STONE LOFT WEALTH MANAGEMENT LLC
CIK
2130930
Location
WEST CHESTER, PA
Portfolio Value
Micro
$1,146,503
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,453
/ 8,586
▲ 148
Top Industry
Software - Infrastructure
42.0%
3Y Alpha vs SPY
-24.4%
Period ended 3 months ago
Filed May 8, 2026 · 39d
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
+4.2%
SPY
+11.2%
Annualised alpha
-24.4%
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.
2 positions ·
$1,146,503 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
NEW | 1,674 | $619,664 | 54.05% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 1,214 | $526,839 | 45.95% |