SEC Form 13F

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$124,850,151
Positions93

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$12,256,536139,469
J P MORGAN EXCHANGE TRADED FBBINBETABUILDERS I$12,074,135154,638
ISHARES TRAGGCORE US AGGBD ET$8,617,10087,059
FIRST TR EXCHANGE TRADED FDSDVYSMID RISNG ETF$7,607,868176,353
FIRST TR EXCHNG TRADED FD VIUCONSMIT UNCO BD ETF$6,093,535244,917
FIRST TR EXCHANGE-TRADED FDFVDSHS$5,172,653107,361
FIRST TR EXCHANGE-TRADED FDFTCSCAP STRENGTH ETF$5,007,53353,317
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$4,532,20087,528
FIRST TR EXCHANGE-TRADED FDLMBSFST LOW OPPT EFT$3,447,56469,256
VANGUARD INDEX FDSVTITOTAL STK MKT$2,999,5448,106

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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