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CIK: 0001844922
Total reported value
$317.9M
$317.9M
103 檔
30.9%
As reported in its official Q1 2026 Form 13F filing, ShoreHaven Wealth Partners, LLC's tracked investment portfolio stood at $317.9M with 103 total positions.
ShoreHaven Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 12 holdings and trimming 47 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.40% | +3.75% | +16.14% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.13% | +0.55% | +10.00% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.30% | +1.15% | -21.79% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.84% | -0.75% | -21.65% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 3.63% | +0.04% | — | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.25% | -2.56% | +4.79% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.98% | +0.48% | +32.44% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.86% | -0.72% | +5.10% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.62% | -1.98% | +0.19% | |
| 10 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 2.51% | +0.05% | +4.20% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.02% | -1.89% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.26% | +0.02% | +2.35% | |
| 13 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 2.25% | -0.07% | +1.29% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.16% | -0.87% | -16.89% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.02% | -0.19% | +4.18% | |
| 16 | IVLU | Ishares Msci International V | ETF-Other | 1.85% | -0.15% | -3.66% | |
| 17 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.82% | -0.04% | -0.28% | |
| 18 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.77% | -0.15% | +57.12% | |
| 19 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.61% | +0.08% | — | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.33% | +0.01% | +7.04% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.30% | -0.02% | -20.02% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.28% | -0.03% | +35.82% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.19% | -0.02% | -4.65% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.11% | -0.27% | -47.39% | |
| 25 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 1.00% | +0.51% | -1.22% | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.98% | -0.22% | — | |
| 27 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.95% | +0.24% | -9.36% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.94% | -0.11% | +11.04% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.91% | +1.04% | — | |
| 30 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.85% | -0.03% | +192.53% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | -0.83% | EXIT | |
| 32 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.76% | -0.49% | -20.55% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | -0.03% | +1.13% | |
| 34 | IEV | Ishares Europe ETF | ETF-Other | 0.74% | -0.06% | -0.93% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.63% | -0.63% | EXIT | |
| 36 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.63% | +0.18% | -1.31% | |
| 37 | DTH | Wisdomtree International Hig | ETF-Other | 0.62% | -0.10% | +13.39% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.61% | -0.07% | -0.59% | |
| 39 | FMHI | First Trust Municipal High I | ETF-Other | 0.58% | -0.07% | -31.63% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.05% | -15.47% | |
| 41 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.56% | -0.06% | -87.68% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | -0.13% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.04% | +0.29% | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.47% | -0.46% | EXIT | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.45% | +0.06% | -1.54% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.04% | -0.23% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.43% | -0.04% | +3.87% | |
| 48 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.43% | -0.04% | -10.96% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.42% | -0.09% | -7.41% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.40% | -0.04% | +6.03% |
According to official SEC Form 13F filings, ShoreHaven Wealth Partners, LLC reported a total U.S. public equity portfolio value of $317.9M across 103 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, AVLV, DYNF) accounted for 30.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $10.1M
Top Position Liquidated / Trimmed
IYW
前期市值: $1.8M
During Q1 2026, ShoreHaven Wealth Partners, LLC's top holdings by market value included IVW (12.4%)、AVLV (10.1%)、DYNF (5.3%). The largest single position, IVW, represented 12.4% of total portfolio value.
In Q1 2026, ShoreHaven Wealth Partners, LLC made 110 total portfolio adjustments, initiating 11 new buys, adding to 40 positions, trimming 47 holdings, and fully liquidating 12 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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