Holdings
Stonehaven Wealth & Tax Solutions, LLC
As of Jun 30, 2026, Stonehaven Wealth & Tax Solutions, LLC reported 39 positions worth US$14.5M. Largest: Apple Inc, Nvidia Corporation and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,005 | US$1.45M | +307 | Jun 30, 2026 |
| Nvidia Corporation | 5,318 | US$1.06M | −42 | Jun 30, 2026 |
| Lam Research Corporation | 1,816 | US$787K | −1,060 | Jun 30, 2026 |
| Shopify Inc. | 4,878 | US$557K | +1,843 | Jun 30, 2026 |
| Arista Networks, Inc. | 3,189 | US$542K | +291 | Jun 30, 2026 |
| Expedia Group, Inc. | 2,079 | US$532K | +233 | Jun 30, 2026 |
| Applied Materials, Inc. | 718 | US$519K | −69 | Jun 30, 2026 |
| Caterpillar, Inc. | 448 | US$477K | +7 | Jun 30, 2026 |
| Micron Technology, Inc. | 382 | US$441K | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 884 | US$422K | +45 | Jun 30, 2026 |