STONE LOFT WEALTH MANAGEMENT LLC
CIK 0002130930 · WEST CHESTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$175.8M
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
23.3%
VXUS
VANGUARD STAR FDS
16.0%
BND
VANGUARD BD INDEX FDS
13.2%
VOO
VANGUARD INDEX FDS
9.6%
BNDX
VANGUARD CHARLOTTE FDS
8.5%
VEU
VANGUARD INTL EQUITY INDEX F
7.1%
VXF
VANGUARD INDEX FDS
3.1%
VCIT
VANGUARD SCOTTSDALE FDS
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.