Stone LOFT Wealth Management LLC ETF holdings
West Chester, PA
Reported $174.4M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$174.4M
ETFs held
28
Change from prior quarter
+25.9%
With price moves
ETFs as a share of its 13F
99.2%
of $175.8M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $41.0M | 110,105 | +4,693 shares |
| VXUS | Vanguard Total International Stock ETF | $28.1M | 330,933 | +56,916 shares |
| BND | Vanguard Total Bond Market ETF | $23.1M | 317,638 | +91,360 shares |
| VOO | Vanguard S&P 500 ETF | $16.8M | 24,227 | −530 shares |
| BNDX | Vanguard Total International Bond ETF | $14.9M | 309,427 | +52,097 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $12.5M | 150,508 | +708 shares |
| VXF | Vanguard Extended Market ETF | $5.4M | 22,574 | +944 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $4.6M | 56,394 | +24,730 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $3.9M | 39,276 | +17,933 shares |
| VUG | Vanguard Morningstar Growth ETF | $3.2M | 36,683 | +30,575 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002130930. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stone LOFT Wealth Management LLC own?
Stone LOFT Wealth Management LLC reported 28 ETF positions worth $174.4M in its Form 13F for June 30, 2026. The largest was VTI, at $41.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.