STONE LOFT WEALTH MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$192,785
Net value change ($000)
+16,982 (9.7%)
New positions
0
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BND 6,010 26.0%
VCIT 5,005 108.3%
VOO 3,748 22.3%
VTI 2,227 5.4%
VXUS 1,485 5.3%
VO 920 51.2%
MSFT 196 29.6%
VUG 90 2.8%
MSI 47 9.5%
MRK 45 17.2%
Top Reduces (Value $000, Stocks/ETFs)
VIG -767 -46.8%
BNDX -568 -3.8%
VCSH -485 -21.1%
BIV -232 -100.0%
STIP -201 -100.0%
VXF -184 -3.4%
VTEB -108 -4.6%
SPY -102 -17.0%
VTEL -58 -6.9%
SGVT -58 -4.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type