STONE LOFT WEALTH MANAGEMENT LLC

CIK

2130930

Location

WEST CHESTER, PA

Portfolio Value

Small $187,544,928

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,919 / 8,827 ▲ 311 · as of Jun 2026

Top Industry

Software - Infrastructure 50.2%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.6% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 93.0%; sector active share 86.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

29 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.7%

+1.7 pts

Top 5

85.4%

+2.2 pts

Top 10

97.8%

+1.2 pts

HHI

2,223

Moderately concentrated+169

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.1%	$185,834,834	26
Technology	0.7%	$1,403,636	2
Healthcare	0.2%	$306,458	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+97,759	415,397	$29,140,099
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+66,512	122,906	$9,624,768
VXUS	Vanguard Total International Stock ETF	+17,599	348,532	$29,611,278
VO	VANGUARD MID-CAP INDEX FUND	+12,305	34,629	$2,715,606
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+5,415	115,520	$43,232,204
VOO	VANGUARD 500 INDEX FUND	+5,103	29,330	$20,556,223
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+525	47,414	$2,245,527
VEU	Vanguard International Equity Index Funds	+346	150,854	$12,516,356
VB	Vanguard Index Funds	+308	6,020	$1,712,629
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+61	11,660	$1,111,722
VEA	Vanguard FTSE Developed Markets ETF	+58	23,750	$1,676,987
VTEL	VANGUARD LONG-TERM TAX-EXEMPT BOND ETF	+51	8,199	$787,759
—		+48	22,622	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	+43	39,319	$3,958,636
VUG	VANGUARD GROWTH INDEX FUND	+37	36,720	$3,308,839
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+35	8,256	$814,041
VTV	VANGUARD VALUE INDEX FUND	+5	12,026	$2,598,578
VV	VANGUARD LARGE-CAP INDEX FUND	+3	1,171	$412,016
IVW	iShares S&P 500 Growth ETF	+2	2,924	$415,968
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−5,721	23,454	$1,811,821
BNDX	Vanguard Total International Bond ETF	−4,445	304,982	$14,294,506
VIG	Vanguard Specialized Funds	−3,168	3,743	$873,279
SGVT		−588	12,060	$1,215,286
SPY	Spdr S&P 500 ETF Trust	−142	651	$496,472
QQQ	Invesco Qqq Trust, Series 1	−7	423	$312,922
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BIV	Vanguard Bond Index Funds	3,046	$233,628
STIP	iShares 0-5 Year TIPS Bond ETF	1,979	$202,174
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $187,544,928 total · filing declares 29 positions · $192,784,930 · as of Sep 30, 2026

All sectors Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	115,520	+5,415	$43,232,204	+6.1%	23.05%
VXUS	Vanguard Total International Stock ETF	Added	348,532	+17,599	$29,611,278	+4.7%	15.79%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	415,397	+97,759	$29,140,099	+25.0%	15.54%
VOO	VANGUARD 500 INDEX FUND	Added	29,330	+5,103	$20,556,223	+23.5%	10.96%
BNDX	Vanguard Total International Bond ETF	Reduced	304,982	-4,445	$14,294,506	−4.6%	7.62%
VEU	Vanguard International Equity Index Funds	Added	150,854	+346	$12,516,356	−0.7%	6.67%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	122,906	+66,512	$9,624,768	+106.5%	5.13%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	39,319	+43	$3,958,636	+0.1%	2.11%
VUG	VANGUARD GROWTH INDEX FUND	Added	36,720	+37	$3,308,839	+4.7%	1.76%
VO	VANGUARD MID-CAP INDEX FUND	Added	34,629	+12,305	$2,715,606	+51.0%	1.45%
VTV	VANGUARD VALUE INDEX FUND	Added	12,026	+5	$2,598,578	−0.8%	1.39%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	47,414	+525	$2,245,527	−5.3%	1.20%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	23,454	-5,721	$1,811,821	−21.4%	0.97%
VB	Vanguard Index Funds	Added	6,020	+308	$1,712,629	−1.1%	0.91%
VEA	Vanguard FTSE Developed Markets ETF	Added	23,750	+58	$1,676,987	−0.7%	0.89%
SGVT		Reduced	12,060	-588	$1,215,286	−4.6%	0.65%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	11,660	+61	$1,111,722	−5.1%	0.59%
VIG	Vanguard Specialized Funds	Reduced	3,743	-3,168	$873,279	−46.6%	0.47%
MSFT	Microsoft Corp Technology	Held	1,675	0	$859,107	+37.5%	0.46%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	8,256	+35	$814,041	−2.3%	0.43%
VTEL	VANGUARD LONG-TERM TAX-EXEMPT BOND ETF	Added	8,199	+51	$787,759	−7.7%	0.42%
MSI	Motorola Solutions, Inc. Technology	Held	1,221	0	$544,529	+7.4%	0.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	651	-142	$496,472	−16.2%	0.26%
IVW	iShares S&P 500 Growth ETF	Added	2,924	+2	$415,968	+3.5%	0.22%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	1,171	+3	$412,016	+2.6%	0.22%
IWF	iShares Russell 1000 Growth ETF	Held	3,124	0	$391,312	+0.9%	0.21%
QQQ	Invesco Qqq Trust, Series 1	Reduced	423	-7	$312,922	−1.2%	0.17%
MRK	Merck & Co., Inc. Healthcare	Held	2,109	0	$306,458	+13.1%	0.16%
		Added	22,622	+48	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.