Stone Point Wealth LLC

RIA/Wealth

Stone Point Wealth LLC is a RIA/Wealth based in Camarillo, CA led by Jeremiah Otto Spitzberg, reporting $358.0M in AUM as of Q3 2025 with 61% ETF concentration.

FounderJeremiah Otto Spitzberg

Portfolio Value: $352.6M
Positions: 143
Top Holding: MSFT at 9.05%
Last Reported: Q3 2025

Address400 Camarillo Ranch Road, Suite 202, Camarillo, CA, 93012, United States

Top Holdings

Largest long holdings in Stone Point Wealth LLC's portfolio (36.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$31.9M	9.05%	-$7.8K Sold	0.00% 61.6K shares	Q4 2021 Held for 3y 11m
2 Vanguard Value VTV	ETF ETF	$17.8M	5.06%	+$806.0K Bought	— 95.6K shares	Q4 2021 Held for 3y 11m
3 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$13.9M	3.94%	+$6.6M Bought	— 173.8K shares	Q4 2021 Held for 3y 11m
4 Vanguard Short-Term Bond BSV	ETF ETF	$10.2M	2.90%	+$3.5M Bought	— 129.6K shares	Q4 2021 Held for 3y 11m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$10.1M	2.85%	+$3.0M Bought	— 167.8K shares	Q4 2021 Held for 3y 11m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.8M	2.77%	+$182.6K Bought	0.00% 31.0K shares	Q4 2021 Held for 3y 11m
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$9.5M	2.69%	-$211.9K Sold	0.00% 39.0K shares	Q4 2021 Held for 3y 11m
8 Dimensional International Value DFIV	ETF ETF	$8.5M	2.40%	+$676.5K Bought	— 183.5K shares	Q4 2021 Held for 3y 11m
9 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$7.9M	2.24%	-$174.9K Sold	— 94.0K shares	Q2 2022 Held for 3y 5m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$7.6M	2.17%	+$924.3K Bought	— 11.4K shares	Q4 2021 Held for 3y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stone Point Wealth LLC's latest filing

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GthenC

Market Value

$352.6M

Prior: $322.8M

Q/Q Change

+9.23%

+$29.8M

Net Flows % of MV

+2.15%

Turnover Ratio

9.53%

New Purchases

5 stocks

$8.8M

Added To

29 stocks

+$28.6M

Sold Out Of

4 stocks

$3.2M

Reduced Holdings

93 stocks

-$26.6M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total World Bond BNDW	New	0 → 98.5K +$6.9M
2 Charles Schwab Corporation SCHW	New	0 → 10.9K +$1.0M
3 Kratos Defense & Security Solutions KTOS	New	0 → 3.7K +$339.5K
4 Marriott International MAR	New	0 → 1.0K +$268.8K
5 Applied Materials AMAT	New	0 → 1.2K +$245.7K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Real Estate VNQ	Sold	16.3K → 0 −$1.4M
2 Vanguard Global ex-U.S. Real Estate VNQI	Sold	28.6K → 0 −$1.3M
3 Dimensional International Small Cap DFIS	Sold	7.0K → 0 −$209.3K
4 JPMorgan Ultra-Short Municipal Income JMST	Sold	3.9K → 0 −$200.3K
5 Vanguard Total International Bond BNDX	-87.1%	80.5K → 10.4K −$3.5M