STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 93 positions worth $124.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPYM (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $12.3M | 9.82% | 139,469 | — | — | |
| ▸ 2 | BBIN | SH | $12.1M | 9.67% | 154,638 | — | — | |
| ▸ 3 | AGG | SH | $8.6M | 6.90% | 87,059 | — | — | |
| ▸ 4 | SDVY | SH | $7.6M | 6.09% | 176,353 | — | — | |
| ▸ 5 | UCON | SH | $6.1M | 4.88% | 244,917 | — | — | |
| ▸ 6 | FVD | SH | $5.2M | 4.14% | 107,361 | — | — | |
| ▸ 7 | FTCS | SH | $5.0M | 4.01% | 53,317 | — | — | |
| ▸ 8 | SPEM | SH | $4.5M | 3.63% | 87,528 | — | — | |
| ▸ 9 | LMBS | SH | $3.4M | 2.76% | 69,256 | — | — | |
| ▸ 10 | VTI | SH | $3.0M | 2.40% | 8,106 | — | — |
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Frequently Asked Questions
What stocks does STONEHAVEN WEALTH & TAX SOLUTIONS, LLC hold as of Q2 2026?
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 93 positions worth $124.9M in its Q2 2026 13F filing. Largest positions: SPYM (9.8%), BBIN (9.7%), AGG (6.9%), SDVY (6.1%) and UCON (4.9%).
What did STONEHAVEN WEALTH & TAX SOLUTIONS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STONEHAVEN WEALTH & TAX SOLUTIONS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.