SEC Form 13F · Q1 2026

STONE LOFT WEALTH MANAGEMENT LLC

Institutional Holdings Report

13F-HRPA
$139.9M
Portfolio Value
29
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
STONE LOFT WEALTH MANAGEMENT LLC
CIK
2130930
Accession No.
0001951757-26-000802
Location
WEST CHESTER, PA
Form Type
13F-HR
Portfolio Value
$139.9M
Holdings Reported
29
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

STONE LOFT WEALTH MANAGEMENT LLC is an institutional investment manager based in WEST CHESTER, PA reporting approximately $139.9M in 13(f) securities across 29 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.