STONE LOFT WEALTH MANAGEMENT LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (4 quarters reported)

$193M $107M

Q4 25 Q1 26 Q2 26 Q3 26

$107M in Q4 2025 → $193M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	22.4%	Added 4.9%	115,520	$43.2M
VS Vanguard Star Fds	15.4%	Added 5.3%	348,532	$29.6M
VB Vanguard Bd Index Fds	15.1%	Added 31%	415,397	$29.1M
VI Vanguard Index Fds	10.7%	Added 21%	29,330	$20.6M
VC Vanguard Charlotte Fds	7.4%	Trimmed 1.4%	304,982	$14.3M
VI Vanguard Intl Equity Index F	6.5%	Added 0.2%	150,854	$12.5M
VS Vanguard Scottsdale Fds	5.0%	Added 118%	122,906	$9.62M
VI Vanguard Index Fds	2.7%	Added 0.2%	22,622	$5.24M
IT Ishares Tr	2.1%	Added 0.1%	39,319	$3.96M
VI Vanguard Index Fds	1.7%	Added 0.1%	36,720	$3.31M
VI Vanguard Index Fds	1.4%	Added 55%	34,629	$2.72M
VI Vanguard Index Fds	1.3%	Added 0.0%	12,026	$2.6M
VM Vanguard Mun Bd Fds	1.2%	Added 1.1%	47,414	$2.25M
VS Vanguard Scottsdale Fds	0.9%	Trimmed 20%	23,454	$1.81M
VI Vanguard Index Fds	0.9%	Added 5.4%	6,020	$1.71M
VT Vanguard Tax-managed Fds	0.9%	Added 0.2%	23,750	$1.68M
SS Schwab Strategic Tr	0.6%	Trimmed 4.6%	12,060	$1.22M
VM Vanguard Mun Bd Fds	0.6%	Added 0.5%	11,660	$1.11M
VS Vanguard Specialized Funds	0.5%	Trimmed 46%	3,743	$873K
Microsoft Corp	0.4%	Unchanged	1,675	$859K
VW Vanguard Wellington Fd	0.4%	Added 0.4%	8,256	$814K
VM Vanguard Mun Bd Fds	0.4%	Added 0.6%	8,199	$788K
Motorola Solutions Inc	0.3%	Unchanged	1,221	$544K
SS State Str SPDR S&P 500 ETF T	0.3%	Trimmed 18%	651	$497K
IT Ishares Tr	0.2%	Added 0.1%	2,924	$416K
VI Vanguard Index Fds	0.2%	Added 0.3%	1,171	$412K
IT Ishares Tr	0.2%	Unchanged	3,124	$391K
IQ Invesco Qqq Tr	0.2%	Trimmed 1.6%	423	$313K
Merck & Co Inc	0.2%	Unchanged	2,109	$306K

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.

quarter ended September 30, 2026 · filed November 03, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VB Vanguard Bd Index Fds	Added	+97,759	+$6.86M	15.1%
VS Vanguard Scottsdale Fds	Added	+66,512	+$5.21M	5.0%
VI Vanguard Index Fds	Added	+5,103	+$3.58M	10.7%
VI Vanguard Index Fds	Added	+5,415	+$2.03M	22.4%
VS Vanguard Star Fds	Added	+17,599	+$1.5M	15.4%
VI Vanguard Index Fds	Added	+12,305	+$965K	1.4%
VS Vanguard Specialized Funds	Trimmed	−3,168	−$739K	0.5%
VS Vanguard Scottsdale Fds	Trimmed	−5,721	−$442K	0.9%
VB Vanguard Bd Index Fds	Exited	−3,046	−$232K	—
VC Vanguard Charlotte Fds	Trimmed	−4,445	−$208K	7.4%

Showing the 10 largest of 27 changes.

quarter ended June 30, 2026 · filed July 24, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VB Vanguard Bd Index Fds	Added	+91,360	+$6.65M	13.2%
VS Vanguard Star Fds	Added	+56,916	+$4.84M	16.0%
VI Vanguard Index Fds	Added	+30,575	+$2.68M	1.8%
VC Vanguard Charlotte Fds	Added	+52,097	+$2.5M	8.5%
VM Vanguard Mun Bd Fds	New	+46,889	+$2.35M	1.3%
VS Vanguard Scottsdale Fds	Added	+24,730	+$2.03M	2.6%
IT Ishares Tr	Added	+17,933	+$1.8M	2.2%
VI Vanguard Index Fds	Added	+4,693	+$1.75M	23.3%
VS Vanguard Scottsdale Fds	Added	+18,215	+$1.43M	1.3%
VI Vanguard Index Fds	Added	+16,758	+$1.35M	1.0%

Showing the 10 largest of 30 changes.

quarter ended March 31, 2026 · filed May 08, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+22,542	+$7.23M	24.2%
VI Vanguard Index Fds	Added	+11,617	+$6.94M	10.6%
VB Vanguard Bd Index Fds	Added	+83,934	+$6.18M	11.9%
VS Vanguard Star Fds	Added	+75,261	+$5.8M	15.1%
IT Ishares Tr	Trimmed	−53,657	−$5.4M	1.5%
VC Vanguard Charlotte Fds	Added	+71,717	+$3.45M	8.8%
VS Vanguard Scottsdale Fds	Added	+16,033	+$1.33M	1.9%
SS Schwab Strategic Tr	Trimmed	−12,491	−$1.26M	1.0%
VI Vanguard Index Fds	Added	+4,296	+$1.23M	1.1%
VI Vanguard Index Fds	Added	+4,455	+$1.17M	1.1%

Showing the 10 largest of 29 changes.

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