOEING CO COM 097023105 288 2110 SH SOLE 2110 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 865 11235 SH SOLE 11235 0 0 CATERPILLAR INC COM 149123101 1324 7410 SH SOLE 7410 0 0 CHEVRON CORP NEW COM 166764100 275 1901 SH SOLE 1901 0 0 CISCO SYS INC COM 17275R102 201 4710 SH SOLE 4710 0 0 COCA COLA CO COM 191216100 950 15093 SH SOLE 15093 0 0 COLGATE PALMOLIVE CO COM 194162103 220 2754 SH SOLE 2754 0 0 CUMMINS INC COM 231021106 1291 6669 SH SOLE 6669 0 0 CVS HEALTH CORP COM 126650100 285 3076 SH SOLE 3076 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 323 6737 SH SOLE 6737 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 446 18496 SH SOLE 18496 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1444 45703 SH SOLE 45703 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1719 59509 SH SOLE 59509 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 898 38525 SH SOLE 38525 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 239 5931 SH SOLE 5931 0 0 DISNEY WALT CO COM 254687106 2093 22173 SH SOLE 22173 0 0 ECOLAB INC COM 278865100 1895 12323 SH SOLE 12323 0 0 EXXON MOBIL CORP COM 30231G102 666 7771 SH SOLE 7771 0 0 GILEAD SCIENCES INC COM 375558103 1345 21760 SH SOLE 21760 0 0 HOME DEPOT INC COM 437076102 2185 7969 SH SOLE 7969 0 0 HONEYWELL INTL INC COM 438516106 308 1776 SH SOLE 1776 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 505 40976 SH SOLE 40976 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 264 1966 SH SOLE 1966 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 357 1275 SH SOLE 1275 0 0 ISHARES INC CORE MSCI EMKT 46434G103 911 18561 SH SOLE 18561 0 0 ISHARES INC MSCI EURZONE ETF 464286608 966 26581 SH SOLE 26581 0 0 ISHARES TR PFD AND INCM SEC 464288687 524 15915 SH SOLE 15915 0 0 ISHARES TR IBOXX HI YD ETF 464288513 366 4971 SH SOLE 4971 0 0 ISHARES TR TIPS BD ETF 464287176 1357 11917 SH SOLE 11917 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 3219 31741 SH SOLE 31741 0 0 ISHARES TR CORE MSCI EAFE 46432F842 623 10583 SH SOLE 10583 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 341 1557 SH SOLE 1557 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 312 10419 SH SOLE 10419 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 389 2298 SH SOLE 2298 0 0 ISHARES TR EAFE GRWTH ETF 464288885 286 3556 SH SOLE 3556 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 487 4652 SH SOLE 4652 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 295 4900 SH SOLE 4900 0 0 ISHARES TR EXPANDED TECH 464287515 1686 6253 SH SOLE 6253 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2199 23794 SH SOLE 23794 0 0 ISHARES TR NATIONAL MUN ETF 464288414 516 4853 SH SOLE 4853 0 0 ISHARES TR S&P 500 VAL ETF 464287408 346 2511 SH SOLE 2511 0 0 ISHARES TR EAFE VALUE ETF 464288877 410 9458 SH SOLE 9458 0 0 ISHARES TR CORE S&P500 ETF 464287200 1802 4751 SH SOLE 4751 0 0 ISHARES TR EAFE SML CP ETF 464288273 527 9662 SH SOLE 9662 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1582 31577 SH SOLE 31577 0 0 J P MORGAN EXCHANGE TRADED F INFLATION MANAGE 46654Q104 223 4630 SH SOLE 4630 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 232 2100 SH SOLE 2100 0 0 JOHNSON & JOHNSON COM 478160104 294 1653 SH SOLE 1653 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1121 59113 SH SOLE 59113 0 0 JPMORGAN CHASE & CO COM 46625H100 3829 34006 SH SOLE 34006 0 0 LILLY ELI & CO COM 532457108 565 1741 SH SOLE 1741 0 0 LINDE PLC SHS G5494J103 2175 7564 SH SOLE 7564 0 0 LOWES COS INC COM 548661107 2784 15942 SH SOLE 15942 0 0 MCDONALDS CORP COM 580135101 349 1415 SH SOLE 1415 0 0 MEDTRONIC PLC SHS G5960L103 2309 25732 SH SOLE 25732 0 0 MERCK & CO INC COM 58933Y105 1696 18599 SH SOLE 18599 0 0 MICROSOFT CORP COM 594918104 16129 62803 SH SOLE 62803 0 0 NEXTERA ENERGY INC COM 65339F101 2234 28837 SH SOLE 28837 0 0 NIKE INC CL B 654106103 3339 32673 SH SOLE 32673 0 0 NUTRIEN LTD COM 67077M108 1245 15620 SH SOLE 15620 0 0 PEPSICO INC COM 713448108 4702 28212 SH SOLE 28212 0 0 PFIZER INC COM 717081103 424 8088 SH SOLE 8088 0 0 PROCTER AND GAMBLE CO COM 742718109 571 3974 SH SOLE 3974 0 0 QUALCOMM INC COM 747525103 3297 25803 SH SOLE 25803 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 543 15553 SH SOLE 15553 0 0 SCHLUMBERGER LTD COM STK 806857108 284 7942 SH SOLE 7942 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 509 8154 SH SOLE 8154 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 813 26011 SH SOLE 26011 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 305 10015 SH SOLE 10015 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 599 21155 SH SOLE 21155 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 379 8489 SH SOLE 8489 0 0 SEA LTD SPONSORD ADS 81141R100 343 5130 SH SOLE 5130 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 272 2138 SH SOLE 2138 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 718 10235 SH SOLE 10235 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 819 28388 SH SOLE 28388 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 356 10236 SH SOLE 10236 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 300 795 SH SOLE 795 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1279 24453 SH SOLE 24453 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 898 30209 SH SOLE 30209 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 3930 106734 SH SOLE 106734 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 919 25549 SH SOLE 25549 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1343 30296 SH SOLE 30296 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 426 5876 SH SOLE 5876 0 0 STRYKER CORPORATION COM 863667101 3026 15211 SH SOLE 15211 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1670 20429 SH SOLE 20429 0 0 TESLA INC COM 88160R101 631 936 SH SOLE 936 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 98 13020 SH SOLE 13020 0 0 TRUIST FINL CORP COM 89832Q109 563 11882 SH SOLE 11882 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2306 12636 SH SOLE 12636 0 0 VANECK ETF TRUST SHRT HGH YLD MUN 92189F387 334 14840 SH SOLE 14840 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 310 2016 SH SOLE 2016 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1439 19121 SH SOLE 19121 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2485 32356 SH SOLE 32356 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 220 4438 SH SOLE 4438 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 922 5234 SH SOLE 5234 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1732 7775 SH SOLE 7775 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2160 14413 SH SOLE 14413 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 6504 49325 SH SOLE 49325 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2144 11364 SH SOLE 11364 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 818 8983 SH SOLE 8983 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1432 8306 SH SOLE 8306 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1148 27541 SH SOLE 27541 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 599 13511 SH SOLE 13511 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 239 4785 SH SOLE 4785 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3613 72068 SH SOLE 72068 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 975 19520 SH SOLE 19520 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2005 26304 SH SOLE 26304 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 495 6195 SH SOLE 6195 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 390 2719 SH SOLE 2719 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1940 47530 SH SOLE 47530 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 202 3974 SH SOLE 3974 0 0 VISA INC COM CL A 92826C839 1352 6865 SH SOLE 6865 0 0 WALMART INC COM 931142103 520 4276 SH SOLE 4276 0 0