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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, AVEM, CORO, and represent 35.29% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: CORO (+$10M), IVW, BLCR, AVLV, GOVT, BAI, IAGG, SHLD, PZA, FBTC.
Started 11 new stock positions in CORO, GLW, FBTC, EUHY, CBUS, VYM, PCN, NEE, HDV, GOVT. BLCR.
Reduced shares in these 10 stocks: XLG (-$11M), DYNF, AVEM, IAU, IYW, EFV, SIVR, BINC, FMHI, EMB.
Sold out of its positions in SIVR, BKLC, META, FQAL, FSLR, IBM, IYW, IJT, EMB, HYDB. V, RCL.
ShoreHaven Wealth Partners was a net buyer of stock by $4.4M.
ShoreHaven Wealth Partners has $278M in assets under management (AUM), dropping by 0.01%.
Central Index Key (CIK): 0001844922

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	12.4	$35M	+16%	305k	113.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.1	$28M	+9%	350k	80.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.3	$15M	-21%	254k	58.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$11M	-21%	133k	80.58	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	3.6	$10M	NEW	314k	32.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.2	$9.0M	+4%	104k	86.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.0	$8.3M	+32%	252k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.9	$8.0M	+5%	220k	36.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$7.3M		38k	191.81	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	2.5	$7.0M	+4%	173k	40.37	View chart
Apple (AAPL)	2.4	$6.6M		26k	253.79	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.3	$6.3M	+2%	39k	160.48	View chart
Spdr Series Trust State Street Spd (VLU)	2.3	$6.3M		29k	214.98	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$6.0M	-16%	81k	74.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.0	$5.6M	+4%	24k	239.99	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.8	$5.2M	-3%	130k	39.68	View chart
Ishares Tr U S Equity Factr (LRGF)	1.8	$5.1M		77k	66.00	View chart
Global X Fds Defense Tech Etf (SHLD)	1.8	$4.9M	+57%	69k	70.84	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	1.6	$4.5M	NEW	109k	41.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.7M	+7%	26k	142.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$3.6M	-20%	69k	51.93	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$3.6M	+35%	11k	318.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$3.3M	-4%	30k	111.37	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$3.1M	-47%	35k	88.16	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.0	$2.8M		59k	47.41	View chart
Vertiv Holdings Com Cl A (VRT)	1.0	$2.7M		11k	250.58	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.0	$2.7M	-9%	89k	29.99	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$2.6M	+11%	52k	50.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$2.5M	NEW	111k	22.91	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.9	$2.4M	+192%	103k	22.98	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.8	$2.3M	+511%	46k	50.04	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.8	$2.1M	-20%	45k	47.59	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.1M		22k	94.95	View chart
Ishares Tr Europe Etf (IEV)	0.7	$2.1M		30k	67.94	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.8M		18k	100.72	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$1.8M		71k	24.79	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.6	$1.7M	+13%	32k	54.09	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$1.7M		18k	95.44	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$1.6M	-31%	34k	47.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$1.6M	-15%	22k	70.18	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$1.6M	-87%	29k	54.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.5M		3.1k	479.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.3M		4.5k	287.56	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$1.3M	NEW	22k	59.03	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$1.3M		16k	78.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.3M		14k	92.74	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$1.2M	+3%	26k	46.91	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$1.2M	-10%	27k	45.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.2M	-7%	11k	108.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.1M	+6%	14k	79.56	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.4	$1.1M		36k	30.81	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$1.0M	-32%	23k	44.80	View chart
NVIDIA Corporation (NVDA)	0.4	$1.0M		5.9k	174.39	View chart
Microsoft Corporation (MSFT)	0.3	$905k		2.4k	370.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$875k		2.5k	356.58	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$867k	-36%	7.9k	109.22	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$848k	+3%	34k	25.11	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$814k	-6%	3.2k	253.98	View chart
Verizon Communications (VZ)	0.3	$813k		16k	50.20	View chart
Spdr Series Trust State Street Spd (SPBO)	0.3	$799k		28k	29.03	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.3	$724k	-2%	33k	22.02	View chart
Ishares Euro High Yield (EUHY)	0.3	$719k	NEW	14k	52.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$690k		2.4k	286.87	View chart
Chevron Corporation (CVX)	0.2	$669k	-2%	3.2k	206.90	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.2	$651k	-46%	22k	29.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$649k	NEW	4.8k	135.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$615k		11k	56.79	View chart
Ea Series Trust Ars Focused Oppo (AFOS)	0.2	$604k	+3%	17k	36.13	View chart
Amazon (AMZN)	0.2	$576k		2.8k	208.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$570k	-22%	11k	49.89	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$544k	-17%	6.5k	83.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$504k		5.4k	92.69	View chart
JPMorgan Chase & Co. (JPM)	0.2	$462k		1.6k	294.16	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$426k	-34%	4.8k	89.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$400k	-7%	1.9k	211.19	View chart
Philip Morris International (PM)	0.1	$396k		2.4k	165.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$392k		1.8k	213.61	View chart
Roblox Corp Cl A (RBLX)	0.1	$379k		6.7k	56.56	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$374k	-2%	7.4k	50.66	View chart
Consolidated Edison (ED)	0.1	$364k		3.2k	113.19	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$363k	+23%	8.0k	45.34	View chart
Annaly Capital Management In Com New (NLY)	0.1	$360k		17k	21.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$352k	+26%	6.9k	51.23	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$337k	-36%	14k	24.80	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$294k	-37%	7.3k	40.14	View chart
Blackrock (BLK)	0.1	$288k		299.00	961.37	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$286k		3.2k	89.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$279k	-5%	4.0k	69.75	View chart
Fidelity Covington Trust Intl Multifactor (FDEV)	0.1	$267k		7.5k	35.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$264k		405.00	652.43	View chart
Morgan Stanley Com New (MS)	0.1	$254k	+8%	1.5k	164.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$248k		774.00	320.71	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$238k	NEW	20k	11.90	View chart
Marriott Intl Cl A (MAR)	0.1	$230k		702.00	327.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$229k		2.5k	90.54	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$225k		5.1k	43.84	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$224k	-3%	2.8k	80.10	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$223k	-2%	3.8k	58.80	View chart
Corning Incorporated (GLW)	0.1	$215k	NEW	1.6k	135.97	View chart
Nextera Energy (NEE)	0.1	$215k	NEW	2.3k	92.86	View chart
At&t (T)	0.1	$209k	-19%	7.2k	28.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$203k	NEW	1.4k	148.08	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$26k	NEW	13k	1.98	View chart

Past Filings by ShoreHaven Wealth Partners

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

ShoreHaven Wealth Partners 2026 Q1 filed May 14, 2026
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

View all past filings

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