account_balance
Investment manager · 13F filer · SEC CIK 2056591
Stonehaven Wealth & Tax Solutions, LLC
Reported value$105Mas of Sep 30, 2026
Positions83 9 new, 19 sold out
Top 10 weight53.4%SPYM alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
10.1%Trimmed −15%
BBINJ P Morgan Exchange Traded F
9.7%Trimmed −15%
AGGiShares Tr
6.2%Trimmed −20%
SDVYFirst Tr Exchange Traded Fd
5.7%Trimmed −16%
UCONFirst Tr Exchng Traded Fd Vi
4.5%Trimmed −19%
FTCSFirst Tr Exchange-Traded Fd
4.1%Trimmed −14%
FVDFirst Tr Exchange-Traded Fd
4.0%Trimmed −17%
SPEMSPDR Index SHS FDS
3.7%Trimmed −14%
VTIVanguard Index FDS
2.8%
LMBSFirst Tr Exchange-Traded Fd
2.6%−17%
TLTiShares Tr
2.6%Added +2%
CATHGlobal X FDS
2.1%
SPYMSPDR Series Trust
10.1%Trimmed −15%
BBINJ P Morgan Exchange Traded F
9.7%Trimmed −15%
AGGiShares Tr
6.2%
SDVYFirst Tr Exchange Traded Fd
5.7%
UCONFirst Tr Exchng Traded Fd Vi
4.5%−19%
FTCSFirst Tr Exchange-Traded Fd
4.1%
FVDFirst Tr Exchange-Traded Fd
4.0%
SPEMSPDR Index SHS FDS
3.7%
VTI2.8%
LMBS
TLT2.6%
CATH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 10.1% Trimmed −15%
BBIN J P Morgan Exchange Traded F 9.7% Trimmed −15%
AGG iShares Tr 6.2% Trimmed −20%
SDVY First Tr Exchange Traded Fd 5.7% Trimmed −16%
UCON First Tr Exchng Traded Fd Vi 4.5% Trimmed −19%
FTCS First Tr Exchange-Traded Fd 4.1% Trimmed −14%
FVD First Tr Exchange-Traded Fd 4.0% Trimmed −17%
SPEM SPDR Index SHS FDS 3.7% Trimmed −14%
VTI Vanguard Index FDS 2.8% Held
LMBS First Tr Exchange-Traded Fd 2.6% Trimmed −17%
TLT iShares Tr 2.6% Added +2%
CATH Global X FDS 2.1% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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