What does STONE LOFT WEALTH MANAGEMENT LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

STONE LOFT WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$34M105K24.2%

VANGUARD STAR FDS

$21M274K15.1%

VANGUARD BD INDEX FDS

$17M226K11.9%

VANGUARD INDEX FDS

$15M25K10.6%

VANGUARD CHARLOTTE FDS

$12M257K8.8%

VANGUARD INTL EQUITY INDEX F

$11M150K8.0%

VANGUARD INDEX FDS

$4M22K3.2%

VANGUARD INDEX FDS

$3M6K1.9%

VANGUARD SCOTTSDALE FDS

$3M32K1.9%

VANGUARD SPECIALIZED FUNDS

$2M11K1.7%

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