Stony Point Wealth Management Inc.

RIA/Wealth

Stony Point Wealth Management Inc. is a RIA/Wealth based in Richmond, VA led by Elizabeth Ann King, reporting $424.7M in AUM as of Q3 2025 with 34% ETF concentration and 53% concentrated in top 10 holdings.

CCOElizabeth Ann King

Portfolio Value: $247.5M
Positions: 90
Top Holding: RSP at 10.16%
Last Reported: Q3 2025

Address5609 Patterson Ave, Suite B, Richmond, VA, 23226, United States

Top Holdings

Largest long holdings in Stony Point Wealth Management Inc.'s portfolio (52.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$25.2M	10.16%	-$7.0M Sold	— 132.6K shares	Q4 2023 Held for 1y 11m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$15.0M	6.07%	-$3.0M Sold	0.00% 61.9K shares	Q2 2018 Held for 7y 5m
3 Microsoft MSFT	Software - Infrastructure Technology	$14.8M	5.98%	-$1.6M Sold	0.00% 28.6K shares	Q4 2017 Held for 7y 11m
4 Markel MKL	Insurance - Property & Casualty Financial Services	$14.6M	5.92%	+$1.1M Bought	0.06% 7.7K shares	Q3 2021 Held for 4y 2m
5 iShares iBonds Dec 2032 Term Corporate IBDX	ETF ETF	$12.0M	4.86%	+$1.2M Bought	— 469.7K shares	Q4 2022 Held for 2y 11m
6 Invesco QQQ Trust QQQ	ETF ETF	$10.9M	4.39%	-$127.9K Sold	— 18.1K shares	Q4 2017 Held for 7y 11m
7 Starwood Property Trust STWD	REIT - Mortgage Real Estate	$10.6M	4.27%	+$227.7K Bought	0.15% 545.9K shares	Q2 2021 Held for 4y 5m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$10.5M	4.25%	-$750.1K Sold	0.00% 33.3K shares	Q4 2017 Held for 7y 11m
9 Vulcan Materials Company VMC	Construction Materials Basic Materials	$8.6M	3.47%	+$89.5K Bought	0.02% 27.9K shares	Q3 2021 Held for 4y 2m
10 W.P. Carey Inc. WPC	REIT - Diversified Real Estate	$8.2M	3.31%	+$203.3K Bought	0.06% 121.4K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stony Point Wealth Management Inc.'s latest filing

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Market Value

$247.5M

Prior: $235.0M

Q/Q Change

+5.34%

+$12.5M

Net Flows % of MV

-4.87%

Turnover Ratio

8.53%

New Purchases

5 stocks

$3.3M

Added To

43 stocks

+$8.1M

Sold Out Of

4 stocks

$4.5M

Reduced Holdings

29 stocks

-$19.0M

Increased Positions

Position	Shares Δ	Change
1 TJX Companies TJX	New	0 → 14.5K +$2.1M
2 JPMorgan Ultra-Short Municipal Income JMST	New	0 → 7.9K +$400.7K
3 iShares iBonds Dec 2026 Term Corporate ETF IBDR	New	0 → 13.4K +$325.3K
4 Lam Research LRCX	New	0 → 1.8K +$241.7K
5 Tesla, Inc. TSLA	New	0 → 484.0 +$215.2K

Decreased Positions

Position	Shares Δ	Change
1 DEO Diageo DEO	Sold	35.0K → 0 −$3.5M
2 Tidal ETF Trust Intelligent Real Estate REAI	Sold	24.5K → 0 −$479.1K
3 Bristol-Myers Squibb BMY	Sold	5.0K → 0 −$231.9K
4 Dover DOV	Sold	1.2K → 0 −$217.5K
5 Nextra Energy NEE	-49.05%	67.8K → 34.5K −$2.5M

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Analytics

Portfolio insights and performance metrics for Stony Point Wealth Management Inc.

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Sector Allocation

ETF

33.70%

Financial Services

17.60%

Technology

9.60%

Real Estate

7.60%

Communication Services

6.80%

Consumer Defensive

6.60%

Consumer Cyclical

5.50%

Basic Materials

3.50%

Healthcare

3.40%

Energy

3.10%

Industrials

1.40%

Utilities

1.30%

Market Cap Distribution

Mega Cap (> $200B)

26.85%

Large Cap ($10B - $200B)

35.10%

Mid Cap ($2B - $10B)

4.27%

Micro Cap ($50M - $300M)

0.10%

N/A (ETF or Unknown)

33.67%

Portfolio Concentration

Top 10 Holdings %

52.68%

Top 20 Holdings %

74.46%

Top 50 Holdings %

93.41%

Top 100 Holdings %

100.0%