STONE LOFT WEALTH MANAGEMENT LLC

Portfolio Overview

STONE LOFT WEALTH MANAGEMENT LLC disclosed 29 positions worth $139.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 29 new positions and exited 0. The portfolio is most concentrated in Other (98.9% of disclosed assets). All figures are sourced directly from STONE LOFT WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2130930.

• VANGUARD INDEX FDS

  —

  Quality

  $33.8M105,412 sh

• VANGUARD STAR FDS

  —

  Quality

  $21.1M274,017 sh

• VANGUARD BD INDEX FDS

  —

  Quality

  $16.7M226,278 sh

• VANGUARD INDEX FDS

  —

  Quality

  $14.8M24,757 sh

• VANGUARD CHARLOTTE FDS

  —

  Quality

  $12.4M257,330 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $11.2M149,800 sh

• VANGUARD INDEX FDS

  —

  Quality

  $4.5M21,630 sh

• VANGUARD INDEX FDS

  —

  Quality

  $2.7M6,108 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $2.6M31,664 sh

• VANGUARD SPECIALIZED FUNDS

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  Quality

  $2.4M11,381 sh

Showing top 10 of 29 holdings.

Full Holdings — STONE LOFT WEALTH MANAGEMENT LLC (Q1 2026)

All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$33.8M	24.2%	NEW	—
2	—	VANGUARD STAR FDS	$21.1M	15.1%	NEW	—
3	—	VANGUARD BD INDEX FDS	$16.7M	11.9%	NEW	—
4	—	VANGUARD INDEX FDS	$14.8M	10.6%	NEW	—
5	—	VANGUARD CHARLOTTE FDS	$12.4M	8.8%	NEW	—
6	—	VANGUARD INTL EQUITY INDEX F	$11.2M	8.0%	NEW	—
7	—	VANGUARD INDEX FDS	$4.5M	3.2%	NEW	—
8	—	VANGUARD INDEX FDS	$2.7M	1.9%	NEW	—
9	—	VANGUARD SCOTTSDALE FDS	$2.6M	1.9%	NEW	—
10	—	VANGUARD SPECIALIZED FUNDS	$2.4M	1.8%	NEW	—
11	—	VANGUARD INDEX FDS	$2.4M	1.7%	NEW	—
12	—	ISHARES TR	$2.1M	1.5%	NEW	—
13	—	VANGUARD INDEX FDS	$1.6M	1.1%	NEW	—
14	—	VANGUARD TAX-MANAGED FDS	$1.5M	1.1%	NEW	—
15	—	VANGUARD INDEX FDS	$1.5M	1.1%	NEW	—
16	—	SCHWAB STRATEGIC TR	$1.3M	1.0%	NEW	—
17	—	VANGUARD MUN BD FDS	$1.1M	0.8%	NEW	—
18	—	VANGUARD SCOTTSDALE FDS	$868,814	0.6%	NEW	—
19	—	VANGUARD MUN BD FDS	$863,574	0.6%	NEW	—
20	—	VANGUARD WELLINGTON FD	$859,667	0.6%	NEW	—
21	$MSFT	MICROSOFT CORP	$619,776	0.4%	NEW	83.7
22	$MSI	Motorola Solutions, Inc.	$526,840	0.4%	NEW	73.8
23	$SPY	SPDR S&P 500 ETF TRUST	$515,407	0.4%	NEW	—
24	—	VANGUARD INDEX FDS	$347,980	0.3%	NEW	—
25	—	ISHARES TR	$347,559	0.3%	NEW	—
26	—	ISHARES TR	$330,376	0.2%	NEW	—
27	$MRK	Merck & Co., Inc.	$330,074	0.2%	NEW	70.9
28	$QQQ	INVESCO QQQ TRUST, SERIES 1	$263,194	0.2%	NEW	—
29	—	VANGUARD BD INDEX FDS	$258,999	0.2%	NEW	—