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SLWM

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 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
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$654B
$33.8M 24.16%
105,412
+22,542
+27% +$7.56M
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$153B
$21.1M 15.1%
274,017
+75,261
+38% +$5.98M
BND icon
3
Vanguard Total Bond Market
BND
$157B
$16.7M 11.91%
226,278
+83,934
+59% +$6.23M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$14.8M 10.57%
24,757
+11,617
+88% +$7.27M
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$82B
$12.4M 8.84%
257,330
+71,717
+39% +$3.48M
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$11.2M 8.04%
149,800
+10,148
+7% +$786K
VXF icon
7
Vanguard Extended Market ETF
VXF
$30.3B
$4.45M 3.18%
21,630
+2,230
+11% +$477K
VUG icon
8
Vanguard Growth ETF
VUG
$216B
$2.67M 1.91%
36,648
+7,074
+24% +$550K
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$2.62M 1.87%
31,664
+16,033
+103% +$1.34M
VIG icon
10
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.45M 1.75%
11,381
+3,404
+43% +$759K
VTV icon
11
Vanguard Value ETF
VTV
$189B
$2.37M 1.69%
12,066
+2,003
+20% +$401K
SGOV icon
12
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$2.15M 1.54%
21,343
-53,657
-72% -$5.39M
VO icon
13
Vanguard Mid-Cap ETF
VO
$106B
$1.6M 1.14%
22,264
+17,184
+338% +$1.28M
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.51M 1.08%
23,566
+14,974
+174% +$988K
VB icon
15
Vanguard Small-Cap ETF
VB
$79.5B
$1.49M 1.07%
5,707
+4,455
+356% +$1.21M
SGVT
16
Schwab Government Money Market ETF
SGVT
$807M
$1.34M 0.96%
13,338
-12,491
-48% -$1.26M
VTEI icon
17
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$1.14M 0.82%
11,442
+6,119
+115% +$621K
VCSH icon
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$869K 0.62%
+10,960
New +$873K
VTEL
19
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$280M
$864K 0.62%
8,424
+4,634
+122% +$481K
VTES icon
20
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$860K 0.61%
8,500
+4,546
+115% +$464K
MSFT icon
21
Microsoft
MSFT
$2.84T
$620K 0.44%
+1,674
New +$700K
MSI icon
22
Motorola Solutions
MSI
$69.4B
$527K 0.38%
+1,214
New +$526K
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$515K 0.37%
793
+143
+22% +$97.2K
VV icon
24
Vanguard Large-Cap ETF
VV
$51.9B
$348K 0.25%
+1,164
New +$364K
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$122B
$348K 0.25%
3,260
+136
+4% +$15.4K
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 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.