Q1 2026 · 13F-HR
STONE LOFT WEALTH MANAGEMENT LLCholdings as filed
Filed 2026-05-08 · accession 0001951757-26-000802
$139.9M
Reported value
29
Positions
2026-03-31
Period end
The Brief · STONE LOFT WEALTH MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
STONE LOFT WEALTH MANAGEMENT LLC established a new position in VTI valued at $33.8M. The fund also initiated new stakes in VXUS for $21.1M and BND for $16.7M. Additional new positions include VOO at $14.8M, BNDX at $12.4M, and VEU at $11.2M. Total assets under management stand at $139.9M across 29 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $33.8M | 24.2% | 105,412 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $21.1M | 15.1% | 274,017 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $16.7M | 11.9% | 226,278 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $14.8M | 10.6% | 24,757 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $12.4M | 8.84% | 257,330 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $11.2M | 8.04% | 149,800 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $4.5M | 3.18% | 21,630 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $2.7M | 1.91% | 6,108 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $2.6M | 1.87% | 31,664 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.75% | 11,381 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $2.4M | 1.69% | 12,066 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $2.1M | 1.54% | 21,343 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.6M | 1.14% | 5,566 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 1.08% | 23,566 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $1.5M | 1.07% | 5,707 | Common | NONE |
| 808524581 | SGVT | SCHWAB STRATEGIC TR | $1.3M | 0.96% | 13,338 | Common | NONE |
| 922907738 | VTEI | VANGUARD MUN BD FDS | $1.1M | 0.82% | 11,442 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $868,814 | 0.62% | 10,960 | Common | NONE |
| 922907688 | VTEL | VANGUARD MUN BD FDS | $863,574 | 0.62% | 8,424 | Common | NONE |
| 921935870 | VTES | VANGUARD WELLINGTON FD | $859,667 | 0.61% | 8,500 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $619,776 | 0.44% | 1,674 | Common | NONE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $526,840 | 0.38% | 1,214 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $515,407 | 0.37% | 793 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $347,980 | 0.25% | 1,164 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $347,559 | 0.25% | 815 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $330,376 | 0.24% | 2,921 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $330,074 | 0.24% | 2,744 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $263,194 | 0.19% | 456 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $258,999 | 0.19% | 3,356 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.