Brian Much

Stonehaven Wealth & Tax Solutions, Llc

Assets Managed

$113.044M

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

1.59%(2Q avg: 2.22%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonehaven Wealth & Tax Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Stonehaven Wealth & Tax Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.044M in assets, with a quarterly growth rate of 1.59% and a 2-quarter average growth rate of 2.22%. The portfolio is managed by Brian Much, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BBIN Jpm Betabuilders Intl Eqty Recent Activity Increased 0.56%	9.81%	$11.081M 151,541 shares@ $73.13 avg price	Increased 0.56%
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 1.58%	9.33%	$10.544M 137,753 shares@ $76.55 avg price	Increased 1.58%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 3.24%	7.62%	$8.607M 86,706 shares@ $99.28 avg price	Increased 3.24%
SDVY First Trust Smid Cap Rising Recent Activity Increased 1.52%	6.04%	$6.825M 173,094 shares@ $39.43 avg price	Increased 1.52%
UCON First Trust Tcw Unconstraine Recent Activity Increased 1.01%	5.29%	$5.977M 241,294 shares@ $24.77 avg price	Increased 1.01%
FVD First Trust Value Line Dvd Recent Activity Increased 1.47%	4.32%	$4.879M 103,752 shares@ $47.04 avg price	Increased 1.47%
FTCS First Trust Capital Strength Recent Activity Increased 4.77%	4.28%	$4.837M 52,149 shares@ $92.76 avg price	Increased 4.77%
SPEM Spdr Portfolio Emerging Mark Recent Activity Increased 0.28%	3.59%	$4.047M 86,272 shares@ $46.92 avg price	Increased 0.28%
LMBS First Trust Low Duration Opp Recent Activity Increased 1.62%	3.01%	$3.4M 68,256 shares@ $49.81 avg price	Increased 1.62%
TLT Ishares 20+ Year Treasury Bd Recent Activity Decreased -8.25%	2.55%	$2.878M 33,202 shares@ $86.69 avg price	Decreased -8.25%

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