Stone Loft Wealth Management LLC Top Holdings and 13F Report (2026) About Stone Loft Wealth Management LLCInvestment ActivityStone Loft Wealth Management LLC has $192.78 million in total holdings as of September 30, 2026.Stone Loft Wealth Management LLC owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.54% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Stone Loft Wealth Management LLC has purchased 31 new stocks and bought additional shares in 19 stocks.Stone Loft Wealth Management LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,232,371Vanguard Total International Stock ETF $29,611,291Vanguard Total Bond Market ETF $29,140,090Vanguard S&P 500 ETF $20,555,909Vanguard Total International Bond ETF $14,294,483 Largest Purchases this Quarter Vanguard Total Bond Market ETF 97,759 shares (about $6.86M)Vanguard Intermediate-Term Corporate Bond ETF 66,512 shares (about $5.21M)Vanguard S&P 500 ETF 5,103 shares (about $3.58M)Vanguard Total Stock Market ETF 5,415 shares (about $2.03M)Vanguard Total International Stock ETF 17,599 shares (about $1.50M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 3,168 shares (about $739.12K)Vanguard Short-Term Corporate Bond ETF 5,721 shares (about $441.94K)Vanguard Total International Bond ETF 4,445 shares (about $208.34K)SPDR S&P 500 ETF Trust 142 shares (about $108.37K)SCHWAB STRATEGIC TR 588 shares (about $59.25K) 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$43,232,371$2,026,517 ▲4.9%115,52022.4%ETFVXUSVanguard Total International Stock ETF$29,611,291$1,495,212 ▲5.3%348,53215.4%ETFBNDVanguard Total Bond Market ETF$29,140,090$6,857,792 ▲30.8%415,39715.1%ETFVOOVanguard S&P 500 ETF$20,555,909$3,576,434 ▲21.1%29,33010.7%ETFBNDXVanguard Total International Bond ETF$14,294,483$208,337 ▼-1.4%304,9827.4%ETFVEUVanguard FTSE All-World ex-US ETF$12,516,383$28,708 ▲0.2%150,8546.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,624,732$5,208,535 ▲117.9%122,9065.0%ETFVXFVanguard Extended Market ETF$5,239,888$11,118 ▲0.2%22,6222.7%ETFISHARES TR$3,958,686$4,329 ▲0.1%39,3192.1%0-3 MTH TREASURYVUGVanguard Growth ETF$3,308,811$3,334 ▲0.1%36,7201.7%ETFVOVanguard Mid-Cap ETF$2,715,643$964,971 ▲55.1%34,6291.4%ETFVTVVanguard Value ETF$2,598,474$1,080 ▲0.0%12,0261.3%ETFVTEBVanguard Tax-Exempt Bond ETF$2,245,512$24,864 ▲1.1%47,4141.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,811,797$441,941 ▼-19.6%23,4540.9%ETFVBVanguard Small-Cap ETF$1,712,673$87,625 ▲5.4%6,0200.9%ETFVEAVanguard FTSE Developed Markets ETF$1,676,973$4,095 ▲0.2%23,7500.9%ETFSCHWAB STRATEGIC TR$1,215,241$59,251 ▼-4.6%12,0600.6%GOVT MONE MA ETFVANGUARD MUN BD FDS$1,111,687$5,816 ▲0.5%11,6600.6%INTERMEDIATE TRMVIGVanguard Dividend Appreciation ETF$873,272$739,120 ▼-45.8%3,7430.5%ETFMSFTMicrosoft$859,0370.0%1,6750.4%TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$814,044$3,451 ▲0.4%8,2560.4%ETFVANGUARD MUN BD FDS$787,722$4,900 ▲0.6%8,1990.4%LONG TERM TAX EXMSIMotorola Solutions$544,4950.0%1,2210.3%TechnologySPYSPDR S&P 500 ETF Trust$496,808$108,367 ▼-17.9%6510.3%ETFIVWiShares S&P 500 Growth ETF$415,901$284 ▲0.1%2,9240.2%ETFVVVanguard Large-Cap ETF$411,897$1,055 ▲0.3%1,1710.2%ETFIWFiShares Russell 1000 Growth ETF$391,3720.0%3,1240.2%ETFQQQInvesco QQQ$313,281$5,184 ▼-1.6%4230.2%ETFMRKMerck & Co., Inc.$306,4570.0%2,1090.2%HealthcareBIVVanguard Intermediate-Term Bond ETF$0$231,921 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$200,560 ▼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
