Stone Loft Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Stone Loft Wealth Management LLC reported 29 stock positions worth $139.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.2% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 15.1%) and Vanguard Total Bond Market (BND, 11.9%). Compared with Q4 2025, it opened 5 new positions, added to 22 and reduced 2. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +88%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CHESTER, PA
- CIK
- 0002130930
- Portfolio Value
- $139.9M (Q1 2026)
- SEC Filing
- 0001951757-26-000802 ↗ filed May 8, 2026
Holdings Value
Holdings 29 stocks · $139.9M
| VTI VG Morningstar TS MKT ETF-US | 24.16% | 105,412 | $33.8M | Add +27.2% |
| VXUS Vanguard Total Intl Stock | 15.10% | 274,017 | $21.1M | Add +37.9% |
| BND Vanguard Total Bond Market | 11.91% | 226,278 | $16.7M | Add +59.0% |
| VOO Vanguard S&P 500 ETF | 10.57% | 24,757 | $14.8M | Add +88.4% |
| BNDX Vanguard Total Intl Bond ETF | 8.84% | 257,330 | $12.4M | Add +38.6% |
| VEU Vanguard Ftse All-World Ex-U | 8.04% | 149,800 | $11.2M | Add +7.3% |
| VXF Vanguard Extended Market ETF | 3.18% | 21,630 | $4.5M | Add +11.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.91% | 6,108 | $2.7M | Add +23.9% |
| VCIT Vanguard Int-Term Corporate | 1.87% | 31,664 | $2.6M | Add +102.6% |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 11,381 | $2.4M | Add +42.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.69% | 12,066 | $2.4M | Add +19.9% |
| SGOV iShares 0-3 Month Treasury B | 1.54% | 21,343 | $2.1M | Reduce -71.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.14% | 5,566 | $1.6M | Add +338.3% |
| VEA Vanguard Ftse Developed ETF | 1.08% | 23,566 | $1.5M | Add +174.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.07% | 5,707 | $1.5M | Add +355.8% |
| SGVT Schwab Govt Money Market ETF | 0.96% | 13,338 | $1.3M | Reduce -48.4% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.82% | 11,442 | $1.1M | Add +115.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.62% | 10,960 | $869K | New |
| VTEL Vanguard LT Tax-Ex Bond | 0.62% | 8,424 | $864K | Add +122.3% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.61% | 8,500 | $860K | Add +115.0% |
| MSFT Microsoft Corp. | 0.44% | 1,674 | $620K | New |
| MSI Motorola Solutions Inc. | 0.38% | 1,214 | $527K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 793 | $515K | Add +22.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 1,164 | $348K | New |
| IWF iShares Russell 1000 Growth | 0.25% | 815 | $348K | Add +4.3% |
| IVW iShares S&P 500 Growth ETF | 0.24% | 2,921 | $330K | Add +0.0% |
| MRK Merck & Co. Inc. | 0.24% | 2,744 | $330K | Add +26.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 456 | $263K | New |
| BIV Vanguard Intermediate-Term B | 0.19% | 3,356 | $259K | Add +14.6% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +88.4% | 10.57% | +2.84 |
| BND Vanguard Total Bond Market | Add +59.0% | 11.91% | +2.01 |
| VXUS Vanguard Total Intl Stock | Add +37.9% | 15.10% | +1.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +338.3% | 1.14% | +0.80 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +355.8% | 1.07% | +0.76 |
| VCIT Vanguard Int-Term Corporate | Add +102.6% | 1.87% | +0.64 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.62% | +0.62 |
| VEA Vanguard Ftse Developed ETF | Add +174.3% | 1.08% | +0.58 |
| MSFT Microsoft Corp. | New | 0.44% | +0.44 |
| BNDX Vanguard Total Intl Bond ETF | Add +38.6% | 8.84% | +0.42 |
| MSI Motorola Solutions Inc. | New | 0.38% | +0.38 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +115.0% | 0.82% | +0.31 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.25% | +0.25 |
| VTEL Vanguard LT Tax-Ex Bond | Add +122.3% | 0.62% | +0.25 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +115.0% | 0.61% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.19% | +0.19 |
| VIG Vanguard Dividend Apprec ETF | Add +42.7% | 1.75% | +0.10 |
| MRK Merck & Co. Inc. | Add +26.7% | 0.24% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +14.6% | 0.19% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.0% | 0.37% | −0.05 |
| IWF iShares Russell 1000 Growth | Add +4.3% | 0.25% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.24% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.9% | 1.69% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.9% | 1.91% | −0.35 |
| VXF Vanguard Extended Market ETF | Add +11.5% | 3.18% | −0.63 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.3% | 8.04% | −1.60 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.2% | 24.16% | −1.91 |