STONE LOFT WEALTH MANAGEMENT LLC
Long book
$139.9M
Q1 2026
Positions
29
Top-10 weight
87%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsSTONE LOFT WEALTH MANAGEMENT LLC is a wealth-management firm allocating client money, specialised in technology (78% of the long book), running a $139.9M US long book across 29 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD TOTAL INTL STOCK, VANGUARD TOTAL BOND MARKET, VANGUARD S&P 500 ETF, VANGUARD TOTAL INTL BOND ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.1%
Q1 2026
+10.0%
Sector allocation
Technology 78%
Healthcare 22%