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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
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$75.7B
$405K 0.23%
2,922
+1
+0% +$132
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$125B
$386K 0.22%
3,124
-136
-4% -$16.4K
QQQ icon
28
Invesco QQQ Trust
QQQ
$484B
$309K 0.18%
430
-26
-6% -$17.9K
MRK icon
29
Merck
MRK
$368B
$261K 0.15%
2,109
-635
-23% -$74.3K
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$232K 0.13%
3,046
-310
-9% -$23.8K
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
$201K 0.11%
+1,979
New +$204K
1
2

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MP
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RFW
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MDP
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RWA
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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.