Stone Loft Wealth Management LLC
Stone Loft Wealth Management LLC reported 31 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Stone Loft Wealth Management LLC reported 31 holdings worth US$176M as of Jun 30, 2026. Largest: Microsoft Corp., Motorola Solutions, Inc. and Merck & Company, Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 31
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 1,675 | US$663K | 0.38% |
| Motorola Solutions, Inc. | 1,221 | US$497K | 0.28% |
| Merck & Company, Inc. | 2,109 | US$261K | 0.15% |