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 (434 days), 117 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.9% · 6 months +7.9% · 1 year +13.6% · all +13.6%
  • Max drawdown -0.1% · Sharpe 1.13 · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 9.8% · long · since 2025-06-30
  • 46641Q373 · 9.7% · long · since 2025-06-30
  • 464287226 · 6.9% · long · since 2025-06-30
  • 33741X102 · 6.1% · long · since 2025-06-30
  • 33740F888 · 4.9% · long · since 2025-06-30
  • 33734H106 · 4.1% · long · since 2025-06-30
  • 33733E104 · 4.0% · long · since 2025-06-30
  • 78463X509 · 3.6% · long · since 2025-06-30
  • 33739Q200 · 2.8% · long · since 2025-06-30
  • 922908769 · 2.4% · long · since 2025-06-30
  • 464287432 · 2.4% · long · since 2025-06-30
  • 46641Q886 · 2.3% · long · since 2025-06-30

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