13F Filings History of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$111,284,956
Signature - Title
Brian Much - Chief Compliance Officer
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 85 stock holdings with total value $111,284,956 as of Q4 2025. Top holdings included BBIN, SPYM, AGG, SDVY, and UCON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 85 $111,284,956 +$9,154,628 -$7,104,890 +$2,049,738 BBIN, SPYM, AGG, SDVY, UCON 13F-HR 23 Jan 2026, 17:07
Q3 2025 81 $108,198,896 +$2,923,230 -$2,579,628 +$343,602 SPLG, BBIN, AGG, SDVY, UCON 13F-HR 13 Nov 2025, 09:00
Q2 2025 79 $102,446,819 +$4,616,955 -$1,562,736 +$3,054,219 BBIN, SPLG, AGG, UCON, SDVY 13F-HR 14 Aug 2025, 09:56
Q1 2025 72 $94,661,398 +$23,018,801 -$19,880,829 +$3,137,972 BBIN, SPLG, AGG, UCON, SDVY 13F-HR 15 May 2025, 10:08
Q4 2024 83 $91,864,262 $0 $0 $0 SPLG, BBIN, AGG, SDVY, UCON 13F-HR 13 Feb 2025, 17:20