STONE LOFT WEALTH MANAGEMENT LLC
CIK 2130930 · View on SEC EDGAR ↗
- Portfolio value
- $175.8M
- Positions
- 31
- As of
- June 30, 2026
#6,901 of 9,443 by 13F value · top 73.1%
Portfolio value QoQ: +25.6% 13F does not disclose cash
- Top 10 holdings weight
- 87.40%
- Top 25 holdings weight
- 98.98%
- Positions above 1%
- 14
- Effective number of positions
- 8.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.07% Est. buys $28,191,590 · sells $1,685,464
- New positions
- 2
- Increased
- 19
- Decreased
- 9
- Closed
- 0
On this page
Sector breakdown
Technology
0.4%
Communications
0.3%
Healthcare
0.1%
Other/Unmapped
99.2%
Full portfolio 31 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $41,005,470 | 23.32% | 110,105 | $7,188,251 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $28,125,983 | 16.00% | 330,933 | $6,996,564 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $23,130,430 | 13.16% | 317,638 | $6,467,287 | Up ×2 | ||
| VOO | $16,808,475 | 9.56% | 24,227 | $2,014,945 | Down ×1 | ||
| BNDX Vanguard Total International Bond ETF | $14,861,760 | 8.45% | 309,427 | $2,497,065 | Up ×2 | ||
| VEU | $12,511,690 | 7.12% | 150,508 | $1,261,720 | Up ×2 | ||
| VXF | $5,424,339 | 3.09% | 22,574 | $972,795 | Up ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,620,373 | 2.63% | 56,394 | $2,000,191 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3,948,807 | 2.25% | 39,276 | $1,800,434 | Up ×1 | ||
| VUG | $3,219,297 | 1.83% | 36,683 | $551,529 | Up ×2 | ||
| VTV | $2,614,368 | 1.49% | 12,021 | $246,962 | Down ×1 | ||
| VTEB | $2,354,279 | 1.34% | 46,889 | Up ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2,296,950 | 1.31% | 29,175 | $1,428,136 | Up ×1 | ||
| VO | $1,795,964 | 1.02% | 22,324 | $197,502 | Up ×2 | ||
| VB | $1,696,659 | 0.97% | 5,712 | $201,905 | Up ×2 | ||
| VEA | $1,677,858 | 0.95% | 23,692 | $167,748 | Up ×2 | ||
| VIG | $1,640,298 | 0.93% | 6,911 | $-807,212 | Down ×1 | ||
| SGVT | $1,272,647 | 0.72% | 12,648 | $-70,778 | Down ×2 | ||
| VTEI | $1,164,145 | 0.66% | 11,599 | $20,601 | Up ×2 | ||
| VTEL | $845,585 | 0.48% | 8,148 | $-17,989 | Down ×1 | ||
| VTES | $830,442 | 0.47% | 8,221 | $-29,225 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $662,527 | 0.38% | 1,675 | $42,751 | Up ×1 | ||
| SPY SPY | $598,545 | 0.34% | 793 | $83,138 | |||
| MSI Motorola Solutions, Inc. Common Stock | $497,136 | 0.28% | 1,221 | $-29,704 | Up ×1 | ||
| VV | $405,950 | 0.23% | 1,168 | $57,970 | Up ×1 | ||
| IVW | $404,898 | 0.23% | 2,922 | $74,522 | Up ×2 | ||
| IWF | $386,099 | 0.22% | 3,124 | $38,540 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $308,975 | 0.18% | 430 | $45,781 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $260,692 | 0.15% | 2,109 | $-69,382 | Down ×1 | ||
| BIV | $231,921 | 0.13% | 3,046 | $-27,078 | Down ×1 | ||
| STIP | $200,560 | 0.11% | 1,979 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VTEB | $2,354,279 | 46,889 | 1.34% |
| STIP | $200,560 | 1,979 | 0.11% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +5K | +$7.2M |
| VXUS | Bought more | +57K | +$7.0M |
| BND | Bought more | +91K | +$6.5M |
| BNDX | Bought more | +52K | +$2.5M |
| VOO | Trimmed | -530 | +$2.0M |
| VCIT | Bought more | +25K | +$2.0M |
| SGOV | Bought more | +18K | +$1.8M |
| VCSH | Bought more | +18K | +$1.4M |
| VEU | Bought more | +708 | +$1.3M |
| VXF | Bought more | +944 | +$973K |