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:
21.77%
Gain +0.41%
Monthly
0.9%
Yearly
11.43%
Drawdown
11.46%
$106.82M
Equity
Holdings
$106.82M
Investment
$92.73M
$19.56M
Profit +$427,979.12
Realized
$5.47M
Unrealized
$14.1M
Dividends
$4.62M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$427,979.12
Win %
62%
This Week
Compared To Last Week
Gain
0.4%
Profit
$427,979.12
Win %
62%
This Month
Compared to last month
Gain
1.34%
Profit
$1.41M
Win %
62%
This Year
Compared to last year
Gain
1.34%
Profit
$1.41M
Win %
64%
LRCX Lam Research Corp.
+4.51%
+$13,639.31 
MU Micron Technology Inc.
+4.27%
+$13,830.11 
AMAT Applied Materials Inc.
+4.21%
+$11,036.6 
ANET Arista Networks Inc.
+4.1%
+$20,424.58 
DELL Dell Technologies Inc. Class C Common Stock
+4.07%
+$13,159.04 
KLAC KLA Corporation
+3.97%
+$6,288.64 
NVDA NVIDIA Corporation
+2.55%
+$31,107.16 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.33%
+$9,086.09 
FTNT Fortinet, Inc.
+2.23%
+$9,014.46 
ING ING Groep N.V. Sponsored ADR
+2.01%
+$5,883.52 
LYG Lloyds Banking Group plc ADR
+1.97%
+$3,098.03 
VGT Vanguard Information Technology ETF
+1.75%
+$3,427.84 
BIBL Inspire 100 ETF
+1.36%
+$26,317.01 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.19%
+$2,520.53 
VTI Vanguard Total Stock Market ETF
+0.83%
+$24,760.17 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.81%
+$85,150.8 
FTGS First Trust Growth Strength ETF
+0.8%
+$3,144.3 
IVV iShares Core S&P 500 ETF
+0.8%
+$2,118.43 
SPY State Street SPDR S&P 500 ETF Trust
+0.78%
+$14,244.47 
CAH Cardinal Health, Inc.
+0.78%
+$2,287.25 
GSUS Goldman Sachs MarketBeta U.S. Equity ETF
+0.73%
+$5,537.84 
CATH Global X S&P 500 Catholic Values ETF
+0.71%
+$15,816.05 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$3,359.11 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.69%
+$1,501.87 
EXEL Exelixis Inc.
+0.67%
+$2,527.11 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.67%
+$1,693.66 
BBIN JPMorgan BetaBuilders International Equity ETF
+0.64%
+$64,115.52 
EFA iShares MSCI EAFE ETF
+0.63%
+$3,169.53 
ACWI iShares MSCI ACWI ETF
+0.62%
+$9,604.98 
JQUA JPMorgan U.S. Quality Factor ETF
+0.59%
+$6,920.1 
BXP BXP, Inc.
+0.56%
+$1,170.41 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.51%
+$31,838.92 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.51%
+$8,955.78 
GLD SPDR Gold Shares
+0.5%
+$4,141.86 
AVY Avery Dennison Corporation
+0.49%
+$1,338.56 
TLT iShares 20+ Year Treasury Bond ETF
+0.46%
+$13,323.75 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.43%
+$9,403.16 
ACWX iShares MSCI ACWI ex U.S. ETF
+0.4%
+$3,939.43 
XLF State Street Financial Select Sector SPDR ETF
+0.36%
+$795.8 
NURE Nuveen Short-Term REIT ETF
+0.35%
+$2,331.67 
RSP Invesco S&P 500 Equal Weight ETF
+0.32%
+$1,120.7 
FMB First Trust Managed Municipal ETF
+0.31%
+$4,092 
EXPD Expeditors International of Washington Inc.
+0.28%
+$671.75 
WCMI First Trust WCM International Equity ETF
+0.25%
+$1,010.43 
SHOP Shopify Inc.
+0.21%
+$1,494.04 
GWX SPDR S&P International Small Cap ETF
+0.2%
+$3,264.75 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.2%
+$1,573.02 
JNK State Street SPDR Bloomberg High Yield Bond ETF
+0.19%
+$1,059.1 
FSMB First Trust Short Duration Managed Municipal ETF
+0.18%
+$1,229.41 
SPHY SPDR Portfolio High Yield Bond ETF
+0.18%
+$606.32 
FVD First Trust Value Line Dividend Index Fund
+0.11%
+$4,926.62 
UCON First Trust Smith Unconstrained Bond ETF
+0.1%
+$4,974.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$6,936.1 
IT Gartner Inc.
+0.1%
+$421.65 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$1,070.98 
BNDX Vanguard Total International Bond ETF
+0.05%
+$768.23 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$1,436.58 
FTCS First Trust Capital Strength ETF
+0.05%
+$2,234.01 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.03%
+$99.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$134.92 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$74.28 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-6.16%
-$12,961.36 
EXPE Expedia Group Inc.
-3.08%
-$18,356.13 
UNH UnitedHealth Group Inc.
-2.14%
-$5,169.92 
PG The Procter & Gamble Company
-1.19%
-$5,682.1 
AAPL Apple Inc.
-1.16%
-$19,605.78 
WCME First Trust WCM Developing World Equity ETF
-1.07%
-$2,886.39 
MO Altria Group, Inc.
-1.01%
-$4,181.25 
EQNR Equinor ASA Sponsored ADR
-0.95%
-$2,950.89 
V Visa Inc. Class A
-0.9%
-$2,190.99 
UPS United Parcel Service, Inc. Class B Common Stock
-0.79%
-$2,630.39 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.76%
-$4,886.37 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.65%
-$2,536.38 
KR The Kroger Co.
-0.6%
-$2,268.8 
SPEM SPDR Portfolio Emerging Markets ETF
-0.42%
-$15,798.3 
LNT Alliant Energy Corporation
-0.42%
-$1,124.33 
XLV State Street Health Care Select Sector SPDR ETF
-0.31%
-$1,357.95 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.23%
-$2,373.12 
VOD Vodafone Group plc Sponsored ADR
-0.1%
-$188.32 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$199.96 
SPIP SPDR Portfolio TIPS ETF
-0.02%
-$123.94 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$144.41 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
-0.01%
-$29.41 Events
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Dividends
Dividend Analysis
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| Trades 647 | Longs Won 434/647 67% | Profit Factor 8.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,694 |
| Average Win $50,918.82 | Best Trade (Oct 23) $2.38M | Sharpe Ratio -10.15 |
| Average Loss -$11,905.38 | Worst Trade (Oct 23) -$167,421.06 | Z-Score 0.69 (50.98%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $30,236.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,871 | $1.24M | $1.67M | - | $431,438.21 | 34.72% | -1.158% |
| ACWI iShares MSCI ACWI ETF | 9,801 | $1.16M | $1.55M | - | $382,804.77 | 32.9% | +0.625% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 13,354 | $750,660.88 | $985,324.89 | - | $234,664.01 | 31.26% | +0.401% |
| AGG iShares Core U.S. Aggregate Bond ETF | 69,361 | $6.79M | $6.66M | - | -$126,369.06 | -1.86% | +0.104% |
| AMAT Applied Materials Inc. | 695 | $237,544.29 | $273,218.4 | - | $35,674.11 | 15.02% | +4.21% |
| ANET Arista Networks Inc. | 2,893 | $280,467.81 | $519,090.99 | - | $238,623.18 | 85.08% | +4.096% |
| AVY Avery Dennison Corporation | 1,504 | $244,973.34 | $274,810.88 | - | $29,837.54 | 12.18% | +0.489% |
| BBIN JPMorgan BetaBuilders International Equity ETF | 130,848 | $7.79M | $10.15M | - | $2.36M | 30.31% | +0.636% |
| BIBL Inspire 100 ETF | 36,807 | $1.43M | $1.97M | - | $538,222.7 | 37.68% | +1.356% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 7,428 | $680,996 | $680,701.92 | - | -$294.08 | -0.04% | +0.011% |
| BNDX Vanguard Total International Bond ETF | 30,729 | $1.51M | $1.45M | - | -$53,938.96 | -3.58% | +0.053% |
| BXP BXP, Inc. | 3,344 | $221,501.06 | $208,832.8 | - | -$12,668.26 | -5.72% | +0.564% |
| CAH Cardinal Health, Inc. | 1,179 | $251,890.78 | $296,530.29 | - | $44,639.51 | 17.72% | +0.777% |
| CATH Global X S&P 500 Catholic Values ETF | 24,521 | $1.72M | $2.23M | - | $519,678.59 | 30.3% | +0.713% |
| DELL Dell Technologies Inc. Class C Common Stock | 709 | $313,465.5 | $336,775 | - | $23,309.5 | 7.44% | +4.066% |
| EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF | 18,788 | $378,391.68 | $386,563.1 | - | $8,171.42 | 2.16% | -0.652% |
| EFA iShares MSCI EAFE ETF | 4,914 | $472,371.42 | $507,493.35 | - | $35,121.93 | 7.44% | +0.628% |
| EQNR Equinor ASA Sponsored ADR | 6,346 | $263,994 | $306,860.83 | - | $42,866.83 | 16.24% | -0.952% |
| EXEL Exelixis Inc. | 5,877 | $343,276 | $381,769.92 | - | $38,493.92 | 11.21% | +0.666% |
| EXPD Expeditors International of Washington Inc. | 1,244 | $229,692 | $244,757 | - | $15,065 | 6.56% | +0.275% |
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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 ETF - $1.22M, State Street SPDR Portfolio S&P 500 ETF - $590,521.42, Lam Research Corp - $575,779.13, iShares Core U.S. Aggregate Bond ETF - $476,981.33, and First Trust Smith Unconstrained Bond ETF - $420,749.29. 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, International Business Machines Corporation - $80,357.65, Adobe Inc - $76,761.56, State Street SPDR Portfolio S&P 600 Small Cap ETF - $56,229.97, and BP Plc Sponsored ADR - $53,264.81. 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 $4.62M earned over time. The largest contributors to dividend income include JPMorgan BetaBuilders International Equity ETF - $654,406.48, iShares Core U.S. Aggregate Bond ETF - $518,748.56, First Trust Smith Unconstrained Bond ETF - $458,720.41, First Trust Low Duration Opportunities ETF - $227,140.23, and iShares 20+ Year Treasury Bond ETF - $202,361.2. 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.
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