Back to STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Stonehaven Wealth & Tax Solutions, LLC

All holdings · as of Dec 31, 2025

85 positions

CompanyClassValueShares% of portfolio
J P MORGAN EXCHANGE TRADED F$10.90M150,7069.8%
SPDR SERIES TRUST$10.88M135,6209.8%
ISHARES TR$8.39M83,9917.5%
FIRST TR EXCHANGE-TRADED FD$6.53M170,5165.9%
FIRST TR EXCHNG TRADED FD VI$6.01M238,8885.4%
FIRST TR EXCHANGE-TRADED FD$4.71M102,2574.2%
FIRST TR EXCHANGE-TRADED FD$4.60M49,7764.1%
SPDR INDEX SHS FDS$4.03M86,0333.6%
FIRST TR EXCHANGE-TRADED FD$3.36M67,1693.0%
iShares MSCI UAE ETF$3.15M36,1892.8%
VANGUARD INDEX FDS$2.54M7,5682.3%
J P MORGAN EXCHANGE TRADED F$2.47M22,7172.2%
VANGUARD CHARLOTTE FDS$2.08M43,0721.9%
J P MORGAN EXCHANGE TRADED F$2.04M40,6681.8%
GLOBAL X FDS$2.02M24,6001.8%
ISHARES TR$1.98M14,0121.8%
NORTHERN LTS FD TR IV$1.78M39,3351.6%
SPDR INDEX SHS FDS$1.74M42,5701.6%
SPDR S&P 500 ETF TR$1.59M2,3341.4%
SPDR GOLD TR$1.43M3,6081.3%
FIRST TR EXCHANGE-TRADED FD$1.39M28,2261.2%
iShares MSCI UAE ETF$1.28M55,6041.2%
J P MORGAN EXCHANGE TRADED F$1.25M19,7761.1%
Apple Inc.$1.24M4,5721.1%
ISHARES TR$1.07M8,9601.0%
FIRST TR EXCH TRADED FD III$1.02M19,8960.9%
NVIDIA Corp$1.00M5,3720.9%
GOLDMAN SACHS ETF TR$968.5K10,2590.9%
VANGUARD SCOTTSDALE FDS$842.4K17,8920.8%
ISHARES TR$808.6K12,0450.7%
SPDR SERIES TRUST$756.7K29,1600.7%
NUSHARES ETF TR$605.1K21,4870.5%
iShares MSCI UAE ETF$597.4K5,8350.5%
ISHARES TR$588.3K5,8610.5%
SPDR SERIES TRUST$587.2K6,4260.5%
LAM RESEARCH CORP$538.9K3,1480.5%
ISHARES TR$529.1K5,2040.5%
FIRST TR EXCHANGE-TRADED FD$511.6K30,0780.5%
FIRST TR EXCH TRADED FD III$484.4K24,1650.4%
SPDR SERIES TRUST$454.0K21,2460.4%
ISHARES TR$453.2K4,7190.4%
FIRST TR EXCHANGE-TRADED FD$445.9K12,6140.4%
INVESCO ACTVELY MNGD ETC FD$431.6K32,5730.4%
SHOPIFY INC$412.7K2,5640.4%
SPDR SERIES TRUST$407.1K12,0420.4%
SPDR SERIES TRUST$403.9K17,0620.4%
ISHARES TR$403.4K3,3570.4%
SPDR SERIES TRUST$403.4K13,3590.4%
CATERPILLAR INC$388.4K6780.3%
GOLDMAN SACHS ETF TR$385.4K8,9750.3%
← PrevPage 1 of 2Next →