Stonehaven Wealth & Tax Solutions LLC Portfolio
Invests via Stonehaven Wealth & Tax Solutions LLC | Managed by Brian M. Much, Scott Hackl
Invests via Stonehaven Wealth & Tax Solutions LLC
Managed by Brian M. Much, Scott Hackl
Automatically Tracked
Company Profile
Regional wealth management and tax advisory firm focused on integrated financial planning, investment management and tax-efficient strategies for high-net-worth individuals and small businesses. Stonehaven Wealth & Tax Solutions LLC offers discretionary portfolio management, retirement planning, estate-tax coordination and tax-preparation services, positioning itself as a hybrid advisor-accounting practice that emphasizes after-tax returns and cash-flow optimization. Typical client mandate centers on personalized asset allocation, tax-loss harvesting and coordinated CPA-led year-round tax planning; fee model blends advisory fees and fixed tax engagement fees. Relevant to investors and advisors assessing fee pressure in the RIA and tax services niche.
Regional wealth management and tax advisory firm focused on integrated financial planning, investment management and tax-efficient strategies for high-net-worth individuals and small businesses. Stonehaven Wealth & Tax Solutions LLC offers discretionary portfolio management, retirement planning, estate-tax coordination and tax-preparation services, positioning itself as a hybrid advisor-accounting practice that emphasizes after-tax returns and cash-flow optimization. Typical client mandate centers on personalized asset allocation, tax-loss harvesting and coordinated CPA-led year-round tax planning; fee model blends advisory fees and fixed tax engagement fees. Relevant to investors and advisors assessing fee pressure in the RIA and tax services niche.
Investment Philosophy & Strategy
Positioned as a hybrid wealth manager and tax practice, Stonehaven prioritizes after-tax wealth accumulation through integrated financial planning, discretionary portfolio management and year‑round CPA-coordinated tax strategies. Investment approach tilts toward tax-efficient core equity and municipal fixed-income allocations, opportunistic tax‑loss harvesting and selective alternatives for yield and diversification. Capital allocation emphasizes cash‑flow optimization, downside protection and multi-year time horizons aligned with retirement and estate objectives. Underwriting is centered on customized asset allocation, active cost and tax management, clear fee blending between advisory and tax engagements, and close advisor-accountant decision governance.
Positioned as a hybrid wealth manager and tax practice, Stonehaven prioritizes after-tax wealth accumulation through integrated financial planning, discretionary portfolio management and year‑round CPA-coordinated tax strategies. Investment approach tilts toward tax-efficient core equity and municipal fixed-income allocations, opportunistic tax‑loss harvesting and selective alternatives for yield and diversification. Capital allocation emphasizes cash‑flow optimization, downside protection and multi-year time horizons aligned with retirement and estate objectives. Underwriting is centered on customized asset allocation, active cost and tax management, clear fee blending between advisory and tax engagements, and close advisor-accountant decision governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.22%
Gain -0.12%
Monthly
1.03%
Yearly
13.15%
Drawdown
11.46%
$125.69M
Equity
Holdings
$125.69M
Investment
$107.06M
$20.8M
Profit -$123,175.87
Realized
$2.17M
Unrealized
$18.63M
Dividends
$4.3M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$123,175.87
Win %
65%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$802,726.67
Win %
65%
This Month
Compared to last month
Gain
-0.13%
Profit
-$158,590.55
Win %
65%
This Year
Compared to last year
Gain
1.06%
Profit
$1.31M
Win %
65%
BE Bloom Energy Corporation
+11.45%
+$20,438.7 
WDC Western Digital Corporation
+4.19%
+$6,974.04 
LRCX Lam Research Corporation
+3.83%
+$21,374.34 
AMAT Applied Materials, Inc.
+3.53%
+$11,531.09 
QCOM QUALCOMM Incorporated
+3.13%
+$5,887.19 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.52%
+$11,909.43 
ANET Arista Networks, Inc.
+2.35%
+$14,541.84 
CAT Caterpillar Inc.
+1.65%
+$6,021.12 
KLAC KLA Corporation
+1.46%
+$3,089.39 
DELL Dell Technologies Inc.
+1.39%
+$4,651.01 
WEC WEC Energy Group Inc.
+1.29%
+$4,726.99 
UNH UnitedHealth Group Incorporated
+1.28%
+$3,114.04 
LNT Alliant Energy Corporation
+1.25%
+$3,190.05 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.13%
+$6,864.95 
WCME First Trust WCM Developing World Equity ETF
+0.89%
+$3,696.49 
MEDP Medpace Holdings Inc.
+0.88%
+$2,219.47 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.68%
+$1,765.76 
WCMI First Trust WCM International Equity ETF
+0.63%
+$3,988.12 
BIBL Inspire 100 ETF
+0.59%
+$12,482.6 
XOM Exxon Mobil Corporation
+0.45%
+$1,413.61 
ING ING Groep N.V. Sponsored ADR
+0.42%
+$1,259.53 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
+0.33%
+$714.12 
MU Micron Technology, Inc.
+0.27%
+$1,061.95 
LAMR Lamar Advertising Company
+0.09%
+$199.78 
KO The Coca-Cola Company
+0.09%
+$241.05 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.07%
+$371.46 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.06%
+$679.85 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$188.65 
SPHY SPDR Portfolio High Yield Bond ETF
+0.02%
+$93.14 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$85.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$51.59 
SPEM SPDR Portfolio Emerging Markets ETF
+0.01%
+$437.64 
FSMB First Trust Short Duration Managed Municipal ETF
+0.01%
+$37.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPIP SPDR Portfolio TIPS ETF
0%
$0 
EXPE Expedia Group, Inc.
-7.28%
-$45,114.3 
SHOP Shopify Inc.
-7.17%
-$50,730.71 
PHM PulteGroup Inc.
-2.82%
-$6,370.65 
BXP Boston Properties, Inc.
-2.66%
-$5,936.4 
BMY Bristol-Myers Squibb Company
-2.5%
-$10,811.58 
CAH Cardinal Health Inc.
-2.46%
-$7,180.11 
GM General Motors Company
-2.27%
-$5,572 
AVY Avery Dennison Corporation
-2.26%
-$5,561.6 
FTI TechnipFMC plc
-2.04%
-$5,724.56 
NVDA NVIDIA Corporation
-1.96%
-$24,037.36 
XLV Health Care Select Sector SPDR Fund
-1.94%
-$8,641.96 
V Visa Inc. Class A
-1.61%
-$3,931.56 
IBM International Business Machines Corporation
-1.32%
-$2,294 
FTCS First Trust Capital Strength ETF
-1.3%
-$68,778.93 
GLD SPDR Gold Shares
-1.15%
-$17,062.18 
AAPL Apple Inc.
-1.14%
-$18,243.22 
B BARRICK MINING CORP Common Stock (ABR0)
-0.98%
-$2,401.08 
XLF Financial Select Sector SPDR Fund
-0.95%
-$2,418.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.92%
-$12,840.87 
PG Procter & Gamble Co
-0.88%
-$2,329.74 
MO Altria Group, Inc.
-0.8%
-$3,018.95 
FTGS First Trust Growth Strength ETF
-0.79%
-$4,115.06 
JQUA JPMorgan U.S. Quality Factor ETF
-0.74%
-$11,620.03 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.72%
-$55,551.19 
AEM Agnico Eagle Mines Limited
-0.72%
-$2,412.27 
LYG Lloyds Banking Group Plc ADR
-0.66%
-$1,139.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.65%
-$1,465.5 
NDSN Nordson Corporation
-0.55%
-$1,216.44 
CATH Global X S&P 500 Catholic Values ETF
-0.53%
-$12,270.09 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$27,913.86 
NURE Nuveen Short Term REIT ETF
-0.5%
-$3,380.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.45%
-$981.42 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$2,120.46 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.39%
-$1,055.07 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.36%
-$10,764.8 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$5,936.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$41,143.36 
CSCO Cisco Systems, Inc.
-0.32%
-$1,250.55 
IVV iShares Core S&P 500 ETF
-0.31%
-$916.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.3%
-$9,159.86 
GSUS Goldman Sachs MarketBeta U.S.
-0.29%
-$2,244.09 
GWX SPDR S&P International Small Cap ETF
-0.22%
-$4,195.47 
EFA iShares MSCI EAFE ETF
-0.2%
-$1,108.11 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.17%
-$21,974.06 
ACWI iShares MSCI ACWI ETF
-0.17%
-$3,404.43 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.14%
-$3,529.62 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$3,813.26 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$959.91 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$7,400.02 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$339.65 
BNDX Vanguard Total International Bond ETF
-0.07%
-$1,419.14 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$755.2 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$3,673.76 
FMB First Trust Managed Municipal Fund
-0.06%
-$886.14 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$550.79 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$1,038.84 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$72.87 Events
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Dividends
Dividend Analysis
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| Trades 568 | Longs Won 390/568 68% | Profit Factor 10.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $178,735.51 |
| Average Win $58,719.18 | Best Trade (Aug 17) $2.9M | Sharpe Ratio -11.09 |
| Average Loss -$11,778.08 | Worst Trade (Sep 02) -$149,339.6 | Z-Score 4.69 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $36,626.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,005 | $1.28M | $1.58M | - | $306,925.83 | 24.05% | -1.139% |
| ACWI iShares MSCI ACWI ETF | 12,609 | $1.49M | $2.04M | - | $544,329.57 | 36.45% | -0.167% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 13,597 | $763,335.77 | $1.07M | - | $304,708.58 | 39.92% | +0.064% |
| AEM Agnico Eagle Mines Limited | 1,641 | $254,568 | $333,549.66 | - | $78,981.66 | 31.03% | -0.718% |
| AGG iShares Core U.S. Aggregate Bond ETF | 87,059 | $8.5M | $8.44M | - | -$66,799.91 | -0.79% | -0.088% |
| AMAT Applied Materials, Inc. | 718 | $245,405.47 | $338,012.86 | - | $92,607.39 | 37.74% | +3.532% |
| ANET Arista Networks, Inc. | 3,189 | $313,184.67 | $632,506.26 | - | $319,321.59 | 101.96% | +2.353% |
| AVY Avery Dennison Corporation | 1,408 | $228,589 | $240,922.88 | - | $12,333.88 | 5.4% | -2.256% |
| B BARRICK MINING CORP Common Stock (ABR0) | 5,457 | $200,436 | $241,799.67 | - | $41,363.67 | 20.64% | -0.983% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 154,638 | $9.15M | $12.56M | - | $3.42M | 37.35% | -0.175% |
| BE Bloom Energy Corporation | 706 | $213,706 | $198,964.92 | - | -$14,741.08 | -6.9% | +11.449% |
| BIBL Inspire 100 ETF | 38,408 | $1.49M | $2.14M | - | $645,981.24 | 43.33% | +0.588% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 5,159 | $473,064.81 | $471,842.14 | - | -$1,222.67 | -0.26% | +0.011% |
| BMY Bristol-Myers Squibb Company | 6,474 | $370,044.75 | $421,781.1 | - | $51,736.35 | 13.98% | -2.499% |
| BNDX Vanguard Total International Bond ETF | 40,547 | $1.99M | $1.92M | - | -$65,074.7 | -3.27% | -0.074% |
| BXP Boston Properties, Inc. | 3,298 | $218,690 | $217,305.22 | - | -$1,384.78 | -0.63% | -2.659% |
| CAH Cardinal Health Inc. | 1,179 | $251,890.78 | $284,245.11 | - | $32,354.33 | 12.84% | -2.464% |
| CAT Caterpillar Inc. | 448 | $174,192.02 | $370,666.24 | - | $196,474.22 | 112.79% | +1.651% |
| CATH Global X S&P 500 Catholic Values ETF | 25,041 | $1.75M | $2.29M | - | $536,116.61 | 30.6% | -0.533% |
| CSCO Cisco Systems, Inc. | 3,573 | $276,952.64 | $388,921.05 | - | $111,968.41 | 40.43% | -0.321% |
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FAQ
Which stocks have generated the highest profits for Stonehaven Wealth & Tax Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan BetaBuilders International Equity Fund - $678,743.26, iShares Core U.S. Aggregate Bond ETF - $518,743.33, Lam Research Corporation - $446,527.32, First Trust TCW Unconstrained Plus Bond ETF - $439,047.74, and Alibaba Group Holding Limited SP ADR - $262,840.43. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Epam Systems Inc - $100,190.55, Adobe Inc - $76,761.56, SPDR Portfolio S&P 600 Small Cap ETF - $56,229.97, BP p.l.c. Sponsored ADR - $53,264.81, and Equinor ASA Sponsored ADR - $52,736.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stonehaven Wealth & Tax Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.3M earned over time. The largest contributors to dividend income include JPMorgan BetaBuilders International Equity Fund - $606,334.16, iShares Core U.S. Aggregate Bond ETF - $518,743.33, First Trust TCW Unconstrained Plus Bond ETF - $435,453.29, First Trust Low Duration Opportunities ETF - $215,366.71, and Fidelity S&P 500 Dividend Aristocrats ETF - $188,435.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stonehaven Wealth & Tax Solutions LLC's monthly returns?
Stonehaven Wealth & Tax Solutions LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Stonehaven Wealth & Tax Solutions LLC's strategy be considered aggressive or moderate?
Stonehaven Wealth & Tax Solutions LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stonehaven Wealth & Tax Solutions LLC's strategy?
Stonehaven Wealth & Tax Solutions LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
