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Stone Loft Wealth Management Portfolio holdings

AUM $176M
This Fund
S&P 500
This Quarter Est. Return
-1.51%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$33.4M
Cap. Flow
+$36.2M
Cap. Flow %
25.84%
Top 10 Hldgs %
87.32%
Holding
29
New
5
Increased
22
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$7.56M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.27M
3
BND icon
Vanguard Total Bond Market
BND
+$6.23M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.98M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.48M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.39M
2
SGVT
Schwab Government Money Market ETF
SGVT
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 0.82%
2 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$70.5B
$330K 0.24%
2,921
+1
+0% +$120
MRK icon
27
Merck
MRK
$322B
$330K 0.24%
2,744
+578
+27% +$66.7K
QQQ icon
28
Invesco QQQ Trust
QQQ
$436B
$263K 0.19%
+456
New +$277K
BIV icon
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$259K 0.19%
3,356
+428
+15% +$33.3K
1
2

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Stone Loft Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Stone Loft Wealth Management held 29 positions worth $140M, up 31% from $107M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Stone Loft Wealth Management deployed $36.2M of net new capital in Q1 2026, opening 5 new positions and adding to 22 existing holdings. Its largest new stake was Vanguard Short-Term Corporate Bond ETF: 10,960 shares worth $869K.

By sector, the portfolio is most concentrated in Technology at 0.82% of assets, followed by Healthcare.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $5.39M trimmed.

  • Stone Loft Wealth Management's largest Q1 2026 buy was Vanguard Short-Term Corporate Bond ETF: 10,960 shares worth $869K.
  • Stone Loft Wealth Management added most to Vanguard Morningstar Total Stock Market ETF in Q1 2026, an estimated $7.56M increase.
  • Stone Loft Wealth Management's biggest Q1 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $5.39M.
  • Stone Loft Wealth Management's ten largest holdings make up 87% of its $140M portfolio in Q1 2026.
  • Stone Loft Wealth Management opened 5 new positions and closed 0 in Q1 2026.
  • Stone Loft Wealth Management's portfolio value rose 31% quarter-over-quarter to $140M.

Based on Stone Loft Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.