Shorehaven Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Shorehaven Wealth Partners, Llc disclosed 96 stock positions valued at approximately $317.89M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and BLACKROCK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 96
- Portfolio Value
- $317.89M
Holdings by Sector
Shorehaven Wealth Partners, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 96 holdings in the latest reporting period.