Stone Loft Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Stone Loft Wealth Management LLC reported 31 stock positions worth $175.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.3% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 16.0%) and Vanguard Total Bond Market (BND, 13.2%). Compared with Q1 2026, it opened 2 new positions, added to 17 and reduced 10. The biggest buy was a new position in Vanguard Tax-Exempt Bond ETF (VTEB) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0002130930
- Portfolio Value
- $175.8M (Q2 2026)
- SEC Filing
- 0001951757-26-001066 ↗ filed Jul 24, 2026
Holdings Value
Holdings 31 stocks · $175.8M
| VTI VG Morningstar TS MKT ETF-US | 23.32% | 110,105 | $41.0M | Add +4.5% |
| VXUS Vanguard Total Intl Stock | 16.00% | 330,933 | $28.1M | Add +20.8% |
| BND Vanguard Total Bond Market | 13.16% | 317,638 | $23.1M | Add +40.4% |
| VOO Vanguard S&P 500 ETF | 9.56% | 24,227 | $16.8M | Reduce -2.1% |
| BNDX Vanguard Total Intl Bond ETF | 8.45% | 309,427 | $14.9M | Add +20.3% |
| VEU Vanguard Ftse All-World Ex-U | 7.12% | 150,508 | $12.5M | Add +0.5% |
| VXF Vanguard Extended Market ETF | 3.09% | 22,574 | $5.4M | Add +4.4% |
| VCIT Vanguard Int-Term Corporate | 2.63% | 56,394 | $4.6M | Add +78.1% |
| SGOV iShares 0-3 Month Treasury B | 2.25% | 39,276 | $3.9M | Add +84.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.83% | 36,683 | $3.2M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.49% | 12,021 | $2.6M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.34% | 46,889 | $2.4M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.31% | 29,175 | $2.3M | Add +166.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.02% | 22,324 | $1.8M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.97% | 5,712 | $1.7M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.95% | 23,692 | $1.7M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.93% | 6,911 | $1.6M | Reduce -39.3% |
| SGVT Schwab Govt Money Market ETF | 0.72% | 12,648 | $1.3M | Reduce -5.2% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.66% | 11,599 | $1.2M | Add +1.4% |
| VTEL Vanguard LT Tax-Ex Bond | 0.48% | 8,148 | $846K | Reduce -3.3% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.47% | 8,221 | $830K | Reduce -3.3% |
| MSFT Microsoft Corp. | 0.38% | 1,675 | $663K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 793 | $599K | No change |
| MSI Motorola Solutions Inc. | 0.28% | 1,221 | $497K | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 1,168 | $406K | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.23% | 2,922 | $405K | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 3,124 | $386K | Reduce -4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 430 | $309K | Reduce -5.7% |
| MRK Merck & Co. Inc. | 0.15% | 2,109 | $261K | Reduce -23.1% |
| BIV Vanguard Intermediate-Term B | 0.13% | 3,046 | $232K | Reduce -9.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 1,979 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 9.56% | −1.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -39.3% | 0.93% | −0.82 |
| SGVT Schwab Govt Money Market ETF | Reduce -5.2% | 0.72% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 1.49% | −0.20 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -3.3% | 0.47% | −0.14 |
| VTEL Vanguard LT Tax-Ex Bond | Reduce -3.3% | 0.48% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -23.1% | 0.15% | −0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -9.2% | 0.13% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -4.2% | 0.22% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.7% | 0.18% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VTEB Vanguard Tax-Exempt Bond ETF | New | 1.34% | +1.34 |
| BND Vanguard Total Bond Market | Add +40.4% | 13.16% | +1.25 |
| VXUS Vanguard Total Intl Stock | Add +20.8% | 16.00% | +0.90 |
| VCIT Vanguard Int-Term Corporate | Add +78.1% | 2.63% | +0.76 |
| SGOV iShares 0-3 Month Treasury B | Add +84.0% | 2.25% | +0.71 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +166.2% | 1.31% | +0.69 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.11% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.23% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.23% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.38% | −0.07 |
| MSI Motorola Solutions Inc. | Add +0.6% | 0.28% | −0.09 |
| VXF Vanguard Extended Market ETF | Add +4.4% | 3.09% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.97% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 1.02% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 0.95% | −0.12 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +1.4% | 0.66% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +20.3% | 8.45% | −0.38 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 23.32% | −0.84 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 7.12% | −0.92 |