STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: summary

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 83 positions with a reported value of $105.41M in its 13F for Q3 2026. Compared with Q2 2026: 9 new positions, 19 exited.

Top positions

• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• J P MORGAN EXCHANGE TRADED F
• ISHARES CORE U.S. AGGREGATE BOND ETF
• FIRST TR EXCHANGE TRADED FD
• FIRST TR EXCHNG TRADED FD VI
• FIRST TRUST CAPITAL STRENGTH ETF
• FIRST TR VALUE LINE DIVID IN
• STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• FIRST TR EXCHANGE-TRADED FD