Stony Point Wealth Management Inc.
13F Reported Value
ⓘ$251.7M
Holdings
96
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Stony Point Wealth Management Inc. disclosed 96 positions worth $251.7M in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 8.1% of the equity portfolio, followed by $GOOG and $MKL. During the quarter the fund opened 6 new positions and exited 11 — including a new stake in $FCFS and a full exit from $PFGC. The portfolio is most concentrated in Other (25.1% of disclosed assets). All figures are sourced directly from Stony Point Wealth Management Inc.’s Form 13F-HR filing with the SEC under CIK 1731359.
AI Fund Analysis
Stable
$IVZ
$GOOG
$MKL
$MSFT
$CVX
$STWDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$20.4M106,477 sh - 80.2#45
Quality
$15.7M54,449 sh - 68.2#426
Quality
$15.4M8,054 sh ISHARES TR
—Quality
$12.9M496,769 sh- 83.7
Quality
$11.4M30,905 sh - 54.6
Quality
$10.7M621,728 sh - —
Quality
$9.7M16,852 sh - 62.1
Quality
$8.2M120,230 sh - 35.6
Quality
$7.3M24,893 sh - 66.6
Quality
$6.4M23,647 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $20.4M | 106,477 |
| Alphabet Inc.$GOOG | 80.2#45 | $15.7M | 54,449 |
| MARKEL GROUP INC.$MKL | 68.2#426 | $15.4M | 8,054 |
| ISHARES TR | — | $12.9M | 496,769 |
| MICROSOFT CORP$MSFT | 83.7 | $11.4M | 30,905 |
| STARWOOD PROPERTY TRUST, INC.$STWD | 54.6 | $10.7M | 621,728 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $9.7M | 16,852 |
 W. P. Carey Inc.$WPC | 62.1 | $8.2M | 120,230 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $7.3M | 24,893 |
 Vulcan Materials CO$VMC | 66.6 | $6.4M | 23,647 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stony Point Wealth Management Inc.'s 96 positions.
Showing top 10 of 96 holdings.
Sector Allocation
Other
$63.1M
Financials
$60.2M
Technology
$42.2M
Real Estate
$18.9M
Consumer Discretionary
$18.6M
Consumer Staples
$13.6M
Energy
$11.9M
Industrials
$9.0M
Full Holdings — Stony Point Wealth Management Inc. (Q1 2026)
All 96 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $20.4M | 8.1% | -5% | — |
| 2 | $GOOG | Alphabet Inc. | $15.7M | 6.2% | -12% | 80.2 |
| 3 | $MKL | MARKEL GROUP INC. | $15.4M | 6.1% | +5% | 68.2 |
| 4 | — | ISHARES TR | $12.9M | 5.1% | +74% | — |
| 5 | $MSFT | MICROSOFT CORP | $11.4M | 4.5% | +4% | 83.7 |
| 6 | $STWD | STARWOOD PROPERTY TRUST, INC. | $10.7M | 4.3% | +6% | 54.6 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $9.7M | 3.9% | -6% | — |
| 8 | $WPC | W. P. Carey Inc. | $8.2M | 3.3% | -3% | 62.1 |
| 9 | $JPM | JPMORGAN CHASE & CO | $7.3M | 2.9% | -23% | 35.6 |
| 10 | $VMC | Vulcan Materials CO | $6.4M | 2.6% | -13% | 66.6 |
| 11 |  $MO | ALTRIA GROUP, INC. | $5.9M | 2.4% | -18% | 72.1 |
| 12 | — | SIMPLIFY EXCHANGE TRADED FUN | $5.9M | 2.3% | +17% | — |
| 13 | — | VANGUARD WHITEHALL FDS | $5.6M | 2.2% | +1% | — |
| 14 |  $CRWD | CrowdStrike Holdings, Inc. | $5.4M | 2.1% | +51% | 55 |
| 15 |  $CHRD | Chord Energy Corp | $5.2M | 2.1% | +10% | 60.8 |
| 16 |  $AAPL | Apple Inc. | $5.2M | 2.0% | +2% | 76.1 |
| 17 |  $OKE | ONEOK INC /NEW/ | $4.9M | 1.9% | -6% | 72 |
| 18 |  $EME | EMCOR Group, Inc. | $4.8M | 1.9% | +4% | 71.7 |
| 19 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.8M | 1.9% | +16% | 65.9 |
| 20 |  $TJX | TJX COMPANIES INC /DE/ | $4.3M | 1.7% | +14% | 70.7 |
| 21 | — | JANUS DETROIT STR TR | $4.2M | 1.7% | -4% | — |
| 22 |  $KR | KROGER CO | $4.1M | 1.6% | +5% | 51.1 |
| 23 |  $V | VISA INC. | $3.8M | 1.5% | +108% | 83.5 |
| 24 |  $FCFS | FirstCash Holdings, Inc. | $3.6M | 1.4% | NEW | 73.8 |
| 25 | — | ISHARES TR | $3.2M | 1.3% | -1% | — |
| 26 |  $MELI | MERCADOLIBRE INC | $3.1M | 1.2% | +28% | 77.5 |
| 27 | — | ISHARES TR | $3.0M | 1.2% | -59% | — |
| 28 |  $SCHW | SCHWAB CHARLES CORP | $2.8M | 1.1% | -36% | 77.2 |
| 29 | — | ISHARES TR | $2.5M | 1.0% | -4% | — |
| 30 | — | JANUS DETROIT STR TR | $2.5M | 1.0% | +14% | — |
| 31 |  $PNFP | Pinnacle Financial Partners, Inc. | $2.1M | 0.8% | NEW | — |
| 32 |  $BX | Blackstone Inc. | $1.8M | 0.7% | -63% | 68 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.7% | -0% | 72.8 |
| 34 | — | SCHWAB STRATEGIC TR | $1.7M | 0.7% | -2% | — |
| 35 |  $GOOGL | Alphabet Inc. | $1.6M | 0.6% | +0% | 80.2 |
| 36 |  $AMZN | AMAZON COM INC | $1.5M | 0.6% | +3% | 74.6 |
| 37 | — | PIMCO ETF TR | $1.5M | 0.6% | +186% | — |
| 38 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.6% | +0% | 64.5 |
| 39 |  $PM | Philip Morris International Inc. | $1.3M | 0.5% | +1% | 80.5 |
| 40 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.5% | +1% | 65 |
| 41 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.5% | -21% | 72.9 |
| 42 | $CVX | CHEVRON CORP | $1.2M | 0.5% | +1% | 54.7 |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.5% | -4% | 68.4 |
| 44 |  $FCX | FREEPORT-MCMORAN INC | $1.1M | 0.4% | NEW | 73.1 |
| 45 | — | ISHARES TR | $1.1M | 0.4% | -0% | — |
| 46 |  $NVDA | NVIDIA CORP | $1.0M | 0.4% | +18% | 90.2 |
| 47 |  $CSX | CSX CORP | $1.0M | 0.4% | -2% | 66.4 |
| 48 | — | ISHARES TR | $1.0M | 0.4% | +38% | — |
| 49 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.0M | 0.4% | +5% | 71 |
| 50 |  $PEP | PEPSICO INC | $1.0M | 0.4% | -5% | 62.7 |
| 51 | — | ISHARES TR | $948,613 | 0.4% | -29% | — |
| 52 |  $LLY | ELI LILLY & Co | $919,646 | 0.4% | -2% | 89.3 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $910,749 | 0.4% | +0% | — |
| 54 | $IVZ | Invesco Ltd. | $906,011 | 0.4% | +0% | — |
| 55 | — | ISHARES TR | $828,703 | 0.3% | +134% | — |
| 56 | — | ISHARES TR | $810,255 | 0.3% | +0% | — |
| 57 |  $HD | HOME DEPOT, INC. | $721,964 | 0.3% | -15% | 69.2 |
| 58 |  $WM | WASTE MANAGEMENT INC | $701,717 | 0.3% | -0% | 70.7 |
| 59 | — | ISHARES TR | $689,262 | 0.3% | +0% | — |
| 60 |  $D | DOMINION ENERGY, INC | $682,815 | 0.3% | -10% | 74.9 |
| 61 | $IVZ | Invesco Ltd. | $680,068 | 0.3% | -1% | — |
| 62 | — | ISHARES TR | $657,464 | 0.3% | +180% | — |
| 63 |  $SO | SOUTHERN CO | $656,295 | 0.3% | +1% | 65.1 |
| 64 |  $ORCL | ORACLE CORP | $593,723 | 0.2% | +1% | 67.2 |
| 65 |  $BRK.B | BERKSHIRE HATHAWAY INC | $590,854 | 0.2% | -6% | 64.5 |
| 66 |  $XOM | EXXON MOBIL CORP | $590,503 | 0.2% | +6% | 61.8 |
| 67 | — | SCHWAB STRATEGIC TR | $575,499 | 0.2% | +0% | — |
| 68 |  $NSC | NORFOLK SOUTHERN CORP | $566,863 | 0.2% | +34% | 70.8 |
| 69 |  $NEE | NEXTERA ENERGY INC | $551,952 | 0.2% | -81% | 71.7 |
| 70 | — | SCHWAB STRATEGIC TR | $497,514 | 0.2% | +1% | — |
| 71 |  $ABBV | AbbVie Inc. | $493,006 | 0.2% | +3% | 59.3 |
| 72 |  $META | Meta Platforms, Inc. | $490,428 | 0.2% | +4% | 80.9 |
| 73 |  $LOW | LOWES COMPANIES INC | $448,994 | 0.2% | -1% | 63.5 |
| 74 |  $AVGO | Broadcom Inc. | $412,481 | 0.2% | +7% | 86.4 |
| 75 |  $PH | Parker-Hannifin Corp | $412,007 | 0.2% | +1% | 73.8 |
| 76 |  $IDXX | IDEXX LABORATORIES INC /DE | $409,056 | 0.2% | -5% | 73.6 |
| 77 |  $LRCX | LAM RESEARCH CORP | $396,317 | 0.2% | +1% | 82.4 |
| 78 | — | ISHARES TR | $389,469 | 0.1% | +0% | — |
| 79 | $IVZ | Invesco Ltd. | $369,854 | 0.1% | -2% | — |
| 80 | — | VANGUARD INDEX FDS | $314,378 | 0.1% | -1% | — |
| 81 | — | SCHWAB STRATEGIC TR | $276,786 | 0.1% | -4% | — |
| 82 | — | SCHWAB STRATEGIC TR | $276,289 | 0.1% | -7% | — |
| 83 | — | VANGUARD INDEX FDS | $270,452 | 0.1% | -6% | — |
| 84 |  $ABT | ABBOTT LABORATORIES | $265,820 | 0.1% | -1% | 67 |
| 85 |  $DELL | Dell Technologies Inc. | $264,239 | 0.1% | NEW | 76 |
| 86 | — | FIRST TR EXCHANGE TRADED FD | $256,130 | 0.1% | -5% | — |
| 87 |  $GS | GOLDMAN SACHS GROUP INC | $242,479 | 0.1% | -2% | — |
| 88 | — | SPDR SERIES TRUST | $241,851 | 0.1% | +1% | — |
| 89 |  $TSLA | Tesla, Inc. | $238,292 | 0.1% | +14% | 50.1 |
| 90 | — | ISHARES TR | $237,316 | 0.1% | +0% | — |
| 91 |  $LIEN | Chicago Atlantic BDC, Inc. | $232,454 | 0.1% | +0% | — |
| 92 |  $BMY | BRISTOL MYERS SQUIBB CO | $226,145 | 0.1% | -6% | 70.1 |
| 93 |  $DOV | DOVER Corp | $224,548 | 0.1% | -4% | 63.1 |
| 94 |  $WMT | Walmart Inc. | $203,405 | 0.1% | NEW | 63.2 |
| 95 |  $AMD | ADVANCED MICRO DEVICES INC | $200,379 | 0.1% | NEW | 78.8 |
| 96 |  $MRK | Merck & Co., Inc. | $200,213 | 0.1% | -22% | 70.9 |
New Positions (6)
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