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Portfolio (Quarterly) Guide ↗

STONE LOFT WEALTH MANAGEMENT LLC

· CIK 0002130930
13F Portfolio $176M AUM 31 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 14 Added 8 Reduced
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTES VANGUARD WELLINGTON FD 8,221.0 $830K 0.47% -279.0 -3.3% $101.01 -0.2%
22 MSFT MICROSOFT CORP Technology 1,675.0 $663K 0.38% $395.54 +29.8%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 793.0 $599K 0.34% $754.79 +1.9%
24 MSI MOTOROLA SOLUTIONS INC Technology 1,221.0 $497K 0.28% +7.0 +0.6% $407.15 +19.4%
25 VV VANGUARD INDEX FDS 1,168.0 $406K 0.23% $347.56 +2.0%
26 IVW ISHARES TR 2,922.0 $405K 0.23% $138.57 +1.0%
27 IWF ISHARES TR 3,124.0 $386K 0.22% +2K +283.3% $123.59 -0.7%
28 QQQ INVESCO QQQ TR Financial Services 430.0 $309K 0.18% -26.0 -5.7% $718.55 -0.3%
29 MRK MERCK & CO INC Healthcare 2,109.0 $261K 0.15% -635.0 -23.1% $123.61 +19.9%
30 BIV VANGUARD BD INDEX FDS 3,046.0 $232K 0.13% -310.0 -9.2% $76.14 -1.0%
31 STIP ISHARES TR 1,979.0 $201K 0.11% NEW $101.34 -0.7%
Page 2 of 2  ·  31 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 49.8%
Financial Services 39.0%
Healthcare 11.2%