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 (VXUS, 16.0%), Vanguard Bd Index Fds (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	16.0%	15.1%	330,933	+20.8%	$28.1M
BNDVanguard Bd Index Fds	13.2%	11.9%	317,638	+40.4%	$23.1M
VOOVanguard Index Fds	9.6%	10.6%	24,227	-2.1%	$16.8M
BNDXVanguard Charlotte Fds	8.5%	8.8%	309,427	+20.2%	$14.9M
VEUVanguard Intl Equity Index F	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 Tr	2.2%	1.5%	39,276	+84.0%	$3.9M
VUGVanguard Index Fds	1.8%	1.9%	36,683	+500.6%	$3.2M
VTVVanguard Index Fds	1.5%	1.7%	12,021	-0.4%	$2.6M
VTEBVanguard Mun Bd Fds	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 Index Fds	1.0%	1.1%	5,712	+0.1%	$1.7M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	1.1%	23,692	+0.5%	$1.7M
VIGVanguard Specialized Funds	0.9%	1.7%	6,911	-39.3%	$1.6M
SGVTSchwab Strategic Tr	0.7%	1.0%	12,648	-5.2%	$1.3M
VTEIVanguard Mun Bd Fds	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
SPYState Str Spdr S&p 500 ETF T	0.3%	0.4%	793	+0.0%	$599K
MSIMotorola Solutions Inc	0.3%	0.4%	1,221	+0.6%	$497K
VVVanguard Index Fds	0.2%	0.2%	1,168	+0.3%	$406K
IVWIshares Tr	0.2%	0.2%	2,922	+0.0%	$405K
IWFIshares Tr	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (VXUS) at 16.0%, Vanguard Bd Index Fds (BND) at 13.2%, Vanguard Index Fds (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 Mun Bd Fds (VTEB), a new position in Ishares Tr (STIP), Vanguard Index Fds (VUG) (+500.6% shares), Vanguard Index Fds (VO) (+301.1% shares) and Ishares Tr (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 Specialized Funds (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.