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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, QUAL, and represent 34.86% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$5.0M), XLG, BAI, DYNF, SHLD, AVLV, IGEB, FMHI, SIVR, PZA.
Started 11 new stock positions in AFOS, SHLD, IBIT, PZA, VTI, TFI, IGEB, FTA, HYDB, SIVR. VYM.
Reduced shares in these 10 stocks: EFV, IYW, QUAL, DNL, EMXC, BINC, LQD, FLMI, HEZU, HYMB.
Sold out of its positions in BRTR, TDIV, IYW, IYE, SUB, HEZU, HEFA, SPY.
ShoreHaven Wealth Partners was a net buyer of stock by $10M.
ShoreHaven Wealth Partners has $271M in assets under management (AUM), dropping by 10.87%.
Central Index Key (CIK): 0001844922

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 101 positions in its portfolio as reported in the September 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)	11.4	$31M		255k	120.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.2	$20M	+7%	270k	72.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.8	$19M	+32%	312k	59.20	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	4.8	$13M	+57%	226k	57.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$13M	-15%	64k	194.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.7	$10M	-4%	113k	89.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.7	$9.9M	+102%	132k	75.11	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.8	$7.7M	+4%	202k	37.86	View chart
Ishares Tr Eafe Value Etf (EFV)	2.8	$7.6M	-33%	111k	67.83	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.7	$7.4M	+165%	216k	34.16	View chart
Apple (AAPL)	2.4	$6.6M		26k	254.63	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	2.4	$6.6M	-25%	163k	40.49	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.4	$6.4M		38k	166.10	View chart
Spdr Series Trust SPDR S&P1500VL (VLU)	2.2	$5.9M		29k	204.12	View chart
Ishares Tr U S Equity Factr (LRGF)	2.0	$5.4M		79k	69.08	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$4.9M	+11%	67k	72.77	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.8	$4.8M		134k	35.48	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.7	$4.7M	-16%	89k	53.24	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.5	$4.0M	+2%	78k	50.63	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	1.4	$3.8M		79k	48.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$3.6M		31k	113.88	View chart
Global X Fds Defense Tech Etf (SHLD)	1.3	$3.5M	NEW	50k	70.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.5M	-3%	24k	145.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$3.4M	+3%	13k	256.46	View chart
Vertiv Holdings Com Cl A (VRT)	1.2	$3.3M		22k	150.86	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$2.7M	-18%	8.3k	332.84	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.0	$2.7M		56k	48.70	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.2M	+3%	23k	95.15	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.8	$2.2M	+75%	46k	47.51	View chart
Ishares Tr Europe Etf (IEV)	0.8	$2.0M		31k	65.48	View chart
Microsoft Corporation Put Option (MSFT)	0.7	$2.0M	+57%	3.8k	517.95	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$1.9M	-27%	76k	24.77	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$1.8M	-14%	17k	102.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$1.8M	-4%	26k	68.08	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.7M	+2%	17k	96.46	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.6	$1.6M	+16%	33k	49.15	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.6M		32k	50.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.6M	+3%	3.1k	502.89	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.6	$1.6M	+7%	34k	45.84	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.5	$1.4M	-31%	17k	79.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.3M	-41%	12k	111.48	View chart
Ishares Tr Investment Grade (IGEB)	0.5	$1.3M	NEW	29k	46.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.2M	-5%	13k	95.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.2M	-48%	18k	67.51	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.2M	+77%	12k	100.76	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.4	$1.2M	-24%	38k	30.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.1M		24k	46.81	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.4	$1.1M	-3%	35k	31.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1M		4.5k	243.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.1M		13k	81.19	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M		5.7k	186.60	View chart
Roblox Corp Cl A (RBLX)	0.3	$927k	-5%	6.7k	138.52	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$901k	NEW	20k	44.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$886k	-5%	2.4k	365.49	View chart
Spdr Series Trust Portfolio Crport (SPBO)	0.3	$806k	-40%	27k	29.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$776k		8.2k	95.20	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$762k	NEW	33k	23.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$761k	-33%	15k	50.07	View chart
Verizon Communications (VZ)	0.3	$707k		16k	43.95	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.3	$679k	+147%	30k	22.34	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$637k	-25%	7.3k	87.03	View chart
Amazon (AMZN)	0.2	$621k	-3%	2.8k	219.57	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.2	$583k	-4%	21k	27.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$578k	-38%	11k	53.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$576k		2.4k	243.63	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.2	$550k	-54%	22k	24.93	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$519k		13k	41.58	View chart
Ea Series Trust Ars Focused Oppo (AFOS)	0.2	$502k	NEW	16k	30.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$481k	+6%	1.5k	315.58	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$452k	NEW	9.4k	47.84	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$425k		8.3k	51.23	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$417k		5.5k	76.45	View chart
Philip Morris International (PM)	0.1	$389k		2.4k	162.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$386k		1.9k	206.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$374k		1.8k	203.65	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.1	$370k	-28%	2.9k	128.38	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$367k	+12%	7.2k	50.70	View chart
Blackrock (BLK)	0.1	$348k		298.00	1165.95	View chart
Annaly Capital Management In Com New (NLY)	0.1	$344k		17k	20.21	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$320k		2.3k	141.50	View chart
Consolidated Edison (ED)	0.1	$318k		3.2k	100.52	View chart
Chevron Corporation (CVX)	0.1	$315k		2.0k	155.31	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$312k	+26%	7.0k	44.42	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$305k	NEW	6.7k	45.57	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$286k		5.5k	52.22	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$278k		4.2k	65.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$275k	+11%	411.00	669.42	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$254k	-7%	2.5k	100.05	View chart
At&t (T)	0.1	$252k		8.9k	28.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$235k	-4%	2.5k	93.37	View chart
Royal Caribbean Cruises (RCL)	0.1	$235k		726.00	323.62	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$232k	+2%	2.2k	103.36	View chart
Morgan Stanley Com New (MS)	0.1	$226k		1.4k	159.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$221k	+3%	2.5k	87.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$220k	NEW	3.4k	65.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$212k	NEW	645.00	328.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$203k	NEW	1.4k	140.95	View chart
International Business Machines (IBM)	0.1	$203k	-3%	719.00	282.22	View chart
Meta Platforms Cl A (META)	0.1	$202k	-10%	275.00	736.15	View chart
Visa Com Cl A (V)	0.1	$202k		591.00	341.75	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$200k	NEW	2.4k	83.35	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 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
ShoreHaven Wealth Partners 2021 Q4 filed Jan. 21, 2022

View all past filings

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