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ShoreHaven Wealth Partners

Latest statistics and disclosures from ShoreHaven Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, AVLV, DYNF, XLG, AVEM, and represent 36.98% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVLV, AVEM, MTUM, IYW, IVW, EMLC, XAR, JAAA, BTC, DYNF.
Started 11 new stock positions in FDRR, MAR, XAR, EMLC, SYSB, IYW, FDEV, FSEC, FSLR, FQAL. FDMO.
Reduced shares in these 10 stocks: QUAL (-$5.3M), VRT, TLT, QLTA, EFV, BAI, IGRO, MSFT, BIDD, SHLD.
Sold out of its positions in BIDD, FTA, FIXD, EFA, STIP, ICVT, IBIT, VYM.
ShoreHaven Wealth Partners was a net buyer of stock by $2.9M.
ShoreHaven Wealth Partners has $278M in assets under management (AUM), dropping by 2.88%.
Central Index Key (CIK): 0001844922

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	11.6	$32M	+2%	263k	123.26	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.7	$24M	+17%	318k	75.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.1	$20M	+3%	324k	60.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	4.9	$14M	+2%	231k	59.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.7	$13M	+28%	169k	77.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.1	$8.7M	-11%	100k	87.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.9	$8.1M	+3%	209k	38.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$7.5M	-41%	38k	198.62	View chart
Apple (AAPL)	2.6	$7.2M		26k	271.87	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$6.9M	-12%	97k	71.41	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	2.5	$6.9M	+2%	166k	41.22	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.3	$6.5M		38k	170.63	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.3	$6.3M	-12%	190k	33.30	View chart
Spdr Series Trust State Street Spd (VLU)	2.2	$6.1M		29k	210.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.0	$5.6M	+69%	23k	250.31	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$5.4M		67k	81.17	View chart
Ishares Tr U S Equity Factr (LRGF)	1.9	$5.4M		77k	69.43	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.8	$5.1M		135k	38.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.6	$4.6M		87k	52.77	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.4	$3.8M	+24%	98k	38.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.6M		24k	148.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$3.6M		31k	113.92	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.0	$2.9M	+7%	60k	48.07	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$2.9M	-12%	44k	64.79	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$2.8M		8.3k	342.97	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	1.0	$2.7M	-28%	56k	48.09	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.9	$2.4M	+9%	50k	47.94	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$2.4M	+47%	47k	50.58	View chart
Ishares Tr Europe Etf (IEV)	0.8	$2.1M		31k	68.60	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.1M	-4%	22k	95.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$1.8M		26k	69.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.8M	NEW	9.0k	199.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.8M		18k	101.68	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$1.8M	-5%	72k	24.87	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$1.8M	-50%	11k	162.01	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.7M	+4%	18k	96.16	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.6	$1.6M		35k	45.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.6M		3.1k	502.80	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.5	$1.4M	-15%	28k	51.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M		4.5k	313.05	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$1.4M	+5%	30k	45.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.3M	+5%	14k	94.16	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$1.3M	+5%	13k	101.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.3M	-4%	12k	110.20	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.4	$1.2M	+7%	41k	29.86	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$1.2M	-11%	18k	67.64	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-35%	2.5k	483.66	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.2M	-8%	16k	72.68	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.2M	+3%	25k	46.81	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.4	$1.2M	+3%	36k	31.68	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M		5.8k	186.52	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.1M		13k	80.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$903k		2.4k	373.46	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$841k	NEW	33k	25.82	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$828k	NEW	3.4k	241.24	View chart
Spdr Series Trust State Street Spd (SPBO)	0.3	$822k	+3%	28k	29.34	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$819k	+7%	35k	23.19	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.3	$750k	+10%	34k	22.22	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$747k	-4%	7.8k	96.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$744k	-2%	15k	50.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$742k		2.4k	313.92	View chart
Verizon Communications (VZ)	0.2	$656k		16k	40.73	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$650k	-54%	7.9k	82.78	View chart
Amazon (AMZN)	0.2	$644k		2.8k	230.82	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$644k		7.3k	88.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$592k		11k	54.71	View chart
Ea Series Trust Ars Focused Oppo (AFOS)	0.2	$556k		16k	34.38	View chart
Roblox Corp Cl A (RBLX)	0.2	$543k		6.7k	81.03	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$537k	-2%	22k	24.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$505k	+2%	1.6k	322.28	View chart
Chevron Corporation (CVX)	0.2	$505k	+63%	3.3k	152.43	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$483k	-6%	12k	41.27	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$465k		5.5k	85.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$436k	+9%	2.1k	212.11	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$388k	+4%	7.6k	51.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$386k		1.8k	210.40	View chart
Philip Morris International (PM)	0.1	$384k		2.4k	160.43	View chart
Annaly Capital Management In Com New (NLY)	0.1	$380k		17k	22.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$377k	-9%	7.5k	50.01	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$376k		2.9k	130.80	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$331k	-25%	7.0k	47.35	View chart
Blackrock (BLK)	0.1	$319k		298.00	1071.83	View chart
Consolidated Edison (ED)	0.1	$317k		3.2k	99.34	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$297k	-6%	2.1k	141.16	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$296k	-3%	6.5k	45.71	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$287k	NEW	3.2k	89.76	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$284k		4.2k	67.23	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$282k		5.4k	51.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$276k		403.00	685.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$259k	+19%	773.00	335.60	View chart
Fidelity Covington Trust Intl Multifactor (FDEV)	0.1	$256k	NEW	7.4k	34.61	View chart
Morgan Stanley Com New (MS)	0.1	$252k		1.4k	177.65	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$244k	NEW	2.9k	83.96	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$239k	NEW	3.9k	61.02	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$227k	NEW	5.2k	44.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$226k		2.5k	89.47	View chart
At&t (T)	0.1	$223k		9.0k	24.84	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$221k	NEW	2.9k	75.61	View chart
First Solar (FSLR)	0.1	$218k	NEW	834.00	261.23	View chart
Marriott Intl Cl A (MAR)	0.1	$218k	NEW	701.00	310.24	View chart
International Business Machines (IBM)	0.1	$214k		721.00	296.29	View chart
Visa Com Cl A (V)	0.1	$213k	+2%	607.00	351.14	View chart
Meta Platforms Cl A (META)	0.1	$209k	+14%	315.00	661.97	View chart
Royal Caribbean Cruises (RCL)	0.1	$203k		726.00	279.08	View chart

Past Filings by ShoreHaven Wealth Partners

SEC 13F filings are viewable for ShoreHaven Wealth Partners going back to 2020

ShoreHaven Wealth Partners 2025 Q4 filed Feb. 10, 2026
ShoreHaven Wealth Partners 2025 Q3 filed Oct. 23, 2025
ShoreHaven Wealth Partners 2025 Q2 filed July 29, 2025
ShoreHaven Wealth Partners 2025 Q1 filed May 6, 2025
ShoreHaven Wealth Partners 2024 Q4 filed Jan. 30, 2025
ShoreHaven Wealth Partners 2024 Q3 filed Oct. 24, 2024
ShoreHaven Wealth Partners 2024 Q2 filed July 24, 2024
ShoreHaven Wealth Partners 2024 Q1 filed May 2, 2024
ShoreHaven Wealth Partners 2023 Q4 filed Feb. 6, 2024
ShoreHaven Wealth Partners 2023 Q3 filed Oct. 24, 2023
ShoreHaven Wealth Partners 2023 Q2 filed July 19, 2023
ShoreHaven Wealth Partners 2023 Q1 filed April 14, 2023
ShoreHaven Wealth Partners 2022 Q4 filed Jan. 24, 2023
ShoreHaven Wealth Partners 2022 Q3 filed Nov. 9, 2022
ShoreHaven Wealth Partners 2022 Q2 filed Aug. 1, 2022
ShoreHaven Wealth Partners 2022 Q1 filed May 13, 2022

View all past filings

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