Institutions / Stonehaven Wealth & Tax Solutions, LLC

Stonehaven Wealth & Tax Solutions, LLC

CIK 2056591 · Institution · as of Dec 31, 2025

Portfolio value

$111.28M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 85 →

Company	Class	Value	Shares	% of portfolio
J P Morgan Exchange Traded F	—	$10.90M	150,706	9.8%
SPDR Series Trust	—	$10.88M	135,620	9.8%
iShares Tr	—	$8.39M	83,991	7.5%
First Tr Exchange-Traded Fd	—	$6.53M	170,516	5.9%
First Tr Exchng Traded Fd VI	—	$6.01M	238,888	5.4%
First Tr Exchange-Traded Fd	—	$4.71M	102,257	4.2%
First Tr Exchange-Traded Fd	—	$4.60M	49,776	4.1%
SPDR Index Shs Fds	—	$4.03M	86,033	3.6%
First Tr Exchange-Traded Fd	—	$3.36M	67,169	3.0%
iShares MSCI UAE ETF	—	$3.15M	36,189	2.8%
Vanguard Index Fds	—	$2.54M	7,568	2.3%
J P Morgan Exchange Traded F	—	$2.47M	22,717	2.2%
Vanguard Charlotte Fds	—	$2.08M	43,072	1.9%
J P Morgan Exchange Traded F	—	$2.04M	40,668	1.8%
Global X Fds	—	$2.02M	24,600	1.8%
iShares Tr	—	$1.98M	14,012	1.8%
Northern Lts Fd Tr IV	—	$1.78M	39,335	1.6%
SPDR Index Shs Fds	—	$1.74M	42,570	1.6%
SPDR S&P 500 ETF Tr	—	$1.59M	2,334	1.4%
SPDR Gold Tr	—	$1.43M	3,608	1.3%
First Tr Exchange-Traded Fd	—	$1.39M	28,226	1.2%
iShares MSCI UAE ETF	—	$1.28M	55,604	1.2%
J P Morgan Exchange Traded F	—	$1.25M	19,776	1.1%
Apple Inc.	—	$1.24M	4,572	1.1%
iShares Tr	—	$1.07M	8,960	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.