Holders — by stockHoldings — by fund
STONE LOFT WEALTH MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002130930
$175.8M
disclosed book value
31
positions
23.3%
largest position share
Positions, as of 2026-06-30
top 31 of 31 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 110,105 | $41.0M | 23.3% |
| 2 | VXUSVANGUARD STAR FDS | 330,933 | $28.1M | 16% |
| 3 | BNDVANGUARD BD INDEX FDS | 317,638 | $23.1M | 13.2% |
| 4 | VOOVANGUARD INDEX FDS | 24,227 | $16.8M | 9.6% |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 309,427 | $14.9M | 8.5% |
| 6 | VEUVANGUARD INTL EQUITY INDEX F | 150,508 | $12.5M | 7.1% |
| 7 | VXFVANGUARD INDEX FDS | 22,574 | $5.4M | 3.1% |
| 8 | VCITVANGUARD SCOTTSDALE FDS | 56,394 | $4.6M | 2.6% |
| 9 | SGOVISHARES TR | 39,276 | $3.9M | 2.2% |
| 10 | VUGVANGUARD INDEX FDS | 36,683 | $3.2M | 1.8% |
| 11 | VTVVANGUARD INDEX FDS | 12,021 | $2.6M | 1.5% |
| 12 | VTEBVANGUARD MUN BD FDS | 46,889 | $2.4M | 1.3% |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 29,175 | $2.3M | 1.3% |
| 14 | VOVANGUARD INDEX FDS | 22,324 | $1.8M | 1% |
| 15 | VBVANGUARD INDEX FDS | 5,712 | $1.7M | 1% |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 23,692 | $1.7M | 1% |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 6,911 | $1.6M | 0.9% |
| 18 | SGVTSCHWAB STRATEGIC TR | 12,648 | $1.3M | 0.7% |
| 19 | VTEIVANGUARD MUN BD FDS | 11,599 | $1.2M | 0.7% |
| 20 | VTELVANGUARD MUN BD FDS | 8,148 | $845,585 | 0.5% |
| 21 | VTESVANGUARD WELLINGTON FD | 8,221 | $830,442 | 0.5% |
| 22 | MSFTMICROSOFT CORP | 1,675 | $662,527 | 0.4% |
| 23 | SPYSTATE STR SPDR S&P 500 ETF T | 793 | $598,545 | 0.3% |
| 24 | MSIMOTOROLA SOLUTIONS INC | 1,221 | $497,136 | 0.3% |
| 25 | VVVANGUARD INDEX FDS | 1,168 | $405,950 | 0.2% |
| 26 | IVWISHARES TR | 2,922 | $404,898 | 0.2% |
| 27 | IWFISHARES TR | 3,124 | $386,099 | 0.2% |
| 28 | QQQINVESCO QQQ TR | 430 | $308,975 | 0.2% |
| 29 | MRKMERCK & CO INC | 2,109 | $260,692 | 0.1% |
| 30 | BIVVANGUARD BD INDEX FDS | 3,046 | $231,921 | 0.1% |
| 31 | STIPISHARES TR | 1,979 | $200,560 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.