Stone Loft Wealth Management
Stone Loft Wealth Management reported 31 stocks worth $176M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VTI (23.3%), VXUS (16.0%) and BND (13.2%). Compared with Q1 2026, the fund opened new positions in VTEB and STIP, added to VTI, VXUS and BND and trimmed VOO, VTV and VIG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $41M | 23.3% | 110K | +4,693 (+4%) | 3 of 3 | |
| 2 |  VXUS Vanguard Star Fds | $28.1M | 16.0% | 331K | +57K (+21%) | 3 of 3 | |
| 3 |  BND Vanguard BD Index Fds | $23.1M | 13.2% | 318K | +91K (+40%) | 3 of 3 | |
| 4 |  VOO Vanguard S&P 500 ETF | $16.8M | 9.6% | 24K | −530 (−2%) | 3 of 3 | |
| 5 |  BNDX Vanguard Total | $14.9M | 8.4% | 309K | +52K (+20%) | 3 of 3 | |
| 6 |  VEU Vanguard Intl Equity Index F | $12.5M | 7.1% | 151K | +708 (+0%) | 3 of 3 | |
| 7 |  VXF Vanguard Index Fds | $5.4M | 3.1% | 23K | +944 (+4%) | 3 of 3 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $4.6M | 2.6% | 56K | +25K (+78%) | 3 of 3 | |
| 9 |  SGOV Ishares TR | $3.9M | 2.3% | 39K | +18K (+84%) | 3 of 3 | |
| 10 |  VUG Vanguard Index Fds | $3.2M | 1.8% | 37K | +31K (+501%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stone Loft Wealth Management 13F FAQ
What does Stone Loft Wealth Management own?
Stone Loft Wealth Management reported 31 stocks worth $176M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VTI (23.3%), VXUS (16.0%) and BND (13.2%). The table above lists every position in the filing (the top 10 without an account).
What did Stone Loft Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 16 added to, 9 trimmed and 0 sold out. New positions include VTEB and STIP.
When will Stone Loft Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stone Loft Wealth Management's portfolio worth?
The Q2 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.