Stone Loft Wealth Management

Stone Loft Wealth Management as of March 31, 2026

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