STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,850
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 93 | 124,850 | 13F-HR | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| Q1 2026 | 5/15/2026 | 82 | 113,044 | 13F-HR | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| Q4 2025 | 1/23/2026 | 85 | 111,285 | 13F-HR | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| Q3 2025 | 11/13/2025 | 81 | 108,199 | 13F-HR | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| Q2 2025 | 8/14/2025 | 79 | 102,447 | 13F-HR | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.87 K | 21.5% | 0 | 1.397 K | -1.397 K |
| ETFs | 97.98 K | 78.5% | 13.21 K | 0 | 13.21 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
124,850
Holdings
93
QoQ value change ($000)
11,806
(10.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.