Stonehaven Wealth & Tax Solutions, LLC Top Holdings and 13F Report (2025) About Stonehaven Wealth & Tax Solutions, LLCInvestment ActivityStonehaven Wealth & Tax Solutions, LLC has $91.86 million in total holdings as of December 31, 2024.Stonehaven Wealth & Tax Solutions, LLC owns shares of 83 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $9,289,113JPMorgan BetaBuilders International Equity ETF $5,847,554iShares Core U.S. Aggregate Bond ETF $5,624,948First Trust SMID Cap Rising Dividend Archievers ETF $3,883,774First Trust TCW Unconstrained Plus Bond ETF $3,773,644 Sector AllocationMap of 500 Largest Holdings ofStonehaven Wealth & Tax Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$9,289,113134,74210.1%ETFBBINJPMorgan BetaBuilders International Equity ETF$5,847,554102,4096.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,624,94858,0496.1%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$3,883,774108,3344.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$3,773,644153,0894.1%ETFGSUSGoldman Sachs MarketBeta U.S. Equity ETF$3,209,84039,7113.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,831,28473,7893.1%ETFFTCSFirst Trust Capital Strength ETF$2,779,59131,6513.0%ETFFVDFirst Trust Value Line Dividend Index Fund$2,764,24563,3423.0%ETFGCORGoldman Sachs Access U.S. Aggregate Bond ETF$2,387,20059,1992.6%ETFIVViShares Core S&P 500 ETF$2,007,9873,4112.2%ETFBNDXVanguard Total International Bond ETF$1,989,66440,5642.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,961,10940,2942.1%ManufacturingJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,744,16617,0211.9%ETFVTIVanguard Total Stock Market ETF$1,677,1305,7871.8%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$1,468,95131,3821.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,453,42642,5851.6%ETFTLTiShares 20+ Year Treasury Bond ETF$1,449,06716,5931.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$1,353,17140,5871.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,352,07230,7011.5%ETFCATHGlobal X S&P 500 Catholic Values ETF$1,227,51617,3281.3%ManufacturingACWIiShares MSCI ACWI ETF$1,154,0859,8221.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$1,104,53344,1991.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,080,73024,0591.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,070,8289,2971.2%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,067,76621,2661.2%ETFJQUAJPMorgan US Quality Factor ETF$1,065,96718,6131.2%ETFGWXSPDR S&P International Small Cap ETF$1,040,53433,5801.1%ETFGLDSPDR Gold Shares$1,034,6214,2731.1%FinanceBIBLInspire 100 ETF$1,016,06926,1161.1%ETFSPYSPDR S&P 500 ETF Trust$973,4791,6611.1%FinanceVEAVanguard FTSE Developed Markets ETF$904,22818,9091.0%ETFGOVTiShares U.S. Treasury Bond ETF$892,91138,8561.0%ETFBNDVanguard Total Bond Market ETF$821,28411,4210.9%ETFNVDANVIDIA$787,3425,8630.9%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$781,82630,8900.9%ETFAAPLApple$721,2102,8800.8%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$679,0787,1130.7%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$626,77415,9120.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$608,46313,4200.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$578,7905,0090.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$566,8805,6950.6%ETFVXUSVanguard Total International Stock ETF$559,9539,5020.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$557,74710,6930.6%ManufacturingVOOVanguard S&P 500 ETF$541,5041,0050.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$520,78819,8850.6%ETFAXPAmerican Express$485,8451,6370.5%FinanceGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$415,15213,0060.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$414,26917,6510.5%ETFDISWalt Disney$395,2923,5500.4%Consumer DiscretionaryEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$389,76019,9570.4%ETFGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$388,3035,6170.4%ETFFEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund$387,75210,2780.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$384,8963,8260.4%ETFIWMiShares Russell 2000 ETF$379,6091,7180.4%FinanceIJRiShares Core S&P Small-Cap ETF$372,5063,2330.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$371,56411,3420.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$367,63612,3120.4%ETFPGProcter & Gamble$359,4422,1440.4%Consumer StaplesNURENuveen Short-Term REIT ETF$342,62210,7740.4%ETFNKENIKE$338,9264,4790.4%Consumer DiscretionaryWECWEC Energy Group$324,2503,4480.4%UtilitiesTRVTravelers Companies$315,5661,3100.3%FinanceGLOVGoldman Sachs ActiveBeta World Low Vol Plus Equity ETF$315,3146,3790.3%ETFTXNTexas Instruments$314,4541,6770.3%Computer and TechnologyLAM RESEARCH CORP$313,4784,3400.3%COM NEWXOMExxon Mobil$312,5982,9060.3%Oils/EnergyBMYBristol-Myers Squibb$273,4684,8350.3%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$262,4901,1700.3%FinanceBABAAlibaba Group$260,3053,0700.3%Retail/WholesaleGSGiShares S&P GSCI Commodity-Indexed Trust$256,60311,7870.3%FinanceBXPBoston Properties$246,6523,3170.3%FinanceXLFFinancial Select Sector SPDR Fund$232,3224,8070.3%ETFCATCaterpillar$228,1766290.2%Industrial ProductsBKNGBooking$223,579450.2%Retail/WholesaleIWCiShares Micro-Cap ETF$214,6051,6460.2%ETFCELESTICA INC$213,5822,3140.2%COMARISTA NETWORKS INC$210,4491,9040.2%COM SHSCSCOCisco Systems$207,4373,5040.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$201,2651,4630.2%ETFHBMHudbay Minerals$121,25714,9700.1%Basic MaterialsHMYHarmony Gold Mining$103,27412,5790.1%Basic MaterialsVEREN INC$86,72216,8720.1%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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