Stonehaven Wealth & Tax Solutions, LLC Portfolio Holdings

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

Stonehaven Wealth & Tax Solutions, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $10.8B, J P Morgan Exch Traded Fd Tr B with a value of $10.6B, Ishares Core U.S. Aggregate Bo with a value of $8.15B, First Tr ETF Vi Smid Cap Risin with a value of $6.48B, and First Tr ETF Viii Tcw Unconstr with a value of $6.08B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $102B to 108B.

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 $108 Billion
ETFs: $98.1 Billion
Technology: $2.75 Billion
Financial Services: $1.17 Billion
Consumer Cyclical: $1.12 Billion
Utilities: $617 Million
Industrials: $607 Million
Consumer Defensive: $517 Million
Communication Services: $381 Million
Other: $950 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Billion 9.98% of portfolio
137,786
Q3 2025 Reduced 2.41%
$0
$10.6 Billion 9.82% of portfolio
151,460
Q3 2025 Reduced 2.56%
$0
$8.15 Billion 7.53% of portfolio
81,301
Q3 2025 Added 4.96%
$0
$6.48 Billion 5.99% of portfolio
170,364
Q3 2025 Added 0.57%
$0
$6.08 Billion 5.62% of portfolio
241,469
Q3 2025 Reduced 1.7%
$0
$4.56 Billion 4.21% of portfolio
98,604
Q3 2025 Added 0.02%
$0
$4.4 Billion 4.07% of portfolio
46,984
Q3 2025 Added 1.23%
$0
$4.18 Billion 3.86% of portfolio
89,289
Q3 2025 Reduced 1.42%
$0
$3.32 Billion 3.06% of portfolio
66,584
Q3 2025 Reduced 1.51%
$0
$2.58 Billion 2.38% of portfolio
28,838
Q3 2025 Added 4.02%
$0
$2.4 Billion 2.22% of portfolio
22,122
Q3 2025 Reduced 0.66%
$0
$2.37 Billion 2.19% of portfolio
7,208
Q3 2025 Added 0.8%
$0
$2.26 Billion 2.09% of portfolio
45,732
Q3 2025 Added 0.46%
$0
$2.03 Billion 1.88% of portfolio
40,848
Q3 2025 Reduced 0.72%
$0
$2.02 Billion 1.87% of portfolio
24,960
Q3 2025 Reduced 0.81%
$0
$2.02 Billion 1.87% of portfolio
14,646
Q3 2025 Added 5.84%
$0
$1.74 Billion 1.61% of portfolio
39,248
Q3 2025 Reduced 0.2%
$0
$1.59 Billion 1.47% of portfolio
2,393
Q3 2025 Added 5.93%
$130B
$1.53 Billion 1.41% of portfolio
4,298
Q3 2025 Added 0.16%
$0
$1.4 Billion 1.3% of portfolio
28,488
Q3 2025 Added 2.98%
$0
$1.31 Billion 1.21% of portfolio
56,479
Q3 2025 Added 0.68%
$0
$1.26 Billion 1.16% of portfolio
20,007
Q3 2025 Reduced 0.47%
$0
$1 Billion 0.93% of portfolio
10,869
Q3 2025 Reduced 3.61%
$0
$1 Billion 0.93% of portfolio
8,401
Q3 2025 Added 2.85%
$465B
$972 Million 0.9% of portfolio
5,211
Q3 2025 Reduced 10.68%
$0
$917 Million 0.85% of portfolio
14,112
Q3 2025 Added 7.46%
$4.3T
$872 Million 0.81% of portfolio
3,423
Q3 2025 Added 1.33%
$0
$856 Million 0.79% of portfolio
18,235
Q3 2025 Reduced 0.15%
$0
$770 Million 0.71% of portfolio
29,266
Q3 2025 Added 0.12%
$0
$604 Million 0.56% of portfolio
5,839
Q3 2025 Reduced 0.12%
$0
$597 Million 0.55% of portfolio
20,748
Q3 2025 Added 3.13%
$0
$599 Million 0.55% of portfolio
6,113
Q3 2025 Reduced 0.07%
$0
$572 Million 0.53% of portfolio
6,229
Q3 2025 Added 6.17%
$0
$569 Million 0.53% of portfolio
5,647
Q3 2025 Added 6.05%
$0
$554 Million 0.51% of portfolio
4,664
Q3 2025 Added 6.95%
First Tr Exchange Traded Fd
-
$542 Million 0.5% of portfolio
-
Q3 2025 Added 77.27%
Arista Networks Inc
-
$513 Million 0.47% of portfolio
-
Q3 2025 Reduced 8.83%
$1.73B
$459 Million 0.42% of portfolio
16,679
Q3 2025 Added 1.42%
$418B
$441 Million 0.41% of portfolio
2,469
Q3 2025 Reduced 1.56%
$0
$442 Million 0.41% of portfolio
10,572
Q3 2025 Reduced 12.47%
$0
$428 Million 0.4% of portfolio
20,040
Q3 2025 Added 0.77%
$35B
$401 Million 0.37% of portfolio
3,501
Q3 2025 Added 0.09%
$0
$400 Million 0.37% of portfolio
9,730
Q3 2025 Reduced 3.5%
First Tr Exchange Traded Fd
-
$373 Million 0.35% of portfolio
-
Q3 2025 Added 72.64%
$193B
$381 Million 0.35% of portfolio
3,330
Q3 2025 Reduced 2.69%
$0
$367 Million 0.34% of portfolio
12,122
Q3 2025 Added 1.8%
$0
$371 Million 0.34% of portfolio
10,960
Q3 2025 Added 1.14%
$0
$372 Million 0.34% of portfolio
15,535
Q3 2025 Added 1.7%
$255B
$363 Million 0.34% of portfolio
1,093
Q3 2025 Reduced 1.89%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $108 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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