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Disclosed positions
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYM
- Class
- ST STR P500ETF
- Reported value
- $12,256,536
- Reported amount
- 139,469
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001129Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $12,256,536 | 139,469 | SH | None |
| J P MORGAN EXCHANGE TRADED F | BBIN | BETABUILDERS I | $12,074,135 | 154,638 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $8,617,100 | 87,059 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $7,607,868 | 176,353 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | UCON | SMIT UNCO BD ETF | $6,093,535 | 244,917 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FVD | SHS | $5,172,653 | 107,361 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCS | CAP STRENGTH ETF | $5,007,533 | 53,317 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $4,532,200 | 87,528 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | LMBS | FST LOW OPPT EFT | $3,447,564 | 69,256 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,999,544 | 8,106 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $2,995,836 | 34,666 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPME | DIVERSFED RTRN | $2,881,777 | 23,200 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPSE | DIVERSFD EQT ETF | $2,498,352 | 41,525 | SH | None |
| NORTHERN LTS FD TR IV | BIBL | INSPIRE 100 ETF | $2,223,055 | 38,408 | SH | None |
| GLOBAL X FDS | CATH | S&P 500 CATHOLIC | $2,216,128 | 25,041 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $1,979,235 | 12,609 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $1,963,691 | 40,547 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,766,111 | 2,365 | SH | None |
| SPDR INDEX SHS FDS | GWX | ST INTL CAP ETF | $1,760,246 | 40,225 | SH | None |
| FIRST TR EXCH TRADED FD III | FMB | MANAGD MUN ETF | $1,517,284 | 29,538 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $1,513,326 | 20,937 | SH | None |
| APPLE INC | AAPL | COM | $1,448,247 | 5,005 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | KNG | FT VEST S&P 500 | $1,379,710 | 27,321 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,340,166 | 3,638 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $1,254,700 | 55,079 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $1,108,728 | 9,440 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,064,079 | 5,318 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $1,034,868 | 13,597 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $816,975 | 17,453 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $786,927 | 1,816 | SH | None |
| FIRST TR EXCH TRADED FD III | FSMB | SHRT DUR MNG MUN | $749,625 | 37,500 | SH | None |
| GOLDMAN SACHS ETF TR | GSUS | MARKETBETA US EQ | $746,341 | 7,239 | SH | None |
| SPDR SERIES TRUST | SPIP | ST STR TIPS ETF | $745,644 | 29,036 | SH | None |
| NUSHARES ETF TR | NURE | NUVEEN SHRT TERM | $705,238 | 21,807 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | WCMI | WCM INTL EQUITY | $624,381 | 31,905 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $585,479 | 5,731 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $556,970 | 4,878 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $541,747 | 3,189 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $535,398 | 5,154 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $533,026 | 3,594 | SH | None |
| EXPEDIA GROUP INC | EXPE | COM NEW | $531,975 | 2,079 | SH | None |
| SPDR SERIES TRUST | JNK | ST BLOO HIGH ETF | $519,434 | 5,390 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $519,114 | 718 | SH | None |
| SPDR SERIES TRUST | EBND | SST SPDR BLOOMBE | $518,063 | 24,764 | SH | None |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $507,048 | 31,930 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTGS | GROWTH STRENGTH | $499,234 | 13,492 | SH | None |
| CATERPILLAR INC | CAT | COM | $477,075 | 448 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $476,471 | 4,733 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $472,771 | 5,159 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $454,588 | 13,586 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.