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The Analysis of STONE LOFT WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, STONE LOFT WEALTH MANAGEMENT LLC holds 29 types of securities in its portfolio with a total value $139.9M. In the most recent quarter, they have increased their positions in VTI (+105.4K shares, valued at $33.8M), VXUS (+274.0K shares, valued at $21.1M), BND (+226.3K shares, valued at $16.7M); initiated new positions in VTI (+105.4K shares, valued at $33.8M), VXUS (+274.0K shares, valued at $21.1M), BND (+226.3K shares, valued at $16.7M).

1M P&L

+361.8K+0.27%

3M P&L

+1.8M+1.35%

HY P&L

-15.1M-10.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A123.4M

99.1%

2Software - Infrastructure619.8K

0.5%

3Communication Equipment526.8K

0.4%

Top Industries by Stock Count

1N/A24 stocks

92.3%

2Software - Infrastructure1 stocks

3.8%

3Communication Equipment1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS105.4K sharesnew addition2026-03-312026-05-08

VXUS VANGUARD STAR FDS274.0K sharesnew addition2026-03-312026-05-08

BND VANGUARD BD INDEX FDS226.3K sharesnew addition2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS24.8K sharesnew addition2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS257.3K sharesnew addition2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F149.8K sharesnew addition2026-03-312026-05-08

VXF VANGUARD INDEX FDS21.6K sharesnew addition2026-03-312026-05-08

VUG VANGUARD INDEX FDS6.1K sharesnew addition2026-03-312026-05-08

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VCIT VANGUARD SCOTTSDALE FDS31.7K sharesnew addition2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS11.4K sharesnew addition2026-03-312026-05-08

VTV VANGUARD INDEX FDS12.1K sharesnew addition2026-03-312026-05-08

SGOV ISHARES TR21.3K sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS5.6K sharesnew addition2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS23.6K sharesnew addition2026-03-312026-05-08

VB VANGUARD INDEX FDS5.7K sharesnew addition2026-03-312026-05-08

SGVT SCHWAB STRATEGIC TR13.3K sharesnew addition2026-03-312026-05-08

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VTEI VANGUARD MUN BD FDS11.4K sharesnew addition2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS11.0K sharesnew addition2026-03-312026-05-08

VTEL VANGUARD MUN BD FDS8.4K sharesnew addition2026-03-312026-05-08

VTES VANGUARD WELLINGTON FD8.5K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP1.7K sharesnew addition2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC1.2K sharesnew addition2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T793 sharesnew addition2026-03-312026-05-08

VV VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-08

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IWF ISHARES TR815 sharesnew addition2026-03-312026-05-08

IVW ISHARES TR2.9K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.7K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR456 sharesnew addition2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS3.4K sharesnew addition2026-03-312026-05-08

VTI

VANGUARD INDEX FDS

New

Shares105.4K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

New

Shares274.0K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

New

Shares226.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares24.8K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

New

Shares257.3K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares149.8K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

New

Shares21.6K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

New

Shares6.1K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares31.7K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares11.4K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

New

Shares12.1K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

New

Shares21.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares5.6K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

New

Shares23.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares5.7K

Event2026-03-31

Filed2026-05-08

SGVT

SCHWAB STRATEGIC TR

New

Shares13.3K

Event2026-03-31

Filed2026-05-08

VTEI

VANGUARD MUN BD FDS

New

Shares11.4K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares11.0K

Event2026-03-31

Filed2026-05-08

VTEL

VANGUARD MUN BD FDS

New

Shares8.4K

Event2026-03-31

Filed2026-05-08

VTES

VANGUARD WELLINGTON FD

New

Shares8.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares793

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

New

Shares815

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

New

Shares456

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available