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Stablepoint Partners, LLC — 13F Holdings & Portfolio

CIK 2011237 · latest 13F-HR filed 2026-11-03

Backtest portfolio

Stablepoint Partners, LLC manages $744.0M in 13F-reported U.S. long-equity assets across 258 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (3.17%), FTSM (1.84%), AMGN (1.81%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 13; 95 existing positions rose in reported value and 97 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$744.0M

Long-equity book

Holdings
258

Distinct positions

Period
2026-09-30

Filed 2026-11-03

Q/Q Activity
+11 / −13 / ↑95 / ↓97

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL3.2% · -3%FTSM1.8% · +8%AMGN1.8% · +2%JPM1.7% · -1%MSFT1.7% · +8%AVGO1.7% · +0%SRLN1.6% · +9%PFF1.6% · +13%AMZN1.5% · +4%PSX1.5% · -11%TOTL1.5% · +32%IAU1.4% · +14%BSJT1.4% · newULST1.4% · +19%TIP1.4% · +14%NEE1.4% · +2%KO1.4% · -4%CVX1.3% · +5%VWOB1.2% · +11%MRK1.2% · -6%GOOGL1.2% · -2%T1.1% · +22%LMT1.1% · +14%STX1.1% · -13%META1.0% · +10%WMT1.0% · +15%PG1.0% · +5%QCOM1.0% · -3%MDT1.0% · +17%VZ1.0% · +2%COF1.0% · +13%CSCO1.0% · -21%JNJ1.0% · -9%UL0.9% · +15%NVDA0.9% · +2%KMI0.9% · +2%CVS0.9% · -14%PFE0.9% · +12%PEP0.9% · +4%TD0.9% · -12%FE0.8% · +4%MCD0.8% · +13%CCI0.8% · +23%MET0.8% · -9%D0.8% · +0%ABBV0.8% · -0%IEF0.8% · +14%FITB0.7% · -4%VIG0.7% · +6%GSK0.7% · -1%DUK0.7% · -0%HLNE0.7% · newFV0.6% · +6%GOOG0.6% · +30%UPS0.6% · +11%QQQ0.6% · +16%KMB0.6% · -3%AMD0.6% · -26%TSM0.6% · -13%EIX0.5% · -10%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 18.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 2, 2026.

Assets Under Management
$930.0M
Discretionary
$926.1M
Employees
11
Accounts
2,146
Address
45 BRAINTREE HILL PARK
SUITE #402
BRAINTREE, MA 02184
Phone
(781) 654-4600
Website
Name Title / Status Ownership Type
GRIFFITH, CHRISTOPHER, K ControlMANAGING PARTNER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICER
since Nov 2023
Less than 5%Individual
STABLEPOINT HOLDINGS LLC ControlMANAGING MEMBER
since Feb 2025
75% or moreDomestic Entity
WHEELWRIGHT, HENRY, JEFFERDS ControlMANAGING PARTNER, CO-FOUNDER
since Nov 2023
Less than 5%Individual
EHRIS CONSULTING, LLC Control
Indirect owner via STABLEPOINT HOLDINGS LLC
MANAGING MEMBER
since Feb 2025
50–75%Domestic Entity
GRIFFITH, CHRISTOPHER, K Control
Indirect owner via EHRIS CONSULTING, LLC
MANAGING MEMBER
since Nov 2023
75% or moreIndividual
WHEELWRIGHT, HENRY, JEFFERDS Control
Indirect owner via WSP CONSULTING, LLC
MANAGING MEMBER
since Nov 2023
75% or moreIndividual
WSP CONSULTING, LLC Control
Indirect owner via STABLEPOINT HOLDINGS LLC
MANAGING MEMBER
since Feb 2025
50–75%Domestic Entity
Ownership & leadership changes · 2 filings with changes since Oct 7, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 8, 2025 filing
  • No longer listedEHRIS CONSULTING, LLC · MANAGING MEMBER · 50–75% · control person · listed since Nov 2023
  • No longer listedWSP CONSULTING, LLC · MANAGING MEMBER · 50–75% · control person · listed since Nov 2023
  • AddedEHRIS CONSULTING, LLC · MANAGING MEMBER · 50–75% · indirect via STABLEPOINT HOLDINGS LLC · control person
  • AddedSTABLEPOINT HOLDINGS LLC · MANAGING MEMBER · 75% or more · control person
  • AddedWSP CONSULTING, LLC · MANAGING MEMBER · 50–75% · indirect via STABLEPOINT HOLDINGS LLC · control person
Nov 14, 2023 filing
  • No longer listedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person · listed since Oct 2023
  • No longer listedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2023
  • No longer listedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person · listed since Feb 2016
  • AddedEHRIS CONSULTING, LLC · MANAGING MEMBER · 50–75% · control person
  • AddedGRIFFITH, CHRISTOPHER, K · MANAGING MEMBER · 75% or more · indirect via EHRIS CONSULTING, LLC · control person
  • AddedGRIFFITH, CHRISTOPHER, K · MANAGING PARTNER, CO-FOUNDER, AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedWHEELWRIGHT, HENRY, JEFFERDS · MANAGING PARTNER, CO-FOUNDER · Less than 5% · control person
  • AddedWHEELWRIGHT, HENRY, JEFFERDS · MANAGING MEMBER · 75% or more · indirect via WSP CONSULTING, LLC · control person
  • AddedWSP CONSULTING, LLC · MANAGING MEMBER · 50–75% · control person
Oct 7, 2023 filing (earliest on record)
  • ListedRIA VENTURES, LLC · MANAGING MEMBER · 75% or more · control person
  • ListedWINN, CHRISTOPHER, EDWARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedWINN, CHRISTOPHER, EDWARD · MANAGING MEMBER · 75% or more · indirect via RIA VENTURES, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 95 →

Top Trims

Show all 97 →

New Positions

Show all 11 →

Exited Positions

Show all 13 →

Stablepoint Partners, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $23.6M 3.17% 70,799 SH
2 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $13.7M 1.84% 229,893 SH
3 AMGEN INC AMGN 031162100 $13.5M 1.81% 31,917 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $12.9M 1.73% 38,943 SH
5 MICROSOFT CORP MSFT 594918104 $12.7M 1.71% 24,806 SH
6 BROADCOM INC AVGO 11135F101 $12.3M 1.66% 35,114 SH
7 SSGA ACTIVE ETF TR SRLN 78467V608 $11.9M 1.60% 293,938 SH
8 ISHARES TR PFF 464288687 $11.6M 1.56% 393,406 SH
9 AMAZON COM INC AMZN 023135106 $11.3M 1.52% 45,254 SH
10 PHILLIPS 66 PSX 718546104 $11.1M 1.49% 43,284 SH
11 SSGA ACTIVE ETF TR TOTL 78467V848 $10.9M 1.46% 289,998 SH
12 ISHARES GOLD TR IAU 464285204 $10.7M 1.44% 137,223 SH
13 INVESCO EXCH TRD SLF IDX FD BSJT 46138J395 $10.7M 1.43% 516,660 SH
14 SSGA ACTIVE ETF TR ULST 78467V707 $10.6M 1.42% 262,827 SH
15 ISHARES TR TIP 464287176 $10.5M 1.41% 101,070 SH
16 NEXTERA ENERGY INC NEE 65339F101 $10.0M 1.35% 132,667 SH
17 COCA COLA CO KO 191216100 $10.0M 1.35% 116,681 SH
18 CHEVRON CORPORATION CVX 166764100 $9.7M 1.30% 47,355 SH
19 VANGUARD WHITEHALL FDS VWOB 921946885 $9.3M 1.25% 147,197 SH
20 MERCK & CO INC MRK 58933Y105 $9.2M 1.24% 63,375 SH
21 ALPHABET INC GOOGL 02079K305 $8.6M 1.16% 25,009 SH
22 AT&T INC T 00206R102 $8.3M 1.12% 340,653 SH
23 LOCKHEED MARTIN CORP LMT 539830109 $8.1M 1.09% 15,997 SH
24 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $8.1M 1.09% 8,807 SH
25 META PLATFORMS INC META 30303M102 $7.6M 1.03% 10,529 SH
26 WALMART INC WMT 931142103 $7.6M 1.02% 73,364 SH
27 PROCTER & GAMBLE CO PG 742718109 $7.6M 1.02% 52,329 SH
28 QUALCOMM INC QCOM 747525103 $7.6M 1.02% 41,295 SH
29 MEDTRONIC PLC MDT G5960L103 $7.5M 1.01% 86,771 SH
30 VERIZON COMMUNICATIONS INC VZ 92343V104 $7.3M 0.98% 159,455 SH
31 CAPITAL ONE FINL CORP COF 14040H105 $7.3M 0.98% 37,723 SH
32 CISCO SYS INC CSCO 17275R102 $7.2M 0.97% 67,255 SH
33 JOHNSON & JOHNSON JNJ 478160104 $7.2M 0.97% 27,321 SH
34 UNILEVER PLC UL 904767803 $6.8M 0.92% 112,715 SH
35 NVIDIA CORPORATION NVDA 67066G104 $6.7M 0.89% 29,148 SH
36 KINDER MORGAN INC DEL KMI 49456B101 $6.6M 0.89% 219,903 SH
37 CVS HEALTH CORP CVS 126650100 $6.5M 0.88% 76,180 SH
38 PFIZER INC PFE 717081103 $6.4M 0.86% 225,571 SH
39 PEPSICO INC PEP 713448108 $6.4M 0.86% 50,653 SH
40 TORONTO DOMINION BK ONT TD 891160509 $6.3M 0.85% 53,847 SH
41 FIRSTENERGY CORP FE 337932107 $6.1M 0.82% 140,842 SH
42 MCDONALDS CORP MCD 580135101 $6.0M 0.81% 26,118 SH
43 CROWN CASTLE INC CCI 22822V101 $5.9M 0.79% 88,675 SH
44 METLIFE INC MET 59156R108 $5.8M 0.78% 61,630 SH
45 DOMINION ENERGY INC D 25746U109 $5.8M 0.78% 95,805 SH
46 ABBVIE INC ABBV 00287Y109 $5.7M 0.76% 21,659 SH
47 ISHARES TR IEF 464287440 $5.6M 0.75% 62,477 SH
48 FIFTH THIRD BANCORP FITB 316773100 $5.3M 0.71% 104,999 SH
49 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.3M 0.71% 22,679 SH
50 GSK PLC GSK 37733W204 $5.2M 0.71% 108,954 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-03 $744.0M 258 0001951757-26-001794
2026-06-30 2026-07-09 $722.7M 260 0001951757-26-000964
2026-03-31 2026-04-30 $672.6M 260 0001951757-26-000764
2025-12-31 2026-01-13 $640.9M 245 0001951757-26-000053
Filer Information
Address
45 BRAINTREE HILL PARK
SUITE #402
BRAINTREE, MA 02184
Phone
(781) 654-4600
Filing Manager
Stablepoint Partners, LLC
BRAINTREE, MA
Signatory
Christopher Griffith
Chief Compliance Officer