DOSSIER · 13F-HR · Q2 2026

STONE LOFT WEALTH MANAGEMENT LLC

$176M in tracked AUM across 31 positions as of Q2 2026.

SL
CIK 0002130930 · last filed Jun 30, 2026
Total AUM
$176M
as of Q2 2026
Holdings
31
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

STONE LOFT WEALTH MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$41M110K23.3%
02
VXUS
VANGUARD STAR FDS
$28M331K16.0%
03
BND
VANGUARD BD INDEX FDS
$23M318K13.2%
04
VOO
VANGUARD INDEX FDS
$17M24K9.6%
05
BNDX
VANGUARD CHARLOTTE FDS
$15M309K8.5%
06
VEU
VANGUARD INTL EQUITY INDEX F
$13M151K7.1%
07
VXF
VANGUARD INDEX FDS
$5M23K3.1%
08
VCIT
VANGUARD SCOTTSDALE FDS
$5M56K2.6%
09
SGOV
ISHARES TR
$4M39K2.2%
10
VUG
VANGUARD INDEX FDS
$3M37K1.8%

Filing history

2026Q2Jun 30
$176M 25.6%
31 positionsView →
2026Q1Mar 31
$140M 31.3%
29 positionsView →
2025Q4Dec 31
$107M
24 positionsView →