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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.
Latest 13F Filing Activity
Stonehaven Wealth & Tax Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $102M. The fund increased holdings in SPDR Series Trust, J P Morgan Exchange Traded F, SPDR Series Trust among other positions. Stonehaven Wealth & Tax Solutions, LLC reduced exposure to Select Sector SPDR TR, Verizon Communications Inc., Goldman Sachs Etf TR among others.
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 |
Industry Allocation
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