Shorehaven Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Shorehaven Wealth Partners, Llc disclosed 102 stock positions valued at approximately $326.08M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and BLACKROCK ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 102
- Portfolio Value
- $326.08M
Holdings by Sector
Shorehaven Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 16.94% | 388,265 | +15,019 | +4.02% | $55,234,595 |
| AMERICAN CENTY ETF TR | AVLV | Other | 10.87% | 391,797 | +19,481 | +5.23% | $35,434,133 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.68% | 314,552 | +12,841 | +4.26% | $21,785,906 |
| BLACKROCK ETF TRUST | CORO | Other | 3.71% | 333,253 | +14,545 | +4.56% | $12,113,743 |
| BLACKROCK ETF TRUST | BAI | Other | 3.23% | 223,421 | +14,569 | +6.98% | $10,543,235 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.08% | 106,698 | +4,763 | +4.67% | $10,031,788 |
| APPLE INC | AAPL | Technology | 2.64% | 25,827 | +177 | +0.69% | $8,600,808 |
| WISDOMTREE TR | DNL | Other | 2.54% | 185,685 | +9,664 | +5.49% | $8,290,707 |
| ISHARES TR | IWL | Other | 2.28% | 39,161 | +9 | +0.02% | $7,446,856 |
| BLACKROCK ETF TRUST | THRO | Other | 2.20% | 163,469 | +5,519 | +3.49% | $7,189,377 |
| BLACKROCK ETF TRUST | IALT | Other | 2.13% | 232,622 | +6,969 | +3.09% | $6,946,087 |
| SPDR SERIES TRUST | VLU | Other | 2.07% | 28,231 | -797 | -2.75% | $6,746,776 |
| ISHARES TR | GOVT | Other | 1.86% | 277,909 | +6,385 | +2.35% | $6,077,879 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 1.76% | 155,176 | +9,268 | +6.35% | $5,733,768 |
| ISHARES TR | MTUM | Other | 1.76% | 18,044 | +1,040 | +6.12% | $5,726,118 |
| GLOBAL X FDS | SHLD | Other | 1.74% | 94,637 | +8,482 | +9.85% | $5,685,772 |
| ISHARES TR | LRGF | Other | 1.72% | 72,041 | -2,851 | -3.81% | $5,608,414 |
| BLACKROCK ETF TRUST | BLCR | Other | 1.70% | 113,105 | +6,468 | +6.07% | $5,537,640 |
| ISHARES TR | IVLU | Other | 1.67% | 126,700 | -2,610 | -2.02% | $5,434,171 |
| ISHARES TR | EFV | Other | 1.35% | 55,556 | +2,115 | +3.96% | $4,396,739 |
| ISHARES TR | ITOT | Other | 1.31% | 25,758 | -224 | -0.86% | $4,283,044 |
| ISHARES TR | OEF | Other | 1.28% | 10,925 | +61 | +0.56% | $4,174,209 |
| BNY MELLON ETF TRUST | BKHY | Other | 1.26% | 89,941 | -11,127 | -11.01% | $4,122,894 |
| ISHARES TR | EFG | Other | 1.11% | 30,239 | +377 | +1.26% | $3,623,550 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.90% | 57,953 | -19,581 | -25.25% | $2,943,422 |
| ISHARES GOLD TR | IAU | Other | 0.88% | 36,546 | +1,366 | +3.88% | $2,854,258 |
| BLACKROCK ETF TRUST II | GGOV | Other | 0.87% | 56,342 | +903 | +1.63% | $2,822,734 |
| BLACKROCK ETF TRUST | BALI | Other | 0.67% | 63,543 | +747 | +1.19% | $2,189,682 |
| ISHARES TR | MBB | Other | 0.67% | 24,342 | -113 | -0.46% | $2,181,519 |
| SPDR SERIES TRUST | TFI | Other | 0.66% | 50,362 | +14,145 | +39.06% | $2,153,983 |
Showing 30 of 102 holdings in the latest reporting period.