§ 13F · FUND PROFILE
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC.
AUM · $108M (13F)Positions · 81Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 139K | $12M | 9.8% | +1% |
| 2 | BBIN | J P MORGAN EXCHANGE TRADED F | 155K | $12M | 9.7% | +2% |
| 3 | AGG | ISHARES TR | 87K | $9M | 6.9% | ±0% |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 176K | $8M | 6.1% | +2% |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 245K | $6M | 4.9% | +2% |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 107K | $5M | 4.1% | +3% |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | 53K | $5M | 4.0% | +2% |
| 8 | SPEM | SPDR INDEX SHS FDS | 88K | $5M | 3.6% | +1% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 69K | $3M | 2.8% | +1% |
| 10 | VTI | VANGUARD INDEX FDS | 8K | $3M | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONEHAVEN SIGNAL
AC read
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC is a Other fund managing $108 million in assets. The fund runs a portfolio of 81 positions.
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