STONE LOFT WEALTH MANAGEMENT LLC
CIK
2130930
Location
WEST CHESTER, PA
Portfolio Value
Micro
$2,255,491
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,100
/ 8,232
▲ 269
Top Industry
Software - Infrastructure
42.0%
3Y Alpha vs SPY
-19.7%
Period ended 2 months ago
Filed May 8, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+3.4%
SPY
+9.1%
Annualised alpha
-19.7%
Max drawdown
−6.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.5%
−38.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,174
Moderately concentrated−3,341
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.8% | $1,146,503 |
| Unclassified | 34.5% | $778,913 |
| Healthcare | 14.6% | $330,075 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$2,255,491 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
NEW | 1,674 | $619,664 | 27.47% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 1,214 | $526,839 | 23.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 793 | $515,719 | 22.87% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,744 | $330,075 | 14.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 456 | $263,194 | 11.67% |