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STONE LOFT WEALTH MANAGEMENT LLC

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13F filer, CIK 2130930, WEST CHESTER, PA

STONE LOFT WEALTH MANAGEMENT LLC reported $175,803,122 across 31 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 87.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001066

Period
2026-06-30
Reported value
$176M
Holdings
31
Top 10 weight
87.4%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+91,360$6.65M
VXUSadded+56,916$4.84M
VUGadded+30,575$2.68M
BNDXadded+52,097$2.5M
VTEBnew+46,889$2.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VIGreduced-4,470-$1.06M
VOOreduced-530-$368K
MRKreduced-635-$78.5K
SGVTreduced-690-$69.4K
VTELreduced-276-$28.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001066, largest first. % of portfolio is the value over $175,803,122, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 82,870 shares; 2026Q1: 105,412 shares; 2026Q2: 110,105 shares 110,105$41M23.32%+4,693Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 198,756 shares; 2026Q1: 274,017 shares; 2026Q2: 330,933 shares 330,933$28.1M16%+56,916Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 142,344 shares; 2026Q1: 226,278 shares; 2026Q2: 317,638 shares 317,638$23.1M13.16%+91,360Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,140 shares; 2026Q1: 24,757 shares; 2026Q2: 24,227 shares 24,227$16.8M9.56%-530Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 185,613 shares; 2026Q1: 257,330 shares; 2026Q2: 309,427 shares 309,427$14.9M8.45%+52,097Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 139,652 shares; 2026Q1: 149,800 shares; 2026Q2: 150,508 shares 150,508$12.5M7.12%+708Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,400 shares; 2026Q1: 21,630 shares; 2026Q2: 22,574 shares 22,574$5.42M3.09%+944Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,631 shares; 2026Q1: 31,664 shares; 2026Q2: 56,394 shares 56,394$4.62M2.63%+24,730Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 75,000 shares; 2026Q1: 21,343 shares; 2026Q2: 39,276 shares 39,276$3.95M2.25%+17,933Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,929 shares; 2026Q1: 6,108 shares; 2026Q2: 36,683 shares 36,683$3.22M1.83%+30,575Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,063 shares; 2026Q1: 12,066 shares; 2026Q2: 12,021 shares 12,021$2.61M1.49%-45Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,889 shares 46,889$2.35M1.34%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10,960 shares; 2026Q2: 29,175 shares 29,175$2.3M1.31%+18,215Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,270 shares; 2026Q1: 5,566 shares; 2026Q2: 22,324 shares 22,324$1.8M1.02%+16,758Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,252 shares; 2026Q1: 5,707 shares; 2026Q2: 5,712 shares 5,712$1.7M0.97%+5Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,592 shares; 2026Q1: 23,566 shares; 2026Q2: 23,692 shares 23,692$1.68M0.95%+126Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,977 shares; 2026Q1: 11,381 shares; 2026Q2: 6,911 shares 6,911$1.64M0.93%-4,470Timeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,829 shares; 2026Q1: 13,338 shares; 2026Q2: 12,648 shares 12,648$1.27M0.72%-690Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,323 shares; 2026Q1: 11,442 shares; 2026Q2: 11,599 shares 11,599$1.16M0.66%+157Timeline
VTELVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,790 shares; 2026Q1: 8,424 shares; 2026Q2: 8,148 shares 8,148$846K0.48%-276Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,954 shares; 2026Q1: 8,500 shares; 2026Q2: 8,221 shares 8,221$830K0.47%-279Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,675 shares 1,675$663K0.38%+1Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 650 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793$599K0.34%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,214 shares; 2026Q2: 1,221 shares 1,221$497K0.28%+7Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,164 shares; 2026Q2: 1,168 shares 1,168$406K0.23%+4Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,920 shares; 2026Q1: 2,921 shares; 2026Q2: 2,922 shares 2,922$405K0.23%+1Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 781 shares; 2026Q1: 815 shares; 2026Q2: 3,124 shares 3,124$386K0.22%+2,309Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 456 shares; 2026Q2: 430 shares 430$309K0.18%-26Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,166 shares; 2026Q1: 2,744 shares; 2026Q2: 2,109 shares 2,109$261K0.15%-635Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,928 shares; 2026Q1: 3,356 shares; 2026Q2: 3,046 shares 3,046$232K0.13%-310Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,979 shares 1,979$201K0.11%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001066 base2026-07-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001066 Quarter ended 2026-06-302026-07-24acceptance time not in the bulk data set
13F-HR 0001951757-26-000890 Quarter ended 2025-12-312026-05-26acceptance time not in the bulk data set
13F-HR 0001951757-26-000802 Quarter ended 2026-03-312026-05-08acceptance time not in the bulk data set