STONE LOFT WEALTH MANAGEMENT LLC Concentrated Active

Location: West Chester, PA

CIK: 0002130930 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: May 26, 2026

Total Value: $107M (100.0% shares, 0.0% debt)

Holdings (24)

VTI VANGUARD INDEX FDS 26.1%

Value $27.78M Shares 82,870 Est. Cost $335.27 Unrealized —

VXUS VANGUARD STAR FDS 14.1%

Value $14.99M Shares 198,756 Est. Cost $75.44 Unrealized —

BND VANGUARD BD INDEX FDS 9.9%

Value $10.54M Shares 142,344 Est. Cost $74.07 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 9.6%

Value $10.27M Shares 139,652 Est. Cost $73.56 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 8.4%

Value $8.969M Shares 185,613 Est. Cost $48.32 Unrealized —

VOO VANGUARD INDEX FDS 7.7%

Value $8.24M Shares 13,140 Est. Cost $627.11 Unrealized —

SGOV ISHARES TR 7.1%

Value $7.529M Shares 75,000 Est. Cost $100.38 Unrealized —

VXF VANGUARD INDEX FDS 3.8%

Value $4.057M Shares 19,400 Est. Cost $209.12 Unrealized —

SGVT SCHWAB STRATEGIC TR 2.4%

Value $2.595M Shares 25,829 Est. Cost $100.49 Unrealized —

VUG VANGUARD INDEX FDS 2.3%

Value $2.405M Shares 4,929 Est. Cost $487.86 Unrealized —

VTV VANGUARD INDEX FDS 1.8%

Value $1.922M Shares 10,063 Est. Cost $190.98 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 1.6%

Value $1.753M Shares 7,977 Est. Cost $219.79 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 1.2%

Value $1.309M Shares 15,631 Est. Cost $83.75 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.5%

Value $537K Shares 8,592 Est. Cost $62.47 Unrealized —

VTEI VANGUARD MUN BD FDS 0.5%

Value $537K Shares 5,323 Est. Cost $100.82 Unrealized —

SPY SPDR S&P 500 ETF TR 0.4%

Value $443K Shares 650 Est. Cost $681.92 Unrealized —

VTES VANGUARD WELLINGTON FD 0.4%

Value $402K Shares 3,954 Est. Cost $101.58 Unrealized —

VTEL VANGUARD MUN BD FDS 0.4%

Value $393K Shares 3,790 Est. Cost $103.64 Unrealized —

IWF ISHARES TR 0.3%

Value $370K Shares 781 Est. Cost $473.33 Unrealized —

VO VANGUARD INDEX FDS 0.3%

Value $369K Shares 1,270 Est. Cost $290.21 Unrealized —

IVW ISHARES TR 0.3%

Value $360K Shares 2,920 Est. Cost $123.24 Unrealized —

VB VANGUARD INDEX FDS 0.3%

Value $323K Shares 1,252 Est. Cost $258.03 Unrealized —

BIV VANGUARD BD INDEX FDS 0.2%

Value $228K Shares 2,928 Est. Cost $77.88 Unrealized —

MRK MERCK & CO INC 0.2%

Value $228K Shares 2,166 Est. Cost $93.24 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	82,870	$27.78M	26.1%	$335.27	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	198,756	$14.99M	14.1%	$75.44	—	VG TL INTL STK F	921909768
BND	VANGUARD BD INDEX FDS	142,344	$10.54M	9.9%	$74.07	—	TOTAL BND MRKT	921937835
VEU	VANGUARD INTL EQUITY INDEX F	139,652	$10.27M	9.6%	$73.56	—	ALLWRLD EX US	922042775
BNDX	VANGUARD CHARLOTTE FDS	185,613	$8.969M	8.4%	$48.32	—	TOTAL INT BD ETF	92203J407
VOO	VANGUARD INDEX FDS	13,140	$8.24M	7.7%	$627.11	—	S&P 500 ETF SHS	922908363
SGOV	ISHARES TR	75,000	$7.529M	7.1%	$100.38	—	0-3 MNTH TREASRY	46436E718
VXF	VANGUARD INDEX FDS	19,400	$4.057M	3.8%	$209.12	—	EXTEND MKT ETF	922908652
SGVT	SCHWAB STRATEGIC TR	25,829	$2.595M	2.4%	$100.49	—	GOVERNMENT MONEY	808524581
VUG	VANGUARD INDEX FDS	4,929	$2.405M	2.3%	$487.86	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	10,063	$1.922M	1.8%	$190.98	—	VALUE ETF	922908744
VIG	VANGUARD SPECIALIZED FUNDS	7,977	$1.753M	1.6%	$219.79	—	DIV APP ETF	921908844
VCIT	VANGUARD SCOTTSDALE FDS	15,631	$1.309M	1.2%	$83.75	—	INT-TERM CORP	92206C870
VEA	VANGUARD TAX-MANAGED FDS	8,592	$537K	0.5%	$62.47	—	VAN FTSE DEV MKT	921943858
VTEI	VANGUARD MUN BD FDS	5,323	$537K	0.5%	$100.82	—	INTERMEDIATE TRM	922907738
SPY	SPDR S&P 500 ETF TR	650	$443K	0.4%	$681.92	—	TR UNIT	78462F103
VTES	VANGUARD WELLINGTON FD	3,954	$402K	0.4%	$101.58	—	SHORT TRM TAX EX	921935870
VTEL	VANGUARD MUN BD FDS	3,790	$393K	0.4%	$103.64	—	LONG TERM TAX EX	922907688
IWF	ISHARES TR	781	$370K	0.3%	$473.33	—	RUS 1000 GRW ETF	464287614
VO	VANGUARD INDEX FDS	1,270	$369K	0.3%	$290.21	—	MID CAP ETF	922908629
IVW	ISHARES TR	2,920	$360K	0.3%	$123.24	—	S&P 500 GRWT ETF	464287309
VB	VANGUARD INDEX FDS	1,252	$323K	0.3%	$258.03	—	SMALL CP ETF	922908751
BIV	VANGUARD BD INDEX FDS	2,928	$228K	0.2%	$77.88	—	INTERMED TERM	921937819
MRK	MERCK & CO INC	2,166	$228K	0.2%	$93.24	0.0%	COM	58933Y105