Stony Point Wealth Management Inc.
CIK 1731359 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- RSP8.05%
- GOOGL7.25%
- MKL6.15%
- MSFT5.36%
- QQQ4.12%
- STWD3.94%
- JPM3.91%
- WPC2.97%
- VMC2.90%
- IBDZ2.81%
Share classes counted separately47.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBDZWeight increased · +2.42 pp0.39% → 2.81%Shares +249.13K (+689.30%)
- RSPWeight decreased · -2.11 pp10.16% → 8.05%Shares -20.26K (-15.28%)
- IBDXWeight decreased · -2.07 pp4.86% → 2.79%Shares -177.25K (-37.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $21.52M | 8.05% | 112.33K shares | 10.16% → 8.05%-2.11 pp -20.26K (-15.28%) | Reduced | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $19.37M | 7.25% | 61.89K shares | 6.07% → 7.25%+1.18 pp +36 (+0.06%) | Added | ↗▾ |
| 03 | MKLMARKEL GROUP INC View history and evidence | $16.44M | 6.15% | 7.65K shares | 5.92% → 6.15%+0.23 pp -15 (-0.20%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $14.32M | 5.36% | 29.61K shares | 5.98% → 5.36%-0.62 pp +1.05K (+3.69%) | Added | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $11.00M | 4.12% | 17.91K shares | 4.39% → 4.12%-0.27 pp -212 (-1.17%) | Reduced | ↗▾ |
| 06 | STWDSTARWOOD PROPERTY TRUST INC View history and evidence | $10.53M | 3.94% | 584.84K shares | 4.27% → 3.94%-0.33 pp +38.91K (+7.13%) | Added | ↗▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $10.46M | 3.91% | 32.45K shares | 4.25% → 3.91%-0.34 pp -889 (-2.67%) | Reduced | ↗▾ |
| 08 | WPCWP CAREY INC View history and evidence | $7.95M | 2.97% | 123.48K shares | 3.31% → 2.97%-0.34 pp +2.12K (+1.75%) | Added | ↗▾ |
| 09 | VMCVULCAN MATERIALS CO View history and evidence | $7.75M | 2.90% | 27.19K shares | 3.47% → 2.90%-0.57 pp -705 (-2.53%) | Reduced | ↗▾ |
| 10 | IBDZISHARESIBONDSDEC2034TMCORPIBONDS DEC 2034 View history and evidence | $7.52M | 2.81% | 285.27K shares | 0.39% → 2.81%+2.42 pp +249.13K (+689.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDQ ISHARES IBONDS DEC 2025 TERM | Non-derivative | -14,261 | -$359.24K | SEC filing ↗ | SEC filing ↗ |
| DELL DELL TECHNOLOGIES -C | Non-derivative | -1,554 | -$220.35K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731359 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 267274316
}Research all 102 reported holdings.
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