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STONE LOFT WEALTH MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2130930 · latest 13F-HR filed 2026-07-24

Backtest portfolio

STONE LOFT WEALTH MANAGEMENT LLC manages $175.8M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (23.32%), VXUS (16.00%), BND (13.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 0, added to 19, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1109 WILNOR DRIVE
WEST CHESTER, PA 19382
Phone
(610) 812-9867
Filing Manager
STONE LOFT WEALTH MANAGEMENT LLC
WEST CHESTER, PA
Signatory
John Neal
Chief Compliance Officer
Loading holdings…
AUM

$175.8M

Long-equity book

Holdings

31

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+7 / −0 / ↑19 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$13.2M +47.6%
  • VANGUARD STAR FDS$13.1M +87.6%
  • VANGUARD BD INDEX FDS$12.6M +119.4%
  • VANGUARD INDEX FDS$8.6M +104.0%
  • VANGUARD CHARLOTTE FDS$5.9M +65.7%
Show all 19 →

Top Trims

  • ISHARES TR-$3.6M -47.5%
  • SCHWAB STRATEGIC TR-$1.3M -51.0%
  • VANGUARD SPECIALIZED FUNDS-$113.0K -6.4%
Show all 3 →

New Positions

  • VANGUARD MUN BD FDS$2.4M
  • VANGUARD SCOTTSDALE FDS$2.3M
  • MICROSOFT CORP$662.5K
  • MOTOROLA SOLUTIONS INC$497.1K
  • VANGUARD INDEX FDS$405.9K
Show all 7 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $41.0M 23.32% 110,105 SH
2 VANGUARD STAR FDS VXUS 921909768 $28.1M 16.00% 330,933 SH
3 VANGUARD BD INDEX FDS BND 921937835 $23.1M 13.16% 317,638 SH
4 VANGUARD INDEX FDS VOO 922908363 $16.8M 9.56% 24,227 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $14.9M 8.45% 309,427 SH
6 VANGUARD INTL EQUITY INDEX F VEU 922042775 $12.5M 7.12% 150,508 SH
7 VANGUARD INDEX FDS VXF 922908652 $5.4M 3.09% 22,574 SH
8 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $4.6M 2.63% 56,394 SH
9 ISHARES TR SGOV 46436E718 $3.9M 2.25% 39,276 SH
10 VANGUARD INDEX FDS VUG 922908736 $3.2M 1.83% 36,683 SH
11 VANGUARD INDEX FDS VTV 922908744 $2.6M 1.49% 12,021 SH
12 VANGUARD MUN BD FDS VTEB 922907746 $2.4M 1.34% 46,889 SH
13 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $2.3M 1.31% 29,175 SH
14 VANGUARD INDEX FDS VO 922908629 $1.8M 1.02% 22,324 SH
15 VANGUARD INDEX FDS VB 922908751 $1.7M 0.97% 5,712 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.7M 0.95% 23,692 SH
17 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.6M 0.93% 6,911 SH
18 SCHWAB STRATEGIC TR SGVT 808524581 $1.3M 0.72% 12,648 SH
19 VANGUARD MUN BD FDS VTEI 922907738 $1.2M 0.66% 11,599 SH
20 VANGUARD MUN BD FDS VTEL 922907688 $845.6K 0.48% 8,148 SH
21 VANGUARD WELLINGTON FD VTES 921935870 $830.4K 0.47% 8,221 SH
22 MICROSOFT CORP MSFT 594918104 $662.5K 0.38% 1,675 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $598.5K 0.34% 793 SH
24 MOTOROLA SOLUTIONS INC MSI 620076307 $497.1K 0.28% 1,221 SH
25 VANGUARD INDEX FDS VV 922908637 $405.9K 0.23% 1,168 SH
26 ISHARES TR IVW 464287309 $404.9K 0.23% 2,922 SH
27 ISHARES TR IWF 464287614 $386.1K 0.22% 3,124 SH
28 INVESCO QQQ TR QQQ 46090E103 $309.0K 0.18% 430 SH
29 MERCK & CO INC MRK 58933Y105 $260.7K 0.15% 2,109 SH
30 VANGUARD BD INDEX FDS BIV 921937819 $231.9K 0.13% 3,046 SH
31 ISHARES TR STIP 46429B747 $200.6K 0.11% 1,979 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $175.8M 31 0001951757-26-001066
2026-03-31 2026-05-08 $139.9M 29 0001951757-26-000802
2025-12-31 2026-05-26 $106.6M 24 0001951757-26-000890