Shorehaven Wealth Partners, Llc Portfolio Stock Holdings
Shorehaven Wealth Partners, Llc disclosed 106 stock positions valued at approximately $317.9 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 June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $317.9M
Holdings by Sector
Shorehaven Wealth Partners, Llc Portfolio Holdings in Q2 2026
96 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 16.15% | 373,246 | +67,899 | +22.24% | $51,332,466 |
| AMERICAN CENTY ETF TR | AVLV | Other | 10.68% | 372,316 | +22,468 | +6.42% | $33,958,930 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.45% | 301,711 | +48,232 | +19.03% | $20,519,342 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.09% | 101,935 | -30,658 | -23.12% | $9,835,703 |
| WISDOMTREE TR | DNL | Other | 2.56% | 176,021 | +2,655 | +1.53% | $8,128,630 |
| APPLE INC | AAPL | Technology | 2.33% | 25,650 | -167 | -0.65% | $7,421,995 |
| ISHARES TR | IWL | Other | 2.28% | 39,152 | -59 | -0.15% | $7,241,162 |
| SPDR SERIES TRUST | VLU | Other | 2.18% | 29,028 | -173 | -0.59% | $6,914,568 |
| ISHARES TR | GOVT | Other | 1.95% | 271,524 | +161,046 | +145.77% | $6,185,317 |
| ISHARES TR | MTUM | Other | 1.83% | 17,004 | -6,478 | -27.59% | $5,829,312 |
| ISHARES TR | LRGF | Other | 1.78% | 74,892 | -1,966 | -2.56% | $5,664,104 |
| ISHARES TR | IVLU | Other | 1.70% | 129,310 | -497 | -0.38% | $5,407,736 |
| GLOBAL X FDS | SHLD | Other | 1.62% | 86,155 | +16,743 | +24.12% | $5,144,322 |
| BNY MELLON ETF TRUST | BKHY | Other | 1.51% | 101,068 | +42,110 | +71.42% | $4,811,812 |
| ISHARES TR | ITOT | Other | 1.34% | 25,982 | +68 | +0.26% | $4,268,071 |
| ISHARES TR | EFV | Other | 1.29% | 53,441 | -27,414 | -33.91% | $4,090,893 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.28% | 77,534 | +8,097 | +11.66% | $4,058,131 |
| ISHARES TR | OEF | Other | 1.25% | 10,864 | -349 | -3.11% | $3,974,859 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 1.19% | 145,908 | +57,381 | +64.82% | $3,786,313 |
| ISHARES TR | EFG | Other | 1.17% | 29,862 | +5 | +0.02% | $3,715,408 |
| ISHARES GOLD TR | IAU | Other | 0.84% | 35,180 | +200 | +0.57% | $2,656,442 |
| JANUS DETROIT STR TR | JAAA | Other | 0.83% | 52,343 | +238 | +0.46% | $2,642,799 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 0.82% | 110,405 | +7,082 | +6.85% | $2,596,737 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.81% | 101,728 | +30,678 | +43.18% | $2,560,496 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.76% | 7,198 | -3,660 | -33.71% | $2,410,034 |
| ISHARES TR | MBB | Other | 0.73% | 24,455 | +2,245 | +10.11% | $2,311,467 |
| ISHARES TR | TLT | Other | 0.69% | 25,346 | -78,969 | -75.70% | $2,190,433 |
| ISHARES TR | IEV | Other | 0.68% | 29,732 | -705 | -2.32% | $2,165,971 |
| BLACKROCK ETF TRUST | BALI | Other | 0.67% | 62,796 | +26,682 | +73.88% | $2,124,398 |
| ISHARES TR | QUAL | Other | 0.64% | 9,268 | -28,703 | -75.59% | $2,033,722 |
| ISHARES TR | IEF | Other | 0.54% | 18,052 | +186 | +1.04% | $1,707,212 |
| WISDOMTREE TR | DTH | Other | 0.52% | 30,664 | -1,194 | -3.75% | $1,659,229 |
| SPDR SERIES TRUST | TFI | Other | 0.52% | 36,217 | +28,222 | +353.00% | $1,658,739 |
| ISHARES INC | EMXC | Other | 0.51% | 15,984 | -3 | -0.02% | $1,635,163 |
| ISHARES TR | DGRO | Other | 0.51% | 21,418 | -762 | -3.44% | $1,623,301 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.51% | 33,442 | -645 | -1.89% | $1,621,581 |
| ALPHABET INC | GOOGL | Communication Services | 0.51% | 4,516 | -18 | -0.40% | $1,613,987 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.50% | 26,123 | -2,377 | -8.34% | $1,599,509 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.49% | 3,140 | - | - | $1,571,199 |
| ISHARES TR | USMV | Other | 0.41% | 13,412 | -101 | -0.75% | $1,293,679 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.39% | 23,952 | -1,840 | -7.13% | $1,240,253 |
| ISHARES TR | IGEB | Other | 0.39% | 27,411 | +703 | +2.63% | $1,236,524 |
| SPDR SERIES TRUST | XAR | Other | 0.39% | 4,332 | +1,129 | +35.25% | $1,229,378 |
| NVIDIA CORPORATION | NVDA | Technology | 0.36% | 5,772 | -102 | -1.74% | $1,154,975 |
| ISHARES TR | HYG | Other | 0.36% | 14,166 | +20 | +0.14% | $1,132,880 |
| ISHARES TR | LQD | Other | 0.33% | 9,758 | -899 | -8.44% | $1,064,268 |
| ISHARES TR | IWB | Other | 0.32% | 2,446 | -9 | -0.37% | $1,001,720 |
| WISDOMTREE TR | DHS | Other | 0.28% | 7,804 | -134 | -1.69% | $887,203 |
| MICROSOFT CORP | MSFT | Technology | 0.28% | 2,365 | -79 | -3.23% | $882,144 |
| VANECK ETF TRUST | EMLC | Other | 0.27% | 34,187 | +416 | +1.23% | $873,814 |
| ISHARES TR | QLTA | Other | 0.27% | 17,803 | -26,816 | -60.10% | $845,983 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 2,376 | -30 | -1.25% | $839,568 |
| SPDR SERIES TRUST | SPBO | Other | 0.25% | 27,777 | +249 | +0.90% | $806,653 |
| BLACKROCK ETF TRUST II | HYMU | Other | 0.24% | 33,794 | +901 | +2.74% | $758,664 |
| ISHARES INC | HYXU | Other | 0.23% | 13,823 | +129 | +0.94% | $744,529 |
| ISHARES TR | EEM | Other | 0.23% | 10,748 | -81 | -0.75% | $735,261 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.22% | 16,271 | +76 | +0.47% | $688,912 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 2,764 | -2 | -0.07% | $658,772 |
| ISHARES TR | HDV | Other | 0.20% | 23,725 | +18,941 | +395.92% | $650,310 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.19% | 11,783 | +353 | +3.09% | $595,984 |
| ISHARES TR | IGRO | Other | 0.18% | 6,555 | +62 | +0.95% | $576,367 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 3,248 | +17 | +0.53% | $538,367 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.16% | 1,577 | +5 | +0.32% | $516,076 |
| ISHARES TR | IWD | Other | 0.14% | 1,837 | - | - | $445,223 |
| NASDAQ INC | NDAQ | Financial Services | 0.14% | 5,480 | +5,480 | +100.00% | $431,934 |
| WORLD GOLD TR | GLDM | Other | 0.14% | 5,433 | - | - | $431,489 |
| ISHARES TR | IVE | Other | 0.13% | 1,845 | -50 | -2.64% | $419,010 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.13% | 8,109 | +730 | +9.89% | $416,542 |
| CORNING INC | GLW | Technology | 0.13% | 1,581 | - | - | $403,835 |
| WISDOMTREE TR | DLN | Other | 0.12% | 3,981 | -790 | -16.56% | $383,481 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.12% | 17,000 | - | - | $380,120 |
| ROBLOX CORP | RBLX | Communication Services | 0.11% | 6,695 | - | - | $364,074 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.11% | 2,000 | -396 | -16.53% | $361,820 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.11% | 3,238 | +27 | +0.84% | $358,197 |
| ISHARES TR | USIG | Other | 0.11% | 6,783 | -86 | -1.25% | $347,900 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 1,541 | - | - | $322,126 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.10% | 532 | +532 | +100.00% | $309,044 |
| ISHARES TR | FIBR | Other | 0.10% | 3,472 | +258 | +8.03% | $308,023 |
| ISHARES TR | IVV | Other | 0.10% | 406 | +1 | +0.25% | $303,947 |
| SPDR SERIES TRUST | HYMB | Other | 0.09% | 11,752 | -1,854 | -13.63% | $298,971 |
| BLACKROCK INC | BLK | Other | 0.09% | 299 | - | - | $287,840 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 774 | - | - | $286,324 |
| FIDELITY COVINGTON TRUST | FDMO | Other | 0.09% | 2,778 | -20 | -0.71% | $273,827 |
| ISHARES INC | IEMG | Other | 0.09% | 3,276 | -723 | -18.08% | $271,377 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.08% | 702 | - | - | $260,154 |
| FIDELITY COVINGTON TRUST | FIVA | Other | 0.08% | 6,361 | +6,361 | +100.00% | $245,026 |
| ISHARES TR | IEFA | Other | 0.08% | 2,530 | - | - | $244,373 |
| FIDELITY COVINGTON TRUST | FDRR | Other | 0.08% | 3,749 | -46 | -1.21% | $243,235 |
| PIMCO CORPORATE & INCM STRG | PCN | Financial Services | 0.08% | 20,000 | - | - | $239,000 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.07% | 727 | +1 | +0.14% | $230,958 |
| FIDELITY COVINGTON TRUST | FDEV | Other | 0.07% | 6,453 | -1,036 | -13.83% | $229,081 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.07% | 1,357 | -11 | -0.80% | $214,412 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.07% | 255 | +255 | +100.00% | $214,037 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.06% | 2,326 | +16 | +0.69% | $204,190 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.06% | 726 | +5 | +0.69% | $204,163 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.06% | 4,438 | +4,438 | +100.00% | $201,885 |