Stone Loft Wealth Management LLC Top Holdings and 13F Report (2026) About Stone Loft Wealth Management LLCInvestment ActivityStone Loft Wealth Management LLC has $175.80 million in total holdings as of June 30, 2026.Stone Loft Wealth Management LLC owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 16.04% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Stone Loft Wealth Management LLC has purchased 29 new stocks and bought additional shares in 19 stocks.Stone Loft Wealth Management LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,005,470Vanguard Total International Stock ETF $28,125,983Vanguard Total Bond Market ETF $23,130,430Vanguard S&P 500 ETF $16,808,475Vanguard Total International Bond ETF $14,861,760 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $2,354,279 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $200,560 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 91,360 shares (about $6.65M)Vanguard Total International Stock ETF 56,916 shares (about $4.84M)Vanguard Growth ETF 30,575 shares (about $2.68M)Vanguard Total International Bond ETF 52,097 shares (about $2.50M)Vanguard Tax-Exempt Bond ETF 46,889 shares (about $2.35M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 4,470 shares (about $1.06M)Vanguard S&P 500 ETF 530 shares (about $367.71K)Merck & Co., Inc. 635 shares (about $78.49K)SCHWAB STRATEGIC TR 690 shares (about $69.43K)VANGUARD MUN BD FDS 276 shares (about $28.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStone Loft Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$41,005,470$1,747,774 â–²4.5%110,10523.3%ETFVXUSVanguard Total International Stock ETF$28,125,983$4,837,289 â–²20.8%330,93316.0%ETFBNDVanguard Total Bond Market ETF$23,130,430$6,652,844 â–²40.4%317,63813.2%ETFVOOVanguard S&P 500 ETF$16,808,475$367,709 â–¼-2.1%24,2279.6%ETFBNDXVanguard Total International Bond ETF$14,861,760$2,502,216 â–²20.2%309,4278.5%ETFVEUVanguard FTSE All-World ex-US ETF$12,511,690$58,856 â–²0.5%150,5087.1%ETFVXFVanguard Extended Market ETF$5,424,339$226,835 â–²4.4%22,5743.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,620,373$2,026,134 â–²78.1%56,3942.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,948,807$1,802,983 â–²84.0%39,2762.2%ETFVUGVanguard Growth ETF$3,219,297$2,683,259 â–²500.6%36,6831.8%ETFVTVVanguard Value ETF$2,614,368$9,787 â–¼-0.4%12,0211.5%ETFVTEBVanguard Tax-Exempt Bond ETF$2,354,279$2,354,279 â–²New Holding46,8891.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,296,950$1,434,068 â–²166.2%29,1751.3%ETFVOVanguard Mid-Cap ETF$1,795,964$1,348,180 â–²301.1%22,3241.0%ETFVBVanguard Small-Cap ETF$1,696,659$1,485 â–²0.1%5,7121.0%ETFVEAVanguard FTSE Developed Markets ETF$1,677,858$8,923 â–²0.5%23,6921.0%ETFVIGVanguard Dividend Appreciation ETF$1,640,298$1,060,936 â–¼-39.3%6,9110.9%ETFSCHWAB STRATEGIC TR$1,272,647$69,428 â–¼-5.2%12,6480.7%GOVT MONE MA ETFVANGUARD MUN BD FDS$1,164,145$15,757 â–²1.4%11,5990.7%INTERMEDIATE TRMVANGUARD MUN BD FDS$845,585$28,643 â–¼-3.3%8,1480.5%LONG TERM TAX EXVTESVanguard Short-Term Tax-Exempt Bond ETF$830,442$28,183 â–¼-3.3%8,2210.5%ETFMSFTMicrosoft$662,527$396 â–²0.1%1,6750.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$598,5450.0%7930.3%FinanceMSIMotorola Solutions$497,136$2,850 â–²0.6%1,2210.3%Computer and TechnologyVVVanguard Large-Cap ETF$405,950$1,390 â–²0.3%1,1680.2%ETFIVWiShares S&P 500 Growth ETF$404,898$139 â–²0.0%2,9220.2%ETFIWFiShares Russell 1000 Growth ETF$386,099$285,372 â–²283.3%3,1240.2%ETFQQQInvesco QQQ$308,975$18,682 â–¼-5.7%4300.2%FinanceMRKMerck & Co., Inc.$260,692$78,492 â–¼-23.1%2,1090.1%MedicalBIVVanguard Intermediate-Term Bond ETF$231,921$23,603 â–¼-9.2%3,0460.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$200,560$200,560 â–²New Holding1,9790.1%ETFShowing largest 100 holdings. 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