Q2 2026 13F · SEC CIK 2130930

Stone Loft Wealth Management LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $175.8M
Reported positions: 31
Holdings vs S&P 500, 3 yrs: —
Assets under management: $138.6M

Stone Loft Wealth Management LLC is a wealth manager that reported 31 positions worth $175.8M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard Index Fds (VTI, 23.3%), Vanguard Star Fds Vanguard Total Intl St (VXUS, 16.0%), Vanguard Total Bond Market ETF (BND, 13.2%).

Stone Loft Wealth Management LLC holdings all 31 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stone Loft Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	23.3%	24.2%	110,105	+4.5%	$41.0M
VXUSVanguard Star Fds Vanguard Total Intl St	16.0%	15.1%	330,933	+20.8%	$28.1M
BNDVanguard Total Bond Market ETF	13.2%	11.9%	317,638	+40.4%	$23.1M
VOOVanguard S&p 500 ETF	9.6%	10.6%	24,227	-2.1%	$16.8M
BNDXVanguard Charlotte Fds	8.5%	8.8%	309,427	+20.2%	$14.9M
VEUVanguard FTSE All	7.1%	8.0%	150,508	+0.5%	$12.5M
VXFVanguard Index Fds	3.1%	3.2%	22,574	+4.4%	$5.4M
VCITVanguard Scottsdale Fds	2.6%	1.9%	56,394	+78.1%	$4.6M
SGOViShares 0-3 Month Treasury Bon	2.2%	1.5%	39,276	+84.0%	$3.9M
VUGVanguard Indx Fd	1.8%	1.9%	36,683	+500.6%	$3.2M
VTVVanguard Value ETF	1.5%	1.7%	12,021	-0.4%	$2.6M
VTEBVanguard Tx Ex Bd	1.3%	New	46,889	—	$2.4M
VCSHVanguard Scottsdale Fds	1.3%	0.6%	29,175	+166.2%	$2.3M
VOVanguard Index Fds	1.0%	1.1%	22,324	+301.1%	$1.8M
VBVanguard Indx Fd	1.0%	1.1%	5,712	+0.1%	$1.7M
VEAVanguard Tax-Managed Fds	1.0%	1.1%	23,692	+0.5%	$1.7M
VIGVanguard Dividend Appreciation ETF	0.9%	1.7%	6,911	-39.3%	$1.6M
SGVTSchwab Strategic Tr	0.7%	1.0%	12,648	-5.2%	$1.3M
VTEIVanguard	0.7%	0.8%	11,599	+1.4%	$1.2M
VTELVanguard Mun Bd Fds	0.5%	0.6%	8,148	-3.3%	$846K
VTESVanguard Wellington Fd	0.5%	0.6%	8,221	-3.3%	$830K
MSFTMicrosoft Corp	0.4%	0.4%	1,675	+0.1%	$663K
SPYSpdr S&p 500 ETF Tr	0.3%	0.4%	793	+0.0%	$599K
MSIMotorola Solutions Inc	0.3%	0.4%	1,221	+0.6%	$497K
VVVanguard Inx Lrg	0.2%	0.2%	1,168	+0.3%	$406K
IVWIshares	0.2%	0.2%	2,922	+0.0%	$405K
IWFIshares Russell 1000 Growth ETF	0.2%	0.2%	3,124	+283.3%	$386K
QQQInvesco Qqq Tr	0.2%	0.2%	430	-5.7%	$309K
MRKMerck & Co. Inc	0.1%	0.2%	2,109	-23.1%	$261K
BIVVanguard Bd Index Fds	0.1%	0.2%	3,046	-9.2%	$232K
STIPIshares Tr	0.1%	New	1,979	—	$201K

What Stone Loft Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$175.8M	31
Q1 2026	$139.9M	29
Q4 2025	$106.6M	24

Questions about Stone Loft Wealth Management LLC's portfolio

What stocks does Stone Loft Wealth Management LLC own?

Stone Loft Wealth Management LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 31 positions worth $175.8M. The largest are Vanguard Index Fds (VTI) at 23.3%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 16.0%, Vanguard Total Bond Market ETF (BND) at 13.2%, Vanguard S&p 500 ETF (VOO) at 9.6% and Vanguard Charlotte Fds (BNDX) at 8.5%.

What did Stone Loft Wealth Management LLC buy last quarter?

In Q2 2026, Stone Loft Wealth Management LLC added a new position in Vanguard Tx Ex Bd (VTEB), a new position in Ishares Tr (STIP), Vanguard Indx Fd (VUG) (+500.6% shares), Vanguard Index Fds (VO) (+301.1% shares) and Ishares Russell 1000 Growth ETF (IWF) (+283.3% shares), compared with its Q1 2026 filing.

What did Stone Loft Wealth Management LLC sell last quarter?

In Q2 2026, Stone Loft Wealth Management LLC Vanguard Dividend Appreciation ETF (VIG) (-39.3% shares), Merck & Co. Inc (MRK) (-23.1% shares) and Vanguard Bd Index Fds (BIV) (-9.2% shares), compared with its Q1 2026 filing.

When is Stone Loft Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stone Loft Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stone Loft Wealth Management LLC manage?

Stone Loft Wealth Management LLC reported $138.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $175.8M.