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Manager record

Stone Loft Wealth Management Llc

West Chester, PA · CIK 2130930 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$175.80MReported 13F valueQ2 2026 · as filed
31Holdings listed
+25.6%vs prior quartervalue change includes market moves
3Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $106.6M$106.6MQ4 202524 holdingsQ1 2026: $139.9M$139.9MQ1 202629 holdingsQ2 2026: $175.8M$175.8MQ2 202631 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$175.80M · 31 holdings listed · View original SEC filing ↗
May 26 2026 13F-HR · period Q4 2025

$106.56M · 24 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$139.94M · 29 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology