STONE LOFT WEALTH MANAGEMENT LLC
CIK: 2130930SEC EDGAR →
Portfolio Value
$46.9B
Holdings
24
As of
Q1 2026
New Positions
24
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 198,756 | $15.0B | 31.96% |
| 2 | VANGUARD BD INDEX FDS | 142,344 | $10.5B | 22.47% |
| 3 | VANGUARD INTL EQUITY INDEX F | 139,652 | $10.3B | 21.90% |
| 4 | VANGUARD CHARLOTTE FDS | 185,613 | $9.0B | 19.12% |
| 5 | VANGUARD SCOTTSDALE FDS | 15,631 | $1.3B | 2.79% |
| 6 | VANGUARD TAX-MANAGED FDS | 8,592 | $536.7M | 1.14% |
| 7 | VANGUARD BD INDEX FDS | 2,928 | $228.0M | 0.49% |
| 8 | VANGUARD INDEX FDS | 82,870 | $27.8M | 0.06% |
| 9 | VANGUARD INDEX FDS | 13,140 | $8.2M | 0.02% |
| 10 | ISHARES TR | 75,000 | $7.5M | 0.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $46.9B | 100.0% |
| Unknown | 2 | $929K | 0.0% |
| Healthcare | 1 | $228K | 0.0% |