STONE LOFT WEALTH MANAGEMENT LLC — 13F holdings

STONE LOFT WEALTH MANAGEMENT LLC reported 31 holdings worth $176M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $41.0M (23.3%)
  2. VXUS VANGUARD STAR FDS — $28.1M (16.0%)
  3. BND VANGUARD BD INDEX FDS — $23.1M (13.2%)
  4. VOO VANGUARD INDEX FDS — $16.8M (9.6%)
  5. BNDX VANGUARD CHARLOTTE FDS — $14.9M (8.5%)
  6. VEU VANGUARD INTL EQUITY INDEX F — $12.5M (7.1%)
  7. VXF VANGUARD INDEX FDS — $5.42M (3.1%)
  8. VCIT VANGUARD SCOTTSDALE FDS — $4.62M (2.6%)
  9. SGOV ISHARES TR — $3.95M (2.2%)
  10. VUG VANGUARD INDEX FDS — $3.22M (1.8%)