STONE LOFT WEALTH MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$175,803
Net value change ($000)
+35,860 (25.6%)
New positions
2
Sold out positions
0
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 7,188 21.3%
VXUS 6,997 33.1%
BND 6,467 38.8%
BNDX 2,497 20.2%
VTEB 2,354 NEW
VOO 2,014 13.6%
VCIT 2,000 76.3%
SGOV 1,801 83.8%
VCSH 1,428 164.3%
VEU 1,262 11.2%
Top Reduces (Value $000, Stocks/ETFs)
VIG -808 -33.0%
SGVT -70 -5.2%
MRK -69 -20.9%
VTES -30 -3.5%
MSI -30 -5.7%
BIV -27 -10.4%
VTEL -18 -2.1%
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