§ 13F · FUND PROFILE
STONE LOFT WEALTH MANAGEMENT LLC.
AUM · $176M (13F)Positions · 31Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 110K | $41M | 23.3% | +4% |
| 2 | VXUS | VANGUARD STAR FDS | 331K | $28M | 16.0% | +21% |
| 3 | BND | VANGUARD BD INDEX FDS | 318K | $23M | 13.2% | +40% |
| 4 | VOO | VANGUARD INDEX FDS | 24K | $17M | 9.6% | −2% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 309K | $15M | 8.5% | +20% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 151K | $13M | 7.1% | ±0% |
| 7 | VXF | VANGUARD INDEX FDS | 23K | $5M | 3.1% | +4% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 56K | $5M | 2.6% | +78% |
| 9 | SGOV | ISHARES TR | 39K | $4M | 2.2% | +84% |
| 10 | VUG | VANGUARD INDEX FDS | 37K | $3M | 1.8% | +501% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONE SIGNAL
AC read
STONE LOFT WEALTH MANAGEMENT LLC is a institutional fund managing $176 million in assets. The fund runs a portfolio of 31 positions.
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