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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
Cap. Flow
+$22.2M
Cap. Flow %
12.61%
Top 10 Hldgs %
87.4%
Holding
31
New
2
Increased
18
Reduced
10
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$6.7M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.77M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.51M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.36M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.04M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.03M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$353K
3
MRK icon
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 Technology 0.66%
2 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$41M 23.32%
110,105
+4,693
+4% +$1.68M
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$162B
$28.1M 16%
330,933
+56,916
+21% +$4.77M
BND icon
3
Vanguard Total Bond Market
BND
$161B
$23.1M 13.16%
317,638
+91,360
+40% +$6.7M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.02T
$16.8M 9.56%
24,227
-530
-2% -$353K
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$82.6B
$14.9M 8.45%
309,427
+52,097
+20% +$2.51M
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$12.5M 7.12%
150,508
+708
+0.5% +$57.9K
VXF icon
7
Vanguard Extended Market ETF
VXF
$31.4B
$5.42M 3.09%
22,574
+944
+4% +$216K
VCIT icon
8
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$4.62M 2.63%
56,394
+24,730
+78% +$2.04M
SGOV icon
9
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
$3.95M 2.25%
39,276
+17,933
+84% +$1.8M
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$225B
$3.22M 1.83%
36,683
+35
+0.1% +$2.94K
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$193B
$2.61M 1.49%
12,021
-45
-0.4% -$9.4K
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$2.35M 1.34%
+46,889
New +$2.36M
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$2.3M 1.31%
29,175
+18,215
+166% +$1.44M
VO icon
14
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.8M 1.02%
22,324
+60
+0.3% +$4.65K
VB icon
15
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$1.7M 0.97%
5,712
+5
+0.1% +$1.43K
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$237B
$1.68M 0.95%
23,692
+126
+0.5% +$8.78K
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$113B
$1.64M 0.93%
6,911
-4,470
-39% -$1.03M
SGVT
18
Schwab Government Money Market ETF
SGVT
$868M
$1.27M 0.72%
12,648
-690
-5% -$69.4K
VTEI icon
19
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.53B
$1.16M 0.66%
11,599
+157
+1% +$15.8K
VTEL
20
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$326M
$846K 0.48%
8,148
-276
-3% -$28.6K
VTES icon
21
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$830K 0.47%
8,221
-279
-3% -$28.2K
MSFT icon
22
Microsoft
MSFT
$3.58T
$663K 0.38%
1,675
+1
+0.1% +$405
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$599K 0.34%
793
– –
MSI icon
24
Motorola Solutions
MSI
$78.7B
$497K 0.28%
1,221
+7
+0.6% +$2.93K
VV icon
25
Vanguard Morningstar Large-Cap ETF
VV
$53.8B
$406K 0.23%
1,168
+4
+0.3% +$1.33K
1
2

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RFW
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ADMI
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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 Technology at 0.66% of assets, down from 0.82% a quarter earlier, followed by 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.