STONE LOFT WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
STONE LOFT WEALTH MANAGEMENT LLC disclosed 29 stock positions in a recent SEC 13F filing. $104,003,901 of stock holdings were filed, with the largest holdings including VTI, VXUS, and BND. This filing represented positions held on Dec. 31, 2025, and was filed on May 26, 2026.We estimate the fund has a total AUM of $138,550,000 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
29Est. Stock Holding Value:
$104,003,901Top Stock Holdings By Sector
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Portfolio Stock Holdings - STONE LOFT WEALTH MANAGEMENT LLC
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