STONE LOFT WEALTH MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$139,943
Net value change ($000)
+33,382 (31.3%)
New positions
5
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,554 79.5%
VXUS 6,135 40.9%
BND 6,120 58.0%
VTI 6,033 21.7%
BNDX 3,396 37.9%
VCIT 1,311 100.2%
VO 1,229 333.1%
VB 1,172 362.8%
VEU 977 9.5%
VEA 973 181.2%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -5,381 -71.5%
SGVT -1,252 -48.2%
IVW -30 -8.3%
IWF -22 -5.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type