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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, CORO, BAI, and represent 41.43% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVW, AVLV, SECU, DYNF, BAI, VTEB, TFI, CORO, SHLD, SPBO.
Started 4 new stock positions in FBTC, FELC, HTGC, META.
Reduced shares in these 10 stocks: BINC, , JAAA, PZA, FLMI, LQD, BKHY, GLW, , .
Sold out of its positions in GLW, FDEV, IBM, QLTA, NEE, PCN, STRL, RCL.
ShoreHaven Wealth Partners was a net buyer of stock by $6.9M.
ShoreHaven Wealth Partners has $326M in assets under management (AUM), dropping by 2.58%.
Central Index Key (CIK): 0001844922

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Positions held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 102 positions in its portfolio as reported in the September 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)	16.9	$55M	+4%	388k	142.26	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.9	$35M	+5%	392k	90.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.7	$22M	+4%	315k	69.26	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	3.7	$12M	+4%	333k	36.35	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.2	$11M	+6%	223k	47.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$10M	+4%	107k	94.02	View chart
Apple (AAPL)	2.6	$8.6M		26k	333.02	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	2.5	$8.3M	+5%	186k	44.65	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.3	$7.4M		39k	190.16	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.2	$7.2M	+3%	164k	43.98	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	2.1	$6.9M	+3%	233k	29.86	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	2.1	$6.7M	-2%	28k	238.98	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.9	$6.1M	+2%	278k	21.87	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.8	$5.7M	+6%	155k	36.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.8	$5.7M	+6%	18k	317.34	View chart
Global X Fds Defense Tech Etf (SHLD)	1.7	$5.7M	+9%	95k	60.08	View chart
Ishares Tr U S Equity Factr (LRGF)	1.7	$5.6M	-3%	72k	77.85	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.7	$5.5M	+6%	113k	48.96	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.7	$5.4M	-2%	127k	42.89	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$4.4M	+3%	56k	79.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$4.3M		26k	166.28	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$4.2M		11k	382.08	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.3	$4.1M	-11%	90k	45.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$3.6M		30k	119.83	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$2.9M	-25%	58k	50.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$2.9M	+3%	37k	78.10	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.9	$2.8M		56k	50.10	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.7	$2.2M		64k	34.46	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.2M		24k	89.62	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.7	$2.2M	+39%	50k	42.77	View chart
Ishares Tr Europe Etf (IEV)	0.6	$2.1M		30k	71.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$2.0M		9.1k	222.25	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$2.0M		26k	77.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$2.0M	+23%	22k	89.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.9M	-28%	37k	50.47	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$1.8M	-25%	76k	23.32	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.5	$1.7M	+112%	36k	48.56	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$1.7M		7.2k	241.31	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$1.7M	-27%	80k	21.39	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.5	$1.7M	-3%	30k	55.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$1.6M	-4%	25k	63.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.6M		3.1k	497.97	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$1.6M		16k	99.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.5M		4.4k	344.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.4M	-11%	19k	75.39	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	+5%	6.1k	228.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.4M	+27%	18k	77.21	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.4	$1.3M	+14%	32k	42.79	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.3M		14k	97.44	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.4	$1.3M	-13%	29k	44.85	View chart
Microsoft Corporation (MSFT)	0.4	$1.3M	+6%	2.5k	512.98	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$1.3M	+3%	25k	51.76	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.4	$1.3M	+63%	46k	27.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.2M	+113%	25k	47.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.0M		2.4k	416.17	View chart
Ea Series Trust Ars Fo Op St Etf (AFOS)	0.3	$897k	+21%	20k	44.85	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.3	$892k	-10%	3.9k	231.25	View chart
Ishares Euro High Yield (EUHY)	0.3	$883k	+22%	17k	52.23	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$868k	+2%	35k	24.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$854k	+5%	2.5k	340.73	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$788k	-9%	7.0k	111.96	View chart
Verizon Communications (VZ)	0.2	$750k		16k	45.87	View chart
Chevron Corporation (CVX)	0.2	$746k	+12%	3.7k	204.22	View chart
Amazon (AMZN)	0.2	$704k	+2%	2.8k	249.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$697k	-2%	10k	66.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$663k	+27%	2.0k	330.87	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$626k	-5%	22k	27.96	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.2	$613k	-15%	29k	21.38	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.2	$549k	+98%	23k	23.47	View chart
Nasdaq Omx (NDAQ)	0.2	$504k		5.5k	92.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$477k	-52%	4.7k	102.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$474k	+4%	1.9k	247.87	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$469k	+41%	9.6k	48.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$447k		5.4k	82.18	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$434k	-25%	4.9k	88.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$421k		1.8k	228.33	View chart
Philip Morris International (PM)	0.1	$393k	+2%	2.1k	190.79	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$387k		4.0k	97.20	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$364k	-6%	7.6k	47.86	View chart
Consolidated Edison (ED)	0.1	$334k		3.3k	102.22	View chart
Blackrock (BLK)	0.1	$330k	+4%	312.00	1057.64	View chart
Advanced Micro Devices (AMD)	0.1	$326k		532.00	612.24	View chart
Annaly Capital Management In Com New (NLY)	0.1	$321k		17k	18.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$311k		406.00	765.28	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.1	$296k		6.2k	47.84	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$294k		3.5k	84.28	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$292k	+20%	7.7k	38.05	View chart
Morgan Stanley Com New (MS)	0.1	$290k		1.5k	188.11	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$290k		774.00	374.13	View chart
Roblox Corp Cl A (RBLX)	0.1	$284k		6.7k	42.37	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$269k	NEW	16k	16.81	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$266k		3.3k	81.16	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$260k	+18%	6.2k	41.76	View chart
Marriott Intl Cl A (MAR)	0.1	$250k		702.00	355.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$245k		2.5k	96.89	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$235k	-7%	3.5k	68.19	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$234k	NEW	3.2k	72.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$223k	+16%	5.2k	43.30	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$223k	-15%	2.3k	95.00	View chart
Meta Platforms Cl A (META)	0.1	$222k	NEW	306.00	726.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$208k		1.3k	155.17	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$207k	NEW	4.8k	43.32	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 Q3 filed Oct. 16, 2026
ShoreHaven Wealth Partners 2026 Q2 filed July 14, 2026
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

View all past filings

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