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

Currently, STONE LOFT WEALTH MANAGEMENT LLC holds 31 types of securities in its portfolio with a total value $175.8M. In the most recent quarter, they have increased their positions in BND (+91.4K shares, valued at $6.7M), VXUS (+56.9K shares, valued at $4.8M), VUG (+30.6K shares, valued at $2.7M); decreased their positions in VIG (-4.5K shares, valued at $1.1M), VOO (-530 shares, valued at $367.7K), MRK (-635 shares, valued at $78.5K); initiated new positions in VTEB (+46.9K shares, valued at $2.4M), STIP (+2.0K shares, valued at $200.6K).

1M P&L

+826.6K+0.61%

3M P&L

+3.8M+2.90%

HY P&L

-12.6M-8.45%

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/A132.8M

98.9%

2Software - Infrastructure662.5K

0.5%

3Communication Equipment497.1K

0.4%

Top Industries by Stock Count

1N/A26 stocks

89.7%

2Drug Manufacturers - General1 stocks

3.4%

3Software - Infrastructure1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS110.1K shares4.45%2026-06-302026-07-24

VXUS VANGUARD STAR FDS330.9K shares20.77%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS317.6K shares40.38%2026-06-302026-07-24

VOO VANGUARD INDEX FDS24.2K shares-2.14%2026-06-302026-07-24

BNDX VANGUARD CHARLOTTE FDS309.4K shares20.25%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F150.5K shares0.47%2026-06-302026-07-24

VXF VANGUARD INDEX FDS22.6K shares4.36%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS56.4K shares78.10%2026-06-302026-07-24

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SGOV ISHARES TR39.3K shares84.02%2026-06-302026-07-24

VUG VANGUARD INDEX FDS36.7K shares500.57%2026-06-302026-07-24

VTV VANGUARD INDEX FDS12.0K shares-0.37%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS46.9K sharesnew addition2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS29.2K shares166.20%2026-06-302026-07-24

VO VANGUARD INDEX FDS22.3K shares301.08%2026-06-302026-07-24

VB VANGUARD INDEX FDS5.7K shares0.09%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS23.7K shares0.53%2026-06-302026-07-24

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VIG VANGUARD SPECIALIZED FUNDS6.9K shares-39.28%2026-06-302026-07-24

SGVT SCHWAB STRATEGIC TR12.6K shares-5.17%2026-06-302026-07-24

VTEI VANGUARD MUN BD FDS11.6K shares1.37%2026-06-302026-07-24

VTEL VANGUARD MUN BD FDS8.1K shares-3.28%2026-06-302026-07-24

VTES VANGUARD WELLINGTON FD8.2K shares-3.28%2026-06-302026-07-24

MSFT MICROSOFT CORP1.7K shares0.06%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T793 shares0.00%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC1.2K shares0.58%2026-06-302026-07-24

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VV VANGUARD INDEX FDS1.2K shares0.34%2026-06-302026-07-24

IVW ISHARES TR2.9K shares0.03%2026-06-302026-07-24

IWF ISHARES TR3.1K shares283.31%2026-06-302026-07-24

QQQ INVESCO QQQ TR430 shares-5.70%2026-06-302026-07-24

MRK MERCK & CO INC2.1K shares-23.14%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS3.0K shares-9.24%2026-06-302026-07-24

STIP ISHARES TR2.0K sharesnew addition2026-06-302026-07-24

VANGUARD INDEX FDS

4.45%

Shares110.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

20.77%

Shares330.9K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

40.38%

Shares317.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-2.14%

Shares24.2K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

20.25%

Shares309.4K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.47%

Shares150.5K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

4.36%

Shares22.6K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

78.10%

Shares56.4K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

84.02%

Shares39.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

500.57%

Shares36.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-0.37%

Shares12.0K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

New

Shares46.9K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

166.20%

Shares29.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

301.08%

Shares22.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.09%

Shares5.7K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.53%

Shares23.7K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-39.28%

Shares6.9K

Event2026-06-30

Filed2026-07-24

SGVT

SCHWAB STRATEGIC TR

-5.17%

Shares12.6K

Event2026-06-30

Filed2026-07-24

VTEI

VANGUARD MUN BD FDS

1.37%

Shares11.6K

Event2026-06-30

Filed2026-07-24

VTEL

VANGUARD MUN BD FDS

-3.28%

Shares8.1K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

-3.28%

Shares8.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.00%

Shares793

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

0.58%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

283.31%

Shares3.1K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-5.70%

Shares430

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-23.14%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

-9.24%

Shares3.0K

Event2026-06-30

Filed2026-07-24

STIP

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available