STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

CIK

2056591

Location

APPLETON, WI

Portfolio Value

Micro $13,139,433

Diversification

Diversified

Filing Date

Global Rank

#7,978 / 8,603 ▲ 92 · as of Mar 2026

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

+7.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.7%

SPY

+24.0%

Annualised alpha

+7.1%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

−0.4 pts

Top 5

44.4%

−0.2 pts

Top 10

59.3%

+0.5 pts

HHI

559

Diversified+7

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.1%	$5,533,761	13
Unclassified	23.5%	$3,093,101	2
Healthcare	7.4%	$967,968	3
Consumer Defensive	7.0%	$916,391	4
Consumer Cyclical	5.1%	$664,499	2
Utilities	5.0%	$661,020	2
Energy	3.6%	$475,904	2
Financial Services	2.6%	$343,852	2
Industrials	2.4%	$312,430	1
Communication Services	1.3%	$170,507	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
HPE	Hewlett Packard Enterprise Co	+2,676	11,774	$280,338
BMY	Bristol Myers Squibb Co	+826	5,828	$353,468
SHOP	Shopify Inc.	+471	3,035	$360,011
KO	Coca Cola Co	+389	3,513	$267,163
MO	Altria Group, Inc.	+382	4,983	$328,828
LNT	Alliant Energy Corp	+355	3,465	$248,648
EPAM	EPAM Systems, Inc.	+219	1,661	$224,899
ANET	Arista Networks, Inc.	+192	2,898	$355,816
AAPL	Apple Inc.	+126	4,698	$1,192,305
WEC	Wec Energy Group, Inc.	+61	3,562	$412,372
CSCO	Cisco Systems, Inc.	+48	3,531	$273,970
SPY	Spdr S&P 500 ETF Trust	+27	2,361	$1,535,452
PHM	Pultegroup Inc/Mi/	+26	2,026	$238,277
GLD	Spdr Gold Trust	+12	3,620	$1,557,649
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	−272	2,876	$614,486
CAT	Caterpillar Inc	−237	441	$312,430
V	Visa Inc.	−84	713	$215,497
PG	PROCTER & GAMBLE Co	−76	1,811	$261,580
NVDA	Nvidia Corp	−12	5,360	$934,784
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
EXPE	Expedia Group, Inc.	1,846	$426,222
EXEL	Exelixis, Inc.	9,036	$387,554
QCOM	Qualcomm Inc/De	2,840	$365,735
CRM	Salesforce, Inc.	1,574	$293,818
TSM	Taiwan Semiconductor Manufacturing Co Ltd	839	$283,540
AMAT	Applied Materials Inc /De	787	$268,988
BP	Bp PLC	5,577	$262,119
CAH	Cardinal Health Inc	1,074	$226,946
EQNR	Equinor ASA	5,066	$213,785
VOD	Vodafone Group Public Ltd Co	11,352	$170,507
LYG	Lloyds Banking Group plc	25,518	$128,355
NOK	Nokia Corp	10,581	$85,071
COTY	Coty Inc.	29,264	$58,820
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
MEDP	Medpace Holdings, Inc.	565	$317,332
TM	Toyota Motor Corp/	1,201	$257,086
ADBE	Adobe Inc.	718	$251,292
BXP	BXP, Inc.	3,691	$249,068
MSFT	Microsoft Corp	506	$244,711
MPLX	Mplx LP	4,520	$241,232
DIS	Walt Disney Co	2,045	$232,659
AXP	American Express Co	567	$209,761
KR	Kroger Co	3,335	$208,370
WDC	Western Digital Corp	1,197	$206,207
IBM	International Business Machines Corp	696	$206,162
TRMB	Trimble Inc.	2,626	$205,747
DNN	Denison Mines Corp.	37,883	$100,768
TIGR	UP Fintech Holding Ltd	10,433	$99,739
NIO	NIO Inc.	15,625	$79,687
ACP	abrdn Income Credit Strategies Fund	10,354	$56,015
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $13,139,433 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	3,620	+12	$1,557,649	+8.9%	11.85%
SPY	Spdr S&P 500 ETF Trust	Added	2,361	+27	$1,535,452	−3.5%	11.69%
AAPL	Apple Inc. Technology	Added	4,698	+126	$1,192,305	−4.1%	9.07%
NVDA	Nvidia Corp Technology	Reduced	5,360	-12	$934,784	−6.7%	7.11%
LRCX	Lam Research Corp Technology	Reduced	2,876	-272	$614,486	+14.0%	4.68%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	1,846	NEW	$426,222	NEW	3.24%
WEC	Wec Energy Group, Inc. Utilities	Added	3,562	+61	$412,372	+11.7%	3.14%
EXEL	Exelixis, Inc. Healthcare	NEW	9,036	NEW	$387,554	NEW	2.95%
QCOM	Qualcomm Inc/De Technology	NEW	2,840	NEW	$365,735	NEW	2.78%
SHOP	Shopify Inc. Technology	Added	3,035	+471	$360,011	−12.8%	2.74%
ANET	Arista Networks, Inc. Technology	Added	2,898	+192	$355,816	+0.4%	2.71%
BMY	Bristol Myers Squibb Co Healthcare	Added	5,828	+826	$353,468	+31.0%	2.69%
MO	Altria Group, Inc. Consumer Defensive	Added	4,983	+382	$328,828	+23.9%	2.50%
CAT	Caterpillar Inc Industrials	Reduced	441	-237	$312,430	−19.6%	2.38%
CRM	Salesforce, Inc. Technology	NEW	1,574	NEW	$293,818	NEW	2.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	839	NEW	$283,540	NEW	2.16%
HPE	Hewlett Packard Enterprise Co Technology	Added	11,774	+2,676	$280,338	+28.3%	2.13%
CSCO	Cisco Systems, Inc. Technology	Added	3,531	+48	$273,970	+2.1%	2.09%
AMAT	Applied Materials Inc /De Technology	NEW	787	NEW	$268,988	NEW	2.05%
KO	Coca Cola Co Consumer Defensive	Added	3,513	+389	$267,163	+22.3%	2.03%
BP	Bp PLC Energy	NEW	5,577	NEW	$262,119	NEW	1.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,811	-76	$261,580	−3.3%	1.99%
LNT	Alliant Energy Corp Utilities	Added	3,465	+355	$248,648	+23.0%	1.89%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	2,026	+26	$238,277	+1.6%	1.81%
CAH	Cardinal Health Inc Healthcare	NEW	1,074	NEW	$226,946	NEW	1.73%
EPAM	EPAM Systems, Inc. Technology	Added	1,661	+219	$224,899	−23.9%	1.71%
V	Visa Inc. Financial Services	Reduced	713	-84	$215,497	−22.9%	1.64%
EQNR	Equinor ASA Energy	NEW	5,066	NEW	$213,785	NEW	1.63%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	11,352	NEW	$170,507	NEW	1.30%
LYG	Lloyds Banking Group plc Financial Services	NEW	25,518	NEW	$128,355	NEW	0.98%
NOK	Nokia Corp Technology	NEW	10,581	NEW	$85,071	NEW	0.65%
COTY	Coty Inc. Consumer Defensive	NEW	29,264	NEW	$58,820	NEW	0.45%