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Portfolio (Quarterly) Guide ↗

STONE LOFT WEALTH MANAGEMENT LLC

· CIK 0002130930
13F Portfolio $140M AUM 29 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 29 New
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 1,674.0 $620K 0.44% NEW $370.24 +13.2%
22 MSI MOTOROLA SOLUTIONS INC Technology 1,214.0 $527K 0.38% NEW $433.97 -7.8%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 793.0 $515K 0.37% NEW $649.95 +14.3%
24 VV VANGUARD INDEX FDS 1,164.0 $348K 0.25% NEW $298.95 +14.2%
25 IWF ISHARES TR 815.0 $348K 0.25% NEW $426.45 -70.8%
26 IVW ISHARES TR 2,921.0 $330K 0.24% NEW $113.10 +20.8%
27 MRK MERCK & CO INC Healthcare 2,744.0 $330K 0.24% NEW $120.29 -3.7%
28 QQQ INVESCO QQQ TR Financial Services 456.0 $263K 0.19% NEW $577.18 +23.8%
29 BIV VANGUARD BD INDEX FDS 3,356.0 $259K 0.18% NEW $77.17 -1.2%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.8%
Financial Services 34.5%
Healthcare 14.6%