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John Neal

Stone Loft Wealth Management Llc

Assets Managed
$139.943M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stone Loft Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Stone Loft Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.943M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by John Neal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
New Position
24.17%
$33.817M
105,412 shares@ $320.81 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
New Position
15.1%
$21.129M
274,017 shares@ $77.11 avg price
BND
Vanguard Total Bond Market
Recent Activity
New Position
11.91%
$16.663M
226,278 shares@ $73.65 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
10.58%
$14.794M
24,757 shares@ $597.55 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
New Position
8.84%
$12.365M
257,330 shares@ $48.05 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
New Position
8.04%
$11.25M
149,800 shares@ $75.1 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
New Position
3.19%
$4.452M
21,630 shares@ $205.81 avg price
VUG
Vanguard Growth Etf
Recent Activity
New Position
1.91%
$2.668M
6,108 shares@ $436.77 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
New Position
1.88%
$2.62M
31,664 shares@ $82.75 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
New Position
1.75%
$2.448M
11,381 shares@ $215.06 avg price

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