Shorehaven Wealth Partners, Llc Portfolio Stock Holdings
Shorehaven Wealth Partners, Llc disclosed 103 stock positions valued at approximately $278.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and BLACKROCK ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 103
- Portfolio Value
- $278.4M
Holdings by Sector
Shorehaven Wealth Partners, Llc Portfolio Holdings in Q1 2026
97 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 12.40% | 305,347 | +42,441 | +16.14% | $34,537,776 |
| AMERICAN CENTY ETF TR | AVLV | Other | 10.13% | 349,848 | +31,804 | +10.00% | $28,201,281 |
| BLACKROCK ETF TRUST | DYNF | Other | 5.30% | 253,479 | -70,622 | -21.79% | $14,747,400 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.84% | 132,593 | -36,631 | -21.65% | $10,684,318 |
| ISHARES TR | TLT | Other | 3.25% | 104,315 | +4,769 | +4.79% | $9,043,075 |
| ISHARES TR | QUAL | Other | 2.62% | 37,971 | +72 | +0.19% | $7,283,308 |
| WISDOMTREE TR | DNL | Other | 2.51% | 173,366 | +6,989 | +4.20% | $6,998,803 |
| APPLE INC | AAPL | Technology | 2.35% | 25,817 | -496 | -1.88% | $6,552,135 |
| ISHARES TR | IWL | Other | 2.26% | 39,211 | +901 | +2.35% | $6,292,526 |
| SPDR SERIES TRUST | VLU | Other | 2.25% | 29,201 | +371 | +1.29% | $6,277,611 |
| ISHARES TR | EFV | Other | 2.16% | 80,855 | -16,432 | -16.89% | $6,011,581 |
| ISHARES TR | MTUM | Other | 2.02% | 23,482 | +943 | +4.18% | $5,635,459 |
| ISHARES TR | IVLU | Other | 1.85% | 129,807 | -4,933 | -3.66% | $5,150,755 |
| ISHARES TR | LRGF | Other | 1.82% | 76,858 | -216 | -0.28% | $5,072,647 |
| GLOBAL X FDS | SHLD | Other | 1.77% | 69,412 | +25,234 | +57.12% | $4,917,155 |
| ISHARES TR | ITOT | Other | 1.33% | 25,914 | +1,704 | +7.04% | $3,690,953 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.30% | 69,437 | -17,376 | -20.02% | $3,605,867 |
| ISHARES TR | OEF | Other | 1.28% | 11,213 | +2,957 | +35.82% | $3,566,549 |
| ISHARES TR | EFG | Other | 1.19% | 29,857 | -1,455 | -4.65% | $3,325,138 |
| ISHARES GOLD TR | IAU | Other | 1.11% | 34,980 | -31,508 | -47.39% | $3,083,837 |
| BNY MELLON ETF TRUST | BKHY | Other | 1.00% | 58,958 | -727 | -1.22% | $2,795,185 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.98% | 10,858 | - | - | $2,720,798 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.95% | 88,527 | -9,137 | -9.36% | $2,654,925 |
| JANUS DETROIT STR TR | JAAA | Other | 0.94% | 52,105 | +5,180 | +11.04% | $2,624,552 |
| ISHARES TR | GOVT | Other | 0.91% | 110,478 | +110,478 | +100.00% | $2,531,051 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 0.85% | 103,323 | +68,003 | +192.53% | $2,374,363 |
| ISHARES TR | IAGG | Other | 0.83% | 46,089 | +38,554 | +511.67% | $2,306,294 |
| ISHARES TR | QLTA | Other | 0.76% | 44,619 | -11,538 | -20.55% | $2,123,403 |
| ISHARES TR | MBB | Other | 0.76% | 22,210 | +249 | +1.13% | $2,108,811 |
| ISHARES TR | IEV | Other | 0.74% | 30,437 | -285 | -0.93% | $2,067,886 |
| ISHARES TR | TLH | Other | 0.63% | 17,547 | -70 | -0.40% | $1,767,384 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.63% | 71,050 | -945 | -1.31% | $1,761,327 |
| WISDOMTREE TR | DTH | Other | 0.62% | 31,858 | +3,762 | +13.39% | $1,723,205 |
| ISHARES TR | IEF | Other | 0.61% | 17,866 | -106 | -0.59% | $1,705,087 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.58% | 34,087 | -15,773 | -31.63% | $1,620,512 |
| ISHARES TR | DGRO | Other | 0.56% | 22,180 | -4,059 | -15.47% | $1,556,561 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.56% | 28,500 | -202,785 | -87.68% | $1,554,653 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.54% | 3,140 | -4 | -0.13% | $1,504,663 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 4,534 | +13 | +0.29% | $1,303,805 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.47% | 21,934 | +21,934 | +100.00% | $1,294,764 |
| ISHARES INC | EMXC | Other | 0.45% | 15,987 | -250 | -1.54% | $1,257,537 |
| ISHARES TR | USMV | Other | 0.45% | 13,513 | -31 | -0.23% | $1,253,152 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.43% | 25,792 | +960 | +3.87% | $1,209,888 |
| ISHARES TR | IGEB | Other | 0.43% | 26,708 | -3,287 | -10.96% | $1,203,474 |
| ISHARES TR | LQD | Other | 0.42% | 10,657 | -853 | -7.41% | $1,161,470 |
| ISHARES TR | HYG | Other | 0.40% | 14,146 | +805 | +6.03% | $1,125,481 |
| BLACKROCK ETF TRUST | BALI | Other | 0.40% | 36,114 | -289 | -0.79% | $1,112,678 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 0.37% | 23,186 | -11,412 | -32.98% | $1,038,750 |
| NVIDIA CORPORATION | NVDA | Technology | 0.37% | 5,874 | +58 | +1.00% | $1,024,387 |
| MICROSOFT CORP | MSFT | Technology | 0.32% | 2,444 | -48 | -1.93% | $904,708 |
| ISHARES TR | IWB | Other | 0.31% | 2,455 | +38 | +1.57% | $875,411 |
| WISDOMTREE TR | DHS | Other | 0.31% | 7,938 | -4,554 | -36.46% | $866,953 |
| VANECK ETF TRUST | EMLC | Other | 0.30% | 33,771 | +1,191 | +3.66% | $847,989 |
| SPDR SERIES TRUST | XAR | Other | 0.29% | 3,203 | -230 | -6.70% | $813,498 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.29% | 16,195 | +81 | +0.50% | $812,982 |
| SPDR SERIES TRUST | SPBO | Other | 0.29% | 27,528 | -495 | -1.77% | $799,146 |
| BLACKROCK ETF TRUST II | HYMU | Other | 0.26% | 32,893 | -839 | -2.49% | $724,297 |
| ISHARES INC | HYXU | Other | 0.26% | 13,694 | +13,694 | +100.00% | $718,454 |
| ALPHABET INC | GOOG | Communication Services | 0.25% | 2,406 | +41 | +1.73% | $690,199 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 3,231 | -80 | -2.42% | $668,488 |
| ISHARES TR | HYGW | Other | 0.23% | 22,065 | -19,265 | -46.61% | $650,829 |
| ISHARES TR | HDV | Other | 0.23% | 4,784 | +4,784 | +100.00% | $649,325 |
| ISHARES TR | EEM | Other | 0.22% | 10,829 | +1 | +0.01% | $614,971 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 2,766 | -26 | -0.93% | $576,075 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.20% | 11,430 | -3,372 | -22.78% | $570,243 |
| ISHARES TR | IGRO | Other | 0.20% | 6,493 | -1,360 | -17.32% | $543,938 |
| WORLD GOLD TR | GLDM | Other | 0.18% | 5,433 | -17 | -0.31% | $503,585 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 1,572 | +5 | +0.32% | $462,414 |
| WISDOMTREE TR | DLN | Other | 0.15% | 4,771 | -2,545 | -34.79% | $426,222 |
| ISHARES TR | IVE | Other | 0.14% | 1,895 | -158 | -7.70% | $400,208 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.14% | 2,396 | - | - | $396,235 |
| ISHARES TR | IWD | Other | 0.14% | 1,837 | +1 | +0.05% | $392,406 |
| ROBLOX CORP | RBLX | Communication Services | 0.14% | 6,695 | - | - | $378,669 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.13% | 7,379 | -203 | -2.68% | $373,825 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.13% | 3,211 | +25 | +0.78% | $363,454 |
| SPDR SERIES TRUST | TFI | Other | 0.13% | 7,995 | +1,530 | +23.67% | $362,493 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.13% | 17,000 | - | - | $359,550 |
| ISHARES TR | USIG | Other | 0.13% | 6,869 | +1,423 | +26.13% | $351,899 |
| SPDR SERIES TRUST | HYMB | Other | 0.12% | 13,606 | -7,923 | -36.80% | $337,429 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.11% | 7,332 | -4,359 | -37.29% | $294,311 |
| BLACKROCK INC | BLK | Other | 0.10% | 299 | +1 | +0.34% | $287,451 |
| ISHARES TR | FIBR | Other | 0.10% | 3,214 | +20 | +0.63% | $286,046 |
| ISHARES INC | IEMG | Other | 0.10% | 3,999 | -218 | -5.17% | $278,925 |
| FIDELITY COVINGTON TRUST | FDEV | Other | 0.10% | 7,489 | +93 | +1.26% | $267,208 |
| ISHARES TR | IVV | Other | 0.09% | 405 | +2 | +0.50% | $264,233 |
| MORGAN STANLEY | MS | Financial Services | 0.09% | 1,541 | +121 | +8.52% | $253,599 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 774 | +1 | +0.13% | $248,232 |
| PIMCO CORPORATE & INCM STRG | PCN | Financial Services | 0.09% | 20,000 | +20,000 | +100.00% | $238,000 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.08% | 702 | +1 | +0.14% | $229,603 |
| ISHARES TR | IEFA | Other | 0.08% | 2,530 | - | - | $229,064 |
| FIDELITY COVINGTON TRUST | FDMO | Other | 0.08% | 2,798 | -108 | -3.72% | $224,120 |
| FIDELITY COVINGTON TRUST | FDRR | Other | 0.08% | 3,795 | -117 | -2.99% | $223,159 |
| CORNING INC | GLW | Technology | 0.08% | 1,581 | +1,581 | +100.00% | $214,969 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.08% | 2,310 | +2,310 | +100.00% | $214,517 |
| AT&T INC | T | Communication Services | 0.08% | 7,217 | -1,763 | -19.63% | $209,216 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.07% | 1,368 | +1,368 | +100.00% | $202,568 |
| CIBUS INC | CBUS | Healthcare | 0.01% | 13,043 | +13,043 | +100.00% | $25,826 |