STONE LOFT WEALTH MANAGEMENT LLC Long-Term Concentrated

Location: West Chester, PA

CIK: 0002130930 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $140M (100.0% shares, 0.0% debt)

Holdings (29)

VTI VANGUARD INDEX FDS 24.2%

Value $33.82M Shares 105,412 Est. Cost $332.18 Unrealized —

VXUS VANGUARD STAR FDS 15.1%

Value $21.13M Shares 274,017 Est. Cost $75.90 Unrealized —

BND VANGUARD BD INDEX FDS 11.9%

Value $16.66M Shares 226,278 Est. Cost $73.91 Unrealized —

VOO VANGUARD INDEX FDS 10.6%

Value $14.79M Shares 24,757 Est. Cost $613.24 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 8.8%

Value $12.36M Shares 257,330 Est. Cost $48.24 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 8.0%

Value $11.25M Shares 149,800 Est. Cost $73.66 Unrealized —

VXF VANGUARD INDEX FDS 3.2%

Value $4.452M Shares 21,630 Est. Cost $208.78 Unrealized —

VUG VANGUARD INDEX FDS 1.9%

Value $2.668M Shares 6,108 Est. Cost $478.00 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 1.9%

Value $2.62M Shares 31,664 Est. Cost $83.24 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 1.7%

Value $2.448M Shares 11,381 Est. Cost $218.37 Unrealized —

VTV VANGUARD INDEX FDS 1.7%

Value $2.367M Shares 12,066 Est. Cost $191.85 Unrealized —

SGOV ISHARES TR 1.5%

Value $2.148M Shares 21,343 Est. Cost $100.38 Unrealized —

VO VANGUARD INDEX FDS 1.1%

Value $1.598M Shares 5,566 Est. Cost $287.87 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 1.1%

Value $1.51M Shares 23,566 Est. Cost $63.49 Unrealized —

VB VANGUARD INDEX FDS 1.1%

Value $1.495M Shares 5,707 Est. Cost $261.06 Unrealized —

SGVT SCHWAB STRATEGIC TR 1.0%

Value $1.343M Shares 13,338 Est. Cost $100.49 Unrealized —

VTEI VANGUARD MUN BD FDS 0.8%

Value $1.144M Shares 11,442 Est. Cost $100.35 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.6%

Value $869K Shares 10,960 Est. Cost $79.27 Unrealized —

VTEL VANGUARD MUN BD FDS 0.6%

Value $864K Shares 8,424 Est. Cost $103.02 Unrealized —

VTES VANGUARD WELLINGTON FD 0.6%

Value $860K Shares 8,500 Est. Cost $101.34 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value $620K Shares 1,674 Est. Cost $434.61 Unrealized 0.0%

MSI MOTOROLA SOLUTIONS INC 0.4%

Value $527K Shares 1,214 Est. Cost $415.89 Unrealized 0.0%

SPY STATE STR SPDR S&P 500 ETF T 0.4%

Value $515K Shares 793 Est. Cost $676.15 Unrealized —

VV VANGUARD INDEX FDS 0.2%

Value $348K Shares 1,164 Est. Cost $298.95 Unrealized —

IWF ISHARES TR 0.2%

Value $348K Shares 815 Est. Cost $471.38 Unrealized —

IVW ISHARES TR 0.2%

Value $330K Shares 2,921 Est. Cost $123.24 Unrealized —

MRK MERCK & CO INC 0.2%

Value $330K Shares 2,744 Est. Cost $97.67 Unrealized +17.0%

QQQ INVESCO QQQ TR 0.2%

Value $263K Shares 456 Est. Cost $577.18 Unrealized —

BIV VANGUARD BD INDEX FDS 0.2%

Value $259K Shares 3,356 Est. Cost $77.79 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	105,412	$33.82M	24.2%	$332.18	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	274,017	$21.13M	15.1%	$75.90	—	VG TL INTL STK F	921909768
BND	VANGUARD BD INDEX FDS	226,278	$16.66M	11.9%	$73.91	—	TOTAL BND MRKT	921937835
VOO	VANGUARD INDEX FDS	24,757	$14.79M	10.6%	$613.24	—	S&P 500 ETF SHS	922908363
BNDX	VANGUARD CHARLOTTE FDS	257,330	$12.36M	8.8%	$48.24	—	TOTAL INT BD ETF	92203J407
VEU	VANGUARD INTL EQUITY INDEX F	149,800	$11.25M	8.0%	$73.66	—	ALLWRLD EX US	922042775
VXF	VANGUARD INDEX FDS	21,630	$4.452M	3.2%	$208.78	—	EXTEND MKT ETF	922908652
VUG	VANGUARD INDEX FDS	6,108	$2.668M	1.9%	$478.00	—	GROWTH ETF	922908736
VCIT	VANGUARD SCOTTSDALE FDS	31,664	$2.62M	1.9%	$83.24	—	INT-TERM CORP	92206C870
VIG	VANGUARD SPECIALIZED FUNDS	11,381	$2.448M	1.7%	$218.37	—	DIV APP ETF	921908844
VTV	VANGUARD INDEX FDS	12,066	$2.367M	1.7%	$191.85	—	VALUE ETF	922908744
SGOV	ISHARES TR	21,343	$2.148M	1.5%	$100.38	—	0-3 MNTH TREASRY	46436E718
VO	VANGUARD INDEX FDS	5,566	$1.598M	1.1%	$287.87	—	MID CAP ETF	922908629
VEA	VANGUARD TAX-MANAGED FDS	23,566	$1.51M	1.1%	$63.49	—	VAN FTSE DEV MKT	921943858
VB	VANGUARD INDEX FDS	5,707	$1.495M	1.1%	$261.06	—	SMALL CP ETF	922908751
SGVT	SCHWAB STRATEGIC TR	13,338	$1.343M	1.0%	$100.49	—	GOVERNMENT MONEY	808524581
VTEI	VANGUARD MUN BD FDS	11,442	$1.144M	0.8%	$100.35	—	INTERMEDIATE TRM	922907738
VCSH	VANGUARD SCOTTSDALE FDS	10,960	$869K	0.6%	$79.27	—	SHRT TRM CORP BD	92206C409
VTEL	VANGUARD MUN BD FDS	8,424	$864K	0.6%	$103.02	—	LONG TERM TAX EX	922907688
VTES	VANGUARD WELLINGTON FD	8,500	$860K	0.6%	$101.34	—	SHORT TRM TAX EX	921935870
MSFT	MICROSOFT CORP	1,674	$620K	0.4%	$434.61	0.0%	COM	594918104
MSI	MOTOROLA SOLUTIONS INC	1,214	$527K	0.4%	$415.89	0.0%	COM NEW	620076307
SPY	STATE STR SPDR S&P 500 ETF T	793	$515K	0.4%	$676.15	—	TR UNIT	78462F103
VV	VANGUARD INDEX FDS	1,164	$348K	0.2%	$298.95	—	LARGE CAP ETF	922908637
IWF	ISHARES TR	815	$348K	0.2%	$471.38	—	RUS 1000 GRW ETF	464287614
IVW	ISHARES TR	2,921	$330K	0.2%	$123.24	—	S&P 500 GRWT ETF	464287309
MRK	MERCK & CO INC	2,744	$330K	0.2%	$97.67	+17.0%	COM	58933Y105
QQQ	INVESCO QQQ TR	456	$263K	0.2%	$577.18	—	UNIT SER 1	46090E103
BIV	VANGUARD BD INDEX FDS	3,356	$259K	0.2%	$77.79	—	INTERMED TERM	921937819