# EDGAR Filing Document

**Accession Number:** 0002056591
**File Stem:** 0001951757-25-001410
**Filing Date:** 2025-11
**Character Count:** 11901
**Document Hash:** 6bcb3eb901b5dff9f255ce4933f6c047
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001410.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001951757-25-001410

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
- **CENTRAL INDEX KEY:** 0002056591

**ORGANIZATION NAME:**
- **EIN:** 454177818
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25103
- **FILM NUMBER:** 251475696

**BUSINESS ADDRESS:**
- **STREET 1:** 540 SOUTH WESTLAND DRIVE
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54914
- **BUSINESS PHONE:** 920-882-0427

**MAIL ADDRESS:**
- **STREET 1:** 540 SOUTH WESTLAND DRIVE
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54914

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** STONEHAVEN WEALTH  TAX SOLUTIONS LLC<br>**Address:** 540 SOUTH WESTLAND DRIVE<br>APPLETON, WI 54914

**Form 13F File Number:** 028-25103

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Much<br>**Title:** Chief Compliance Officer<br>**Phone:** (920) 882-0427

**Signature, Place, and Date of Signing:**

Brian Much  Appleton, WI  11-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 81

**Form 13F Information Table Value Total:** $108198896

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN INCOME CREDIT STRATEGI | COM | 003057106 |  | 60569 | 10443 | SH |  | SOLE |  | 0 | 0 | 10443 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 441284 | 2469 | SH |  | SOLE |  | 0 | 0 | 2469 |
| AMEREN CORP | COM | 023608102 |  | 216067 | 2070 | SH |  | SOLE |  | 0 | 0 | 2070 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 363051 | 1093 | SH |  | SOLE |  | 0 | 0 | 1093 |
| APPLE INC | COM | 037833100 |  | 871598 | 3423 | SH |  | SOLE |  | 0 | 0 | 3423 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 512899 | 3520 | SH |  | SOLE |  | 0 | 0 | 3520 |
| BARCLAYS PLC | ADR | 06738E204 |  | 201284 | 9738 | SH |  | SOLE |  | 0 | 0 | 9738 |
| BXP INC | COM | 101121101 |  | 262346 | 3529 | SH |  | SOLE |  | 0 | 0 | 3529 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 239210 | 5304 | SH |  | SOLE |  | 0 | 0 | 5304 |
| CATERPILLAR INC | COM | 149123101 |  | 306807 | 643 | SH |  | SOLE |  | 0 | 0 | 643 |
| DISNEY WALT CO | COM | 254687106 |  | 381285 | 3330 | SH |  | SOLE |  | 0 | 0 | 3330 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 300087 | 462 | SH |  | SOLE |  | 0 | 0 | 462 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 269134 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 4399582 | 46984 | SH |  | SOLE |  | 0 | 0 | 46984 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 |  | 541864 | 32120 | SH |  | SOLE |  | 0 | 0 | 32120 |
| FIRST TR EXCHANGE-TRADED FD | WCM DEVELOPING W | 33733E740 |  | 373489 | 21748 | SH |  | SOLE |  | 0 | 0 | 21748 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 |  | 261245 | 7275 | SH |  | SOLE |  | 0 | 0 | 7275 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 4559449 | 98604 | SH |  | SOLE |  | 0 | 0 | 98604 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 243368 | 4800 | SH |  | SOLE |  | 0 | 0 | 4800 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 3315217 | 66584 | SH |  | SOLE |  | 0 | 0 | 66584 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 1404743 | 28488 | SH |  | SOLE |  | 0 | 0 | 28488 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 6082230 | 241469 | SH |  | SOLE |  | 0 | 0 | 241469 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 6477154 | 170364 | SH |  | SOLE |  | 0 | 0 | 170364 |
| GLOBAL X FDS | S 500 CATHOLIC | 37954Y889 |  | 2023220 | 24960 | SH |  | SOLE |  | 0 | 0 | 24960 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 400000 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| GOLDMAN SACHS ETF TR | MARKETBETA US EQ | 381430123 |  | 1004296 | 10869 | SH |  | SOLE |  | 0 | 0 | 10869 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 309676 | 2377 | SH |  | SOLE |  | 0 | 0 | 2377 |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 38149W101 |  | 441693 | 10572 | SH |  | SOLE |  | 0 | 0 | 10572 |
| HANESBRANDS INC | COM | 410345102 |  | 109018 | 16543 | SH |  | SOLE |  | 0 | 0 | 16543 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 222833 | 9073 | SH |  | SOLE |  | 0 | 0 | 9073 |
| IAMGOLD CORP | COM | 450913108 |  | 179688 | 13897 | SH |  | SOLE |  | 0 | 0 | 13897 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 355183 | 26447 | SH |  | SOLE |  | 0 | 0 | 26447 |
| INVESCO DB US DLR INDEX TR | BULLISH FD | 46141D203 |  | 458839 | 16679 | SH |  | SOLE |  | 0 | 0 | 16679 |
| ISHARES TR | CORE S ETF | 464287200 |  | 232916 | 348 | SH |  | SOLE |  | 0 | 0 | 348 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 8150425 | 81301 | SH |  | SOLE |  | 0 | 0 | 81301 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 2577252 | 28838 | SH |  | SOLE |  | 0 | 0 | 28838 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 554223 | 4664 | SH |  | SOLE |  | 0 | 0 | 4664 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 917421 | 14112 | SH |  | SOLE |  | 0 | 0 | 14112 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 2024663 | 14646 | SH |  | SOLE |  | 0 | 0 | 14646 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1004004 | 8401 | SH |  | SOLE |  | 0 | 0 | 8401 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 225275 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1305794 | 56479 | SH |  | SOLE |  | 0 | 0 | 56479 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 603519 | 5839 | SH |  | SOLE |  | 0 | 0 | 5839 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 568653 | 5647 | SH |  | SOLE |  | 0 | 0 | 5647 |
| JABIL INC | COM | 466313103 |  | 267336 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 10621890 | 151460 | SH |  | SOLE |  | 0 | 0 | 151460 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 1258640 | 20007 | SH |  | SOLE |  | 0 | 0 | 20007 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 |  | 2034639 | 40848 | SH |  | SOLE |  | 0 | 0 | 40848 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 2399018 | 22122 | SH |  | SOLE |  | 0 | 0 | 22122 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 327252 | 2444 | SH |  | SOLE |  | 0 | 0 | 2444 |
| METLIFE INC | COM | 59156R108 |  | 239038 | 2902 | SH |  | SOLE |  | 0 | 0 | 2902 |
| MICROSOFT CORP | COM | 594918104 |  | 204072 | 394 | SH |  | SOLE |  | 0 | 0 | 394 |
| NIKE INC | CL B | 654106103 |  | 295516 | 4238 | SH |  | SOLE |  | 0 | 0 | 4238 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 66538H534 |  | 1743789 | 39248 | SH |  | SOLE |  | 0 | 0 | 39248 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 972268 | 5211 | SH |  | SOLE |  | 0 | 0 | 5211 |
| NUSHARES ETF TR | NUVEEN SHRT TERM | 67092P706 |  | 597335 | 20748 | SH |  | SOLE |  | 0 | 0 | 20748 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 205183 | 1265 | SH |  | SOLE |  | 0 | 0 | 1265 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 311602 | 2028 | SH |  | SOLE |  | 0 | 0 | 2028 |
| PULTE GROUP INC | COM | 745867101 |  | 273377 | 2069 | SH |  | SOLE |  | 0 | 0 | 2069 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1594169 | 2393 | SH |  | SOLE |  | 0 | 0 | 2393 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1527810 | 4298 | SH |  | SOLE |  | 0 | 0 | 4298 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 4179618 | 89289 | SH |  | SOLE |  | 0 | 0 | 89289 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 |  | 1773786 | 44146 | SH |  | SOLE |  | 0 | 0 | 44146 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 371434 | 10960 | SH |  | SOLE |  | 0 | 0 | 10960 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 428054 | 20040 | SH |  | SOLE |  | 0 | 0 | 20040 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 367175 | 12122 | SH |  | SOLE |  | 0 | 0 | 12122 |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | 78464A656 |  | 770135 | 29266 | SH |  | SOLE |  | 0 | 0 | 29266 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 10794155 | 137786 | SH |  | SOLE |  | 0 | 0 | 137786 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 371908 | 15535 | SH |  | SOLE |  | 0 | 0 | 15535 |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 |  | 599013 | 6113 | SH |  | SOLE |  | 0 | 0 | 6113 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 571511 | 6229 | SH |  | SOLE |  | 0 | 0 | 6229 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 262912 | 5676 | SH |  | SOLE |  | 0 | 0 | 5676 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 202214 | 1453 | SH |  | SOLE |  | 0 | 0 | 1453 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 248507 | 1037 | SH |  | SOLE |  | 0 | 0 | 1037 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 226793 | 4210 | SH |  | SOLE |  | 0 | 0 | 4210 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 307421 | 1101 | SH |  | SOLE |  | 0 | 0 | 1101 |
| TRIMBLE INC | COM | 896239100 |  | 213923 | 2620 | SH |  | SOLE |  | 0 | 0 | 2620 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2261905 | 45732 | SH |  | SOLE |  | 0 | 0 | 45732 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 856316 | 18235 | SH |  | SOLE |  | 0 | 0 | 18235 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2365449 | 7208 | SH |  | SOLE |  | 0 | 0 | 7208 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 401180 | 3501 | SH |  | SOLE |  | 0 | 0 | 3501 |

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