Long-term investor
Stonehaven Wealth & Tax Solutions, LLC @stonehavenwealthtaxsolut
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056591).
Record
- Tracked since 2025-06-30 (484 days), 150 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +9.6% · 1 year +8.8% · all +8.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 10.1% · long · since 2025-09-30
- 46641Q373 · 9.7% · long · since 2025-09-30
- 464287226 · 6.2% · long · since 2025-09-30
- 33741X102 · 5.7% · long · since 2025-09-30
- 33740F888 · 4.5% · long · since 2025-09-30
- 33733E104 · 4.1% · long · since 2025-09-30
- 33734H106 · 4.0% · long · since 2025-09-30
- 78463X509 · 3.7% · long · since 2025-09-30
- 922908769 · 2.8% · long · since 2025-09-30
- 33739Q200 · 2.6% · long · since 2025-09-30
- 464287432 · 2.6% · long · since 2025-09-30
- 37954Y889 · 2.1% · long · since 2025-09-30