2026 Q2 Portfolio Activity
In 2026 Q2, STONE LOFT WEALTH MANAGEMENT LLC maintained a portfolio of 31 distinct positions. The most significant new addition was VANGUARD MUN BD FDS, now representing 1.34% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 40.4%. The fund also reduced its exposure to VANGUARD SPECIALIZED FUNDS by 39.3%.
Position History
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Total Positions
31
Quarter
2026 Q2
Top Holding
VTI (23.3%)
Top 10 Concentration
87.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
STONE LOFT WEALTH MANAGEMENT LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 23.32% | 24.16% |
#1
Prev: #1
|
6.5 |
—
|
4,693 | 4.5% |
P
S
|
110,105 | $41,005,470 |
$322.03
+13.3%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 16.00% | 15.10% |
#2
Prev: #2
|
8.0 |
—
|
56,916 | 20.8% |
P
S
|
330,933 | $28,125,983 |
$78.26
+6.6%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
BND
VANGUARD BD IND...
|
ETF | 13.16% | 11.91% |
#3
Prev: #3
|
7.5 |
—
|
91,360 | 40.4% |
P
S
|
317,638 | $23,130,430 |
$72.81
-0.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 9.56% | 10.57% |
#4
Prev: #4
|
4.8 |
—
|
-530 | -2.1% |
P
S
|
24,227 | $16,808,475 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 8.45% | 8.84% |
#5
Prev: #5
|
6.4 |
—
|
52,097 | 20.2% |
P
S
|
309,427 | $14,861,760 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 7.12% | 8.04% |
#6
Prev: #6
|
3.3 |
—
|
708 | 0.5% |
P
S
|
150,508 | $12,511,690 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 3.09% | 3.18% |
#7
Prev: #7
|
1.7 |
—
|
944 | 4.4% |
P
S
|
22,574 | $5,424,339 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.63% | 1.87% |
#8
1
Prev: #9
|
4.1 |
—
|
24,730 | 78.1% |
P
S
|
56,394 | $4,620,373 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SGOV
ISHARES TR
|
ETF | 2.25% | 1.54% |
#9
3
Prev: #12
|
3.9 |
—
|
17,933 | 84.0% |
P
S
|
39,276 | $3,948,807 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.83% | 1.91% |
#10
2
Prev: #8
|
3.7 |
—
|
30,575 | 500.6% |
P
S
|
36,683 | $3,219,297 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.49% | 1.69% |
#11
Prev: #11
|
1.1 |
—
|
-45 | -0.4% |
P
S
|
12,021 | $2,614,368 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.34% | — |
#12
Prev: #—
|
4.0 |
—
|
46,889 | — |
NEW
|
46,889 | $2,354,279 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.31% | 0.62% |
#13
5
Prev: #18
|
3.5 |
—
|
18,215 | 166.2% |
P
S
|
29,175 | $2,296,950 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.02% | 1.14% |
#14
1
Prev: #13
|
3.4 |
—
|
16,758 | 301.1% |
P
S
|
22,324 | $1,795,964 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.97% | 1.07% |
#15
Prev: #15
|
0.9 |
—
|
5 | 0.1% |
P
S
|
5,712 | $1,696,659 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.95% | 1.08% |
#16
2
Prev: #14
|
0.9 |
—
|
126 | 0.5% |
P
S
|
23,692 | $1,677,858 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.93% | 1.75% |
#17
7
Prev: #10
|
0.4 |
—
|
-4,470 | -39.3% |
P
S
|
6,911 | $1,640,298 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SGVT
SCHWAB STRATEGI...
|
ETF | 0.72% | 0.96% |
#18
2
Prev: #16
|
0.8 |
—
|
-690 | -5.2% |
P
S
|
12,648 | $1,272,647 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTEI
VANGUARD MUN BD...
|
Bond/Debt | 0.66% | 0.82% |
#19
2
Prev: #17
|
0.8 |
—
|
157 | 1.4% |
P
S
|
11,599 | $1,164,145 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTEL
VANGUARD MUN BD...
|
ETF | 0.48% | 0.62% |
#20
1
Prev: #19
|
0.7 |
—
|
-276 | -3.3% |
P
S
|
8,148 | $845,585 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.47% | 0.61% |
#21
1
Prev: #20
|
0.7 |
—
|
-279 | -3.3% |
P
S
|
8,221 | $830,442 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.38% | 0.44% |
#22
1
Prev: #21
|
0.7 |
—
|
1 | 0.1% |
P
S
|
1,675 | $662,527 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.34% | 0.37% |
#23
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
793 | $598,545 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.28% | 0.38% |
#24
2
Prev: #22
|
0.6 |
—
|
7 | 0.6% |
P
S
|
1,221 | $497,136 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.23% | 0.25% |
#25
1
Prev: #24
|
0.6 |
—
|
4 | 0.3% |
P
S
|
1,168 | $405,950 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IVW
ISHARES TR
|
Warrant | 0.23% | 0.24% |
#26
Prev: #26
|
0.6 |
—
|
1 | 0.0% |
P
S
|
2,922 | $404,898 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IWF
ISHARES TR
|
ETF | 0.22% | 0.25% |
#27
2
Prev: #25
|
3.1 |
—
|
2,309 | 283.3% |
P
S
|
3,124 | $386,099 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.18% | 0.19% |
#28
Prev: #28
|
0.6 |
—
|
-26 | -5.7% |
P
S
|
430 | $308,975 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.15% | 0.24% |
#29
2
Prev: #27
|
0.1 |
—
|
-635 | -23.1% |
P
S
|
2,109 | $260,692 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.13% | 0.19% |
#30
1
Prev: #29
|
0.6 |
—
|
-310 | -9.2% |
P
S
|
3,046 | $231,921 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
STIP
ISHARES TR
|
ETF | 0.11% | — |
#31
Prev: #—
|
3.5 |
—
|
1,979 | — |
NEW
|
1,979 | $200,560 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-31 of 31 holdings