Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 85 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 $10.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.9B, Ishares Core U.S. Aggregate Bo with a value of $8.39B, First Tr ETF Vi Smid Cap Risin with a value of $6.53B, and First Tr ETF Viii Tcw Unconstr with a value of $6.01B.

Examining the 13F form we can see an increase of $3.09B in the current position value, from $108B to 111B.

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 $111 Billion
ETFs: $99.7 Billion
Technology: $4.55 Billion
Consumer Defensive: $962 Million
Financial Services: $645 Million
Energy: $629 Million
Healthcare: $587 Million
Utilities: $571 Million
Consumer Cyclical: $571 Million
Other: $870 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$1.24 Billion 1.12% of portfolio
4,572
Q4 2025 Added 33.57%
$465B
$1 Billion 0.9% of portfolio
5,372
Q4 2025 Added 3.09%
$291B
$388 Million 0.35% of portfolio
678
Q4 2025 Added 5.44%
$490B
$287 Million 0.26% of portfolio
2,387
Q3 2025 Added 0.04%
$533B
$280 Million 0.25% of portfolio
797
Q4 2025 New
$346B
$270 Million 0.24% of portfolio
1,887
Q4 2025 Reduced 6.95%
$319B
$268 Million 0.24% of portfolio
3,483
Q4 2025 New
$272B
$257 Million 0.23% of portfolio
1,201
Q4 2025 New
$3.78T
$245 Million 0.22% of portfolio
506
Q4 2025 Added 28.43%
$306B
$218 Million 0.2% of portfolio
3,124
Q4 2025 New
$266B
$206 Million 0.19% of portfolio
696
Q4 2025 New
$255B
$210 Million 0.19% of portfolio
567
Q4 2025 Reduced 48.12%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $111 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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