STONE LOFT WEALTH MANAGEMENT LLC: 13F holdings
CIK 21309302026Q2
| Positions | 31 |
|---|---|
| Reported value | $175.8m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 110,105 | $41.0m | 23.3% |
| VXUS VANGUARD STAR FDS | 330,933 | $28.1m | 16.0% |
| BND VANGUARD BD INDEX FDS | 317,638 | $23.1m | 13.2% |
| VOO VANGUARD INDEX FDS | 24,227 | $16.8m | 9.6% |
| BNDX VANGUARD CHARLOTTE FDS | 309,427 | $14.9m | 8.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 150,508 | $12.5m | 7.1% |
| VXF VANGUARD INDEX FDS | 22,574 | $5.4m | 3.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 56,394 | $4.6m | 2.6% |
| SGOV ISHARES TR | 39,276 | $3.9m | 2.2% |
| VUG VANGUARD INDEX FDS | 36,683 | $3.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2130930")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.