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CIK: 0001844922
Total reported value
$317.9M
$317.9M
101 檔
29.7%
As reported in its official Q3 2025 Form 13F filing, ShoreHaven Wealth Partners, LLC's tracked investment portfolio stood at $317.9M with 101 total positions.
In Q3 2025, ShoreHaven Wealth Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.39% | +3.75% | +1.92% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.21% | +0.55% | +7.98% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.83% | +1.15% | +32.77% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.80% | -0.06% | +57.44% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.63% | -1.98% | -15.74% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.74% | -2.56% | -4.08% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.66% | -0.75% | +102.16% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.83% | -0.72% | +4.22% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.79% | -0.87% | -33.52% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.73% | +0.48% | +165.47% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.44% | -0.02% | -0.25% | |
| 12 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 2.43% | +0.05% | -25.04% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.35% | +0.02% | -0.17% | |
| 14 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 2.18% | -0.07% | -0.20% | |
| 15 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.01% | -0.04% | -0.02% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.81% | -0.27% | +11.47% | |
| 17 | IVLU | Ishares Msci International V | ETF-Other | 1.76% | -0.15% | -0.33% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.74% | -0.02% | -16.98% | |
| 19 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.47% | +0.24% | +2.95% | |
| 20 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 1.41% | -0.49% | -0.30% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.31% | -0.02% | +0.27% | |
| 22 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.30% | -0.15% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.30% | +0.01% | -3.60% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.26% | -0.19% | +3.37% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.23% | -0.22% | — | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.02% | -0.03% | -18.52% | |
| 27 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 1.00% | +0.51% | +1.01% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.81% | -0.03% | +3.78% | |
| 29 | FMHI | First Trust Municipal High I | ETF-Other | 0.80% | -0.07% | +75.85% | |
| 30 | IEV | Ishares Europe ETF | ETF-Other | 0.75% | -0.06% | -1.60% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.04% | +57.01% | |
| 32 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.69% | +0.18% | -27.84% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.66% | -0.63% | EXIT | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.65% | -0.05% | -4.80% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.61% | -0.07% | +2.08% | |
| 36 | DTH | Wisdomtree International Hig | ETF-Other | 0.61% | -0.10% | +16.87% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.60% | -0.11% | +1.96% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.05% | +3.02% | |
| 39 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.58% | -0.37% | EXIT | |
| 40 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.51% | -0.02% | -31.57% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.50% | -0.09% | -41.33% | |
| 42 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.49% | -0.04% | — | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.04% | -5.03% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.44% | +0.06% | -48.22% | |
| 45 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.44% | -0.03% | +77.39% | |
| 46 | HYGW | Ishares Hy CORP Bd Buywr ETF | ETF-Other | 0.43% | -0.23% | EXIT | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | -0.04% | -1.18% | |
| 48 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 0.41% | +0.27% | -3.41% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.04% | — | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.40% | -0.04% | -1.06% |
According to official SEC Form 13F filings, ShoreHaven Wealth Partners, LLC reported a total U.S. public equity portfolio value of $317.9M across 101 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, AVLV, DYNF) accounted for 29.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVEM
市值: $9.9M
Top Position Liquidated / Trimmed
IYW
前期市值: $3.3M
During Q3 2025, ShoreHaven Wealth Partners, LLC's top holdings by market value included IVW (11.4%)、AVLV (7.2%)、DYNF (6.8%). The largest single position, IVW, represented 11.4% of total portfolio value.
In Q3 2025, ShoreHaven Wealth Partners, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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