STONE LOFT WEALTH MANAGEMENT LLC Q1 2026 Filing

Filed May 26, 2026

Portfolio Value

$46.9B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (24 positions)

#	Stock	Shares	Value	% Portfolio
1	VXUSVANGUARD STAR FDS	198,756	$15.0B	31.96%
2	BNDVANGUARD BD INDEX FDS	142,344	$10.5B	22.47%
3	VEUVANGUARD INTL EQUITY INDEX F	139,652	$10.3B	21.90%
4	BNDXVANGUARD CHARLOTTE FDS	185,613	$9.0B	19.12%
5	VCITVANGUARD SCOTTSDALE FDS	15,631	$1.3B	2.79%
6	VEAVANGUARD TAX-MANAGED FDS	8,592	$536.7M	1.14%
7	BIVVANGUARD BD INDEX FDS	2,928	$228.0M	0.49%
8	VTIVANGUARD INDEX FDS	82,870	$27.8M	0.06%
9	VOOVANGUARD INDEX FDS	13,140	$8.2M	0.02%
10	SGOVISHARES TR	75,000	$7.5M	0.02%
11	VXFVANGUARD INDEX FDS	19,400	$4.1M	0.01%
12	SGVTSCHWAB STRATEGIC TR	25,829	$2.6M	0.01%
13	VUGVANGUARD INDEX FDS	4,929	$2.4M	0.01%
14	VTVVANGUARD INDEX FDS	10,063	$1.9M	0.00%
15	VIGVANGUARD SPECIALIZED FUNDS	7,977	$1.8M	0.00%
16	VTEIVANGUARD MUN BD FDS	5,323	$537K	0.00%
17	SPYSPDR S&P 500 ETF TR	650	$443K	0.00%
18	VTESVANGUARD WELLINGTON FD	3,954	$402K	0.00%
19	VTELVANGUARD MUN BD FDS	3,790	$393K	0.00%
20	IWFISHARES TR	781	$370K	0.00%
21	VOVANGUARD INDEX FDS	1,270	$369K	0.00%
22	IVWISHARES TR	2,920	$360K	0.00%
23	VBVANGUARD INDEX FDS	1,252	$323K	0.00%
24	MRKMERCK & CO INC	2,166	$228K	0.00%