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 December 31, 2025.Stone Loft Wealth Management LLC owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 29.68% of the portfolio was purchased this quarter.About 4.76% of the portfolio was sold this quarter.This quarter, Stone Loft Wealth Management LLC has purchased 24 new stocks and bought additional shares in 22 stocks.Stone Loft Wealth Management LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.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 Largest New Holdings this Quarter 92206C409 - Vanguard Short-Term Corporate Bond ETF $868,814 Holding594918104 - Microsoft $619,776 Holding620076307 - Motorola Solutions $526,840 Holding922908637 - Vanguard Large-Cap ETF $347,980 Holding46090E103 - Invesco QQQ $263,194 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 22,542 shares (about $7.23M)Vanguard S&P 500 ETF 11,617 shares (about $6.94M)Vanguard Total Bond Market ETF 83,934 shares (about $6.18M)Vanguard Total International Stock ETF 75,261 shares (about $5.80M)Vanguard Total International Bond ETF 71,717 shares (about $3.45M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 53,657 shares (about $5.40M)SCHWAB STRATEGIC TR 12,491 shares (about $1.26M) 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$33,817,219$7,231,698 â–²27.2%105,41224.2%ETFVXUSVanguard Total International Stock ETF$21,129,419$5,803,367 â–²37.9%274,01715.1%ETFBNDVanguard Total Bond Market ETF$16,663,143$6,180,911 â–²59.0%226,27811.9%ETFVOOVanguard S&P 500 ETF$14,793,530$6,941,731 â–²88.4%24,75710.6%ETFBNDXVanguard Total International Bond ETF$12,364,695$3,445,999 â–²38.6%257,3308.8%ETFVEUVanguard FTSE All-World ex-US ETF$11,249,970$762,114 â–²7.3%149,8008.0%ETFVXFVanguard Extended Market ETF$4,451,544$458,943 â–²11.5%21,6303.2%ETFVUGVanguard Growth ETF$2,667,768$514,947 â–²23.9%6,1081.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,620,182$1,326,724 â–²102.6%31,6641.9%ETFVIGVanguard Dividend Appreciation ETF$2,447,510$732,038 â–²42.7%11,3811.7%ETFVTVVanguard Value ETF$2,367,406$392,998 â–²19.9%12,0661.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,148,373$5,401,080 â–¼-71.5%21,3431.5%ETFVOVanguard Mid-Cap ETF$1,598,462$1,233,739 â–²338.3%5,5661.1%ETFVEAVanguard FTSE Developed Markets ETF$1,510,110$959,534 â–²174.3%23,5661.1%ETFVBVanguard Small-Cap ETF$1,494,754$1,166,835 â–²355.8%5,7071.1%ETFSCHWAB STRATEGIC TR$1,343,425$1,258,114 â–¼-48.4%13,3381.0%GOVERNMENT MONEYVANGUARD MUN BD FDS$1,143,544$611,549 â–²115.0%11,4420.8%INTERMEDIATE TRMVCSHVanguard Short-Term Corporate Bond ETF$868,814$868,814 â–²New Holding10,9600.6%ETFVANGUARD MUN BD FDS$863,574$475,048 â–²122.3%8,4240.6%LONG TERM TAX EXVTESVanguard Short-Term Tax-Exempt Bond ETF$859,667$459,770 â–²115.0%8,5000.6%ETFMSFTMicrosoft$619,776$619,776 â–²New Holding1,6740.4%Computer and TechnologyMSIMotorola Solutions$526,840$526,840 â–²New Holding1,2140.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$515,407$92,942 â–²22.0%7930.4%FinanceVVVanguard Large-Cap ETF$347,980$347,980 â–²New Holding1,1640.2%ETFIWFiShares Russell 1000 Growth ETF$347,559$14,499 â–²4.4%8150.2%ETFIVWiShares S&P 500 Growth ETF$330,376$113 â–²0.0%2,9210.2%ETFMRKMerck & Co., Inc.$330,074$69,527 â–²26.7%2,7440.2%MedicalQQQInvesco QQQ$263,194$263,194 â–²New Holding4560.2%FinanceBIVVanguard Intermediate-Term Bond ETF$258,999$33,031 â–²14.6%3,3560.2%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. 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