Fund Universe

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☆STONE LOFT WEALTH MANAGEMENT LLC

CIK 0002130930 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.762
AUM ($M)
176
Positions
31
Turnover
0.06
Top-10 wt
87%
Herfindahl
0.122
History (qtrs)
3
Excess Return
not eligible

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Holdings · 31 positions · portfolio value $176M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS ADD — 23.3% -0.8% 41.0 110,105 +4,693 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 16.0% +0.9% 28.1 330,933 +56,916 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 13.2% +1.2% 23.1 317,638 +91,360 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 9.6% -1.0% 16.8 24,227 -530 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 8.5% -0.4% 14.9 309,427 +52,097 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 7.1% -0.9% 12.5 150,508 +708 2 —
☆VXF funds › VANGUARD INDEX FDS ADD — 3.1% -0.1% 5.4 22,574 +944 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.6% +0.8% 4.6 56,394 +24,730 2 —
☆SGOV funds › ISHARES TR ADD — 2.2% +0.7% 3.9 39,276 +17,933 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.8% -0.1% 3.2 36,683 +30,575 2 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 1.5% -0.2% 2.6 12,021 -45 2 —
☆VTEB funds › VANGUARD MUN BD FDS NEW — 1.3% +1.3% 2.4 46,889 +46,889 1 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 1.3% +0.7% 2.3 29,175 +18,215 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.0% -0.1% 1.8 22,324 +16,758 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 1.0% -0.1% 1.7 5,712 +5 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.0% -0.1% 1.7 23,692 +126 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.9% -0.8% 1.6 6,911 -4,470 2 —
☆SGVT funds › SCHWAB STRATEGIC TR TRIM — 0.7% -0.2% 1.3 12,648 -690 2 —
☆VTEI funds › VANGUARD MUN BD FDS ADD — 0.7% -0.2% 1.2 11,599 +157 2 —
☆VTEL funds › VANGUARD MUN BD FDS TRIM — 0.5% -0.1% 0.8 8,148 -276 2 —
☆VTES funds › VANGUARD WELLINGTON FD TRIM — 0.5% -0.1% 0.8 8,221 -279 2 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.1% 0.7 1,675 +1 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.3% -0.0% 0.6 793 +0 2 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.3% -0.1% 0.5 1,221 +7 2 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.4 1,168 +4 2 —
☆IVW funds › ISHARES TR ADD — 0.2% -0.0% 0.4 2,922 +1 2 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 0.4 3,124 +2,309 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.2% -0.0% 0.3 430 -26 2 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.1% 0.3 2,109 -635 2 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.1% 0.2 3,046 -310 2 —
☆STIP funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,979 +1,979 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 176 31 0.06 87% 0.122 0.761 — in
2026Q1 140 29 0.12 87% 0.124 0.627 — entered
2025Q4 107 24 0.00 91% 0.128 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status