Stonehaven Wealth & Tax Solutions, LLC ETF holdings
Appleton, WI
Reported $110.1M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$110.1M
ETFs held
53
Change from prior quarter
+7.3%
With price moves
ETFs as a share of its 13F
88.2%
of $124.9M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $12.3M | 139,469 | +1,716 shares |
| BBIN | JPMorgan BetaBuilders International Equity ETF | $12.1M | 154,638 | +3,097 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $8.6M | 87,059 | +353 shares |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $7.6M | 176,353 | +3,259 shares |
| UCON | First Trust Smith Unconstrained Plus Bond ETF | $6.1M | 244,917 | +3,623 shares |
| FVD | First Trust Value Line Dividend Index Fund | $5.2M | 107,361 | +3,609 shares |
| FTCS | First Trust Capital Strength ETF | $5.0M | 53,317 | +1,168 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $4.5M | 87,528 | +1,256 shares |
| LMBS | First Trust Low Duration Opportunities ETF | $3.4M | 69,256 | +1,000 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.0M | 8,106 | +154 shares |
43 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056591. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stonehaven Wealth & Tax Solutions, LLC own?
Stonehaven Wealth & Tax Solutions, LLC reported 53 ETF positions worth $110.1M in its Form 13F for June 30, 2026. The largest was SPYM, at $12.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.