Stonehaven Wealth & Tax Solutions, LLC
Stonehaven Wealth & Tax Solutions, LLC is a registered investment advisor headquartered in Appleton, Wisconsin. Founded in 2012 by Brian M. Much, the firm provides comprehensive financial services, including wealth management, investment advice, retirement planning, and insurance solutions. Stonehaven serves individuals, families, and businesses seeking tailored financial guidance, and has a small team focused on client-centric service.
Investment Strategy
Stonehaven Wealth & Tax Solutions focuses on tailoring investment and financial planning to each client’s needs, utilizing a diversified approach that covers equities, fixed income, ETFs, and mutual funds. Their strategy emphasizes long-term growth, risk management, and tax-efficient investing, with periodic portfolio rebalancing and an overall holistic view of clients’ wealth and financial well-being.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBIN | J P MORGAN EXCHANGE TRADED F | 10.24% | $10.5M | 155,434 | $58.62 | $67.50 | +$877.7K |
S SPLG | SPDR SERIES TRUST | 10.02% | $10.3M | 141,190 | $68.93 | $72.69 | +$1.2M |
A AGG | ISHARES TR | 7.50% | $7.7M | 77,459 | $97.42 | $99.20 | +$319.1K |
U UCON | FIRST TR EXCHNG TRADED FD VI | 5.97% | $6.1M | 245,652 | $24.69 | $24.89 | +$220.4K |
S SDVY | FIRST TR EXCHANGE-TRADED FD | 5.83% | $6.0M | 169,391 | $35.05 | $35.28 | +$455.4K |