Stone Loft Wealth Management LLC 13F Holdings · Q2 2026
Stone Loft Wealth Management LLC reported 31 securities worth $175.80M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (23.32%), VXUS (16.00%), BND (13.16%). Among its top 25 positions this quarter: 1 new, 17 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $41.0M | 23.32% | 110,105 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $28.1M | 16.00% | 330,933 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $23.1M | 13.16% | 317,638 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $16.8M | 9.56% | 24,227 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $14.9M | 8.45% | 309,427 | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $12.5M | 7.12% | 150,508 | Added |
| 7 | VXF | VANGUARD INDEX FDS | $5.4M | 3.09% | 22,574 | Added |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $4.6M | 2.63% | 56,394 | Added |
| 9 | SGOV | ISHARES TR | $3.9M | 2.25% | 39,276 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $3.2M | 1.83% | 36,683 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $2.6M | 1.49% | 12,021 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $2.4M | 1.34% | 46,889 | New |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 1.31% | 29,175 | Added |
| 14 | VO | VANGUARD INDEX FDS | $1.8M | 1.02% | 22,324 | Added |
| 15 | VB | VANGUARD INDEX FDS | $1.7M | 0.97% | 5,712 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 0.95% | 23,692 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 0.93% | 6,911 | Trimmed |
| 18 | SGVT | SCHWAB STRATEGIC TR | $1.3M | 0.72% | 12,648 | Trimmed |
| 19 | VTEI | VANGUARD MUN BD FDS | $1.2M | 0.66% | 11,599 | Added |
| 20 | VTEL | VANGUARD MUN BD FDS | $845,585 | 0.48% | 8,148 | Trimmed |
| 21 | VTES | VANGUARD WELLINGTON FD | $830,442 | 0.47% | 8,221 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $662,527 | 0.38% | 1,675 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $598,545 | 0.34% | 793 | Hold |
| 24 | MSI | MOTOROLA SOLUTIONS INC | $497,136 | 0.28% | 1,221 | Added |
| 25 | IVW | ISHARES TR | $404,898 | 0.23% | 2,922 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR