STONE LOFT WEALTH MANAGEMENT LLC Long-Term Concentrated

Location: West Chester, PA

CIK: 0002130930 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: May 26, 2026

Total Value: $107M (100.0% shares, 0.0% debt)

Holdings (24)

VTI VANGUARD INDEX FDS 26.1%

Value $27.78M Shares 82,870 Share Price $335.27 Est. Cost/Share $332.67 Unrealized @ Report Date +0.8%

VXUS VANGUARD STAR FDS 14.1%

Value $14.99M Shares 198,756 Share Price $75.44 Est. Cost/Share $74.67 Unrealized @ Report Date +1.0%

BND VANGUARD BD INDEX FDS 9.9%

Value $10.54M Shares 142,344 Share Price $74.07 Est. Cost/Share $74.43 Unrealized @ Report Date -0.5%

VEU VANGUARD INTL EQUITY INDEX F 9.6%

Value $10.27M Shares 139,652 Share Price $73.56 Est. Cost/Share $72.72 Unrealized @ Report Date +1.2%

BNDX VANGUARD CHARLOTTE FDS 8.4%

Value $8.969M Shares 185,613 Share Price $48.32 Est. Cost/Share $49.39 Unrealized @ Report Date -2.2%

VOO VANGUARD INDEX FDS 7.7%

Value $8.24M Shares 13,140 Share Price $627.11 Est. Cost/Share $621.46 Unrealized @ Report Date +0.9%

SGOV ISHARES TR 7.1%

Value $7.529M Shares 75,000 Share Price $100.38 Est. Cost/Share $100.50 Unrealized @ Report Date -0.1%

VXF VANGUARD INDEX FDS 3.8%

Value $4.057M Shares 19,400 Share Price $209.12 Est. Cost/Share $209.99 Unrealized @ Report Date -0.4%

SGVT SCHWAB STRATEGIC TR 2.4%

Value $2.595M Shares 25,829 Share Price $100.49 Est. Cost/Share $100.54 Unrealized @ Report Date -0.1%

VUG VANGUARD INDEX FDS 2.3%

Value $2.405M Shares 4,929 Share Price $487.86 * Est. Cost/Share $81.15 Unrealized @ Report Date +0.2%

VTV VANGUARD INDEX FDS 1.8%

Value $1.922M Shares 10,063 Share Price $190.98 Est. Cost/Share $188.10 Unrealized @ Report Date +1.5%

VIG VANGUARD SPECIALIZED FUNDS 1.6%

Value $1.753M Shares 7,977 Share Price $219.79 Est. Cost/Share $218.49 Unrealized @ Report Date +0.6%

VCIT VANGUARD SCOTTSDALE FDS 1.2%

Value $1.309M Shares 15,631 Share Price $83.75 Est. Cost/Share $84.03 Unrealized @ Report Date -0.3%

VEA VANGUARD TAX-MANAGED FDS 0.5%

Value $537K Shares 8,592 Share Price $62.47 Est. Cost/Share $61.26 Unrealized @ Report Date +2.0%

VTEI VANGUARD MUN BD FDS 0.5%

Value $537K Shares 5,323 Share Price $100.82 Est. Cost/Share $100.71 Unrealized @ Report Date +0.1%

SPY SPDR S&P 500 ETF TR 0.4%

Value $443K Shares 650 Share Price $681.92 Est. Cost/Share $675.88 Unrealized @ Report Date +0.9%

VTES VANGUARD WELLINGTON FD 0.4%

Value $402K Shares 3,954 Share Price $101.58 Est. Cost/Share $101.56 Unrealized @ Report Date +0.0%

VTEL VANGUARD MUN BD FDS 0.4%

Value $393K Shares 3,790 Share Price $103.64 Est. Cost/Share $103.76 Unrealized @ Report Date -0.1%

IWF ISHARES TR 0.3%

Value $370K Shares 781 Share Price $473.33 * Est. Cost/Share $118.45 Unrealized @ Report Date -0.1%

VO VANGUARD INDEX FDS 0.3%

Value $369K Shares 1,270 Share Price $290.21 * Est. Cost/Share $72.74 Unrealized @ Report Date -0.3%

IVW ISHARES TR 0.3%

Value $360K Shares 2,920 Share Price $123.24 Est. Cost/Share $122.39 Unrealized @ Report Date +0.7%

VB VANGUARD INDEX FDS 0.3%

Value $323K Shares 1,252 Share Price $258.03 Est. Cost/Share $256.19 Unrealized @ Report Date +0.7%

BIV VANGUARD BD INDEX FDS 0.2%

Value $228K Shares 2,928 Share Price $77.88 Est. Cost/Share $78.21 Unrealized @ Report Date -0.4%

MRK MERCK & CO INC 0.2%

Value $228K Shares 2,166 Share Price $105.26 Est. Cost/Share $93.24 Unrealized @ Report Date +12.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VTI	VANGUARD INDEX FDS	82,870	$27.78M	26.1%	$335.27	$332.67	+0.8%	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	198,756	$14.99M	14.1%	$75.44	$74.67	+1.0%	VG TL INTL STK F	921909768
BND	VANGUARD BD INDEX FDS	142,344	$10.54M	9.9%	$74.07	$74.43	-0.5%	TOTAL BND MRKT	921937835
VEU	VANGUARD INTL EQUITY INDEX F	139,652	$10.27M	9.6%	$73.56	$72.72	+1.2%	ALLWRLD EX US	922042775
BNDX	VANGUARD CHARLOTTE FDS	185,613	$8.969M	8.4%	$48.32	$49.39	-2.2%	TOTAL INT BD ETF	92203J407
VOO	VANGUARD INDEX FDS	13,140	$8.24M	7.7%	$627.11	$621.46	+0.9%	S&P 500 ETF SHS	922908363
SGOV	ISHARES TR	75,000	$7.529M	7.1%	$100.38	$100.50	-0.1%	0-3 MNTH TREASRY	46436E718
VXF	VANGUARD INDEX FDS	19,400	$4.057M	3.8%	$209.12	$209.99	-0.4%	EXTEND MKT ETF	922908652
SGVT	SCHWAB STRATEGIC TR	25,829	$2.595M	2.4%	$100.49	$100.54	-0.1%	GOVERNMENT MONEY	808524581
VUG	VANGUARD INDEX FDS	4,929	$2.405M	2.3%	$487.86 *	$81.15	+0.2%	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	10,063	$1.922M	1.8%	$190.98	$188.10	+1.5%	VALUE ETF	922908744
VIG	VANGUARD SPECIALIZED FUNDS	7,977	$1.753M	1.6%	$219.79	$218.49	+0.6%	DIV APP ETF	921908844
VCIT	VANGUARD SCOTTSDALE FDS	15,631	$1.309M	1.2%	$83.75	$84.03	-0.3%	INT-TERM CORP	92206C870
VEA	VANGUARD TAX-MANAGED FDS	8,592	$537K	0.5%	$62.47	$61.26	+2.0%	VAN FTSE DEV MKT	921943858
VTEI	VANGUARD MUN BD FDS	5,323	$537K	0.5%	$100.82	$100.71	+0.1%	INTERMEDIATE TRM	922907738
SPY	SPDR S&P 500 ETF TR	650	$443K	0.4%	$681.92	$675.88	+0.9%	TR UNIT	78462F103
VTES	VANGUARD WELLINGTON FD	3,954	$402K	0.4%	$101.58	$101.56	+0.0%	SHORT TRM TAX EX	921935870
VTEL	VANGUARD MUN BD FDS	3,790	$393K	0.4%	$103.64	$103.76	-0.1%	LONG TERM TAX EX	922907688
IWF	ISHARES TR	781	$370K	0.3%	$473.33 *	$118.45	-0.1%	RUS 1000 GRW ETF	464287614
VO	VANGUARD INDEX FDS	1,270	$369K	0.3%	$290.21 *	$72.74	-0.3%	MID CAP ETF	922908629
IVW	ISHARES TR	2,920	$360K	0.3%	$123.24	$122.39	+0.7%	S&P 500 GRWT ETF	464287309
VB	VANGUARD INDEX FDS	1,252	$323K	0.3%	$258.03	$256.19	+0.7%	SMALL CP ETF	922908751
BIV	VANGUARD BD INDEX FDS	2,928	$228K	0.2%	$77.88	$78.21	-0.4%	INTERMED TERM	921937819
MRK	MERCK & CO INC	2,166	$228K	0.2%	$105.26	$93.24	+12.9%	COM	58933Y105