Stone Loft Wealth Management
WEST CHESTER, PAfiles as STONE LOFT WEALTH MANAGEMENT LLC
$176m in 31 US stocks at the end of 30 June 2026. The top 10 are 87.4% of the money. It changed about 5.8% of the portfolio this quarter.
Value
$176m
Stocks
31
Top 10 share
87.4%
Turnover
5.8%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard MUN BD FDSVTEB1.3% of the fund
- Ishares TRSTIP0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI23.3% of the fund+4%
- Vanguard Star FDSVXUS16.0% of the fund+21%
- Vanguard BD Index FDSBND13.2% of the fund+40%
- Vanguard Charlotte FDSBNDX8.5% of the fund+20%
- Vanguard Index FDSVXF3.1% of the fund+4%
- Vanguard Scottsdale FDSVCIT2.6% of the fund+78%
- Ishares TRSGOV2.2% of the fund+84%
- Vanguard Scottsdale FDSVCSH1.3% of the fund+166%
Cut
Sold some of their stake.
- Vanguard Index FDSVOO9.6% of the fund-2%
- Vanguard Specialized FundsVIG0.9% of the fund-39%
- Schwab Strategic TRSGVT0.7% of the fund-5%
- Vanguard MUN BD FDSVTEL0.5% of the fund-3%
- Vanguard Wellington FDVTES0.5% of the fund-3%
- Ishares TRIWF0.2% of the fund-4%
- Invesco QQQ TRQQQ0.2% of the fund-6%
- MerckMRK0.1% of the fund-23%
- Vanguard BD Index FDSBIV0.1% of the fund-9%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 23.3%
- Value
- $41m
- Shares
- 110,105
+4%
- Vanguard Star FDSVXUS
- Share
- 16.0%
- Value
- $28m
- Shares
- 330,933
+21%
- Vanguard BD Index FDSBND
- Share
- 13.2%
- Value
- $23m
- Shares
- 317,638
+40%
- Vanguard Index FDSVOO
- Share
- 9.6%
- Value
- $17m
- Shares
- 24,227
-2%
- Vanguard Charlotte FDSBNDX
- Share
- 8.5%
- Value
- $15m
- Shares
- 309,427
+20%
- Vanguard Intl Equity Index FVEU
- Share
- 7.1%
- Value
- $13m
- Shares
- 150,508
Held
- Vanguard Index FDSVXF
- Share
- 3.1%
- Value
- $5m
- Shares
- 22,574
+4%
- Vanguard Scottsdale FDSVCIT
- Share
- 2.6%
- Value
- $5m
- Shares
- 56,394
+78%
- Ishares TRSGOV
- Share
- 2.2%
- Value
- $4m
- Shares
- 39,276
+84%
- Vanguard Index FDSVUG
- Share
- 1.8%
- Value
- $3m
- Shares
- 36,683
Held
- Vanguard Index FDSVTV
- Share
- 1.5%
- Value
- $3m
- Shares
- 12,021
Held
- Vanguard MUN BD FDSVTEB
- Share
- 1.3%
- Value
- $2m
- Shares
- 46,889
New
- Vanguard Scottsdale FDSVCSH
- Share
- 1.3%
- Value
- $2m
- Shares
- 29,175
+166%
- Vanguard Index FDSVO
- Share
- 1.0%
- Value
- $2m
- Shares
- 22,324
Held
- Vanguard Index FDSVB
- Share
- 1.0%
- Value
- $2m
- Shares
- 5,712
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 1.0%
- Value
- $2m
- Shares
- 23,692
Held
- Vanguard Specialized FundsVIG
- Share
- 0.9%
- Value
- $2m
- Shares
- 6,911
-39%
- Schwab Strategic TRSGVT
- Share
- 0.7%
- Value
- $1m
- Shares
- 12,648
-5%
- Vanguard MUN BD FDSVTEI
- Share
- 0.7%
- Value
- $1m
- Shares
- 11,599
Held
- Vanguard MUN BD FDSVTEL
- Share
- 0.5%
- Value
- $845,585
- Shares
- 8,148
-3%
- Vanguard Wellington FDVTES
- Share
- 0.5%
- Value
- $830,442
- Shares
- 8,221
-3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $598,545
- Shares
- 793
Held
- Vanguard Index FDSVV
- Share
- 0.2%
- Value
- $405,950
- Shares
- 1,168
Held
- Ishares TRIVW
- Share
- 0.2%
- Value
- $404,898
- Shares
- 2,922
Held
- Ishares TRIWF
- Share
- 0.2%
- Value
- $386,099
- Shares
- 3,124
-4%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $308,975
- Shares
- 430
-6%
- Vanguard BD Index FDSBIV
- Share
- 0.1%
- Value
- $231,921
- Shares
- 3,046
-9%
- Ishares TRSTIP
- Share
- 0.1%
- Value
- $200,560
- Shares
- 1,979
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 23.3% | $41m | 110,105 | +4% |
| Vanguard Star FDSVXUS | 16.0% | $28m | 330,933 | +21% |
| Vanguard BD Index FDSBND | 13.2% | $23m | 317,638 | +40% |
| Vanguard Index FDSVOO | 9.6% | $17m | 24,227 | -2% |
| Vanguard Charlotte FDSBNDX | 8.5% | $15m | 309,427 | +20% |
| Vanguard Intl Equity Index FVEU | 7.1% | $13m | 150,508 | Held |
| Vanguard Index FDSVXF | 3.1% | $5m | 22,574 | +4% |
| Vanguard Scottsdale FDSVCIT | 2.6% | $5m | 56,394 | +78% |
| Ishares TRSGOV | 2.2% | $4m | 39,276 | +84% |
| Vanguard Index FDSVUG | 1.8% | $3m | 36,683 | Held |
| Vanguard Index FDSVTV | 1.5% | $3m | 12,021 | Held |
| Vanguard MUN BD FDSVTEB | 1.3% | $2m | 46,889 | New |
| Vanguard Scottsdale FDSVCSH | 1.3% | $2m | 29,175 | +166% |
| Vanguard Index FDSVO | 1.0% | $2m | 22,324 | Held |
| Vanguard Index FDSVB | 1.0% | $2m | 5,712 | Held |
| Vanguard Tax-Managed FDSVEA | 1.0% | $2m | 23,692 | Held |
| Vanguard Specialized FundsVIG | 0.9% | $2m | 6,911 | -39% |
| Schwab Strategic TRSGVT | 0.7% | $1m | 12,648 | -5% |
| Vanguard MUN BD FDSVTEI | 0.7% | $1m | 11,599 | Held |
| Vanguard MUN BD FDSVTEL | 0.5% | $845,585 | 8,148 | -3% |
| Vanguard Wellington FDVTES | 0.5% | $830,442 | 8,221 | -3% |
| MicrosoftMSFT | 0.4% | $662,527 | 1,675 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $598,545 | 793 | Held |
| Motorola SolutionsMSI | 0.3% | $497,136 | 1,221 | Held |
| Vanguard Index FDSVV | 0.2% | $405,950 | 1,168 | Held |
| Ishares TRIVW | 0.2% | $404,898 | 2,922 | Held |
| Ishares TRIWF | 0.2% | $386,099 | 3,124 | -4% |
| Invesco QQQ TRQQQ | 0.2% | $308,975 | 430 | -6% |
| MerckMRK | 0.1% | $260,692 | 2,109 | -23% |
| Vanguard BD Index FDSBIV | 0.1% | $231,921 | 3,046 | -9% |
| Ishares TRSTIP | 0.1% | $200,560 | 1,979 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 65.0% since 31 December 2025.
Where the money is
Technology0.7%
Health care0.1%
Other99.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.