Stone Loft Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 26, 2026), Stone Loft Wealth Management LLC reported 24 stock positions worth $106.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 26.1% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.1%) and Vanguard Total Bond Market (BND, 9.9%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0002130930
- Portfolio Value
- $106.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000890 ↗ filed May 26, 2026
Holdings Value
Holdings 24 stocks · $106.6M
| VTI VG Morningstar TS MKT ETF-US | 26.07% | 82,870 | $27.8M | — |
| VXUS Vanguard Total Intl Stock | 14.07% | 198,756 | $15.0M | — |
| BND Vanguard Total Bond Market | 9.89% | 142,344 | $10.5M | — |
| VEU Vanguard Ftse All-World Ex-U | 9.64% | 139,652 | $10.3M | — |
| BNDX Vanguard Total Intl Bond ETF | 8.42% | 185,613 | $9.0M | — |
| VOO Vanguard S&P 500 ETF | 7.73% | 13,140 | $8.2M | — |
| SGOV iShares 0-3 Month Treasury B | 7.07% | 75,000 | $7.5M | — |
| VXF Vanguard Extended Market ETF | 3.81% | 19,400 | $4.1M | — |
| SGVT Schwab Govt Money Market ETF | 2.44% | 25,829 | $2.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.26% | 4,929 | $2.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.80% | 10,063 | $1.9M | — |
| VIG Vanguard Dividend Apprec ETF | 1.65% | 7,977 | $1.8M | — |
| VCIT Vanguard Int-Term Corporate | 1.23% | 15,631 | $1.3M | — |
| VEA Vanguard Ftse Developed ETF | 0.50% | 8,592 | $537K | — |
| VTEI Vanguard Int Tax-Exempt Bond | 0.50% | 5,323 | $537K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 650 | $443K | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.38% | 3,954 | $402K | — |
| VTEL Vanguard LT Tax-Ex Bond | 0.37% | 3,790 | $393K | — |
| IWF iShares Russell 1000 Growth | 0.35% | 781 | $370K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 1,270 | $369K | — |
| IVW iShares S&P 500 Growth ETF | 0.34% | 2,920 | $360K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 1,252 | $323K | — |
| BIV Vanguard Intermediate-Term B | 0.21% | 2,928 | $228K | — |
| MRK Merck & Co. Inc. | 0.21% | 2,166 | $228K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.