Stone Loft Wealth Management LLC holds a concentrated book of 31 reported positions worth $175.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Vanguard Tax-Exempt Bond ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 23% of the reported non-option book.
Stone Loft Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stone Loft Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pandi, LLC | 3 / 31 | $648.8M |
| West Virginia University Foundation, Inc | 3 / 31 | $1.1B |
| Prospera Capital Management, LLC | 19 / 31 | $291.1M |
| Karnit Road Accident Victims Compensation Fund | 3 / 31 | $159.2M |
| CBIZ Investment Advisory Services, LLC | 18 / 31 | $2.5B |
| Burrus Financial Services, Inc. | 6 / 31 | $199.7M |
| Tenon Financial LLC | 14 / 31 | $266.5M |
| GuidedMoney, LLC | 11 / 31 | $175.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Stone Loft Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $41.0M | 110.1K | 23.3% | ▲+4.5% Added · +5K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $28.1M | 330.9K | 16.0% | ▲+21% Added · +57K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $23.1M | 317.6K | 13.2% | ▲+40% Added · +91K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $16.8M | 24.2K | 9.6% | ▼−2.1% Reduced · −530 sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $14.9M | 309.4K | 8.5% | ▲+20% Added · +52K sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $12.5M | 150.5K | 7.1% | ▲+0.5% Added · +708 sh | |
| 7 | Vanguard Index FDS EXTEND MKT ETF | $5.4M | 22.6K | 3.1% | ▲+4.4% Added · +944 sh | |
| 8 | Vanguard Scottsdale FDS INT-TERM CORP | $4.6M | 56.4K | 2.6% | ▲+78% Added · +25K sh | |
| 9 | Ishares TR 0-3 MTH TREASURY | $3.9M | 39.3K | 2.2% | ▲+84% Added · +18K sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $3.2M | 36.7K | 1.8% | ▲+501% Added · +31K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $2.6M | 12.0K | 1.5% | ▼−0.4% Reduced · −45 sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.4M | 46.9K | 1.3% | ▲New New position | |
| 13 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.3M | 29.2K | 1.3% | ▲+166% Added · +18K sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $1.8M | 22.3K | 1.0% | ▲+301% Added · +17K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.7K | 1.0% | ▲+0.1% Added · +5 sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.7K | 1.0% | ▲+0.5% Added · +126 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $1.6M | 6.9K | 0.9% | ▼−39% Reduced · −4K sh | |
| 18 | Schwab Strategic TR GOVT MONE MA ETF | $1.3M | 12.6K | 0.7% | ▼−5.2% Reduced · −690 sh | |
| 19 | Vanguard Mun BD FDS INTERMEDIATE TRM | $1.2M | 11.6K | 0.7% | ▲+1.4% Added · +157 sh | |
| 20 | Vanguard Mun BD FDS LONG TERM TAX EX | $846K | 8.1K | 0.5% | ▼−3.3% Reduced · −276 sh | |
| 21 | Vanguard Wellington FD SHORT TRM TAX EX | $830K | 8.2K | 0.5% | ▼−3.3% Reduced · −279 sh | |
| 22 | Microsoft Corp COM | $663K | 1.7K | 0.4% | ▲+0.1% Added · +1 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $599K | 793 | 0.3% | —Held | |
| 24 | Motorola Solutions Inc COM NEW | $497K | 1.2K | 0.3% | ▲+0.6% Added · +7 sh | |
| 25 | Vanguard Index FDS LARGE CAP ETF | $406K | 1.2K | 0.2% | ▲+0.3% Added · +4 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $405K | 2.9K | 0.2% | ▲~0% Added · +1 sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $386K | 3.1K | 0.2% | ▲+283% Added · +2K sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $309K | 430 | 0.2% | ▼−5.7% Reduced · −26 sh | |
| 29 | Merck & Co Inc COM | $261K | 2.1K | 0.1% | ▼−23% Reduced · −635 sh | |
| 30 | Vanguard BD Index FDS INTERMED TERM | $232K | 3.0K | 0.1% | ▼−9.2% Reduced · −310 sh | |
| 31 | Ishares TR 0-5 YR TIPS ETF | $201K | 2.0K | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.