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Value $
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$91.9M
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Signature - Title
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Brian Much - Chief Compliance Officer
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Location
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Appleton, WI
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Summary
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This page shows a list of all the recent 13F filings made by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 83 stock holdings with total value $91.9M as of Q4 2024. Top holdings included SPLG, BBIN, AGG, SDVY, and UCON.