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:
1.3%
Gain
Monthly
0.07%
Yearly
0.84%
Drawdown
16.7%
$120.91M
Equity
Holdings
$120.91M
Investment
$103.21M
$18.91M
Profit -$547,009.64
Realized
$1.2M
Unrealized
$17.71M
Dividends
$4.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$547,009.64
Win %
74%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$634,929.79
Win %
74%
This Month
Compared to last month
Gain
-0.41%
Profit
-$494,141.5
Win %
74%
This Year
Compared to last year
Gain
7.22%
Profit
$8.14M
Win %
75%
COTY Coty Inc.
+3.61%
+$2,633.76 
EQNR Equinor ASA Sponsored ADR
+3.61%
+$6,509.81 
BMY Bristol-Myers Squibb Company
+2.35%
+$8,275.76 
MO Altria Group, Inc.
+1.98%
+$7,200.44 
CSCO Cisco Systems, Inc.
+1.93%
+$7,485.72 
CAH Cardinal Health Inc.
+1.57%
+$3,855.66 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.5%
+$2,667.72 
XOM Exxon Mobil Corporation
+1.28%
+$3,796.1 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.03%
+$6,172.6 
BP BP p.l.c. Sponsored ADR
+0.93%
+$2,119.26 
GLD SPDR Gold Shares
+0.69%
+$9,158.56 
LNT Alliant Energy Corporation
+0.65%
+$1,715.17 
TLT iShares 20+ Year Treasury Bond ETF
+0.57%
+$15,936.96 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$2,257.17 
WEC WEC Energy Group Inc.
+0.52%
+$2,101.58 
PG Procter & Gamble Co
+0.47%
+$1,303.92 
FVD First Trust Value Line Dividend Index Fund
+0.3%
+$15,562.8 
SPIP SPDR Portfolio TIPS ETF
+0.26%
+$1,856.72 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.25%
+$1,981.91 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$2,703.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$16,907.67 
HPE Hewlett Packard Enterprise Company
+0.18%
+$941.92 
AAPL Apple Inc.
+0.15%
+$2,395.93 
IEI iShares 3-7 Year Treasury Bond ETF
+0.15%
+$1,574.65 
NURE Nuveen Short Term REIT ETF
+0.14%
+$972.76 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$774.63 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$442.71 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.1%
+$6,032.35 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$3,071.52 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$349.02 
BNDX Vanguard Total International Bond ETF
+0.04%
+$846.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$207.84 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$190.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
+$21.48 
WCME First Trust WCM Developing World Equity ETF
0%
+$8.81 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMAT Applied Materials, Inc.
-5.47%
-$24,137.29 
LRCX Lam Research Corporation
-3.6%
-$33,189.04 
NOK Nokia Corporation Sponsored ADR
-3.18%
-$3,491.73 
QCOM QUALCOMM Incorporated
-2.56%
-$12,382.4 
ANET Arista Networks, Inc.
-2.44%
-$11,939.76 
SHOP Shopify Inc.
-2.25%
-$8,528.35 
KO The Coca-Cola Company
-2.15%
-$6,428.79 
EXPE Expedia Group, Inc.
-2.11%
-$10,568.35 
SPEM SPDR Portfolio Emerging Markets ETF
-2.03%
-$89,291.52 
V Visa Inc. Class A
-1.98%
-$5,151.42 
NVDA NVIDIA Corporation
-1.96%
-$21,815.2 
EPAM Epam Systems Inc.
-1.82%
-$2,657.6 
LYG Lloyds Banking Group Plc ADR
-1.49%
-$2,296.62 
WCMI First Trust WCM International Equity ETF
-1.42%
-$8,895.15 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.35%
-$3,106.98 
FTGS First Trust Growth Strength ETF
-1.17%
-$5,993.9 
GWX SPDR S&P International Small Cap ETF
-1.13%
-$19,601.47 
PHM PulteGroup Inc.
-1.12%
-$2,937.7 
CRM Salesforce Inc
-1.12%
-$3,053.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.11%
-$10,416.5 
ACWI iShares MSCI ACWI ETF
-0.99%
-$21,393.1 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.97%
-$2,106.72 
CATH Global X S&P 500 Catholic Values ETF
-0.96%
-$21,449.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$104,692.28 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$15,228.45 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.84%
-$100,017.06 
GSUS Goldman Sachs MarketBeta U.S.
-0.84%
-$8,680.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$24,332.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.8%
-$2,431.98 
BIBL Inspire 100 ETF
-0.8%
-$17,425.76 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$3,765.42 
EFA iShares MSCI EAFE ETF
-0.75%
-$4,020.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.62%
-$2,472.37 
JQUA JPMorgan U.S. Quality Factor ETF
-0.58%
-$8,724.55 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.51%
-$12,514.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.46%
-$34,618.8 
XLF Financial Select Sector SPDR Fund
-0.38%
-$882.36 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.31%
-$1,647.1 
EXEL Exelixis Inc.
-0.22%
-$1,084.32 
CAT Caterpillar Inc.
-0.21%
-$833.49 
FTCS First Trust Capital Strength ETF
-0.2%
-$10,414.16 
FMB First Trust Managed Municipal Fund
-0.08%
-$1,132.07 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$352.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$179.07 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.04%
-$1,030.05 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.02%
-$82.92 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 331/475 69% | Profit Factor 18.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $172,837.67 |
| Average Win $60,362.78 | Best Trade (Jul 15) $2.55M | Sharpe Ratio -11.37 |
| Average Loss -$7,432.97 | Worst Trade (Jul 15) -$173,588 | Z-Score 6.4 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $39,809.97 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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