STONE LOFT WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 192,785
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 29 | 192,785 | 13F-HR | STONE LOFT WEALTH MANAGEMENT LLC |
| Q2 2026 | 7/24/2026 | 31 | 175,803 | 13F-HR | STONE LOFT WEALTH MANAGEMENT LLC |
| Q1 2026 | 5/8/2026 | 29 | 139,943 | 13F-HR | STONE LOFT WEALTH MANAGEMENT LLC |
| Q4 2025 | 5/26/2026 | 24 | 106,561 | 13F-HR | STONE LOFT WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.709 K | 0.9% | 288 | 0 | 288 |
| ETFs | 191.1 K | 99.1% | 16.69 K | 0 | 16.69 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
192,785
Holdings
29
QoQ value change ($000)
16,982
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.