13F-HR filed by STONE LOFT WEALTH MANAGEMENT LLC
STONE LOFT WEALTH MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-08, with 29 holding rows worth $139,943,314.
- Accession
- 0001951757-26-000802
- Filer
- CIK 2130930
- Filed
- 2026-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 29 entries on the cover page, a total value of $139,943,314 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,943,314 with VALUE read as dollars as filed, 13F file number 028-26870. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 105,412 | $33,817,219 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 274,017 | $21,129,419 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 226,278 | $16,663,143 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 24,757 | $14,793,530 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 257,330 | $12,364,695 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 149,800 | $11,249,970 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 21,630 | $4,451,544 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 6,108 | $2,667,768 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 31,664 | $2,620,182 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 11,381 | $2,447,510 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 12,066 | $2,367,406 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 21,343 | $2,148,373 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,566 | $1,598,462 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 23,566 | $1,510,110 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,707 | $1,494,754 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524581 | GOVT MONE MA ETF | 13,338 | $1,343,425 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907738 | INTERMEDIATE TRM | 11,442 | $1,143,544 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 10,960 | $868,814 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907688 | LONG TERM TAX EX | 8,424 | $863,574 | dollars as filed | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 8,500 | $859,667 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,674 | $619,776 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 1,214 | $526,840 | dollars as filed | |
| SPY | 78462F103 | SHS | 793 | $515,407 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,164 | $347,980 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 815 | $347,559 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,921 | $330,376 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,744 | $330,074 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 456 | $263,194 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 3,356 | $258,999 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000802 | this filing | 2026-05-08 | acceptance time not in the bulk data set |