§ 13F · FUND PROFILE
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC.
AUM · $125M (13F)Positions · 93Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
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 | — | — |
| 2 | BBIN | J P MORGAN EXCHANGE TRADED F | 155K | $12M | — | — |
| 3 | AGG | ISHARES TR | 87K | $9M | — | — |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | 176K | $8M | — | — |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 245K | $6M | — | — |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 107K | $5M | — | — |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | 53K | $5M | — | — |
| 8 | SPEM | SPDR INDEX SHS FDS | 88K | $5M | — | — |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 69K | $3M | — | — |
| 10 | VTI | VANGUARD INDEX FDS | 8K | $3M | — | — |
§ 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 $125 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →