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Stonehaven Wealth & Tax Solutions - Q2 2026 13F Filings

ST

Stonehaven Wealth & Tax Solutions, LLC

CIK: 0002056591
Address: Wisconsin Appleton 540 South Westland Drive
$124.85 M
Portfolio Value
93
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. JNK Spdr Bloomberg High Yield Bond Etf
+$519,434
2. MU Micron Technology
+$440,939
3. KLAC Kla Corporation
+$343,949
4. IVV Ishares Core S&P 500 Etf
+$282,332
5. DELL Dell Technologies
+$275,271

Top Sells

Q2 2026
1. IBND Spdr Bloomberg International Corporate Bond Etf
−$477,264
2. LRCX Lam Research Corporation
−$459,329.64
3. EXEL Exelixis
−$387,554
4. QCOM Qualcomm Incorporated
−$318,762.98
5. CRM Salesforce
−$293,819

Asset Allocation

Stocks/ETFs
+10.44%
$124.85 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Stonehaven Wealth & Tax Solutions Q2 2026 Filing Summary

Stonehaven Wealth & Tax Solutions, LLC filed its 13F report for Q2 2026 on August 06, 2026. The portfolio totaled 124.85 M reflecting a +10.44% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 54.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 20 new positions and 9 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Stonehaven Wealth & Tax Solutions’s Q2 2026 Filing

Stonehaven Wealth & Tax Solutions submitted their Form 13F-HR for the Q2 2026 period on 08/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Stonehaven Wealth & Tax Solutions reported a managed portfolio value of 124.85 M, consisting of 93 individual positions.

This page displays the raw filing documents. To see which stocks Stonehaven Wealth & Tax Solutions bought or sold during Q2 2026, please visit Stonehaven Wealth & Tax Solutions's Portfolio Analysis page.