Stone Loft Wealth Management LLC Top Holdings and 13F Report (2026) About Stone Loft Wealth Management LLCInvestment ActivityStone Loft Wealth Management LLC has $139.94 million in total holdings as of March 31, 2026.Stone Loft Wealth Management LLC owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $33,817,219Vanguard Total International Stock ETF $21,129,419Vanguard Total Bond Market ETF $16,663,143Vanguard S&P 500 ETF $14,793,530Vanguard Total International Bond ETF $12,364,695 Sector AllocationMap of 500 Largest Holdings ofStone Loft Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$33,817,219105,41224.2%ETFVXUSVanguard Total International Stock ETF$21,129,419274,01715.1%ETFBNDVanguard Total Bond Market ETF$16,663,143226,27811.9%ETFVOOVanguard S&P 500 ETF$14,793,53024,75710.6%ETFBNDXVanguard Total International Bond ETF$12,364,695257,3308.8%ETFVEUVanguard FTSE All-World ex-US ETF$11,249,970149,8008.0%ETFVXFVanguard Extended Market ETF$4,451,54421,6303.2%ETFVUGVanguard Growth ETF$2,667,7686,1081.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,620,18231,6641.9%ETFVIGVanguard Dividend Appreciation ETF$2,447,51011,3811.7%ETFVTVVanguard Value ETF$2,367,40612,0661.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,148,37321,3431.5%ETFVOVanguard Mid-Cap ETF$1,598,4625,5661.1%ETFVEAVanguard FTSE Developed Markets ETF$1,510,11023,5661.1%ETFVBVanguard Small-Cap ETF$1,494,7545,7071.1%ETFSCHWAB STRATEGIC TR$1,343,42513,3381.0%GOVERNMENT MONEYVANGUARD MUN BD FDS$1,143,54411,4420.8%INTERMEDIATE TRMVCSHVanguard Short-Term Corporate Bond ETF$868,81410,9600.6%ETFVANGUARD MUN BD FDS$863,5748,4240.6%LONG TERM TAX EXVTESVanguard Short-Term Tax-Exempt Bond ETF$859,6678,5000.6%ETFMSFTMicrosoft$619,7761,6740.4%Computer and TechnologyMSIMotorola Solutions$526,8401,2140.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$515,4077930.4%FinanceVVVanguard Large-Cap ETF$347,9801,1640.2%ETFIWFiShares Russell 1000 Growth ETF$347,5598150.2%ETFIVWiShares S&P 500 Growth ETF$330,3762,9210.2%ETFMRKMerck & Co., Inc.$330,0742,7440.2%MedicalQQQInvesco QQQ$263,1944560.2%FinanceBIVVanguard Intermediate-Term Bond ETF$258,9993,3560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
