STONE LOFT WEALTH MANAGEMENT LLC
CIK 2130930 · Holdings on Dec 31, 2025 · First reported May 26, 2026
Top ten holdings
Q4 2025- VTI26.07%
- VXUS14.07%
- BND9.89%
- VEU9.64%
- BNDX8.42%
- VOO7.73%
- SGOV7.06%
- VXF3.81%
- SGVT2.44%
- VUG2.26%
Share classes counted separately91.39%
Portfolio value by quarter
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $27.78M | 26.07% | 82.87K shares | Prior unavailable — | — | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $14.99M | 14.07% | 198.76K shares | Prior unavailable — | — | ↗▾ |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $10.54M | 9.89% | 142.34K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $10.27M | 9.64% | 139.65K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $8.97M | 8.42% | 185.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $8.24M | 7.73% | 13.14K shares | Prior unavailable — | — | ↗▾ |
| 07 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $7.53M | 7.06% | 75.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $4.06M | 3.81% | 19.40K shares | Prior unavailable — | — | ↗▾ |
| 09 | SGVTSCHWAB GOVT MONEY MARKET ETFGOVERNMENT MONEY View history and evidence | $2.60M | 2.44% | 25.83K shares | Prior unavailable — | — | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $2.40M | 2.26% | 4.93K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2130930 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported May 26, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106561253
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.