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CIK: 0001807060
Total reported value
$1.5B
$1.5B
1826 檔
47.1%
In Q1 2026, SHP Wealth Management's U.S. equity holdings reached a combined market value of $1.5B, distributed across 1826 disclosed stock positions.
In Q1 2026, SHP Wealth Management displayed an active expansion posture, initiating 21 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1826 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.00% | +2.20% | +0.61% | |
| 2 | IDMO | Invesco S&p International De | ETF-Other | 8.29% | +0.19% | +132.36% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.34% | +0.27% | -1.37% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 6.22% | -6.10% | +17.81% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.81% | +0.66% | +6.49% | |
| 6 | USTB | Victoryshares Short-term Bon | ETF-Other | 4.76% | +1.46% | +63100.76% | |
| 7 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 4.56% | +0.36% | +9.32% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.03% | +0.04% | +25.72% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.81% | -1.57% | +5.49% | |
| 10 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.80% | -0.02% | -12.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.08% | +2.88% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.67% | -1.61% | -16.07% | |
| 13 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.62% | -1.59% | +1.11% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.08% | +3.37% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.18% | +1.30% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.85% | +0.02% | +5.30% | |
| 17 | LVHI | Franklin International Low V | ETF-Other | 0.78% | -0.09% | +4.31% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.13% | +4.60% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.08% | -0.20% | |
| 20 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.65% | +0.01% | +4.95% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.08% | -4.53% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.59% | -0.38% | +1.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.02% | +2.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.09% | -4.37% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | -4.37% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.02% | -0.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | +23.25% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.08% | +19.23% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.03% | -3.53% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.25% | +0.01% | +16.11% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.02% | +1.86% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.04% | -1.72% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | -0.01% | +5.98% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.22% | -0.02% | +25.45% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.01% | -7.82% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.03% | -4.15% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.19% | +0.01% | +0.07% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.08% | +0.65% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.03% | +2.30% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.18% | — | +8.46% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.17% | +0.06% | +23.78% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.16% | -0.05% | -7.57% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.03% | -8.57% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.02% | +0.11% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.16% | -0.05% | -91.24% | |
| 46 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 0.16% | -0.01% | +2.53% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | +0.29% | |
| 48 | ES | Eversource Energy | Stock-Utilities | 0.15% | -0.01% | -0.08% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.15% | — | +46.95% | |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.15% | -0.01% | -5.85% |
According to official SEC Form 13F filings, SHP Wealth Management reported a total U.S. public equity portfolio value of $1.5B across 1826 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IDMO, DGRO) accounted for 47.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLOF
市值: $919.7K
Top Position Liquidated / Trimmed
ACWI
前期市值: $521.1K
During Q1 2026, SHP Wealth Management's top holdings by market value included VOO (25.0%)、IDMO (8.3%)、DGRO (6.3%). The largest single position, VOO, represented 25.0% of total portfolio value.
In Q1 2026, SHP Wealth Management made 199 total portfolio adjustments, initiating 21 new buys, adding to 90 positions, trimming 79 holdings, and fully liquidating 9 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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