Stone Loft Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$139.9M
Q ending 2026-03-31
Prior quarter
$106.6M
Q ending 2025-12-31
Change
+31.3% QoQ
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $33.8M | 105K |
| Vanguard Star Fds | VXUS | Shares | $21.1M | 274K |
| Vanguard Bd Index Fds | BND | Shares | $16.7M | 226K |
| Vanguard Index Fds | VOO | Shares | $14.8M | 25K |
| Vanguard Charlotte Fds | BNDX | Shares | $12.4M | 257K |
| Vanguard Intl Equity Index F | VEU | Shares | $11.2M | 150K |
| Vanguard Index Fds | VXF | Shares | $4.5M | 22K |
| Vanguard Index Fds | VUG | Shares | $2.7M | 6K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.6M | 32K |
| Vanguard Specialized Funds | VIG | Shares | $2.4M | 11K |
| Vanguard Index Fds | VTV | Shares | $2.4M | 12K |
| Ishares Tr | SGOV | Shares | $2.1M | 21K |
| Vanguard Index Fds | VO | Shares | $1.6M | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 24K |
| Vanguard Index Fds | VB | Shares | $1.5M | 6K |
| Schwab Strategic Tr | SGVT | Shares | $1.3M | 13K |
| Vanguard Mun Bd Fds | VTEI | Shares | $1.1M | 11K |
| Vanguard Scottsdale Fds | VCSH | Shares | $869K | 11K |
| Vanguard Mun Bd Fds | VTEL | Shares | $864K | 8K |
| Vanguard Wellington Fd | VTES | Shares | $860K | 9K |
| Microsoft Corp | MSFT | Shares | $620K | 2K |
| Motorola Solutions Inc | MSI | Shares | $527K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $515K | 793 |
| Vanguard Index Fds | VV | Shares | $348K | 1K |
| Ishares Tr | IWF | Shares | $348K | 815 |
| Ishares Tr | IVW | Shares | $330K | 3K |
| Merck & Co Inc | MRK | Shares | $330K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $263K | 456 |
| Vanguard Bd Index Fds | BIV | Shares | $259K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.