Stablepoint Partners, LLC
RIA/Wealth
Stablepoint Partners, LLC is a RIA/Wealth based in Braintree, MA led by Henry Jefferds Wheelwright, reporting $797.7M in AUM as of Q3 2025 with AAPL as the largest holding (3% allocation).
FounderHenry Jefferds Wheelwright
- Portfolio Value
- $630.0M
- Positions
- 248
- Top Holding
- AAPL at 3.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stablepoint Partners, LLC's portfolio (18.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $19.2M | 3.05% | +$888.4K Bought | 0.00% 75.5K shares | |
Semiconductors Technology | $12.2M | 1.93% | -$1.5M Sold | 0.00% 36.9K shares | |
Banks - Diversified Financial Services | $12.1M | 1.92% | -$226.8K Sold | 0.00% 38.4K shares | |
ETF ETF | $11.6M | 1.85% | +$786.6K Bought | — 279.8K shares | |
ETF ETF | $11.5M | 1.83% | +$540.2K Bought | — 233.6K shares | |
Software - Infrastructure Technology | $11.4M | 1.81% | -$333.6K Sold | 0.00% 22.0K shares | |
Unknown Unknown | $10.8M | 1.71% | -$969.4K Sold | — 147.9K shares | |
Regulated Electric Utilities | $9.9M | 1.58% | +$110.9K Bought | 0.01% 131.8K shares | |
Computer Hardware Technology | $9.6M | 1.52% | -$2.7M Sold | 0.02% 40.7K shares | |
Specialty Retail Consumer Cyclical | $9.4M | 1.50% | +$23.9K Bought | 0.00% 43.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stablepoint Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+48.91% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Stablepoint Partners, LLC
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