StockDriftsStockDriftsTop 31 Stone Loft Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 23.32% | 110.1K | $41.0M | +4.45%(+4.69K) | $331.36(+15.29%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 16% | 330.9K | $28.1M | +20.77%(+56.92K) | $75.83(+15.10%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 13.16% | 317.6K | $23.1M | +40.38%(+91.36K) | $73.90(-2.18%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 9.56% | 24.2K | $16.8M | -2.14%(-530) | $616.28(+15.38%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.45% | 309.4K | $14.9M | +20.25%(+52.10K) | $48.60(-1.55%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.12% | 150.5K | $12.5M | +0.47%(+708) | $72.62(+17.46%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.09% | 22.6K | $5.4M | +4.36%(+944) | $209.61(+17.90%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.63% | 56.4K | $4.6M | +78.10%(+24.73K) | $83.10(-2.24%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.25% | 39.3K | $3.9M | +84.02%(+17.93K) | $100.60(-0.10%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.83% | 36.7K | $3.2M | +0.10%(+35) | $79.93(+11.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.36% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.92% |
Stone Loft Wealth Management LLC reports $175.80M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are VTI (23.3%), VXUS (16.0%) and BND (13.2%). The top 20 holdings account for 97.28% of reported assets. Its disclosed equity book has returned +8.36% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stone Loft Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2130930). View Stone Loft Wealth Management LLC’s 13F filings on SEC