Stone Loft Wealth Management LLC holds a concentrated book of 31 stocks worth $175.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Vanguard Tax-Exempt Bond ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 23% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2130930/holdings"
Use Arkolith to show STONE LOFT WEALTH MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stone Loft Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 31 / 31 | $8.8B |
| HARBOUR INVESTMENTS, INC. | 31 / 31 | $927.0M |
| BANK OF AMERICA CORP /DE/ | 30 / 31 | $206.6B |
| JPMORGAN CHASE & CO | 30 / 31 | $144.0B |
| ENVESTNET ASSET MANAGEMENT INC | 30 / 31 | $53.3B |
| RAYMOND JAMES FINANCIAL INC | 30 / 31 | $48.0B |
| HighTower Advisors, LLC | 30 / 31 | $12.6B |
| Focus Partners Wealth | 30 / 31 | $10.2B |
Ranked by how many of Stone Loft Wealth Management LLC's top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $41.0M | 110.1K | 23.3% | ▲+4.5% Added · +5K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $28.1M | 330.9K | 16.0% | ▲+21% Added · +57K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $23.1M | 317.6K | 13.2% | ▲+40% Added · +91K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $16.8M | 24.2K | 9.6% | ▼−2.1% Reduced · −530 sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $14.9M | 309.4K | 8.5% | ▲+20% Added · +52K sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $12.5M | 150.5K | 7.1% | ▲+0.5% Added · +708 sh | |
| 7 | Vanguard Index FDS EXTEND MKT ETF | $5.4M | 22.6K | 3.1% | ▲+4.4% Added · +944 sh | |
| 8 | Vanguard Scottsdale FDS INT-TERM CORP | $4.6M | 56.4K | 2.6% | ▲+78% Added · +25K sh | |
| 9 | Ishares TR 0-3 MTH TREASURY | $3.9M | 39.3K | 2.2% | ▲+84% Added · +18K sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $3.2M | 36.7K | 1.8% | ▲+501% Added · +31K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $2.6M | 12.0K | 1.5% | ▼−0.4% Reduced · −45 sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.4M | 46.9K | 1.3% | ▲New New position | |
| 13 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.3M | 29.2K | 1.3% | ▲+166% Added · +18K sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $1.8M | 22.3K | 1.0% | ▲+301% Added · +17K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.7K | 1.0% | ▲+0.1% Added · +5 sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.7K | 1.0% | ▲+0.5% Added · +126 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $1.6M | 6.9K | 0.9% | ▼−39% Reduced · −4K sh | |
| 18 | Schwab Strategic TR GOVT MONE MA ETF | $1.3M | 12.6K | 0.7% | ▼−5.2% Reduced · −690 sh | |
| 19 | Vanguard Mun BD FDS INTERMEDIATE TRM | $1.2M | 11.6K | 0.7% | ▲+1.4% Added · +157 sh | |
| 20 | Vanguard Mun BD FDS LONG TERM TAX EX | $846K | 8.1K | 0.5% | ▼−3.3% Reduced · −276 sh | |
| 21 | Vanguard Wellington FD SHORT TRM TAX EX | $830K | 8.2K | 0.5% | ▼−3.3% Reduced · −279 sh | |
| 22 | Microsoft Corp COM | $663K | 1.7K | 0.4% | ▲+0.1% Added · +1 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $599K | 793 | 0.3% | —Held | |
| 24 | Motorola Solutions Inc COM NEW | $497K | 1.2K | 0.3% | ▲+0.6% Added · +7 sh | |
| 25 | Vanguard Index FDS LARGE CAP ETF | $406K | 1.2K | 0.2% | ▲+0.3% Added · +4 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $405K | 2.9K | 0.2% | ▲~0% Added · +1 sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $386K | 3.1K | 0.2% | ▲+283% Added · +2K sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $309K | 430 | 0.2% | ▼−5.7% Reduced · −26 sh | |
| 29 | Merck & Co Inc COM | $261K | 2.1K | 0.1% | ▼−23% Reduced · −635 sh | |
| 30 | Vanguard BD Index FDS INTERMED TERM | $232K | 3.0K | 0.1% | ▼−9.2% Reduced · −310 sh | |
| 31 | Ishares TR 0-5 YR TIPS ETF | $201K | 2.0K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.