STONE LOFT WEALTH MANAGEMENT LLC - Portfolio overview

STONE LOFT WEALTH MANAGEMENT LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-05-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 26.07%
2. VXUS - VANGUARD STAR FDS, 14.07%
3. BND - VANGUARD BD INDEX FDS, 9.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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