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Stonehaven Wealth & Tax Solutions - Q4 2025 13F Filings

ST

Stonehaven Wealth & Tax Solutions, LLC

CIK: 0002056591
Address: Wisconsin Appleton 540 South Westland Drive
$111.28 M
Portfolio Value
85
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. FMB First Trust Managed Municipal Etf
+$771,933.99
2. TLT Ishares 20+ Year Treasury Bond Etf
+$640,713.11
3. TLH Ishares 10-20 Year Treasury Bond Etf
+$529,091
4. FSMB First Trust Short Duration Managed Municipal Etf
+$484,388
5. EFA Ishares Msci Eafe Etf
+$453,166

Top Sells

Q4 2025
1. JNK Spdr Bloomberg High Yield Bond Etf
−$599,013
2. UUP Invesco Db Us Dollar Index Bullish Fund
−$458,839
3. BABA Alibaba Group Holding Limited
−$441,284
4. TRV The Travelers Companies
−$307,421
5. EME Emcor Group
−$300,087

Asset Allocation

Stocks/ETFs
+2.62%
$106.38 M 95.60%
Options
$0 0.00%
Debt
$0 0.00%
Other
+8.17%
$4.9 M 4.40%

Sector Allocation (Stocks)

Stonehaven Wealth & Tax Solutions Q4 2025 Filing Summary

Stonehaven Wealth & Tax Solutions, LLC filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 111.28 M reflecting a +2.85% change from the prior quarter, spanning 85 assets. The top 10 holdings comprised 58.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 20 new positions and 17 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Stonehaven Wealth & Tax Solutions’s Q4 2025 Filing

Stonehaven Wealth & Tax Solutions submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Stonehaven Wealth & Tax Solutions reported a managed portfolio value of 111.28 M, consisting of 85 individual positions.

This page displays the raw filing documents. To see which stocks Stonehaven Wealth & Tax Solutions bought or sold during Q4 2025, please visit Stonehaven Wealth & Tax Solutions's Portfolio Analysis page.