Stonehaven Wealth & Tax Solutions, LLC
Stonehaven Wealth & Tax Solutions, LLC reported 93 holdings worth US$125M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Stonehaven Wealth & Tax Solutions, LLC reported 93 holdings worth US$125M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Lam Research Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 93
- Value as reported
- US$125M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 5,005 | US$1.45M | 1.2% |
| Nvidia Corporation | 5,318 | US$1.06M | 0.85% |
| Lam Research Corporation | 1,816 | US$787K | 0.63% |
| Shopify Inc. | 4,878 | US$557K | 0.45% |
| Arista Networks, Inc. | 3,189 | US$542K | 0.43% |
| Expedia Group, Inc. | 2,079 | US$532K | 0.43% |
| Applied Materials, Inc. | 718 | US$519K | 0.42% |
| Caterpillar, Inc. | 448 | US$477K | 0.38% |
| Micron Technology, Inc. | 382 | US$441K | 0.35% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 884 | US$422K | 0.34% |
| Cisco Systems, Inc. | 3,573 | US$420K | 0.34% |
| Wec Energy Group, Inc. | 3,463 | US$404K | 0.32% |
| Altria Group, Inc. | 5,489 | US$395K | 0.32% |
| Bristol-myers Squibb Company | 6,474 | US$373K | 0.30% |
| Vodafone Group Public Limited Company | 28,009 | US$370K | 0.30% |
| Kla Corporation | 1,140 | US$344K | 0.28% |
| Alliant Energy Corporation | 3,753 | US$286K | 0.23% |
| Cardinal Health, Inc. | 1,179 | US$280K | 0.22% |
| Dell Technologies Inc. | 638 | US$275K | 0.22% |
| Exxon Mobil Corporation | 1,991 | US$272K | 0.22% |
| Procter & Gamble Company (the) | 1,806 | US$265K | 0.21% |
| Coca-cola Company (the) | 3,214 | US$261K | 0.21% |
| Ing Groep N.v. | 8,126 | US$255K | 0.20% |
| Agnico Eagle Mines Limited | 1,641 | US$255K | 0.20% |
| Unitedhealth Group Incorporated | 610 | US$254K | 0.20% |
| Pultegroup, Inc. | 1,815 | US$249K | 0.20% |
| Avery Dennison Corporation | 1,408 | US$229K | 0.18% |
| Western Digital Corporation | 356 | US$227K | 0.18% |
| Medpace Holdings, Inc. | 426 | US$226K | 0.18% |
| Visa Inc. | 652 | US$224K | 0.18% |
| Lamar Advertising Company | 1,427 | US$223K | 0.18% |
| Bxp, Inc. | 3,298 | US$219K | 0.18% |
| General Motors Company | 2,800 | US$216K | 0.17% |
| Bloom Energy Corporation | 706 | US$214K | 0.17% |
| Nordson Corporation | 694 | US$209K | 0.17% |
| International Business Machines Corporation | 740 | US$208K | 0.17% |
| Qualcomm Incorporated | 1,115 | US$206K | 0.17% |
| Barrick Mining Corporation | 5,457 | US$200K | 0.16% |
| Lloyds Banking Group Plc | 28,491 | US$166K | 0.13% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Coty Inc. | 0 | US$0 | 0.00% |
| Epam Systems, Inc. | 0 | US$0 | 0.00% |
| Equinor Asa | 0 | US$0 | 0.00% |
| Exelixis, Inc. | 0 | US$0 | 0.00% |
| Hewlett Packard Enterprise Company | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
Source
View original at SEC
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