Titelia

Holdings of STONE LOFT WEALTH MANAGEMENT LLC

27 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 88.7 % of the equity sleeve

Sector breakdown

  • Funds 12.3 %
  • Technology 0.8 %
  • Health care 0.2 %
  • Unattributed 86.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US27137.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 105,41233.8M $
2Vanguard Total International S 274,01721.1M $
3Vanguard Total Bond Market ETF 226,27816.7M $
4Vanguard S&P 500 ETF 24,75714.8M $
5Vanguard Charlotte Funds 257,33012.4M $
6Vanguard FTSE All-World ex-US ETF 149,80011.2M $
7Vanguard Extended Market ETF 21,6304.5M $
8Vanguard Growth ETF 6,1082.7M $
9Vanguard Intermediate-Term Corporate Bond ETF 31,6642.6M $
10VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 11,3812.4M $
11Vanguard Value ETF 12,0662.4M $
12iShares Trust 21,3432.1M $
13Vanguard Mid-Cap ETF 5,5661.6M $
14Vanguard FTSE Developed Markets ETF 23,5661.5M $
15Vanguard Small-Cap ETF 5,7071.5M $
16Vanguard Intermediate-Term Tax-Exempt Bond ETF 11,4421.1M $
17VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 10,960868.8K $
18Vanguard Short-Term Tax-Exempt Bond ETF 8,500859.7K $
19Microsoft Corp 1,674619.8K $
20Motorola Solutions Inc 1,214526.8K $
21State Street SPDR S&P 500 ETF Trust 793515.4K $
22Vanguard Large-Cap ETF 1,164348K $
23iShares Russell 1000 Growth ETF 815347.6K $
24iShares Trust 2,921330.4K $
25Merck & Co Inc 2,744330.1K $
26Invesco QQQ Trust Series 1 456263.2K $
27Vanguard Bond Index Funds 3,356259K $