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CIK: 0002044675
Total reported value
$174.2M
$174.2M
106 檔
25.0%
According to the latest 13F quarterly dataset, Shum Financial Group, Inc. managed an equity portfolio of $174.2M at the end of Q2 2026, spanning 106 distinct U.S. exchange-listed positions.
In Q2 2026, Shum Financial Group, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.56% | +0.69% | +1.03% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 7.18% | +0.06% | +3.59% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.28% | -0.05% | +5.75% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.29% | -0.80% | -1.80% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.95% | -1.14% | -1.86% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | +0.92% | +4.78% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 2.85% | +0.15% | +10.81% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.32% | +9.93% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.64% | +0.34% | +6.68% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.51% | -0.06% | +7.27% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.47% | -0.10% | +2.62% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | -0.14% | +9.30% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | -0.06% | +4.21% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.05% | +0.06% | +14.60% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | -0.10% | -0.48% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.95% | -0.22% | +0.84% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.04% | +1.55% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.05% | -0.23% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.75% | -0.14% | +4.64% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.61% | -0.08% | -1.92% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.18% | +0.39% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.38% | +0.19% | +2.99% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | -0.21% | +0.33% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.27% | +0.07% | +0.37% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.31% | -4.49% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.19% | +0.08% | +3.47% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | -0.08% | -2.22% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.04% | -0.22% | +101.79% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.07% | +3.44% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | -0.18% | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.89% | -0.11% | -0.08% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.87% | -0.15% | +0.37% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | -0.09% | -0.61% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | — | -1.89% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.78% | -0.05% | -0.11% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.74% | -0.03% | -0.23% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.02% | +10.14% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | -0.04% | -0.37% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.68% | -0.06% | — | |
| 40 | PPL | Ppl CORP | Stock-Utilities | 0.67% | -0.10% | -1.60% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | -0.15% | +0.17% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | +0.21% | +7.92% | |
| 43 | FIXT | Tcw Core Plus Bond ETF | ETF-Other | 0.57% | -0.06% | -0.82% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | — | +1.03% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | — | +0.80% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | -0.04% | +4.91% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.53% | -0.09% | -1.00% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.07% | -8.44% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.02% | +57.79% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.48% | +0.02% | +10.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.7% | +3.47% | Add |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | +0.7% | NEW | New buy |
| 3 | PANW | Palo Alto Networks Inc | +0.6% | +2.99% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | NEW | New buy |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +101.79% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | New buy |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.4% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.30% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +0.33% | Add |
| 10 | VTV | Vanguard Value ETF | +0.3% | NEW | New buy |
| 11 | APH | Amphenol Corp-cl A | +0.3% | NEW | New buy |
| 12 | IXN | Ishares Global Tech ETF | +0.3% | -1.92% | Trim |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +7.92% | Add |
| 14 | CALI | Ishrs Sh-trm Ca Muni Act ETF | +0.3% | NEW | New buy |
| 15 | ASML | ASML Holding N.V. | +0.3% | +57.79% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +9.93% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 18 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +14.60% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.2% | -0.61% | Trim |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +4.21% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 22 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 23 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | NEW | New buy |
| 26 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 27 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +5.75% | Add |
| 28 | QCOM | Qualcomm Inc | +0.1% | -0.37% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 30 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 31 | CMF | Ishares California Muni Bond | +0.1% | NEW | New buy |
| 32 | AVGO | Broadcom Inc | +0.1% | +10.14% | Add |
| 33 | LLY | Eli Lilly & Co | +0.1% | -2.22% | Trim |
| 34 | GE | General Electric | +0.1% | +0.25% | Add |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | +9.87% | Add |
| 36 | ANET | Arista Networks Inc | +0.1% | +5.92% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | +0.1% | +29.64% | Add |
| 38 | GEV | GE Vernova Inc | 0% | +0.21% | Add |
| 39 | IQLT | Ishares Msci International Q | 0% | +10.81% | Add |
| 40 | ACWI | Ishares Msci Acwi ETF | 0% | +10.23% | Add |
| 41 | SPEM | State Street Sp Ptf Em ETF | 0% | +6.68% | Add |
| 42 | SCHW | Schwab (charles) CORP | 0% | +21.70% | Add |
| 43 | PSA | Public Storage | 0% | +2.29% | Add |
| 44 | MS | Morgan Stanley | 0% | -0.52% | Trim |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | — | -1.80% | Trim |
| 46 | META | Meta Platforms Inc-class A | — | +18.93% | Add |
| 47 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +4.64% | Add |
| 49 | IBM | Intl Business Machines CORP | 0% | +0.17% | Add |
| 50 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.34% | Add |
According to official SEC Form 13F filings, Shum Financial Group, Inc. reported a total U.S. public equity portfolio value of $174.2M across 106 disclosed positions in Q2 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 AAPL, EFV, QUAL) accounted for 25.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
EMB
市值: $1.1M
Top Position Liquidated / Trimmed
EMTL
前期市值: $1.1M
During Q2 2026, Shum Financial Group, Inc.'s top holdings by market value included AAPL (8.6%)、EFV (7.2%)、QUAL (4.3%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 2026, Shum Financial Group, Inc. made 106 total portfolio adjustments, initiating 17 new buys, adding to 48 positions, trimming 37 holdings, and fully liquidating 4 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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