STONE LOFT WEALTH MANAGEMENT LLC

WEST CHESTER, PA · CIK 2130930 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Chester, PA

$175.8m reported value +25.6% vs Q1 2026

31positions

87.4%in top 10

2 new 18 added 10 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	110,105	$41.0m23.32%	23.32%	Added +4.7k	+4,693 4.5%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	330,933	$28.1m16.00%	16.00%	Added +56.9k	+56,916 20.8%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	317,638	$23.1m13.16%	13.16%	Added +91.4k	+91,360 40.4%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	24,227	$16.8m9.56%	9.56%	Reduced -530	-530 -2.1%
5	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	309,427	$14.9m8.45%	8.45%	Added +52.1k	+52,097 20.2%
6	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	150,508	$12.5m7.12%	7.12%	Added +708	+708 0.5%
7	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	22,574	$5.4m3.09%	3.09%	Added +944	+944 4.4%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	56,394	$4.6m2.63%	2.63%	Added +24.7k	+24,730 78.1%
9	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	39,276	$3.9m2.25%	2.25%	Added +17.9k	+17,933 84.0%
10	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	36,683	$3.2m1.83%	1.83%	Added +35	+35 0.1%
11	VANGUARD INDEX FDS VALUE ETF VTV	VTV	12,021	$2.6m1.49%	1.49%	Reduced -45	-45 -0.4%
12	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	46,889	$2.4m1.34%	1.34%	New
13	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	29,175	$2.3m1.31%	1.31%	Added +18.2k	+18,215 166.2%
14	VANGUARD INDEX FDS MID CAP ETF VO	VO	22,324	$1.8m1.02%	1.02%	Added +60	+60 0.3%
15	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,712	$1.7m0.97%	0.97%	Added +5	+5 0.1%
16	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	23,692	$1.7m0.95%	0.95%	Added +126	+126 0.5%
17	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	6,911	$1.6m0.93%	0.93%	Reduced -4.5k	-4,470 -39.3%
18	SCHWAB STRATEGIC TR GOVERNMENT MONEY SGVT	SGVT	12,648	$1.3m0.72%	0.72%	Reduced -690	-690 -5.2%
19	VANGUARD MUN BD FDS INTERMEDIATE TRM VTEI	VTEI	11,599	$1.2m0.66%	0.66%	Added +157	+157 1.4%
20	VANGUARD MUN BD FDS LONG TERM TAX EX VTEL	VTEL	8,148	$845.6k0.48%	0.48%	Reduced -276	-276 -3.3%
21	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	8,221	$830.4k0.47%	0.47%	Reduced -279	-279 -3.3%
22	MICROSOFT CORP COM MSFT	MSFT	1,675	$662.5k0.38%	0.38%	Added +1	+1 0.1%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	793	$598.5k0.34%	0.34%	Unchanged
24	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,221	$497.1k0.28%	0.28%	Added +7	+7 0.6%
25	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,168	$405.9k0.23%	0.23%	Added +4	+4 0.3%
26	ISHARES TR S&P 500 GRWT ETF IVW	IVW	2,922	$404.9k0.23%	0.23%	Added +1	+1 0.0%
27	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,124	$386.1k0.22%	0.22%	Reduced -136	-136 -4.2%
28	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	430	$309.0k0.18%	0.18%	Reduced -26	-26 -5.7%
29	MERCK & CO INC COM MRK	MRK	2,109	$260.7k0.15%	0.15%	Reduced -635	-635 -23.1%
30	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	3,046	$231.9k0.13%	0.13%	Reduced -310	-310 -9.2%
31	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	1,979	$200.6k0.11%	0.11%	New