STONE LOFT WEALTH MANAGEMENT LLC Long-Term Concentrated

Location: West Chester, PA

CIK: 0002130930 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 24, 2026

Total Value: $176M (100.0% shares, 0.0% debt)

Holdings (31)

New Positions (2)

VTEB VANGUARD MUN BD FDS 1.3%

Value $2.354M Shares 46,889 Est. Cost $50.21 Unrealized —

STIP ISHARES TR 0.1%

Value $201K Shares 1,979 Est. Cost $101.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTEB	VANGUARD MUN BD FDS	46,889	$2.354M	1.3%	$50.21	—	TAX EXEMPT BD	922907746
STIP	ISHARES TR	1,979	$201K	0.1%	$101.34	—	0-5 YR TIPS ETF	46429B747

Increased Positions (12)

VTI VANGUARD INDEX FDS 23.3%

Value $41.01M (+21.3%) Shares 110,105 (+4.5%) Est. Cost $333.89 Unrealized —

VXUS VANGUARD STAR FDS 16.0%

Value $28.13M (+33.1%) Shares 330,933 (+20.8%) Est. Cost $77.46 Unrealized —

BND VANGUARD BD INDEX FDS 13.2%

Value $23.13M (+38.8%) Shares 317,638 (+40.4%) Est. Cost $73.60 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 8.5%

Value $14.86M (+20.2%) Shares 309,427 (+20.2%) Est. Cost $48.21 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 2.6%

Value $4.62M (+76.3%) Shares 56,394 (+78.1%) Est. Cost $82.67 Unrealized —

SGOV ISHARES TR 2.2%

Value $3.949M (+83.8%) Shares 39,276 (+84.0%) Est. Cost $100.45 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 1.3%

Value $2.297M (+164.4%) Shares 29,175 (+166.2%) Est. Cost $78.93 Unrealized —

VXF VANGUARD INDEX FDS 3.1%

Value $5.424M (+21.9%) Shares 22,574 (+4.4%) Est. Cost $210.09 Unrealized —

VUG VANGUARD INDEX FDS 1.8%

Value $3.219M (+20.7%) Shares 36,683 (+500.6%) Est. Cost $152.74 Unrealized —

VO VANGUARD INDEX FDS 1.0%

Value $1.796M (+12.4%) Shares 22,324 (+301.1%) Est. Cost $132.17 Unrealized —

IWF ISHARES TR 0.2%

Value $386K (+11.1%) Shares 3,124 (+283.3%) Est. Cost $214.32 Unrealized —

VTEI VANGUARD MUN BD FDS 0.7%

Value $1.164M (+1.8%) Shares 11,599 (+1.4%) Est. Cost $100.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	110,105 (+4.5%)	$41.01M (+21.3%)	23.3%	$333.89	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	330,933 (+20.8%)	$28.13M (+33.1%)	16.0%	$77.46	—	VG TL INTL STK F	921909768
BND	VANGUARD BD INDEX FDS	317,638 (+40.4%)	$23.13M (+38.8%)	13.2%	$73.60	—	TOTAL BND MRKT	921937835
BNDX	VANGUARD CHARLOTTE FDS	309,427 (+20.2%)	$14.86M (+20.2%)	8.5%	$48.21	—	TOTAL INT BD ETF	92203J407
VCIT	VANGUARD SCOTTSDALE FDS	56,394 (+78.1%)	$4.62M (+76.3%)	2.6%	$82.67	—	INT-TERM CORP	92206C870
SGOV	ISHARES TR	39,276 (+84.0%)	$3.949M (+83.8%)	2.2%	$100.45	—	0-3 MTH TREASURY	46436E718
VCSH	VANGUARD SCOTTSDALE FDS	29,175 (+166.2%)	$2.297M (+164.4%)	1.3%	$78.93	—	SHRT TRM CORP BD	92206C409
VXF	VANGUARD INDEX FDS	22,574 (+4.4%)	$5.424M (+21.9%)	3.1%	$210.09	—	EXTEND MKT ETF	922908652
VUG	VANGUARD INDEX FDS	36,683 (+500.6%)	$3.219M (+20.7%)	1.8%	$152.74	—	GROWTH ETF	922908736
VO	VANGUARD INDEX FDS	22,324 (+301.1%)	$1.796M (+12.4%)	1.0%	$132.17	—	MID CAP ETF	922908629
IWF	ISHARES TR	3,124 (+283.3%)	$386K (+11.1%)	0.2%	$214.32	—	RUS 1000 GRW ETF	464287614
VTEI	VANGUARD MUN BD FDS	11,599 (+1.4%)	$1.164M (+1.8%)	0.7%	$100.35	—	INTERMEDIATE TRM	922907738

Decreased Positions (8)

VOO VANGUARD INDEX FDS 9.6%

Value $16.81M (+13.6%) Shares 24,227 (-2.1%) Est. Cost $613.24 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.9%

Value $1.64M (-33.0%) Shares 6,911 (-39.3%) Est. Cost $218.37 Unrealized —

SGVT SCHWAB STRATEGIC TR 0.7%

Value $1.273M (-5.3%) Shares 12,648 (-5.2%) Est. Cost $100.49 Unrealized —

MRK MERCK & CO INC 0.1%

Value $261K (-21.0%) Shares 2,109 (-23.1%) Est. Cost $97.67 Unrealized —

QQQ INVESCO QQQ TR 0.2%

Value $309K (+17.4%) Shares 430 (-5.7%) Est. Cost $577.18 Unrealized —

VTES VANGUARD WELLINGTON FD 0.5%

Value $830K (-3.4%) Shares 8,221 (-3.3%) Est. Cost $101.34 Unrealized —

BIV VANGUARD BD INDEX FDS 0.1%

Value $232K (-10.5%) Shares 3,046 (-9.2%) Est. Cost $77.79 Unrealized —

VTEL VANGUARD MUN BD FDS 0.5%

Value $846K (-2.1%) Shares 8,148 (-3.3%) Est. Cost $103.02 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	24,227 (-2.1%)	$16.81M (+13.6%)	9.6%	$613.24	—	S&P 500 ETF SHS	922908363
VIG	VANGUARD SPECIALIZED FUNDS	6,911 (-39.3%)	$1.64M (-33.0%)	0.9%	$218.37	—	DIV APP ETF	921908844
SGVT	SCHWAB STRATEGIC TR	12,648 (-5.2%)	$1.273M (-5.3%)	0.7%	$100.49	—	GOVT MONE MA ETF	808524581
MRK	MERCK & CO INC	2,109 (-23.1%)	$261K (-21.0%)	0.1%	$97.67	—	COM	58933Y105
QQQ	INVESCO QQQ TR	430 (-5.7%)	$309K (+17.4%)	0.2%	$577.18	—	UNIT SER 1	46090E103
VTES	VANGUARD WELLINGTON FD	8,221 (-3.3%)	$830K (-3.4%)	0.5%	$101.34	—	SHORT TRM TAX EX	921935870
BIV	VANGUARD BD INDEX FDS	3,046 (-9.2%)	$232K (-10.5%)	0.1%	$77.79	—	INTERMED TERM	921937819
VTEL	VANGUARD MUN BD FDS	8,148 (-3.3%)	$846K (-2.1%)	0.5%	$103.02	—	LONG TERM TAX EX	922907688

Unchanged Positions (9)

VEU VANGUARD INTL EQUITY INDEX F 7.1%

Value $12.51M Shares 150,508 Est. Cost $73.66 Unrealized —

VTV VANGUARD INDEX FDS 1.5%

Value $2.614M Shares 12,021 Est. Cost $191.85 Unrealized —

VB VANGUARD INDEX FDS 1.0%

Value $1.697M Shares 5,712 Est. Cost $261.06 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 1.0%

Value $1.678M Shares 23,692 Est. Cost $63.49 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.3%

Value $599K Shares 793 Est. Cost $676.15 Unrealized —

IVW ISHARES TR 0.2%

Value $405K Shares 2,922 Est. Cost $123.24 Unrealized —

VV VANGUARD INDEX FDS 0.2%

Value $406K Shares 1,168 Est. Cost $298.95 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value $663K Shares 1,675 Est. Cost $434.61 Unrealized —

MSI MOTOROLA SOLUTIONS INC 0.3%

Value $497K Shares 1,221 Est. Cost $415.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VEU	VANGUARD INTL EQUITY INDEX F	150,508	$12.51M	7.1%	$73.66	—	ALLWRLD EX US	922042775
VTV	VANGUARD INDEX FDS	12,021	$2.614M	1.5%	$191.85	—	VALUE ETF	922908744
VB	VANGUARD INDEX FDS	5,712	$1.697M	1.0%	$261.06	—	SMALL CP ETF	922908751
VEA	VANGUARD TAX-MANAGED FDS	23,692	$1.678M	1.0%	$63.49	—	VAN FTSE DEV MKT	921943858
SPY	STATE STR SPDR S&P 500 ETF T	793	$599K	0.3%	$676.15	—	TR UNIT	78462F103
IVW	ISHARES TR	2,922	$405K	0.2%	$123.24	—	S&P 500 GRWT ETF	464287309
VV	VANGUARD INDEX FDS	1,168	$406K	0.2%	$298.95	—	LARGE CAP ETF	922908637
MSFT	MICROSOFT CORP	1,675	$663K	0.4%	$434.61	—	COM	594918104
MSI	MOTOROLA SOLUTIONS INC	1,221	$497K	0.3%	$415.89	—	COM NEW	620076307