Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC

  • $102 Billion
  • Q2 2025

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exch Traded Fd Tr B with a value of $10.5B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.3B, Ishares Core U.S. Aggregate Bo with a value of $7.68B, First Tr ETF Viii Tcw Unconstr with a value of $6.11B, and First Tr ETF Vi Smid Cap Risin with a value of $5.98B.

Examining the 13F form we can see an increase of $7.79B in the current position value, from $94.7B to 102B.

Stonehaven Wealth & Tax Solutions, LLC is based out at Appleton, WI

Below you can find more details about Stonehaven Wealth & Tax Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $93.7 Billion
Technology: $2.54 Billion
Financial Services: $960 Million
Consumer Cyclical: $903 Million
Utilities: $573 Million
Consumer Defensive: $560 Million
Industrials: $511 Million
Communication Services: $424 Million
Other: $874 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.6 Million 0.06% of portfolio
10,443
Q2 2025 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $102 Billion
  • Prior Value $94.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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