STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: 13F holdings
CIK 20565912026Q2
| Positions | 93 |
|---|---|
| Reported value | $124.9m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 139,469 | $12.3m | 9.8% |
| BBIN J P MORGAN EXCHANGE TRADED F | 154,638 | $12.1m | 9.7% |
| AGG ISHARES TR | 87,059 | $8.6m | 6.9% |
| SDVY FIRST TR EXCHANGE TRADED FD | 176,353 | $7.6m | 6.1% |
| UCON FIRST TR EXCHNG TRADED FD VI | 244,917 | $6.1m | 4.9% |
| FVD FIRST TR EXCHANGE-TRADED FD | 107,361 | $5.2m | 4.1% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 53,317 | $5.0m | 4.0% |
| SPEM SPDR INDEX SHS FDS | 87,528 | $4.5m | 3.6% |
| LMBS FIRST TR EXCHANGE-TRADED FD | 69,256 | $3.4m | 2.8% |
| VTI VANGUARD INDEX FDS | 8,106 | $3.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056591")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.