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Stone Loft Wealth Management LLC
ETF
Concentrated long-term
CIK: 0002130930 | WEST CHESTER, PA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
29
$192.8M
2026-11-03
SEC ↗
Q2 2026
13F-HR
31
$175.8M
2026-07-24
SEC ↗
Q1 2026
13F-HR
29
$139.9M
2026-05-08
SEC ↗
Q4 2025
13F-HR
24
$106.6M
2026-05-26
SEC ↗