Stone Loft Wealth Management

Stone Loft Wealth Management as of June 30, 2026

Portfolio Holdings for Stone Loft Wealth Management

Stone Loft Wealth Management holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 23.3 $41M 110k 372.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.0 $28M 331k 84.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.2 $23M 318k 72.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.6 $17M 24k 693.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.5 $15M 309k 48.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.1 $13M 151k 83.13
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $5.4M 23k 240.29
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $4.6M 56k 81.93
Ishares Tr 0-3 Mth Treasury (SGOV) 2.2 $3.9M 39k 100.54
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.2M 37k 87.76
Vanguard Index Fds Value Etf (VTV) 1.5 $2.6M 12k 217.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.4M 47k 50.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $2.3M 29k 78.73
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.8M 22k 80.45
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.7M 5.7k 297.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.7M 24k 70.82
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.6M 6.9k 237.35
Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.7 $1.3M 13k 100.62
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.7 $1.2M 12k 100.37
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL) 0.5 $846k 8.1k 103.78
Vanguard Wellington Short Trm Tax Ex (VTES) 0.5 $830k 8.2k 101.01
Microsoft Corporation (MSFT) 0.4 $663k 1.7k 395.54
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $599k 793.00 754.79
Motorola Solutions Com New (MSI) 0.3 $497k 1.2k 407.15
Vanguard Index Fds Large Cap Etf (VV) 0.2 $406k 1.2k 347.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $405k 2.9k 138.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $386k 3.1k 123.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $309k 430.00 718.55
Merck & Co (MRK) 0.1 $261k 2.1k 123.61
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $232k 3.0k 76.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $201k 2.0k 101.34