Stone Loft Wealth Management

Latest statistics and disclosures from Stone Loft Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VXUS, BND, VOO, BNDX, and represent 70.58% of Stone Loft Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$7.2M), VOO (+$6.9M), BND (+$6.2M), VXUS (+$5.8M), BNDX, VCIT, VO, VB, VEA, VCSH.
  • Started 5 new stock positions in QQQ, MSI, VCSH, VV, MSFT.
  • Reduced shares in these 2 stocks: SGOV (-$5.4M), SGVT.
  • Stone Loft Wealth Management was a net buyer of stock by $35M.
  • Stone Loft Wealth Management has $140M in assets under management (AUM), dropping by 31.33%.
  • Central Index Key (CIK): 0002130930

Tip: Access up to 7 years of quarterly data

Positions held by Stone Loft Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Stone Loft Wealth Management

Stone Loft Wealth Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 24.2 $34M +27% 105k 320.81
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.1 $21M +37% 274k 77.11
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.9 $17M +58% 226k 73.64
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $15M +88% 25k 597.55
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.8 $12M +38% 257k 48.05
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.0 $11M +7% 150k 75.10
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 3.2 $4.5M +11% 22k 205.80
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.9 $2.7M +23% 6.1k 436.77
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $2.6M +102% 32k 82.75
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.4M +42% 11k 215.05
 View chart
Vanguard Index Fds Value Etf (VTV) 1.7 $2.4M +19% 12k 196.20
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $2.1M -71% 21k 100.66
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.6M +338% 5.6k 287.18
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $1.5M +174% 24k 64.08
 View chart
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.5M +355% 5.7k 261.92
 View chart
Schwab Strategic Tr Government Money (SGVT) 1.0 $1.3M -48% 13k 100.72
 View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.8 $1.1M +114% 11k 99.94
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $869k NEW 11k 79.27
 View chart
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) 0.6 $864k +122% 8.4k 102.51
 View chart
Vanguard Wellington Short Trm Tax Ex (VTES) 0.6 $860k +114% 8.5k 101.14
 View chart
Microsoft Corporation (MSFT) 0.4 $620k NEW 1.7k 370.24
 View chart
Motorola Solutions Com New (MSI) 0.4 $527k NEW 1.2k 433.97
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $515k +22% 793.00 649.95
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.2 $348k NEW 1.2k 298.95
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $348k +4% 815.00 426.45
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $330k 2.9k 113.10
 View chart
Merck & Co (MRK) 0.2 $330k +26% 2.7k 120.29
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $263k NEW 456.00 577.18
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $259k +14% 3.4k 77.17
 View chart

Past Filings by Stone Loft Wealth Management

SEC 13F filings are viewable for Stone Loft Wealth Management going back to 2026