§ 13F · FUND PROFILE
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 85Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$111.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BBIN | J P MORGAN EXCHANGE TRADED F | 151K | $10.9T | 9.8% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 136K | $10.9T | 9.8% | NEW |
| 3 | AGG | ISHARES TR | 84K | $8.4T | 7.5% | NEW |
| 4 | SDVY | FIRST TR EXCHANGE-TRADED FD | 171K | $6.5T | 5.9% | NEW |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 239K | $6.0T | 5.4% | NEW |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | 102K | $4.7T | 4.2% | NEW |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | 50K | $4.6T | 4.1% | NEW |
| 8 | SPEM | SPDR INDEX SHS FDS | 86K | $4.0T | 3.6% | NEW |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 67K | $3.4T | 3.0% | NEW |
| 10 | TLT | ISHARES TR | 36K | $3.2T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONEHAVEN SIGNAL
AC read
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed