Portfolio (Quarterly) Guide ↗

STONE LOFT WEALTH MANAGEMENT LLC

· CIK 0002130930

13F Portfolio $176M AUM 31 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 14 Added 8 Reduced

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VTI	VANGUARD INDEX FDS	—	110,105.0	$41.0M	23.32%	+5K	+4.5%	$372.42	+1.9%
2	VXUS	VANGUARD STAR FDS	—	330,933.0	$28.1M	16.00%	+57K	+20.8%	$84.99	+3.0%
3	BND	VANGUARD BD INDEX FDS	—	317,638.0	$23.1M	13.16%	+91K	+40.4%	$72.82	-0.7%
4	BNDX	VANGUARD CHARLOTTE FDS	—	309,427.0	$14.9M	8.45%	+52K	+20.2%	$48.03	-0.9%
5	VXF	VANGUARD INDEX FDS	—	22,574.0	$5.4M	3.08%	+944.0	+4.4%	$240.29	+0.9%
6	VCIT	VANGUARD SCOTTSDALE FDS	—	56,394.0	$4.6M	2.63%	+25K	+78.1%	$81.93	-1.0%
7	SGOV	ISHARES TR	—	39,276.0	$3.9M	2.25%	+18K	+84.0%	$100.54	+0.1%
8	VUG	VANGUARD INDEX FDS	—	36,683.0	$3.2M	1.83%	+31K	+500.6%	$87.76	+0.9%
9	VCSH	VANGUARD SCOTTSDALE FDS	—	29,175.0	$2.3M	1.31%	+18K	+166.2%	$78.73	-0.3%
10	VO	VANGUARD INDEX FDS	—	22,324.0	$1.8M	1.02%	+17K	+301.1%	$80.45	+2.5%
11	VEA	VANGUARD TAX-MANAGED FDS	—	23,692.0	$1.7M	0.95%	+126.0	+0.5%	$70.82	+3.2%
12	—	VANGUARD MUN BD FDS	—	11,599.0	$1.2M	0.66%	+157.0	+1.4%	$100.37	—
13	MSI	MOTOROLA SOLUTIONS INC	Technology	1,221.0	$497K	0.28%	+7.0	+0.6%	$407.15	+19.4%
14	IWF	ISHARES TR	—	3,124.0	$386K	0.22%	+2K	+283.3%	$123.59	-0.7%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 49.8%

Financial Services 39.0%

Healthcare 11.2%