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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 40.42% of ShoreHaven Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVW (+$9.3M), IALT (+$6.3M), GOVT, DYNF, GGOV, AVLV, BKHY, BTC, TFI, SHLD.
Started 11 new stock positions in NDAQ, GGOV, STRL, FBND, FIVA, IALT, AMD, BRTR, SECU, IBM. RCL.
Reduced shares in these 10 stocks: TLT (-$6.8M), QUAL (-$6.3M), AVEM, THRO, IAGG, BAI, MTUM, EFV, TLH, FBTC.
Sold out of its positions in T, CBUS, FBTC, FTSL, TLH, IAGG, HYGW, SRLN.
ShoreHaven Wealth Partners was a net buyer of stock by $3.2M.
ShoreHaven Wealth Partners has $318M in assets under management (AUM), dropping by 14.17%.
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 106 positions in its portfolio as reported in the June 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)	16.1	$51M	+22%	373k	137.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.7	$34M	+6%	372k	91.21	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.5	$21M	+19%	302k	68.01	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	3.7	$12M		319k	36.60	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.5	$11M	-16%	209k	52.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.1	$9.8M	-23%	102k	96.49	View chart
Wisdomtree Tr Glob Ex Us Qu Fd (DNL)	2.6	$8.1M		176k	46.18	View chart
Apple (AAPL)	2.3	$7.4M		26k	289.36	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.3	$7.2M		39k	184.95	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	2.2	$6.9M		29k	238.20	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.1	$6.8M	-28%	158k	43.11	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	2.0	$6.3M	NEW	226k	28.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.9	$6.2M	+145%	272k	22.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.8	$5.8M	-27%	17k	342.82	View chart
Ishares Tr U S Equity Factr (LRGF)	1.8	$5.7M	-2%	75k	75.63	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.7	$5.4M		129k	41.82	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.7	$5.4M	-2%	107k	50.37	View chart
Global X Fds Defense Tech Etf (SHLD)	1.6	$5.1M	+24%	86k	59.71	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	1.5	$4.8M	+71%	101k	47.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$4.3M		26k	164.27	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$4.1M	-33%	53k	76.55	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.3	$4.1M	+11%	78k	52.34	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$4.0M	-3%	11k	365.87	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	1.2	$3.8M	+64%	146k	25.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$3.7M		30k	124.42	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.9	$2.8M	NEW	55k	50.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$2.7M		35k	75.51	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$2.6M		52k	50.49	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.8	$2.6M	+6%	110k	23.52	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.8	$2.6M	+43%	102k	25.17	View chart
Vertiv Holdings Com Cl A (VRT)	0.8	$2.4M	-33%	7.2k	334.82	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.3M	+10%	25k	94.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$2.2M	-75%	25k	86.42	View chart
Ishares Tr Europe Etf (IEV)	0.7	$2.2M	-2%	30k	72.85	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.7	$2.1M	+73%	63k	33.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$2.0M	-75%	9.3k	219.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.7M		18k	94.57	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.5	$1.7M	-3%	31k	54.11	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.5	$1.7M	+352%	36k	45.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$1.6M		16k	102.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$1.6M	-3%	21k	75.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$1.6M		33k	48.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M		4.5k	357.39	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$1.6M	-8%	26k	61.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.6M		3.1k	500.38	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.3M		13k	96.46	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$1.2M	-7%	24k	51.78	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.4	$1.2M	+2%	27k	45.11	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.4	$1.2M	+35%	4.3k	283.79	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M		5.8k	200.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.1M		14k	79.97	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.1M	-8%	9.8k	109.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.0M		2.4k	409.53	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$887k		7.8k	113.69	View chart
Microsoft Corporation (MSFT)	0.3	$882k	-3%	2.4k	373.00	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$874k		34k	25.56	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$846k	-60%	18k	47.52	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.3	$842k	NEW	17k	49.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$840k		2.4k	353.35	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.3	$807k		28k	29.04	View chart
Ea Series Trust Ars Fo Op St Etf (AFOS)	0.2	$768k		17k	46.65	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.2	$759k	+2%	34k	22.45	View chart
Ishares Euro High Yield (EUHY)	0.2	$745k		14k	53.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$735k		11k	68.41	View chart
Verizon Communications (VZ)	0.2	$689k		16k	42.34	View chart
Amazon (AMZN)	0.2	$659k		2.8k	238.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$650k	+395%	24k	27.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$596k	+3%	12k	50.58	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$576k		6.6k	87.93	View chart
Chevron Corporation (CVX)	0.2	$538k		3.2k	165.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$516k		1.6k	327.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$445k		1.8k	242.36	View chart
Nasdaq Omx (NDAQ)	0.1	$432k	NEW	5.5k	78.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$432k		5.4k	79.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$419k	-2%	1.8k	227.11	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$417k	+9%	8.1k	51.37	View chart
Corning Incorporated (GLW)	0.1	$404k		1.6k	255.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$384k	-16%	4.0k	96.33	View chart
Annaly Capital Management In Com New (NLY)	0.1	$380k		17k	22.36	View chart
Roblox Corp Cl A (RBLX)	0.1	$364k		6.7k	54.38	View chart
Philip Morris International (PM)	0.1	$362k	-16%	2.0k	180.91	View chart
Consolidated Edison (ED)	0.1	$358k		3.2k	110.62	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$348k		6.8k	51.29	View chart
Morgan Stanley Com New (MS)	0.1	$322k		1.5k	209.04	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.1	$312k	NEW	6.2k	50.33	View chart
Advanced Micro Devices (AMD)	0.1	$309k	NEW	532.00	580.91	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$308k	+8%	3.5k	88.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$304k		406.00	748.64	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$299k	-13%	12k	25.44	View chart
Blackrock (BLK)	0.1	$288k		299.00	962.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$286k		774.00	369.93	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$274k		2.8k	98.57	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$271k	-18%	3.3k	82.84	View chart
Marriott Intl Cl A (MAR)	0.1	$260k		702.00	370.59	View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA)	0.1	$245k	NEW	6.4k	38.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$244k		2.5k	96.59	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$243k		3.7k	64.88	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$239k		20k	11.95	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$231k	+2%	5.3k	43.84	View chart
Royal Caribbean Cruises (RCL)	0.1	$231k	NEW	727.00	317.69	View chart
Fidelity Covington Trust Intl Multifactor (FDEV)	0.1	$229k	-13%	6.5k	35.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$214k		1.4k	158.00	View chart
Sterling Construction Company (STRL)	0.1	$214k	NEW	255.00	839.36	View chart
Nextera Energy (NEE)	0.1	$204k		2.3k	87.79	View chart
International Business Machines (IBM)	0.1	$204k	NEW	726.00	281.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$202k	NEW	4.4k	45.49	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 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
ShoreHaven Wealth Partners 2022 Q3 filed Nov. 9, 2022

View all past filings

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