13F Insight
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DOSSIER · 13F-HR · Q3 2026

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

$105M in tracked AUM across 83 positions as of Q3 2026.

SW
CIK 0002056591 · last filed Sep 30, 2026
Total AUM
$105M
as of Q3 2026
Holdings
83
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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Filing history

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