Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC (CIK 2056591) reported $113.0M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBIN ($11.1M, 9.80%), SPLG ($10.5M, 9.33%), AGG ($8.6M, 7.61%), SDVY ($6.8M, 6.04%), UCON ($6.0M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBIN | J P MORGAN EXCHANGE TRADED F | $11.1M | 9.80% | 151,541 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $10.5M | 9.33% | 137,753 | Added |
| 3 | AGG | ISHARES TR | $8.6M | 7.61% | 86,706 | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.8M | 6.04% | 173,094 | Added |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $6.0M | 5.29% | 241,294 | Added |
| 6 | FVD | FIRST TR EXCHANGE-TRADED FD | $4.9M | 4.32% | 103,752 | Added |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.8M | 4.28% | 52,149 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $4.0M | 3.58% | 86,272 | Added |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.4M | 3.01% | 68,256 | Added |
| 10 | TLT | ISHARES TR | $2.9M | 2.55% | 33,202 | Trimmed |
| 11 | JPME | J P MORGAN EXCHANGE TRADED F | $2.6M | 2.32% | 22,890 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $2.6M | 2.26% | 7,952 | Added |
| 13 | JPSE | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.90% | 41,032 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 1.80% | 42,330 | Trimmed |
| 15 | CATH | GLOBAL X FDS | $2.0M | 1.73% | 25,087 | Added |
| 16 | ACWI | ISHARES TR | $1.9M | 1.69% | 13,802 | Trimmed |
| 17 | BIBL | NORTHERN LTS FD TR IV | $1.9M | 1.65% | 39,604 | Added |
| 18 | GWX | SPDR INDEX SHS FDS | $1.7M | 1.49% | 40,003 | Trimmed |
| 19 | GLD | SPDR GOLD TR | $1.6M | 1.38% | 3,620 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.5M | 1.36% | 2,361 | Added |
| 21 | FMB | FIRST TR EXCH TRADED FD III | $1.4M | 1.25% | 27,815 | Added |
| 22 | KNG | FIRST TR EXCHANGE-TRADED FD | $1.3M | 1.16% | 26,848 | Trimmed |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.14% | 21,023 | Added |
| 24 | GOVT | ISHARES TR | $1.2M | 1.09% | 53,967 | Trimmed |
| 25 | AAPL | APPLE INC | $1.2M | 1.05% | 4,698 | Added |
Source: SEC Form 13F filings · as of 2026-03-31