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Portfolio (Quarterly) Guide ↗

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

· CIK 0002056591
13F Portfolio $125M AUM 93 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 93 New
Page 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MEDP MEDPACE HLDGS INC Healthcare 426.0 $226K 0.18% NEW $529.59 +15.5%
82 V VISA INC Financial Services 652.0 $224K 0.18% NEW $343.09 +10.7%
83 LAMR LAMAR ADVERTISING CO Real Estate 1,427.0 $223K 0.18% NEW $155.98 -3.5%
84 BXP BXP INC Real Estate 3,298.0 $219K 0.17% NEW $66.31 +5.5%
85 GM GENERAL MTRS CO Consumer Cyclical 2,800.0 $216K 0.17% NEW $77.08 +11.8%
86 BE BLOOM ENERGY CORP Industrials 706.0 $214K 0.17% NEW $302.70 -28.0%
87 GSLC GOLDMAN SACHS ETF TR 1,487.0 $211K 0.17% NEW $141.89 +3.8%
88 NDSN NORDSON CORP Industrials 694.0 $209K 0.17% NEW $301.69 +9.7%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 740.0 $208K 0.17% NEW $281.21 -15.1%
90 QCOM QUALCOMM INC Technology 1,115.0 $206K 0.17% NEW $184.79 -10.8%
91 JPEM J P MORGAN EXCHANGE TRADED F 3,246.0 $204K 0.16% NEW $62.78 +5.9%
92 B BARRICK MNG CORP Basic Materials 5,457.0 $200K 0.16% NEW $36.73 +28.8%
93 LYG LLOYDS BANKING GROUP PLC Financial Services 28,491.0 $166K 0.13% NEW $5.83 +1.5%
Page 5 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.3%
Financial Services 21.3%
Industrials 6.4%
Healthcare 6.4%
Consumer Cyclical 5.7%
Consumer Defensive 5.2%
Utilities 3.9%
Basic Materials 2.6%
Real Estate 2.5%
Communication Services 2.1%