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CIK: 0001807060
Total reported value
$1.5B
$1.5B
1565 檔
44.7%
The Q4 2025 SEC filing reveals that SHP Wealth Management held a total portfolio value of $1.5B, covering 1565 public equity positions.
During Q4 2025, SHP Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DGRO, IUSG) accounted for 44.7% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.89% | +2.20% | — | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.55% | +0.27% | — | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.09% | +0.66% | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.51% | -6.10% | — | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.50% | -0.06% | — | |
| 6 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 4.53% | +0.36% | — | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 3.73% | +0.19% | — | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.34% | +0.04% | — | |
| 9 | FLBL | Franklin Senior Loan ETF | ETF-Other | 2.16% | -0.02% | — | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.08% | -1.61% | — | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.00% | -0.05% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | +0.08% | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.79% | -1.57% | — | |
| 14 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.60% | -1.59% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.08% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.18% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.08% | — | |
| 18 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.85% | +0.02% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.13% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.08% | — | |
| 21 | LVHI | Franklin International Low V | ETF-Other | 0.70% | -0.09% | — | |
| 22 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.66% | +0.01% | — | |
| 23 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | -0.38% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.09% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.02% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.02% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.03% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.02% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.25% | +0.04% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | +0.03% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | — | — | |
| 34 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.22% | +0.01% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.03% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.03% | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | -0.01% | — | |
| 38 | SYY | Sysco CORP | Stock-Consumer Staples | 0.20% | +0.01% | — | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.20% | — | — | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.18% | -0.05% | — | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.18% | -0.02% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.08% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.08% | — | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.17% | — | — | |
| 47 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.16% | -0.01% | — | |
| 48 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.16% | +0.06% | — | |
| 49 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.16% | -0.01% | — | |
| 50 | ES | Eversource Energy | Stock-Utilities | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, SHP Wealth Management reported a total U.S. public equity portfolio value of $1.5B across 1565 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, SHP Wealth Management's top holdings by market value included VOO (26.9%)、DGRO (6.5%)、IUSG (6.1%). The largest single position, VOO, represented 26.9% of total portfolio value.
In Q4 2025, SHP Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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