Stonehaven Wealth & Tax Solutions, LLC, a registered investment advisor based in Appleton, Wisconsin, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Brian Much, reports that the firm holds positions in 83 separate companies.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the 83 positions listed. Among the top individual stock holdings disclosed in the filing are Apple Inc., Micron Technology Inc., and Lloyds Banking Group PLC. The filing also lists significant positions in various ETFs, including the SPDR S&P 500 ETF Trust, the iShares Core S&P 500 ETF, and the Vanguard Charlotte Funds Total International Bond ETF.
The report provides a detailed list of all securities held, including ticker symbols, CUSIP numbers, and the total number of shares for each position. The filing indicates that Stonehaven Wealth & Tax Solutions holds these positions as of the specified quarter-end date.
