Stone Loft Wealth Management

Stone Loft Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Stone Loft Wealth Management

Stone Loft Wealth Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.1 $28M 83k 335.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 14.1 $15M 199k 75.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $11M 142k 74.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.6 $10M 140k 73.56
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.4 $9.0M 186k 48.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $8.2M 13k 627.11
Ishares Tr 0-3 Mnth Treasry (SGOV) 7.1 $7.5M 75k 100.38
Vanguard Index Fds Extend Mkt Etf (VXF) 3.8 $4.1M 19k 209.12
Schwab Strategic Tr Government Money (SGVT) 2.4 $2.6M 26k 100.49
Vanguard Index Fds Growth Etf (VUG) 2.3 $2.4M 4.9k 487.86
Vanguard Index Fds Value Etf (VTV) 1.8 $1.9M 10k 190.98
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $1.8M 8.0k 219.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.3M 16k 83.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $537k 8.6k 62.47
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.5 $537k 5.3k 100.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $443k 650.00 681.92
Vanguard Wellington Short Trm Tax Ex (VTES) 0.4 $402k 4.0k 101.58
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) 0.4 $393k 3.8k 103.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $370k 781.00 473.33
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $369k 1.3k 290.21
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $360k 2.9k 123.24
Vanguard Index Fds Small Cp Etf (VB) 0.3 $323k 1.3k 258.03
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $228k 2.9k 77.88
Merck & Co (MRK) 0.2 $228k 2.2k 105.26