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CIK: 0002130930
Total reported value
$175.8M
$175.8M
24 檔
41.3%
According to the latest 13F quarterly dataset, Stone Loft Wealth Management LLC managed an equity portfolio of $175.8M at the end of Q4 2025, spanning 24 distinct U.S. exchange-listed positions.
During Q4 2025, Stone Loft Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, BND) accounted for 41.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.07% | -0.84% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.07% | +0.90% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.89% | +1.25% | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.64% | -0.92% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.42% | -0.39% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.73% | -1.01% | — | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.06% | +0.71% | — | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.81% | -0.09% | — | |
| 9 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 2.44% | -0.24% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.26% | -0.08% | — | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.80% | -0.20% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.65% | -0.82% | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.23% | +0.76% | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.13% | — | |
| 15 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.50% | -0.16% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.03% | — | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.38% | -0.14% | — | |
| 18 | VTEL | Vanguard Lt Tax-ex Bond | ETF-Other | 0.37% | -0.14% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | -0.03% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | -0.12% | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | -0.01% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.10% | — | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.21% | -0.06% | — | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | -0.09% | — |
According to official SEC Form 13F filings, Stone Loft Wealth Management LLC reported a total U.S. public equity portfolio value of $175.8M across 24 disclosed positions in Q4 2025.
During Q4 2025, Stone Loft Wealth Management LLC's top holdings by market value included VTI (26.1%)、VXUS (14.1%)、BND (9.9%). The largest single position, VTI, represented 26.1% of total portfolio value.
In Q4 2025, Stone Loft Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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