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
+1.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow %
99.66%
Top 10 Hldgs %
91.39%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$27.6M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$14.8M
3
BND icon
Vanguard Total Bond Market
BND
+$10.6M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$9.17M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.79%
2 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$27.8M 26.07%
+82,870
New +$27.6M
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$162B
$15M 14.07%
+198,756
New +$14.8M
BND icon
3
Vanguard Total Bond Market
BND
$161B
$10.5M 9.89%
+142,344
New +$10.6M
VEU icon
4
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$10.3M 9.64%
+139,652
New +$10.2M
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$82.3B
$8.97M 8.42%
+185,613
New +$9.17M
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.04T
$8.24M 7.73%
+13,140
New +$8.17M
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$109B
$7.53M 7.07%
+75,000
New +$7.54M
VXF icon
8
Vanguard Extended Market ETF
VXF
$30.6B
$4.06M 3.81%
+19,400
New +$4.07M
SGVT
9
Schwab Government Money Market ETF
SGVT
$931M
$2.6M 2.44%
+25,829
New +$2.6M
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$224B
$2.4M 2.26%
+29,574
New +$2.4M
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$190B
$1.92M 1.8%
+10,063
New +$1.89M
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.75M 1.65%
+7,977
New +$1.74M
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
$1.31M 1.23%
+15,631
New +$1.31M
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$234B
$537K 0.5%
+8,592
New +$526K
VTEI icon
15
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.56B
$537K 0.5%
+5,323
New +$536K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$443K 0.42%
+650
New +$439K
VTES icon
17
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.39B
$402K 0.38%
+3,954
New +$402K
VTEL
18
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$356M
$393K 0.37%
+3,790
New +$393K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$123B
$370K 0.35%
+3,124
New +$370K
VO icon
20
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$369K 0.35%
+5,080
New +$370K
IVW icon
21
iShares S&P 500 Growth ETF
IVW
$75.6B
$360K 0.34%
+2,920
New +$357K
VB icon
22
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$323K 0.3%
+1,252
New +$321K
BIV icon
23
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$228K 0.21%
+2,928
New +$229K
MRK icon
24
Merck
MRK
$355B
$228K 0.21%
+2,166
New +$203K

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 Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Stone Loft Wealth Management, which disclosed 24 positions worth $107M. Its ten largest holdings account for 91% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 82,870 shares worth $27.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, followed by Healthcare.

  • Stone Loft Wealth Management's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 82,870 shares worth $27.8M.
  • Stone Loft Wealth Management's ten largest holdings make up 91% of its $107M portfolio in Q4 2025.
  • Stone Loft Wealth Management disclosed 24 positions in Q4 2025, its first 13F filing on record.

Based on Stone Loft Wealth Management's 13F filing for Q4 2025, filed 26 May 2026.