STONE LOFT WEALTH MANAGEMENT LLC

Est. AUM

$106.6M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$33.8M	105412	31.73%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$21.1M	274017	19.83%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$16.7M	226278	15.64%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.8M	24757	13.88%	SOLE
5	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$12.4M	257330	11.60%	SOLE
6	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$11.3M	149800	10.56%	SOLE
7	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.5M	21630	4.18%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$2.7M	6108	2.50%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.6M	31664	2.46%	SOLE
10	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.4M	11381	2.30%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$2.4M	12066	2.22%	SOLE
12	ISHARES TR	0-3 MNTH TREASRY	$2.1M	21343	2.02%	SOLE
13	VANGUARD INDEX FDS	MID CAP ETF	$1.6M	5566	1.50%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	23566	1.42%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5707	1.40%	SOLE
16	SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$1.3M	13338	1.26%	SOLE
17	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.1M	11442	1.07%	SOLE
18	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$869K	10960	0.82%	SOLE
19	VANGUARD MUN BD FDS	LONG TERM TAX EX	$864K	8424	0.81%	SOLE
20	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$860K	8500	0.81%	SOLE
21	MICROSOFT CORP	COM	$620K	1674	0.58%	SOLE
22	MOTOROLA SOLUTIONS INC	COM NEW	$527K	1214	0.49%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$515K	793	0.48%	SOLE
24	VANGUARD INDEX FDS	LARGE CAP ETF	$348K	1164	0.33%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$348K	815	0.33%	SOLE
26	ISHARES TR	S&P 500 GRWT ETF	$330K	2921	0.31%	SOLE
27	MERCK & CO INC	COM	$330K	2744	0.31%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$263K	456	0.25%	SOLE
29	VANGUARD BD INDEX FDS	INTERMED TERM	$259K	3356	0.24%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.