Stone Loft Wealth Management Llc Portfolio Stock Holdings
Stone Loft Wealth Management Llc disclosed 29 stock positions valued at approximately $139.9 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD BD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 29
- Portfolio Value
- $139.9M
Holdings by Sector
Stone Loft Wealth Management Llc Portfolio Holdings in Q1 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 24.16% | 105,412 | +22,542 | +27.20% | $33,817,219 |
| VANGUARD STAR FDS | VXUS | Other | 15.10% | 274,017 | +75,261 | +37.87% | $21,129,419 |
| VANGUARD BD INDEX FDS | BND | Other | 11.91% | 226,278 | +83,934 | +58.97% | $16,663,143 |
| VANGUARD INDEX FDS | VOO | Other | 10.57% | 24,757 | +11,617 | +88.41% | $14,793,530 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.84% | 257,330 | +71,717 | +38.64% | $12,364,695 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 8.04% | 149,800 | +10,148 | +7.27% | $11,249,970 |
| VANGUARD INDEX FDS | VXF | Other | 3.18% | 21,630 | +2,230 | +11.49% | $4,451,544 |
| VANGUARD INDEX FDS | VUG | Other | 1.91% | 6,108 | +1,179 | +23.92% | $2,667,768 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.87% | 31,664 | +16,033 | +102.57% | $2,620,182 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.75% | 11,381 | +3,404 | +42.67% | $2,447,510 |
| VANGUARD INDEX FDS | VTV | Other | 1.69% | 12,066 | +2,003 | +19.90% | $2,367,406 |
| ISHARES TR | SGOV | Other | 1.54% | 21,343 | -53,657 | -71.54% | $2,148,373 |
| VANGUARD INDEX FDS | VO | Other | 1.14% | 5,566 | +4,296 | +338.27% | $1,598,462 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.08% | 23,566 | +14,974 | +174.28% | $1,510,110 |
| VANGUARD INDEX FDS | VB | Other | 1.07% | 5,707 | +4,455 | +355.83% | $1,494,754 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.62% | 10,960 | +10,960 | +100.00% | $868,814 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.61% | 8,500 | +4,546 | +114.97% | $859,667 |
| MICROSOFT CORP | MSFT | Technology | 0.44% | 1,674 | +1,674 | +100.00% | $619,776 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.38% | 1,214 | +1,214 | +100.00% | $526,840 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 793 | +143 | +22.00% | $515,407 |
| VANGUARD INDEX FDS | VV | Other | 0.25% | 1,164 | +1,164 | +100.00% | $347,980 |
| ISHARES TR | IWF | Other | 0.25% | 815 | +34 | +4.35% | $347,559 |
| ISHARES TR | IVW | Other | 0.24% | 2,921 | +1 | +0.03% | $330,376 |
| MERCK & CO INC | MRK | Healthcare | 0.24% | 2,744 | +578 | +26.69% | $330,074 |
| INVESCO QQQ TR | QQQ | Other | 0.19% | 456 | +456 | +100.00% | $263,194 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.19% | 3,356 | +428 | +14.62% | $258,999 |