Filed: 5/26/2026ACC: 0001951757-26-000890
📋 What this filing means
STONE LOFT WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $106.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$106.56M
Total AUM (reported)
954.83K
Total Shares
Allocation by class
TOTAL STK MKT$27.78M26.1%
VG TL INTL STK F$14.99M14.1%
TOTAL BND MRKT$10.54M9.9%
ALLWRLD EX US$10.27M9.6%
TOTAL INT BD ETF$8.97M8.4%
S&P 500 ETF SHS$8.24M7.7%
0-3 MNTH TREASRY$7.53M7.1%
Portfolio Concentration
Top 3$53.32M50.0%
4–10$44.07M41.4%
11–25$9.17M8.6%
Top 3 weight
50.0%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 954.83K
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
954.83K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings24
Rows:
VANGUARD INDEX FDS
SOLEShares82.87K
TypeSH
Market value$27.78M
26.07%
Sole
0.00
Shared
0.00
None
82.87K
VANGUARD STAR FDS
SOLEShares198.76K
TypeSH
Market value$14.99M
14.07%
Sole
0.00
Shared
0.00
None
198.76K
VANGUARD BD INDEX FDS
SOLEShares142.34K
TypeSH
Market value$10.54M
9.89%
Sole
0.00
Shared
0.00
None
142.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares139.65K
TypeSH
Market value$10.27M
9.64%
Sole
0.00
Shared
0.00
None
139.65K
VANGUARD CHARLOTTE FDS
SOLEShares185.61K
TypeSH
Market value$8.97M
8.42%
Sole
0.00
Shared
0.00
None
185.61K
VANGUARD INDEX FDS
SOLEShares13.14K
TypeSH
Market value$8.24M
7.73%
Sole
0.00
Shared
0.00
None
13.14K
ISHARES TR
SOLEShares75K
TypeSH
Market value$7.53M
7.06%
Sole
0.00
Shared
0.00
None
75K
VANGUARD INDEX FDS
SOLEShares19.40K
TypeSH
Market value$4.06M
3.81%
Sole
0.00
Shared
0.00
None
19.40K
SCHWAB STRATEGIC TR
SOLEShares25.83K
TypeSH
Market value$2.60M
2.44%
Sole
0.00
Shared
0.00
None
25.83K
VANGUARD INDEX FDS
SOLEShares4.93K
TypeSH
Market value$2.40M
2.26%
Sole
0.00
Shared
0.00
None
4.93K
VANGUARD INDEX FDS
SOLEShares10.06K
TypeSH
Market value$1.92M
1.80%
Sole
0.00
Shared
0.00
None
10.06K
VANGUARD SPECIALIZED FUNDS
SOLEShares7.98K
TypeSH
Market value$1.75M
1.65%
Sole
0.00
Shared
0.00
None
7.98K
VANGUARD SCOTTSDALE FDS
SOLEShares15.63K
TypeSH
Market value$1.31M
1.23%
Sole
0.00
Shared
0.00
None
15.63K
VANGUARD TAX-MANAGED FDS
SOLEShares8.59K
TypeSH
Market value$536.7K
0.50%
Sole
0.00
Shared
0.00
None
8.59K
VANGUARD MUN BD FDS
SOLEShares5.32K
TypeSH
Market value$536.7K
0.50%
Sole
0.00
Shared
0.00
None
5.32K
SPDR S&P 500 ETF TR
SOLEShares650.00
TypeSH
Market value$443.2K
0.42%
Sole
0.00
Shared
0.00
None
650.00
VANGUARD WELLINGTON FD
SOLEShares3.95K
TypeSH
Market value$401.6K
0.38%
Sole
0.00
Shared
0.00
None
3.95K
VANGUARD MUN BD FDS
SOLEShares3.79K
TypeSH
Market value$392.8K
0.37%
Sole
0.00
Shared
0.00
None
3.79K
ISHARES TR
SOLEShares781.00
TypeSH
Market value$369.7K
0.35%
Sole
0.00
Shared
0.00
None
781.00
VANGUARD INDEX FDS
SOLEShares1.27K
TypeSH
Market value$368.6K
0.35%
Sole
0.00
Shared
0.00
None
1.27K
ISHARES TR
SOLEShares2.92K
TypeSH
Market value$359.9K
0.34%
Sole
0.00
Shared
0.00
None
2.92K
VANGUARD INDEX FDS
SOLEShares1.25K
TypeSH
Market value$323.1K
0.30%
Sole
0.00
Shared
0.00
None
1.25K
VANGUARD BD INDEX FDS
SOLEShares2.93K
TypeSH
Market value$228.0K
0.21%
Sole
0.00
Shared
0.00
None
2.93K
MERCK & CO INC
SOLEShares2.17K
TypeSH
Market value$228.0K
0.21%
Sole
0.00
Shared
0.00
None
2.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 82.87K | SH | $27.78M 26.07% | 0.00 | 0.00 | 82.87K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 198.76K | SH | $14.99M 14.07% | 0.00 | 0.00 | 198.76K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 142.34K | SH | $10.54M 9.89% | 0.00 | 0.00 | 142.34K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 139.65K | SH | $10.27M 9.64% | 0.00 | 0.00 | 139.65K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 185.61K | SH | $8.97M 8.42% | 0.00 | 0.00 | 185.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.14K | SH | $8.24M 7.73% | 0.00 | 0.00 | 13.14K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 75K | SH | $7.53M 7.06% | 0.00 | 0.00 | 75K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 19.40K | SH | $4.06M 3.81% | 0.00 | 0.00 | 19.40K |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 25.83K | SH | $2.60M 2.44% | 0.00 | 0.00 | 25.83K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.93K | SH | $2.40M 2.26% | 0.00 | 0.00 | 4.93K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.06K | SH | $1.92M 1.80% | 0.00 | 0.00 | 10.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.98K | SH | $1.75M 1.65% | 0.00 | 0.00 | 7.98K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 15.63K | SH | $1.31M 1.23% | 0.00 | 0.00 | 15.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 8.59K | SH | $536.7K 0.50% | 0.00 | 0.00 | 8.59K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 5.32K | SH | $536.7K 0.50% | 0.00 | 0.00 | 5.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 650.00 | SH | $443.2K 0.42% | 0.00 | 0.00 | 650.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 3.95K | SH | $401.6K 0.38% | 0.00 | 0.00 | 3.95K |
VANGUARD MUN BD FDSSOLE | LONG TERM TAX EX | 3.79K | SH | $392.8K 0.37% | 0.00 | 0.00 | 3.79K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 781.00 | SH | $369.7K 0.35% | 0.00 | 0.00 | 781.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.27K | SH | $368.6K 0.35% | 0.00 | 0.00 | 1.27K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 2.92K | SH | $359.9K 0.34% | 0.00 | 0.00 | 2.92K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.25K | SH | $323.1K 0.30% | 0.00 | 0.00 | 1.25K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 2.93K | SH | $228.0K 0.21% | 0.00 | 0.00 | 2.93K |
MERCK & CO INCSOLE | COM | 2.17K | SH | $228.0K 0.21% | 0.00 | 0.00 | 2.17K |