Institutional Fund
Stone Loft Wealth Management LLC
West Chester, PACIK 21309302 filings on record
Portfolio Value
$139.94M
Q1 2026
Holdings
29
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+31.3%
from $106.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.2%
- Vanguard Star Fds15.1%
- Vanguard Bd Index Fds11.9%
- Vanguard Index Fds10.6%
- Vanguard Charlotte Fds8.8%
- Vanguard Intl Equity Index F8.0%
- Other21.4%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 105.4K | $33.82M | 24.2% | +22.5K | Added |
| 2 | Vanguard Star Fds | 274.0K | $21.13M | 15.1% | +75.3K | Added |
| 3 | Vanguard Bd Index Fds | 226.3K | $16.66M | 11.9% | +83.9K | Added |
| 4 | Vanguard Index Fds | 24.8K | $14.79M | 10.6% | +11.6K | Added |
| 5 | Vanguard Charlotte Fds | 257.3K | $12.36M | 8.8% | +71.7K | Added |
| 6 | Vanguard Intl Equity Index F | 149.8K | $11.25M | 8.0% | +10.1K | Added |
| 7 | Vanguard Index Fds | 21.6K | $4.45M | 3.2% | +2.2K | Added |
| 8 | Vanguard Index Fds | 6.1K | $2.67M | 1.9% | +1.2K | Added |
| 9 | Vanguard Scottsdale Fds | 31.7K | $2.62M | 1.9% | +16.0K | Added |
| 10 | Vanguard Specialized Funds | 11.4K | $2.45M | 1.7% | +3.4K | Added |
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