Stone Loft Wealth Management LLC holds a concentrated book of 18 stocks worth $139.9M as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened MICROSOFT CORP and trimmed ISHARES 0-3 MONTH TREASURY B. Their largest long position is VANGUARD GROWTH ETF at 44% of the equity book.
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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
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 | $33.8M | 105.4K | 24.2% | ▲+27% Added · +23K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $21.1M | 274.0K | 15.1% | ▲+38% Added · +75K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $16.7M | 226.3K | 11.9% | ▲+59% Added · +84K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $14.8M | 24.8K | 10.6% | ▲+88% Added · +12K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $12.4M | 257.3K | 8.8% | ▲+39% Added · +72K sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $11.2M | 149.8K | 8.0% | ▲+7.3% Added · +10K sh | |
| 7 | Vanguard Index FDS EXTEND MKT ETF | $4.5M | 21.6K | 3.2% | ▲+11% Added · +2K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $2.7M | 6.1K | 1.9% | ▲+24% Added · +1K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $2.6M | 31.7K | 1.9% | ▲+103% Added · +16K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $2.4M | 11.4K | 1.7% | ▲+43% Added · +3K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $2.4M | 12.1K | 1.7% | ▲+20% Added · +2K sh | |
| 12 | Ishares TR 0-3 MNTH TREASRY | $2.1M | 21.3K | 1.5% | ▼−72% Reduced · −54K sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $1.6M | 5.6K | 1.1% | ▲+338% Added · +4K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.5M | 23.6K | 1.1% | ▲+174% Added · +15K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $1.5M | 5.7K | 1.1% | ▲+356% Added · +4K sh | |
| 16 | Schwab Strategic TR GOVERNMENT MONEY | $1.3M | 13.3K | 1.0% | ▼−48% Reduced · −12K sh | |
| 17 | Vanguard Mun BD FDS INTERMEDIATE TRM | $1.1M | 11.4K | 0.8% | ▲+115% Added · +6K sh | |
| 18 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $869K | 11.0K | 0.6% | ▲New New position | |
| 19 | Vanguard Mun BD FDS LONG TERM TAX EX | $864K | 8.4K | 0.6% | ▲+122% Added · +5K sh | |
| 20 | Vanguard Wellington FD SHORT TRM TAX EX | $860K | 8.5K | 0.6% | ▲+115% Added · +5K sh | |
| 21 | Microsoft Corp COM | $620K | 1.7K | 0.4% | ▲New New position | |
| 22 | Motorola Solutions Inc COM NEW | $527K | 1.2K | 0.4% | ▲New New position | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $515K | 793 | 0.4% | ▲+22% Added · +143 sh | |
| 24 | Vanguard Index FDS LARGE CAP ETF | $348K | 1.2K | 0.2% | ▲New New position | |
| 25 | Ishares TR RUS 1000 GRW ETF | $348K | 815 | 0.2% | ▲+4.3% Added · +34 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $330K | 2.9K | 0.2% | ▲~0% Added · +1 sh | |
| 27 | Merck & Co Inc COM | $330K | 2.7K | 0.2% | ▲+27% Added · +578 sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $263K | 456 | 0.2% | ▲New New position | |
| 29 | Vanguard BD Index FDS INTERMED TERM | $259K | 3.4K | 0.2% | ▲+15% Added · +428 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.