Stonehaven Wealth & Tax Solutions, LLC has submitted its 13F-HR filing for the third quarter of 2026, detailing its investment portfolio as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset management practices.
Based in Appleton, Wisconsin, Stonehaven Wealth & Tax Solutions, LLC operates as a wealth management firm. The company focuses on providing financial planning and investment services to its clients. According to its recent filings, the firm has been active in reporting its holdings, with the latest 13F-HR being filed on October 22, 2026, under the accession number 0001951757-26-001759.
The 13F-HR filing reveals that Stonehaven holds a total of 83 investments, with a combined value of $105,408,057. This comprehensive report reflects the firm’s commitment to transparency and regulatory compliance in the wealth management sector. Chief Compliance Officer Brian Much signed the document, affirming the accuracy of the reported holdings.
Among the notable holdings listed in the filing are major corporations such as Apple Inc., Altria Group Inc., and Applied Materials Inc. These investments indicate a diversified portfolio strategy, encompassing technology, consumer goods, and materials sectors. The filing also highlights the firm’s investment discretion, as all reported holdings are under sole discretion, meaning the firm has complete control over these investments.
The implications of this filing extend beyond Stonehaven itself. As wealth management firms increasingly focus on transparency and detailed reporting, this trend is likely to influence industry standards. Other firms in the sector may feel pressure to enhance their reporting practices in response to regulatory expectations and client demands for clarity in investment strategies.
Looking ahead, it remains to be seen how Stonehaven will adjust its investment strategies in response to market conditions and regulatory changes. The filing does not specify any immediate next steps, but the firm is expected to continue monitoring its holdings closely.