STONE LOFT WEALTH MANAGEMENT LLC

Portfolio Overview

STONE LOFT WEALTH MANAGEMENT LLC disclosed 31 positions worth $175.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (99.2% 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 - TOTAL STK MKT

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  Quality

  $41.0M110,105 sh

• VANGUARD STAR FDS - VG TL INTL STK F

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  Quality

  $28.1M330,933 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

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  Quality

  $23.1M317,638 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

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  Quality

  $16.8M24,227 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

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  Quality

  $14.9M309,427 sh

• VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US

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  Quality

  $12.5M150,508 sh

• VANGUARD INDEX FDS - EXTEND MKT ETF

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  Quality

  $5.4M22,574 sh

• VANGUARD SCOTTSDALE FDS - INT-TERM CORP

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  Quality

  $4.6M56,394 sh

• ISHARES TR - 0-3 MTH TREASURY

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  Quality

  $3.9M39,276 sh

• VANGUARD INDEX FDS - GROWTH ETF

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  Quality

  $3.2M36,683 sh

Showing top 10 of 31 holdings.

Full Holdings — STONE LOFT WEALTH MANAGEMENT LLC (Q2 2026)

All 31 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 - TOTAL STK MKT	$41.0M	23.3%	+4%	—
2	—	VANGUARD STAR FDS - VG TL INTL STK F	$28.1M	16.0%	+21%	—
3	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$23.1M	13.2%	+40%	—
4	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$16.8M	9.6%	-2%	—
5	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$14.9M	8.4%	+20%	—
6	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$12.5M	7.1%	+0%	—
7	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$5.4M	3.1%	+4%	—
8	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$4.6M	2.6%	+78%	—
9	—	ISHARES TR - 0-3 MTH TREASURY	$3.9M	2.3%	+84%	—
10	—	VANGUARD INDEX FDS - GROWTH ETF	$3.2M	1.8%	+501%	—
11	—	VANGUARD INDEX FDS - VALUE ETF	$2.6M	1.5%	-0%	—
12	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$2.4M	1.3%	NEW	—
13	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$2.3M	1.3%	+166%	—
14	—	VANGUARD INDEX FDS - MID CAP ETF	$1.8M	1.0%	+301%	—
15	—	VANGUARD INDEX FDS - SMALL CP ETF	$1.7M	1.0%	+0%	—
16	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$1.7M	0.9%	+1%	—
17	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$1.6M	0.9%	-39%	—
18	—	SCHWAB STRATEGIC TR - GOVT MONE MA ETF	$1.3M	0.7%	-5%	—
19	—	VANGUARD MUN BD FDS - INTERMEDIATE TRM	$1.2M	0.7%	+1%	—
20	—	VANGUARD MUN BD FDS - LONG TERM TAX EX	$845,585	0.5%	-3%	—
21	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	$830,442	0.5%	-3%	—
22	$MSFT	MICROSOFT CORP	$662,527	0.4%	+0%	79.7
23	$SPY	SPDR S&P 500 ETF TRUST	$598,545	0.3%	+0%	—
24	$MSI	Motorola Solutions, Inc.	$497,136	0.3%	+1%	71.6
25	—	VANGUARD INDEX FDS - LARGE CAP ETF	$405,950	0.2%	+0%	—
26	—	ISHARES TR - S&P 500 GRWT ETF	$404,898	0.2%	+0%	—
27	—	ISHARES TR - RUS 1000 GRW ETF	$386,099	0.2%	+283%	—
28	$QQQ	INVESCO QQQ TRUST, SERIES 1	$308,975	0.2%	-6%	—
29	$MRK	Merck & Co., Inc.	$260,692	0.1%	-23%	59.7
30	—	VANGUARD BD INDEX FDS - INTERMED TERM	$231,921	0.1%	-9%	—
31	—	ISHARES TR - 0-5 YR TIPS ETF	$200,560	0.1%	NEW	—