STONE LOFT WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 2130930 · latest 13F-HR filed 2026-05-26
STONE LOFT WEALTH MANAGEMENT LLC manages $106.6M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are VTI (26.07%), VXUS (14.07%), BND (9.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 5, added to 4, and trimmed 20.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$106.6M
Long-equity book
24
Distinct positions
2025-12-31
Filed 2026-05-26
+0 / −5 / ↑4 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.4M +250.4%
- SCHWAB STRATEGIC TR$1.3M +93.2%
- ISHARES TR$29.5K +8.9%
- ISHARES TR$22.1K +6.4%
Top Trims
- VANGUARD INDEX FDS-$6.6M -44.3%
- VANGUARD STAR FDS-$6.1M -29.0%
- VANGUARD BD INDEX FDS-$6.1M -36.7%
- VANGUARD INDEX FDS-$6.0M -17.8%
- VANGUARD CHARLOTTE FDS-$3.4M -27.5%
Exited Positions
- VANGUARD SCOTTSDALE FDS$868.8K
- MICROSOFT CORP$619.8K
- MOTOROLA SOLUTIONS INC$526.8K
- VANGUARD INDEX FDS$348.0K
- INVESCO QQQ TR$263.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $27.8M | 26.07% | 82,870 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $15.0M | 14.07% | 198,756 | SH |
| 3 | VANGUARD BD INDEX FDS | BND | 921937835 | $10.5M | 9.89% | 142,344 | SH |
| 4 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $10.3M | 9.64% | 139,652 | SH |
| 5 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $9.0M | 8.42% | 185,613 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $8.2M | 7.73% | 13,140 | SH |
| 7 | ISHARES TR | SGOV | 46436E718 | $7.5M | 7.06% | 75,000 | SH |
| 8 | VANGUARD INDEX FDS | VXF | 922908652 | $4.1M | 3.81% | 19,400 | SH |
| 9 | SCHWAB STRATEGIC TR | SGVT | 808524581 | $2.6M | 2.44% | 25,829 | SH |
| 10 | VANGUARD INDEX FDS | VUG | 922908736 | $2.4M | 2.26% | 4,929 | SH |
| 11 | VANGUARD INDEX FDS | VTV | 922908744 | $1.9M | 1.80% | 10,063 | SH |
| 12 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.8M | 1.65% | 7,977 | SH |
| 13 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.3M | 1.23% | 15,631 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $536.7K | 0.50% | 8,592 | SH |
| 15 | VANGUARD MUN BD FDS | VTEI | 922907738 | $536.7K | 0.50% | 5,323 | SH |
| 16 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $443.2K | 0.42% | 650 | SH |
| 17 | VANGUARD WELLINGTON FD | VTES | 921935870 | $401.6K | 0.38% | 3,954 | SH |
| 18 | VANGUARD MUN BD FDS | VTEL | 922907688 | $392.8K | 0.37% | 3,790 | SH |
| 19 | ISHARES TR | IWF | 464287614 | $369.7K | 0.35% | 781 | SH |
| 20 | VANGUARD INDEX FDS | VO | 922908629 | $368.6K | 0.35% | 1,270 | SH |
| 21 | ISHARES TR | IVW | 464287309 | $359.9K | 0.34% | 2,920 | SH |
| 22 | VANGUARD INDEX FDS | VB | 922908751 | $323.1K | 0.30% | 1,252 | SH |
| 23 | VANGUARD BD INDEX FDS | BIV | 921937819 | $228.0K | 0.21% | 2,928 | SH |
| 24 | MERCK & CO INC | MRK | 58933Y105 | $228.0K | 0.21% | 2,166 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $139.9M | 29 | 0001951757-26-000802 |
| 2025-12-31 | 2026-05-26 | $106.6M | 24 | 0001951757-26-000890 |