Stone Loft Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Stone Loft Wealth Management Llc disclosed 31 stock positions valued at approximately $175.80M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $175.80M
Holdings by Sector
Stone Loft Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 23.32% | 110,105 | +4,693 | +4.45% | $41,005,470 |
| VANGUARD STAR FDS | VXUS | Other | 16.00% | 330,933 | +56,916 | +20.77% | $28,125,983 |
| VANGUARD BD INDEX FDS | BND | Other | 13.16% | 317,638 | +91,360 | +40.38% | $23,130,430 |
| VANGUARD INDEX FDS | VOO | Other | 9.56% | 24,227 | -530 | -2.14% | $16,808,475 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.45% | 309,427 | +52,097 | +20.25% | $14,861,760 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 7.12% | 150,508 | +708 | +0.47% | $12,511,690 |
| VANGUARD INDEX FDS | VXF | Other | 3.09% | 22,574 | +944 | +4.36% | $5,424,339 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.63% | 56,394 | +24,730 | +78.10% | $4,620,373 |
| ISHARES TR | SGOV | Other | 2.25% | 39,276 | +17,933 | +84.02% | $3,948,807 |
| VANGUARD INDEX FDS | VUG | Other | 1.83% | 36,683 | +30,575 | +500.57% | $3,219,297 |
| VANGUARD INDEX FDS | VTV | Other | 1.49% | 12,021 | -45 | -0.37% | $2,614,368 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.34% | 46,889 | +46,889 | +100.00% | $2,354,279 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.31% | 29,175 | +18,215 | +166.20% | $2,296,950 |
| VANGUARD INDEX FDS | VO | Other | 1.02% | 22,324 | +16,758 | +301.08% | $1,795,964 |
| VANGUARD INDEX FDS | VB | Other | 0.97% | 5,712 | +5 | +0.09% | $1,696,659 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.95% | 23,692 | +126 | +0.53% | $1,677,858 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.93% | 6,911 | -4,470 | -39.28% | $1,640,298 |
| SCHWAB STRATEGIC TR | SGVT | Other | 0.72% | 12,648 | -690 | -5.17% | $1,272,647 |
| VANGUARD MUN BD FDS | VTEI | Other | 0.66% | 11,599 | +157 | +1.37% | $1,164,145 |
| VANGUARD MUN BD FDS | VTEL | Other | 0.48% | 8,148 | -276 | -3.28% | $845,585 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.47% | 8,221 | -279 | -3.28% | $830,442 |
| MICROSOFT CORP | MSFT | Technology | 0.38% | 1,675 | +1 | +0.06% | $662,527 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 793 | - | - | $598,545 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.28% | 1,221 | +7 | +0.58% | $497,136 |
| VANGUARD INDEX FDS | VV | Other | 0.23% | 1,168 | +4 | +0.34% | $405,950 |
| ISHARES TR | IVW | Other | 0.23% | 2,922 | +1 | +0.03% | $404,898 |
| ISHARES TR | IWF | Other | 0.22% | 3,124 | +2,309 | +283.31% | $386,099 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 430 | -26 | -5.70% | $308,975 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 2,109 | -635 | -23.14% | $260,692 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.13% | 3,046 | -310 | -9.24% | $231,921 |
Showing 30 of 31 holdings in the latest reporting period.