CIK: 0002130930
Total reported value
$139.9M
Reporting period: 2026-03-31 · Number of holdings: 29
STONE LOFT WEALTH MANAGEMENT LLC disclosed 29 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $139.9M and a quarterly turnover rate of 37.9%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Stone Loft Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.124 — mathematically equivalent to about 8 equally-sized positions, well below its 29 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.64), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SGOV
-71.5% -$5.4M
Add VOO
+88.4% $6.6M
Add BND
+59.0% $6.1M
Trim VTI
+27.2% $6.0M
Trim VEU
+7.3% $977.2K
Trim SGVT
-48.4% -$1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.16% | -1.91% | +27.20% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.10% | +1.03% | +37.87% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 11.91% | +2.02% | +58.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.57% | +2.84% | +88.41% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.84% | +0.42% | +38.64% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.04% | -1.60% | +7.27% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.18% | -0.63% | +11.49% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | -0.35% | +23.92% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.87% | +0.64% | +102.57% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | +0.10% | +42.67% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | -0.11% | +19.90% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | -5.52% | -71.54% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.79% | +338.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | +0.58% | +174.28% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.07% | +0.77% | +355.83% | |
| 16 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 0.96% | -1.48% | -48.36% | |
| 17 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.82% | +0.32% | +114.95% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | +0.62% | NEW | |
| 19 | VTEL | Vanguard Lt Tax-ex Bond | ETF-Other | 0.62% | +0.25% | +122.27% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.61% | +0.23% | +114.97% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.44% | NEW | |
| 22 | MSI | Motorola Solutions INC | Stock-Tech | 0.38% | +0.38% | NEW | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.05% | +22.00% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.25% | +0.25% | NEW | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -0.10% | +4.35% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | -0.10% | +0.03% | |
| 27 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.24% | +0.03% | +26.69% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.19% | NEW | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.19% | -0.02% | +14.62% |
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+1.9%
Based on 5 months of available history
Based on 70% of reported portfolio value with available pricing
Stone Loft Wealth Management LLC's most significant position changes for 2026-03-31: New buy: Vanguard S/t CORP Bond ETF (VCSH); New buy: Microsoft CORP (MSFT); New buy: Motorola Solutions INC (MSI); New buy: Vanguard Large-cap ETF (VV); New buy: Invesco Qqq Trust Series 1 (QQQ).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.8% | +88.41% | Add |
| 2 | BND | Vanguard Total Bond Market | +2% | +58.97% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +1% | +37.87% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.8% | +338.27% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.8% | +355.83% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.6% | +102.57% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.6% | +174.28% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +38.64% | Add |
| 9 | VTEI | Vanguard Int Tax-exempt Bond | +0.3% | +114.95% | Add |
| 10 | VTEL | Vanguard Lt Tax-ex Bond | +0.3% | +122.27% | Add |
| 11 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | +114.97% | Add |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +42.67% | Add |
| 13 | MRK | Merck & Co. INC. | 0% | +26.69% | Add |
| 14 | BIV | Vanguard Intermediate-term B | 0% | +14.62% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +22.00% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +0.03% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | -0.1% | +4.35% | Add |
| 18 | VTV | Vanguard Value ETF | -0.1% | +19.90% | Add |
| 19 | VUG | Vanguard Growth ETF | -0.4% | +23.92% | Add |
| 20 | VXF | Vanguard Extended Market ETF | -0.6% | +11.49% | Add |
| 21 | SGVT | Schwab Govt Money Market ETF | -1.5% | -48.36% | Trim |
| 22 | VEU | Vanguard Ftse All-world Ex-u | -1.6% | +7.27% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -1.9% | +27.20% | Add |
| 24 | SGOV | Ishares 0-3 Month Treasury B | -5.5% | -71.54% | Trim |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 26 | MSFT | Microsoft CORP | — | NEW | New buy |
| 27 | MSI | Motorola Solutions INC | — | NEW | New buy |
| 28 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-05-26 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001317802
Total reported value
$140.0M
47 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001573767
Total reported value
$140.0M
20 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001931118
Total reported value
$140.0M
35 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000947529
Total reported value
$25.5B
668 stks
2026-03-31
5 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0002082673
Total reported value
$199.3M
45 stks
2026-03-31
5 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0001573947
Total reported value
$218.5M
11 stks
2026-03-31
4 of the top 5 holdings overlap, including Vanguard Total Bond Market