STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Appleton, WI
CIK
0002056591
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
72
94,661
BBIN, SPLG, AGG, UCON
13F-HR
5/15/2025
000195175725000563
Q4 2024
83
91,864
SPLG, BBIN, AGG, SDVY
13F-HR
2/13/2025
000195175725000259