We are live on ! Find out more
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
–
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
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 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
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$79.2B
$405K 0.23%
2,922
+1
+0% +$132
2025 Q4
2 quarters
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$130B
$386K 0.22%
3,124
-136
-4% -$16.4K
2025 Q4
2 quarters
QQQ icon
28
Invesco QQQ Trust
QQQ
$504B
$309K 0.18%
430
-26
-6% -$17.9K
2026 Q1
1 quarter
MRK icon
29
Merck
MRK
$351B
$261K 0.15%
2,109
-635
-23% -$74.3K
2025 Q4
2 quarters
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$232K 0.13%
3,046
-310
-9% -$23.8K
2025 Q4
2 quarters
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$16.4B
$201K 0.11%
+1,979
New +$204K
2026 Q2
0 quarters
1
2

Similar funds

PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $176M AUM 7.16% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
MDP
Millbank Dartmoor Portsmouth Asheville, North Carolina $176M AUM
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM
DF
Dedeker Financial St. Louis Park, Minnesota $176M AUM
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

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.