AI Portfolio Summary
In 2026 Q1, STONE LOFT WEALTH MANAGEMENT LLC maintained a portfolio of 29 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 24.16% of the total fund value.
Total Positions
29
Quarter
2026 Q1
Top Holding
VTI (24.2%)
Top 10 Concentration
87.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-29 of 29
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 24.16% | — |
#1
Prev: #—
|
9.5 | 105,412 | no change |
NEW
|
105,412 | $33,817,219 |
$320.81
+0.9%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 15.10% | — |
#2
Prev: #—
|
9.0 | 274,017 | no change |
NEW
|
274,017 | $21,129,419 |
$77.11
+0.5%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
BND
VANGUARD BD IND...
|
ETF | 11.91% | — |
#3
Prev: #—
|
8.5 | 226,278 | no change |
NEW
|
226,278 | $16,663,143 |
$73.15
+0.3%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 10.57% | — |
#4
Prev: #—
|
8.0 | 24,757 | no change |
NEW
|
24,757 | $14,793,530 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 8.84% | — |
#5
Prev: #—
|
7.5 | 257,330 | no change |
NEW
|
257,330 | $12,364,695 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 8.04% | — |
#6
Prev: #—
|
6.7 | 149,800 | no change |
NEW
|
149,800 | $11,249,970 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 3.18% | — |
#7
Prev: #—
|
4.8 | 21,630 | no change |
NEW
|
21,630 | $4,451,544 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.91% | — |
#8
Prev: #—
|
4.3 | 6,108 | no change |
NEW
|
6,108 | $2,667,768 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.87% | — |
#9
Prev: #—
|
4.2 | 31,664 | no change |
NEW
|
31,664 | $2,620,182 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.75% | — |
#10
Prev: #—
|
4.2 | 11,381 | no change |
NEW
|
11,381 | $2,447,510 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.69% | — |
#11
Prev: #—
|
4.2 | 12,066 | no change |
NEW
|
12,066 | $2,367,406 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.54% | — |
#12
Prev: #—
|
4.1 | 21,343 | no change |
NEW
|
21,343 | $2,148,373 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.14% | — |
#13
Prev: #—
|
4.0 | 5,566 | no change |
NEW
|
5,566 | $1,598,462 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.08% | — |
#14
Prev: #—
|
3.9 | 23,566 | no change |
NEW
|
23,566 | $1,510,110 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.07% | — |
#15
Prev: #—
|
3.9 | 5,707 | no change |
NEW
|
5,707 | $1,494,754 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SGVT
SCHWAB STRATEGI...
|
Bond/Debt | 0.96% | — |
#16
Prev: #—
|
3.9 | 13,338 | no change |
NEW
|
13,338 | $1,343,425 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTEI
VANGUARD MUN BD...
|
Bond/Debt | 0.82% | — |
#17
Prev: #—
|
3.8 | 11,442 | no change |
NEW
|
11,442 | $1,143,544 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.62% | — |
#18
Prev: #—
|
3.7 | 10,960 | no change |
NEW
|
10,960 | $868,814 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTEL
VANGUARD MUN BD...
|
ETF | 0.62% | — |
#19
Prev: #—
|
3.7 | 8,424 | no change |
NEW
|
8,424 | $863,574 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.61% | — |
#20
Prev: #—
|
3.7 | 8,500 | no change |
NEW
|
8,500 | $859,667 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.44% | — |
#21
Prev: #—
|
3.7 | 1,674 | no change |
NEW
|
1,674 | $619,776 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.38% | — |
#22
Prev: #—
|
3.7 | 1,214 | no change |
NEW
|
1,214 | $526,840 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.37% | — |
#23
Prev: #—
|
3.6 | 793 | no change |
NEW
|
793 | $515,407 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.25% | — |
#24
Prev: #—
|
3.6 | 1,164 | no change |
NEW
|
1,164 | $347,980 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IWF
ISHARES TR
|
ETF | 0.25% | — |
#25
Prev: #—
|
3.6 | 815 | no change |
NEW
|
815 | $347,559 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IVW
ISHARES TR
|
Warrant | 0.24% | — |
#26
Prev: #—
|
3.6 | 2,921 | no change |
NEW
|
2,921 | $330,376 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.24% | — |
#27
Prev: #—
|
3.6 | 2,744 | no change |
NEW
|
2,744 | $330,074 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.19% | — |
#28
Prev: #—
|
3.6 | 456 | no change |
NEW
|
456 | $263,194 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.19% | — |
#29
Prev: #—
|
3.6 | 3,356 | no change |
NEW
|
3,356 | $258,999 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-29 of 29 holdings