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CIK: 0002130930
Total reported value
$175.8M
$175.8M
29 檔
56.2%
As reported in its official Q1 2026 Form 13F filing, Stone Loft Wealth Management LLC's tracked investment portfolio stood at $175.8M with 29 total positions.
In Q1 2026, Stone Loft Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.16% | -0.84% | +27.20% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.10% | +0.90% | +37.87% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 11.91% | +1.25% | +58.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.57% | -1.01% | +88.41% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.84% | -0.39% | +38.64% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.04% | -0.92% | +7.27% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.18% | -0.09% | +11.49% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | -0.08% | +23.92% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.87% | +0.76% | +102.57% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | -0.82% | +42.67% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.69% | -0.20% | +19.90% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | +0.71% | -71.54% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | -0.12% | +338.27% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | -0.13% | +174.28% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.07% | -0.10% | +355.83% | |
| 16 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 0.96% | -0.24% | -48.36% | |
| 17 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.82% | -0.16% | +114.95% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | +0.69% | — | |
| 19 | VTEL | Vanguard Lt Tax-ex Bond | ETF-Other | 0.62% | -0.14% | +122.27% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.61% | -0.14% | +114.97% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.06% | — | |
| 22 | MSI | Motorola Solutions Inc | Stock-Tech | 0.38% | -0.10% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.03% | +22.00% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.25% | -0.02% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -0.03% | +4.35% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +0.03% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | -0.09% | +26.69% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | -0.01% | — | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.19% | -0.06% | +14.62% |
| # | 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 |
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 29 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, BND) accounted for 56.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCSH
市值: $868.8K
Top Position Liquidated / Trimmed
SGOV
前期市值: $7.5M
During Q1 2026, Stone Loft Wealth Management LLC's top holdings by market value included VTI (24.2%)、VXUS (15.1%)、BND (11.9%). The largest single position, VTI, represented 24.2% of total portfolio value.
In Q1 2026, Stone Loft Wealth Management LLC made 29 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 2 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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