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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
RIA/Wealth
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC is a RIA/Wealth based in Appleton, WI led by Brian M. Much, reporting $153.7M in AUM as of Q3 2025 with 90% ETF concentration and 57% concentrated in top 10 holdings.
CEOBrian M. Much
- Portfolio Value
- $106.9M
- Positions
- 78
- Top Holding
- SPLG at 10.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's portfolio (57.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.8M | 10.10% | -$266.7K Sold | — 137.8K shares | |
ETF ETF | $10.6M | 9.94% | -$278.7K Sold | — 151.5K shares | |
ETF ETF | $8.2M | 7.63% | +$385.2K Bought | — 81.3K shares | |
ETF ETF | $6.5M | 6.06% | +$37.0K Bought | — 170.4K shares | |
ETF ETF | $6.1M | 5.69% | -$105.4K Sold | — 241.5K shares | |
ETF ETF | $4.6M | 4.27% | +$786.1 Bought | — 98.6K shares | |
ETF ETF | $4.4M | 4.12% | +$53.3K Bought | — 47.0K shares | |
ETF ETF | $4.2M | 3.91% | -$60.2K Sold | — 89.3K shares | |
ETF ETF | $3.3M | 3.10% | -$50.9K Sold | — 66.6K shares | |
ETF ETF | $2.6M | 2.41% | +$99.6K Bought | — 28.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+7.46% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-16.22% |
Analytics
Portfolio insights and performance metrics for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
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