StockDriftsStockDriftsTop 50 Stonehaven Wealth & Tax Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.82% | 139.5K | $12.3M | +1.25%(+1.72K) | $68.53(+32.84%) | 2026-06-30 | |
| BBIN | J P MORGAN EXCHANGE TRADED F | 9.67% | 154.6K | $12.1M | +2.04%(+3.10K) | $60.16(+35.35%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.9% | 87.1K | $8.6M | +0.41%(+353) | $98.93(-1.53%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 6.09% | 176.4K | $7.6M | +1.88%(+3.26K) | $35.74(+24.81%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.88% | 244.9K | $6.1M | +1.50%(+3.62K) | $24.82(-0.66%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4.14% | 107.4K | $5.2M | +3.48%(+3.61K) | $44.60(+13.61%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4.01% | 53.3K | $5.0M | +2.24%(+1.17K) | $89.63(+12.41%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.63% | 87.5K | $4.5M | +1.46%(+1.26K) | $39.80(+31.50%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.76% | 69.3K | $3.4M | +1.47%(+1.00K) | $48.73(+1.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.4% | 8.1K | $3.0M | +1.94%(+154) | $291.53(+31.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.29% |
Stonehaven Wealth & Tax Solutions LLC reports $124.85M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.8%), BBIN (9.7%) and AGG (6.9%). The top 20 holdings account for 71.77% of reported assets. Its disclosed equity book has returned +18.41% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonehaven Wealth & Tax Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056591). View Stonehaven Wealth & Tax Solutions LLC’s 13F filings on SEC