STONE LOFT WEALTH MANAGEMENT LLC
STONE LOFT WEALTH MANAGEMENT LLC reported 31 positions worth $175.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VTI (23.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $41.0M | 23.32% | 110,105 | — | — | |
| ▸ 2 | VXUS | SH | $28.1M | 16.00% | 330,933 | — | — | |
| ▸ 3 | BND | SH | $23.1M | 13.16% | 317,638 | — | — | |
| ▸ 4 | VOO | SH | $16.8M | 9.56% | 24,227 | — | — | |
| ▸ 5 | BNDX | SH | $14.9M | 8.45% | 309,427 | — | — | |
| ▸ 6 | VEU | SH | $12.5M | 7.12% | 150,508 | — | — | |
| ▸ 7 | VXF | SH | $5.4M | 3.08% | 22,574 | — | — | |
| ▸ 8 | VCIT | SH | $4.6M | 2.63% | 56,394 | — | — | |
| ▸ 9 | SGOV | SH | $3.9M | 2.25% | 39,276 | — | — | |
| ▸ 10 | VUG | SH | $3.2M | 1.83% | 36,683 | — | — |
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Frequently Asked Questions
What stocks does STONE LOFT WEALTH MANAGEMENT LLC hold as of Q2 2026?
STONE LOFT WEALTH MANAGEMENT LLC reported 31 positions worth $175.8M in its Q2 2026 13F filing. Largest positions: VTI (23.3%), VXUS (16.0%), BND (13.2%), VOO (9.6%) and BNDX (8.5%).
What did STONE LOFT WEALTH MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STONE LOFT WEALTH MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.