Institutional
STONE LOFT WEALTH MANAGEMENT LLC
CIK 0002130930
$139.9M
Reported AUM
29
Positions
Q1 2026
Period
2026-05-08
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $33.8M | 24.16% | +22,542 | +27.2% |
| 2 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | 25.97% | 48.87% | $21.1M | 15.10% | +75,261 | +37.9% |
| 3 | BND | VANGUARD BD INDEX FDS | $72.83 | -0.45% | 5.24% | -1.47% | $16.7M | 11.91% | +83,934 | +59.0% |
| 4 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $14.8M | 10.57% | +11,617 | +88.4% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $48.01 | -0.15% | 2.21% | 0.01% | $12.4M | 8.84% | +71,717 | +38.6% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $81.13 | -3.76% | 26.24% | 50.97% | $11.2M | 8.04% | +10,148 | +7.3% |
| 7 | VXF | VANGUARD INDEX FDS | $231.90 | -3.32% | 24.41% | 31.75% | $4.5M | 3.18% | +2,230 | +11.5% |
| 8 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | 22.71% | 78.84% | $2.7M | 1.91% | +1,179 | +23.9% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $81.91 | -0.56% | 6.42% | 3.84% | $2.6M | 1.87% | +16,033 | +102.6% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | 18.28% | 59.52% | $2.4M | 1.75% | +3,404 | +42.7% |
| 11 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | 25.17% | 71.24% | $2.4M | 1.69% | +2,003 | +19.9% |
| 12 | SGOV | ISHARES TR | $100.45 | 0.03% | 4.31% | 19.02% | $2.1M | 1.54% | −53,657 | −71.5% |
| 13 | VO | VANGUARD INDEX FDS | $78.53 | -2.06% | 16.36% | 40.57% | $1.6M | 1.14% | +4,296 | +338.3% |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | 26.80% | 55.20% | $1.5M | 1.08% | +14,974 | +174.3% |
| 15 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | 25.47% | 39.47% | $1.5M | 1.07% | +4,455 | +355.8% |
| 16 | SGVT | SCHWAB STRATEGIC TR | $100.54 | 0.04% | 3.68% | 3.30% | $1.3M | 0.96% | −12,491 | −48.4% |
| 17 | VTEI | VANGUARD MUN BD FDS | $100.60 | -0.16% | 6.52% | 7.13% | $1.1M | 0.82% | +6,119 | +115.0% |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.29% | 4.93% | 11.78% | $869K | 0.62% | +10,960 | NEW |
| 19 | VTEL | VANGUARD MUN BD FDS | $103.76 | -0.21% | 8.76% | 7.54% | $864K | 0.62% | +4,634 | +122.3% |
| 20 | VTES | VANGUARD WELLINGTON FD | $101.10 | -0.06% | 3.73% | 9.54% | $860K | 0.61% | +4,546 | +115.0% |
| 21 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $620K | 0.44% | +1,674 | NEW |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $410.34 | -0.09% | -0.74% | 93.83% | $527K | 0.38% | +1,214 | NEW |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $515K | 0.37% | +143 | +22.0% |
| 24 | VV | VANGUARD INDEX FDS | $339.76 | -2.62% | 24.19% | 76.59% | $348K | 0.25% | +1,164 | NEW |
| 25 | IWF | ISHARES TR | $122.69 | -3.26% | 20.87% | 79.95% | $348K | 0.25% | +34 | +4.4% |
| 26 | IVW | ISHARES TR | $134.60 | -3.81% | 28.06% | 84.10% | $330K | 0.24% | +1 | +0.0% |
| 27 | MRK | MERCK & CO INC | $120.79 | 0.44% | 58.51% | 82.35% | $330K | 0.24% | +578 | +26.7% |
| 28 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $263K | 0.19% | +456 | NEW |
| 29 | BIV | VANGUARD BD INDEX FDS | $76.05 | -0.51% | 5.13% | -0.86% | $259K | 0.19% | +428 | +14.6% |
Source: SEC EDGAR · accession 0001951757-26-000802. 13F discloses long positions only — shorts, foreign equities, and options are excluded.