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SLWM
Stone Loft Wealth Management Portfolio holdings
AUM
$176M
This Fund
S&P 500
This Quarter
Est. Return
+9.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$176M
AUM Growth
+$35.9M
(+26%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
12.61%
Top 10 Holdings %
Top 10 Hldgs %
87.4%
Holding
31
New
2
Increased
18
Reduced
10
Closed
–
Avg Time Held
1.7
quarters
Top 10 Avg Time Held
1.7
quarters
Top 20 Avg Time Held
1.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$6.7M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$4.77M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$2.51M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$2.36M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.03M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$353K |
| 3 |
Merck
MRK
|
+$74.3K |
| 4 |
SGVT
Schwab Government Money Market ETF
SGVT
|
+$69.4K |
| 5 |
VTEL
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
|
+$28.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.19% |
| 2 | Technology | 0.66% |
| 3 | Healthcare | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $41M | 23.32% |
110,105
+4,693
| +4% | +$1.68M |
2025 Q4
2 quarters
|
|
|
2
Vanguard Total International Stock ETF
VXUS
$159B
| $28.1M | 16% |
330,933
+56,916
| +21% | +$4.77M |
2025 Q4
2 quarters
|
|
|
3
Vanguard Total Bond Market
BND
$159B
| $23.1M | 13.16% |
317,638
+91,360
| +40% | +$6.7M |
2025 Q4
2 quarters
|
|
|
4
Vanguard S&P 500 ETF
VOO
$1.06T
| $16.8M | 9.56% |
24,227
-530
| -2% | -$353K |
2025 Q4
2 quarters
|
|
|
5
Vanguard Total International Bond ETF
BNDX
$82.4B
| $14.9M | 8.45% |
309,427
+52,097
| +20% | +$2.51M |
2025 Q4
2 quarters
|
|
6
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
| $12.5M | 7.12% |
150,508
+708
| +0.5% | +$57.9K |
2025 Q4
2 quarters
|
|
7
Vanguard Extended Market ETF
VXF
$30.3B
| $5.42M | 3.09% |
22,574
+944
| +4% | +$216K |
2025 Q4
2 quarters
|
|
|
8
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $4.62M | 2.63% |
56,394
+24,730
| +78% | +$2.04M |
2025 Q4
2 quarters
|
|
9
iShares 0-3 Month Treasury Bond ETF
SGOV
$112B
| $3.95M | 2.25% |
39,276
+17,933
| +84% | +$1.8M |
2025 Q4
2 quarters
|
|
10
Vanguard Morningstar Growth ETF
VUG
$235B
| $3.22M | 1.83% |
36,683
+35
| +0.1% | +$2.94K |
2025 Q4
2 quarters
|
|
11
Vanguard Morningstar Value ETF
VTV
$188B
| $2.61M | 1.49% |
12,021
-45
| -0.4% | -$9.4K |
2025 Q4
2 quarters
|
|
|
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.2B
| $2.35M | 1.34% |
+46,889
| New | +$2.36M |
2026 Q2
0 quarters
|
|
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $2.3M | 1.31% |
29,175
+18,215
| +166% | +$1.44M |
2026 Q1
1 quarter
|
|
14
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $1.8M | 1.02% |
22,324
+60
| +0.3% | +$4.65K |
2025 Q4
2 quarters
|
|
15
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
| $1.7M | 0.97% |
5,712
+5
| +0.1% | +$1.43K |
2025 Q4
2 quarters
|
|
16
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $1.68M | 0.95% |
23,692
+126
| +0.5% | +$8.78K |
2025 Q4
2 quarters
|
|
|
17
Vanguard Dividend Appreciation ETF
VIG
$111B
| $1.64M | 0.93% |
6,911
-4,470
| -39% | -$1.03M |
2025 Q4
2 quarters
|
|
|
SGVT
18
Schwab Government Money Market ETF
SGVT
$930M
| $1.27M | 0.72% |
12,648
-690
| -5% | -$69.4K |
2025 Q4
2 quarters
|
|
19
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.53B
| $1.16M | 0.66% |
11,599
+157
| +1% | +$15.8K |
2025 Q4
2 quarters
|
|
|
VTEL
20
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$346M
| $846K | 0.48% |
8,148
-276
| -3% | -$28.6K |
2025 Q4
2 quarters
|
|
21
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.37B
| $830K | 0.47% |
8,221
-279
| -3% | -$28.2K |
2025 Q4
2 quarters
|
|
22
Microsoft
MSFT
$3.88T
| $663K | 0.38% |
1,675
+1
| +0.1% | +$405 |
2026 Q1
1 quarter
|
|
23
State Street SPDR S&P 500 ETF Trust
SPY
$828B
| $599K | 0.34% |
793
| – | – |
2025 Q4
2 quarters
|
|
24
Motorola Solutions
MSI
$74B
| $497K | 0.28% |
1,221
+7
| +0.6% | +$2.93K |
2026 Q1
1 quarter
|
|
25
Vanguard Morningstar Large-Cap ETF
VV
$54.9B
| $406K | 0.23% |
1,168
+4
| +0.3% | +$1.33K |
2026 Q1
1 quarter
|
|
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Stone Loft Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Stone Loft Wealth Management held 31 positions worth $176M, up 26% from $140M the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Stone Loft Wealth Management deployed $22.2M of net new capital in Q2 2026, opening 2 new positions and adding to 18 existing holdings. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 46,889 shares worth $2.35M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $1.03M trimmed.
- Stone Loft Wealth Management's largest Q2 2026 buy was Vanguard Tax-Exempt Bond Index Fund: 46,889 shares worth $2.35M.
- Stone Loft Wealth Management added most to Vanguard Total Bond Market in Q2 2026, an estimated $6.7M increase.
- Stone Loft Wealth Management's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $1.03M.
- Stone Loft Wealth Management's ten largest holdings make up 87% of its $176M portfolio in Q2 2026.
- Stone Loft Wealth Management opened 2 new positions and closed 0 in Q2 2026.
- Stone Loft Wealth Management's portfolio value rose 26% quarter-over-quarter to $176M.
Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.