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Home > Institutional Investor > Stony Point Wealth Management Inc. > Profile

Instuitional Investor - Stony Point Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Stony Point Wealth Management Inc.
Portfolio Value $267,274,316
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 112,334 $21,518,701 8.05%
2.
Alphabet Inc.
 GOOGL 61,892 $19,372,087 7.25%
3.
Markel Group Inc.
 MKL 7,646 $16,437,013 6.15%
4.
Microsoft Corp
 MSFT 29,614 $14,321,716 5.36%
5.
Invesco Qqq Tr
 17,908 $11,001,106 4.12%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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