STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
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
Q4 2024	83	91,864	SPLG, BBIN, AGG, SDVY	13F-HR	2/13/2025	000195175725000259