Managers / Q1 2026
STONE LOFT WEALTH MANAGEMENT LLCNEW FILER
CIK 0002130930 · 1109 WILNOR DRIVE, WEST CHESTER, PA, 19382 · (610) 812-9867
Summary
Stone Loft Wealth Management LLC reported $107M in U.S.-listed holdings across 24 positions for Q1 2026.
The portfolio is heavily concentrated: Vanguard Index Fds alone accounts for 26.1% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 99.8% · $106M
- Common Stock · 0.2% · $227,993
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | NEW | +82.9K | 82.9K | +$28M | $28M |
| VANGUARD STAR FDS | NEW | +198.8K | 198.8K | +$15M | $15M |
| VANGUARD BD INDEX FDS | NEW | +142.3K | 142.3K | +$11M | $11M |
| VANGUARD INTL EQUITY INDEX F | NEW | +139.7K | 139.7K | +$10M | $10M |
| VANGUARD CHARLOTTE FDS | NEW | +185.6K | 185.6K | +$9M | $9M |
| VANGUARD INDEX FDS | NEW | +13.1K | 13.1K | +$8M | $8M |
| ISHARES TR | NEW | +75.0K | 75.0K | +$8M | $8M |
| VANGUARD INDEX FDS | NEW | +19.4K | 19.4K | +$4M | $4M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | TOTAL STK MKT · S&P 500 ETF SHS · EXTEND MKT ETF · GROWTH ETF · VALUE ETF · MID CAP ETF · SMALL CP ETF | 42.32% | $45M | 132.9K |
| 2 | VANGUARD STAR FDS | VG TL INTL STK F | 14.07% | $15M | 198.8K |
| 3 | VANGUARD BD INDEX FDS | TOTAL BND MRKT · INTERMED TERM | 10.11% | $11M | 145.3K |
| 4 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 9.64% | $10M | 139.7K |
| 5 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 8.42% | $9M | 185.6K |
| 6 | ISHARES TR | 0-3 MNTH TREASRY · RUS 1000 GRW ETF · S&P 500 GRWT ETF | 7.75% | $8M | 78.7K |
| 7 | SCHWAB STRATEGIC TR | GOVERNMENT MONEY | 2.44% | $3M | 25.8K |
| 8 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1.65% | $2M | 8.0K |
| 9 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 1.23% | $1M | 15.6K |
| 10 | VANGUARD MUN BD FDS | INTERMEDIATE TRM · LONG TERM TAX EX | 0.87% | $929,476 | 9.1K |
| 11 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 0.50% | $536,719 | 8.6K |
| 12 | SPDR S&P 500 ETF TR | TR UNIT | 0.42% | $443,248 | 650 |
| 13 | VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 0.38% | $401,630 | 4.0K |
| 14 | MRKMERCK & CO INC | COM | 0.21% | $227,993 | 2.2K |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.