account_balance
Investment manager · 13F filer · SEC CIK 2130930
Stone Loft Wealth Management LLC
Reported value$193Mas of Sep 30, 2026
Positions29 0 new, 2 sold out
Top 10 weight89.0%VTI alone is 22%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
22.4%Added +5%
VXUSVanguard Star FDS
15.4%Added +5%
BNDVanguard Bd Index FDS
15.1%Added +31%
VOOVanguard Index FDS
10.7%Added +21%
BNDXVanguard Charlotte FDS
7.4%
VEUVanguard Intl Equity Index F
6.5%
VCITVanguard Scottsdale FDS
5.0%Added +118%
VXFVanguard Index FDS
2.7%
SGOViShares Tr
2.1%
VUG1.7%
VO1.4%
VTV1.3%
VTIVanguard Index FDS
22.4%Added +5%
VXUSVanguard Star FDS
15.4%Added +5%
BNDVanguard Bd Index FDS
15.1%Added +31%
VOOVanguard Index FDS
10.7%Added +21%
BNDXVanguard Charlotte FDS
7.4%
VEUVanguard Intl Equity Index F
6.5%
VCITVanguard Scottsdale FDS
5.0%
VXF2.7%
SGOV
VUG
VO
VTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 22.4% Added +5%
VXUS Vanguard Star FDS 15.4% Added +5%
BND Vanguard Bd Index FDS 15.1% Added +31%
VOO Vanguard Index FDS 10.7% Added +21%
BNDX Vanguard Charlotte FDS 7.4% Held
VEU Vanguard Intl Equity Index F 6.5% Held
VCIT Vanguard Scottsdale FDS 5.0% Added +118%
VXF Vanguard Index FDS 2.7% Held
SGOV iShares Tr 2.1% Held
VUG Vanguard Index FDS 1.7% Held
VO Vanguard Index FDS 1.4% Added +55%
VTV Vanguard Index FDS 1.3% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VCIT +118%
- VO +55%
- BND +31%
- VOO +21%
arrow_downwardTrimmed
- VIG −46%
- VCSH −20%
- SPY −18%
- SGVT −5%
remove_circleSold out
- BIV $232K
- STIP $201K
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