Stone Loft Wealth Management LLC
- SEC CIK
- 0002130930
- Latest filing
- Jul 24, 2026
The latest 13F from Stone Loft Wealth Management LLC covers Q2 2026 (filed Jul 24, 2026): 31 long positions worth $175.8M. The top 10 holdings make up 87.4% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 23.3%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$2.55M
- Added
- 16
- Est. +$21.3M
- Reduced
- 10
- Est. −$1.70M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876923.3%$41.0M
- Vanguard Star FDS92190976816.0%$28.1M
- Vanguard Total Bond Market ETF92193783513.2%$23.1M
- Vanguard S&P 500 ETF9229083639.6%$16.8M
- Vanguard Total International Bond ETF92203J4078.5%$14.9M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Total Bond Market ETF921937835+$6.65MAdded
- Vanguard Star FDS921909768+$4.84MAdded
- Vanguard Total International Bond ETF92203J407+$2.50MAdded
- Vanguard Mun BD FDS922907746+$2.35MNew
- Vanguard Intermediate-Term Corporate Bond ETF92206C870+$2.03MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Mun BD FDS922907746+1.34 pp0.0% → 1.3%
- Vanguard Total Bond Market ETF921937835+1.25 pp11.9% → 13.2%
- Vanguard Star FDS921909768+0.90 pp15.1% → 16.0%
- Vanguard Intermediate-Term Corporate Bond ETF92206C870+0.76 pp1.9% → 2.6%
- iShares Tr46436E718+0.71 pp1.5% → 2.2%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Dividend Appreciation ETF921908844−$1.06MReduced
- Vanguard S&P 500 ETF922908363−$367.7KReduced
- MRKMerck & Co., Inc.
- Schwab Strategic Tr808524581−$69.4KReduced
- Vanguard Mun BD FDS922907688−$28.6KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard S&P 500 ETF922908363−1.01 pp10.6% → 9.6%
- Vanguard Dividend Appreciation ETF921908844−0.82 pp1.7% → 0.9%
- Schwab Strategic Tr808524581−0.24 pp1.0% → 0.7%
- Vanguard Morningstar Value ETF922908744−0.20 pp1.7% → 1.5%
- Vanguard Wellington FD921935870−0.14 pp0.6% → 0.5%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $175.8M
- +$35.9M (+25.6%) vs. prior quarter
- Positions
- 31
- +2 vs. prior quarter
- Top 10 concentration
- 87.4%
- Top 10 as share of value
- Turnover
- 1.1%
- Q2 2026, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $175.8M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 31 | $175.8M | Vanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Total Bond Market ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 8, 2026 | 29 | $139.9M | Vanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Total Bond Market ETF | vs. Q4 2025 | SEC |
| Q4 2025 | May 26, 2026 | 24 | $106.6M | Vanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Total Bond Market ETF | – | SEC |