Filed: 5/8/2026ACC: 0001951757-26-000802
📋 What this filing means
STONE LOFT WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $139.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$139.94M
Total AUM (reported)
1.24M
Total Shares
Allocation by class
TOTAL STK MKT$33.82M24.2%
VG TL INTL STK F$21.13M15.1%
TOTAL BND MRKT$16.66M11.9%
S&P 500 ETF SHS$14.79M10.6%
TOTAL INT BD ETF$12.36M8.8%
ALLWRLD EX US$11.25M8.0%
EXTEND MKT ETF$4.45M3.2%
Portfolio Concentration
Top 3$71.61M51.2%
4–10$50.60M36.2%
11–25$16.56M11.8%
Rest$1.18M0.8%
Top 3 weight
51.2%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 1.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD INDEX FDS
SOLEShares105.41K
TypeSH
Market value$33.82M
24.16%
Sole
0.00
Shared
0.00
None
105.41K
VANGUARD STAR FDS
SOLEShares274.02K
TypeSH
Market value$21.13M
15.10%
Sole
0.00
Shared
0.00
None
274.02K
VANGUARD BD INDEX FDS
SOLEShares226.28K
TypeSH
Market value$16.66M
11.91%
Sole
0.00
Shared
0.00
None
226.28K
VANGUARD INDEX FDS
SOLEShares24.76K
TypeSH
Market value$14.79M
10.57%
Sole
0.00
Shared
0.00
None
24.76K
VANGUARD CHARLOTTE FDS
SOLEShares257.33K
TypeSH
Market value$12.36M
8.84%
Sole
0.00
Shared
0.00
None
257.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares149.80K
TypeSH
Market value$11.25M
8.04%
Sole
0.00
Shared
0.00
None
149.80K
VANGUARD INDEX FDS
SOLEShares21.63K
TypeSH
Market value$4.45M
3.18%
Sole
0.00
Shared
0.00
None
21.63K
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$2.67M
1.91%
Sole
0.00
Shared
0.00
None
6.11K
VANGUARD SCOTTSDALE FDS
SOLEShares31.66K
TypeSH
Market value$2.62M
1.87%
Sole
0.00
Shared
0.00
None
31.66K
VANGUARD SPECIALIZED FUNDS
SOLEShares11.38K
TypeSH
Market value$2.45M
1.75%
Sole
0.00
Shared
0.00
None
11.38K
VANGUARD INDEX FDS
SOLEShares12.07K
TypeSH
Market value$2.37M
1.69%
Sole
0.00
Shared
0.00
None
12.07K
ISHARES TR
SOLEShares21.34K
TypeSH
Market value$2.15M
1.54%
Sole
0.00
Shared
0.00
None
21.34K
VANGUARD INDEX FDS
SOLEShares5.57K
TypeSH
Market value$1.60M
1.14%
Sole
0.00
Shared
0.00
None
5.57K
VANGUARD TAX-MANAGED FDS
SOLEShares23.57K
TypeSH
Market value$1.51M
1.08%
Sole
0.00
Shared
0.00
None
23.57K
VANGUARD INDEX FDS
SOLEShares5.71K
TypeSH
Market value$1.49M
1.07%
Sole
0.00
Shared
0.00
None
5.71K
SCHWAB STRATEGIC TR
SOLEShares13.34K
TypeSH
Market value$1.34M
0.96%
Sole
0.00
Shared
0.00
None
13.34K
VANGUARD MUN BD FDS
SOLEShares11.44K
TypeSH
Market value$1.14M
0.82%
Sole
0.00
Shared
0.00
None
11.44K
VANGUARD SCOTTSDALE FDS
SOLEShares10.96K
TypeSH
Market value$868.8K
0.62%
Sole
0.00
Shared
0.00
None
10.96K
VANGUARD MUN BD FDS
SOLEShares8.42K
TypeSH
Market value$863.6K
0.62%
Sole
0.00
Shared
0.00
None
8.42K
VANGUARD WELLINGTON FD
SOLEShares8.50K
TypeSH
Market value$859.7K
0.61%
Sole
0.00
Shared
0.00
None
8.50K
MICROSOFT CORP
SOLEShares1.67K
TypeSH
Market value$619.8K
0.44%
Sole
0.00
Shared
0.00
None
1.67K
MOTOROLA SOLUTIONS INC
SOLEShares1.21K
TypeSH
Market value$526.8K
0.38%
Sole
0.00
Shared
0.00
None
1.21K
STATE STR SPDR S&P 500 ETF T
SOLEShares793.00
TypeSH
Market value$515.4K
0.37%
Sole
0.00
Shared
0.00
None
793.00
VANGUARD INDEX FDS
SOLEShares1.16K
TypeSH
Market value$348.0K
0.25%
Sole
0.00
Shared
0.00
None
1.16K
ISHARES TR
SOLEShares815.00
TypeSH
Market value$347.6K
0.25%
Sole
0.00
Shared
0.00
None
815.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 105.41K | SH | $33.82M 24.16% | 0.00 | 0.00 | 105.41K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 274.02K | SH | $21.13M 15.10% | 0.00 | 0.00 | 274.02K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 226.28K | SH | $16.66M 11.91% | 0.00 | 0.00 | 226.28K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.76K | SH | $14.79M 10.57% | 0.00 | 0.00 | 24.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 257.33K | SH | $12.36M 8.84% | 0.00 | 0.00 | 257.33K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 149.80K | SH | $11.25M 8.04% | 0.00 | 0.00 | 149.80K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 21.63K | SH | $4.45M 3.18% | 0.00 | 0.00 | 21.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.11K | SH | $2.67M 1.91% | 0.00 | 0.00 | 6.11K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 31.66K | SH | $2.62M 1.87% | 0.00 | 0.00 | 31.66K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.38K | SH | $2.45M 1.75% | 0.00 | 0.00 | 11.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 12.07K | SH | $2.37M 1.69% | 0.00 | 0.00 | 12.07K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 21.34K | SH | $2.15M 1.54% | 0.00 | 0.00 | 21.34K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.57K | SH | $1.60M 1.14% | 0.00 | 0.00 | 5.57K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.57K | SH | $1.51M 1.08% | 0.00 | 0.00 | 23.57K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.71K | SH | $1.49M 1.07% | 0.00 | 0.00 | 5.71K |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 13.34K | SH | $1.34M 0.96% | 0.00 | 0.00 | 13.34K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 11.44K | SH | $1.14M 0.82% | 0.00 | 0.00 | 11.44K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 10.96K | SH | $868.8K 0.62% | 0.00 | 0.00 | 10.96K |
VANGUARD MUN BD FDSSOLE | LONG TERM TAX EX | 8.42K | SH | $863.6K 0.62% | 0.00 | 0.00 | 8.42K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 8.50K | SH | $859.7K 0.61% | 0.00 | 0.00 | 8.50K |
MICROSOFT CORPSOLE | COM | 1.67K | SH | $619.8K 0.44% | 0.00 | 0.00 | 1.67K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 1.21K | SH | $526.8K 0.38% | 0.00 | 0.00 | 1.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 793.00 | SH | $515.4K 0.37% | 0.00 | 0.00 | 793.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 1.16K | SH | $348.0K 0.25% | 0.00 | 0.00 | 1.16K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 815.00 | SH | $347.6K 0.25% | 0.00 | 0.00 | 815.00 |
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