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STONE LOFT WEALTH MANAGEMENT LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
1109 WILNOR DRIVE, WEST CHESTER, PA 19382 • (610) 812-9867
Q1 2026 · Filed 2026-05-08
Market Value
$138M
Holdings
27
New Purchases
27
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
88.6%
Turnover
100.0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 98.9% |
| Technology | 0.8% |
| Healthcare | 0.2% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 12 | $96M | 69.8% |
| Large Cap | 13 | $39M | 28.6% |
| Small Cap | 1 | $860K | 0.6% |
| Micro Cap | 1 | $1M | 1.0% |
Portfolio Analytics
Avg Market Cap
$378.7B
Median Market Cap
$126.6B
Avg P/E
30.2
Median P/E
32.1
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
3
# ETFs / Funds
24
Top Holdings (27 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 24.52% | 105,412 | $34M | $320.81 | — | — | — | |
| 2 | VXUS | 15.32% | 274,017 | $21M | $77.11 | — | — | — | |
| 3 | BND | 12.08% | 226,278 | $17M | $73.64 | — | — | — | |
| 4 | VOO | 10.72% | 24,757 | $15M | $597.55 | — | — | — | |
| 5 | BNDX | 8.96% | 257,330 | $12M | $48.05 | — | — | — | |
| 6 | VEU | 8.16% | 149,800 | $11M | $75.10 | — | — | — | |
| 7 | VXF | 3.23% | 21,630 | $4M | $205.80 | — | — | — | |
| 8 | VUG | 1.93% | 6,108 | $3M | $436.77 | — | — | — | |
| 9 | VCIT | 1.90% | 31,664 | $3M | $82.75 | — | — | — | |
| 10 | VIG | 1.77% | 11,381 | $2M | $215.05 | — | — | — | |
| 11 | VTV | 1.72% | 12,066 | $2M | $196.20 | — | — | — | |
| 12 | SGOV | 1.56% | 21,343 | $2M | $100.66 | — | — | — | |
| 13 | VO | 1.16% | 5,566 | $2M | $287.18 | — | — | — | |
| 14 | VEA | 1.09% | 23,566 | $2M | $64.08 | — | — | — | |
| 15 | VB | 1.08% | 5,707 | $1M | $261.92 | — | — | — | |
| 16 | SGVT | 0.97% | 13,338 | $1M | $100.72 | — | — | — | |
| 17 | VCSH | 0.63% | 10,960 | $869K | $79.27 | — | — | — | |
| 18 | VTES | 0.62% | 8,500 | $860K | $101.14 | — | — | — | |
| 19 | MSFT | 0.45% | 1,674 | $620K | $370.24 | — | — | — | |
| 20 | MSI | 0.38% | 1,214 | $527K | $433.97 | — | — | — | |
| 21 | SPY | 0.37% | 793 | $515K | $649.95 | — | — | — | |
| 22 | VV | 0.25% | 1,164 | $348K | $298.95 | — | — | — | |
| 23 | IWF | 0.25% | 815 | $348K | $426.45 | — | — | — | |
| 24 | IVW | 0.24% | 2,921 | $330K | $113.10 | — | — | — | |
| 25 | MRK | 0.24% | 2,744 | $330K | $120.29 | — | — | — | |
| 26 | QQQ | 0.19% | 456 | $263K | $577.18 | — | — | — | |
| 27 | BIV | 0.19% | 3,356 | $259K | $77.17 | — | — | — |