13F Insight
DOSSIER · 13F-HR · Q1 2026

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

STONEHAVEN WEALTH & TAX SOLUTIONS's pension fund based in Stamford, CT — $113M in tracked AUM across 82 positions as of Q1 2026.

SW
STONEHAVEN WEALTH & TAX SOLUTIONS·Stamford, CT·Pension Fund
CIK 0002056591 · last filed Mar 31, 2026
Total AUM
$113M
▲ 14.3%
vs prior
Holdings
82
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Portfolio Overview

Stonehaven Wealth & Tax Solutions, LLC manages a portfolio with a total value of approximately $111.28 million as of December 31, 2025, spread across 85 holdings. This represents a significant growth period, with the portfolio value increasing by +46.1% from the previous quarter's $76.18 million. The firm demonstrates a highly diversified, ETF-centric approach, relying heavily on fund mana...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BBIN
J P MORGAN EXCHANGE TRADED F
$11M152K9.8%
02
SPYM
SPDR SERIES TRUST
$11M138K9.3%
03
AGG
ISHARES TR
$9M87K7.6%
04
SDVY
FIRST TR EXCHANGE TRADED FD
$7M173K6.0%
05
UCON
FIRST TR EXCHNG TRADED FD VI
$6M241K5.3%
06
FVD
FIRST TR EXCHANGE-TRADED FD
$5M104K4.3%
07
FTCS
FIRST TR EXCHANGE-TRADED FD
$5M52K4.3%
08
SPEM
SPDR INDEX SHS FDS
$4M86K3.6%
09
LMBS
FIRST TR EXCHANGE-TRADED FD
$3M68K3.0%
10
TLT
ISHARES TR
$3M33K2.5%

Filing history

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