Stone Loft Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Stone Loft Wealth Management Llc disclosed 29 stock positions valued at approximately $192.78M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD BD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $192.78M
Holdings by Sector
Stone Loft Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 22.43% | 115,520 | +5,415 | +4.92% | $43,232,371 |
| VANGUARD STAR FDS | VXUS | Other | 15.36% | 348,532 | +17,599 | +5.32% | $29,611,291 |
| VANGUARD BD INDEX FDS | BND | Other | 15.12% | 415,397 | +97,759 | +30.78% | $29,140,090 |
| VANGUARD INDEX FDS | VOO | Other | 10.66% | 29,330 | +5,103 | +21.06% | $20,555,909 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 7.41% | 304,982 | -4,445 | -1.44% | $14,294,483 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 6.49% | 150,854 | +346 | +0.23% | $12,516,383 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.99% | 122,906 | +66,512 | +117.94% | $9,624,732 |
| VANGUARD INDEX FDS | VXF | Other | 2.72% | 22,622 | +48 | +0.21% | $5,239,888 |
| ISHARES TR | SGOV | Other | 2.05% | 39,319 | +43 | +0.11% | $3,958,686 |
| VANGUARD INDEX FDS | VUG | Other | 1.72% | 36,720 | +37 | +0.10% | $3,308,811 |
| VANGUARD INDEX FDS | VO | Other | 1.41% | 34,629 | +12,305 | +55.12% | $2,715,643 |
| VANGUARD INDEX FDS | VTV | Other | 1.35% | 12,026 | +5 | +0.04% | $2,598,474 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.16% | 47,414 | +525 | +1.12% | $2,245,512 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.94% | 23,454 | -5,721 | -19.61% | $1,811,797 |
| VANGUARD INDEX FDS | VB | Other | 0.89% | 6,020 | +308 | +5.39% | $1,712,673 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 23,750 | +58 | +0.24% | $1,676,973 |
| SCHWAB STRATEGIC TR | SGVT | Other | 0.63% | 12,060 | -588 | -4.65% | $1,215,241 |
| VANGUARD MUN BD FDS | VTEI | Other | 0.58% | 11,660 | +61 | +0.53% | $1,111,687 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.45% | 3,743 | -3,168 | -45.84% | $873,272 |
| MICROSOFT CORP | MSFT | Technology | 0.45% | 1,675 | - | - | $859,037 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.42% | 8,256 | +35 | +0.43% | $814,044 |
| VANGUARD MUN BD FDS | VTEL | Other | 0.41% | 8,199 | +51 | +0.63% | $787,722 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.28% | 1,221 | - | - | $544,495 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 651 | -142 | -17.91% | $496,808 |
| ISHARES TR | IVW | Other | 0.22% | 2,924 | +2 | +0.07% | $415,901 |
| VANGUARD INDEX FDS | VV | Other | 0.21% | 1,171 | +3 | +0.26% | $411,897 |
| ISHARES TR | IWF | Other | 0.20% | 3,124 | - | - | $391,372 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 423 | -7 | -1.63% | $313,281 |
| MERCK & CO INC | MRK | Healthcare | 0.16% | 2,109 | - | - | $306,457 |
Showing 29 of 29 holdings in the latest reporting period.