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SHP Wealth Management

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

Top 5 stock holdings are VOO, IDMO, DGRO, VCIT, IUSG, and represent 51.65% of SHP Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USTB (+$63M), IDMO (+$63M), VCIT (+$13M), JEPI (+$11M), FELC (+$5.2M), IUSG, VOO, VO, SPYI, GLOF.
Started 381 new stock positions in ESI, FTS, IOO, NTES, FRHC, RYAN, RH, CURV, JPIE, PNFP.
Reduced shares in these 10 stocks: ISTB (-$68M), MOAT (-$22M), SHYG, FLBL, DGRO, BOXX, ACWI, NLR, AMAT, AMZN.
Sold out of its positions in AMCI, ACM, ACI, FOLD, AP, APPN, AstraZeneca, AVAH, BAND, DYNF.
SHP Wealth Management was a net buyer of stock by $80M.
SHP Wealth Management has $1.3B in assets under management (AUM), dropping by 3.15%.
Central Index Key (CIK): 0001807060

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Portfolio Holdings for SHP Wealth Management

SHP Wealth Management holds 1826 positions in its portfolio as reported in the March 2026 quarterly 13F filing

SHP Wealth Management has 1826 total positions. Only the first 250 positions are shown.

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Download the SHP Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	25.0	$331M		555k	597.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	8.3	$110M	+132%	2.0M	54.84	View chart
Ishares Tr Core Div Grwth (DGRO)	6.3	$84M		1.2M	70.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	6.2	$82M	+17%	996k	82.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	5.8	$77M	+6%	497k	155.11	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	4.8	$63M	+63100%	1.2M	50.58	View chart
Fidelity Covington Trust Enhanced Large (FELC)	4.6	$61M	+9%	1.7M	36.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.0	$53M	+25%	942k	56.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$24M	+5%	84k	287.21	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.8	$24M	-12%	1.0M	23.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$23M	+2%	35k	650.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.7	$22M	-16%	524k	42.31	View chart
J P Morgan Exchange Traded F Small &mid Cap (JMEE)	1.6	$22M		322k	66.77	View chart
NVIDIA Corporation (NVDA)	1.3	$18M	+3%	102k	174.40	View chart
Apple (AAPL)	1.3	$17M		66k	253.78	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.8	$11M	+5%	203k	55.24	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$10M	+4%	255k	40.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$10M	+4%	18k	577.36	View chart
Microsoft Corporation (MSFT)	0.7	$8.7M		23k	370.16	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.6	$8.6M	+4%	374k	22.95	View chart
Amazon (AMZN)	0.6	$7.9M	-4%	38k	208.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$7.8M		140k	55.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.0M	+2%	19k	320.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.9M	-4%	20k	287.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.9M	-4%	7.5k	653.31	View chart
Meta Platforms Cl A (META)	0.3	$4.1M		7.1k	571.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.9M	+23%	20k	196.26	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.7M	+19%	22k	169.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.7M	-3%	13k	286.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$3.3M	+16%	53k	61.32	View chart
Tesla Motors (TSLA)	0.2	$3.1M		8.4k	371.80	View chart
Morgan Stanley Com New (MS)	0.2	$3.0M		18k	164.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.9M	+5%	45k	64.09	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.9M	+25%	64k	45.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.9M	-7%	9.8k	294.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.8M	-4%	5.9k	479.22	View chart
SYSCO Corporation (SYY)	0.2	$2.5M		35k	71.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.5M		5.9k	430.31	View chart
Broadcom (AVGO)	0.2	$2.5M	+2%	8.0k	309.50	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.3M	+8%	46k	50.37	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$2.2M	+23%	35k	62.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.1M	-7%	63k	33.77	View chart
Eli Lilly & Co. (LLY)	0.2	$2.1M	-8%	2.3k	920.66	View chart
Abbvie (ABBV)	0.2	$2.1M		9.7k	217.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.1M	-91%	22k	96.71	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$2.1M	+2%	82k	25.53	View chart
Automatic Data Processing (ADP)	0.2	$2.0M		10k	203.17	View chart
Eversource Energy (ES)	0.1	$2.0M		29k	69.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.0M	+46%	21k	92.69	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$1.9M	-5%	40k	47.82	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.9M	+61%	9.8k	192.92	View chart
Johnson & Johnson (JNJ)	0.1	$1.8M	+4%	7.5k	244.40	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.8M	-97%	37k	48.46	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$1.8M	+24%	17k	107.30	View chart
Procter & Gamble Company (PG)	0.1	$1.8M		12k	144.45	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$1.8M	+82%	57k	31.01	View chart
Visa Com Cl A (V)	0.1	$1.7M	-9%	5.7k	302.32	View chart
McDonald's Corporation (MCD)	0.1	$1.7M		5.4k	310.85	View chart
Home Depot (HD)	0.1	$1.5M	-6%	4.6k	328.92	View chart
Caterpillar (CAT)	0.1	$1.5M	-4%	2.1k	708.12	View chart
Applied Materials (AMAT)	0.1	$1.4M	-23%	4.2k	341.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.4M		5.7k	240.01	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	-4%	1.3k	996.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M	+65%	5.0k	262.09	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	+5%	11k	124.30	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$1.3M	+262%	17k	75.71	View chart
Micron Technology (MU)	0.1	$1.3M		3.7k	338.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	+18%	2.7k	436.76	View chart
Verizon Communications (VZ)	0.1	$1.1M		23k	50.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	+4%	7.8k	146.30	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.1M	+5204%	23k	49.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M	-10%	9.0k	124.29	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$1.1M	+17%	25k	44.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	-7%	14k	79.27	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M		4.5k	247.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.1M	-15%	12k	88.46	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$1.1M	+35%	28k	39.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	-7%	7.3k	148.10	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.1M	-10%	21k	50.80	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+4%	5.1k	206.92	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$1.0M	+60%	25k	42.17	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$1.0M	+26%	20k	51.83	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M		2.0k	499.86	View chart
Waste Management (WM)	0.1	$996k	-17%	4.3k	229.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$987k	-3%	11k	90.53	View chart
Philip Morris International (PM)	0.1	$983k	-10%	5.9k	165.33	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$946k	-9%	29k	32.43	View chart
International Business Machines (IBM)	0.1	$926k		3.8k	242.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$920k	+16520%	6.6k	138.39	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$920k	-10%	41k	22.22	View chart
Ishares Tr Global Equity (GLOF)	0.1	$920k	NEW	18k	52.12	View chart
Themes Etf Tr Transatlantic De (NATO)	0.1	$920k	+19%	24k	38.54	View chart
McKesson Corporation (MCK)	0.1	$914k	-24%	1.1k	865.26	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$914k	-5%	17k	53.78	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$913k	NEW	7.6k	120.97	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.1	$908k	NEW	25k	36.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$905k		2.1k	426.33	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$893k	+42%	13k	70.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$891k	-7%	29k	30.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$890k	+75%	6.2k	142.45	View chart
Equifax (EFX)	0.1	$860k		4.8k	180.07	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$858k	-22%	14k	60.13	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$850k	-5%	21k	40.14	View chart
Fortinet (FTNT)	0.1	$836k	-18%	10k	81.72	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$835k		34k	24.79	View chart
Select Sector Spdr Tr State Street Ene (XLEI)	0.1	$822k	NEW	29k	28.28	View chart
S&p Global (SPGI)	0.1	$812k	-14%	1.9k	425.46	View chart
At&t (T)	0.1	$795k	-5%	27k	28.99	View chart
TJX Companies (TJX)	0.1	$789k	+3%	4.9k	159.72	View chart
Bank of America Corporation (BAC)	0.1	$788k	-6%	16k	48.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$788k	-4%	5.8k	135.71	View chart
Walt Disney Company (DIS)	0.1	$781k		8.1k	96.38	View chart
Netflix (NFLX)	0.1	$776k	+3%	8.1k	96.13	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$761k	-9%	3.7k	208.22	View chart
Merck & Co (MRK)	0.1	$756k	+4%	6.3k	120.30	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$754k	-13%	14k	52.54	View chart
Tidal Trust Ii Defiance Ai &pw (AIPO)	0.1	$748k	NEW	30k	24.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$745k	-19%	9.9k	75.09	View chart
O'reilly Automotive (ORLY)	0.1	$719k	-16%	7.8k	92.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$700k		6.6k	106.01	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$698k	NEW	18k	38.96	View chart
Fidelity Natl Finl Com Shs (FNF)	0.1	$680k		15k	46.38	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$654k	-19%	16k	40.47	View chart
Vanguard World Utilities Etf (VPU)	0.0	$631k	-5%	3.2k	198.08	View chart
Advanced Micro Devices (AMD)	0.0	$630k	+50%	3.1k	203.31	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$629k	+18%	21k	30.22	View chart
MercadoLibre (MELI)	0.0	$624k	+8%	361.00	1729.00	View chart
Travelers Companies (TRV)	0.0	$622k	+4%	2.1k	291.85	View chart
General Dynamics Corporation (GD)	0.0	$617k		1.8k	343.52	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$617k		6.6k	93.31	View chart
Lam Research Corp Com New (LRCX)	0.0	$609k	+26%	2.8k	213.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$607k	+5%	1.8k	337.94	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$606k		6.8k	89.33	View chart
Carrier Global Corporation (CARR)	0.0	$600k		11k	56.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$596k	-8%	12k	50.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$593k	+7%	2.5k	237.57	View chart
UnitedHealth (UNH)	0.0	$584k		2.2k	270.93	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$569k	-12%	11k	53.23	View chart
Hartford Financial Services (HIG)	0.0	$568k	+4%	4.2k	135.24	View chart
Dell Technologies CL C (DELL)	0.0	$554k	+4%	3.4k	164.13	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$547k		15k	37.49	View chart
Nextera Energy (NEE)	0.0	$546k	+14%	5.9k	92.90	View chart
Cisco Systems (CSCO)	0.0	$538k	-4%	6.9k	77.58	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$532k	-9%	14k	36.84	View chart
Southern Company (SO)	0.0	$529k	-7%	5.5k	96.51	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$526k	-27%	5.4k	97.93	View chart
Pepsi (PEP)	0.0	$523k	+22%	3.4k	155.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$506k		5.5k	92.73	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$506k	NEW	6.2k	82.09	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.0	$504k		21k	23.71	View chart
Vanguard World Health Car Etf (VHT)	0.0	$500k		1.8k	272.33	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$499k	-4%	7.2k	69.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$497k		1.7k	298.81	View chart
Ge Aerospace Com New (GE)	0.0	$491k	+4%	1.7k	283.69	View chart
Coca-Cola Company (KO)	0.0	$490k	+8%	6.5k	76.03	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$490k	NEW	4.0k	123.01	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.0	$488k	-26%	12k	39.49	View chart
Ge Vernova (GEV)	0.0	$482k	+11%	552.00	873.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$474k	+4%	1.2k	383.62	View chart
Nucor Corporation (NUE)	0.0	$473k	-24%	2.8k	169.15	View chart
Constellation Energy (CEG)	0.0	$469k	-19%	1.7k	279.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$464k	-21%	4.8k	97.26	View chart
Ea Series Trust Militia Long/sho (ORR)	0.0	$454k	NEW	13k	36.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$453k	-36%	5.2k	86.63	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$450k	-20%	7.9k	56.57	View chart
Goldman Sachs (GS)	0.0	$444k	-8%	525.00	846.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$440k	-20%	1.8k	248.05	View chart
Cme (CME)	0.0	$435k	-21%	1.5k	295.40	View chart
Emerson Electric (EMR)	0.0	$424k	-11%	3.2k	130.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$421k	-25%	602.00	698.87	View chart
Spotify Technology S A SHS (SPOT)	0.0	$421k	-9%	867.00	484.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$419k	-13%	17k	24.77	View chart
Intuitive Surgical Com New (ISRG)	0.0	$416k	-15%	902.00	461.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$405k		1.0k	390.46	View chart
Boeing Company (BA)	0.0	$404k		2.0k	199.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$396k	+149%	7.8k	50.81	View chart
Eaton Corp SHS (ETN)	0.0	$389k	-10%	1.1k	357.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$380k	+12%	4.6k	82.56	View chart
Motorola Solutions Com New (MSI)	0.0	$378k	+3%	872.00	433.76	View chart
Aon Shs Cl A (AON)	0.0	$377k	+2%	1.2k	322.78	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$375k		4.0k	93.66	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$367k	+2%	936.00	391.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$363k	-2%	5.3k	68.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$362k		2.4k	151.41	View chart
State Street Corporation (STT)	0.0	$359k	+2%	2.8k	126.57	View chart
SEI Investments Company (SEIC)	0.0	$358k		4.6k	78.47	View chart
Bristol Myers Squibb (BMY)	0.0	$356k		5.9k	60.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$356k		14k	25.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$349k	+4%	5.2k	67.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$348k	-35%	11k	32.95	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$338k	+7%	255.00	1324.28	View chart
United States Antimony (UAMY)	0.0	$334k		38k	8.73	View chart
Ecolab (ECL)	0.0	$333k	+6%	1.3k	266.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$327k		4.4k	75.18	View chart
Ferrari Nv Ord (RACE)	0.0	$322k	+7%	952.00	338.44	View chart
Oracle Corporation (ORCL)	0.0	$317k	-5%	2.2k	147.17	View chart
Fidelity National Information Services (FIS)	0.0	$316k		6.7k	46.91	View chart
Marriott Intl Cl A (MAR)	0.0	$315k	+2%	963.00	327.15	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$314k		12k	25.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$310k		1.4k	215.20	View chart
Qualcomm (QCOM)	0.0	$304k	-4%	2.4k	128.83	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$303k	-24%	3.2k	95.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$296k		831.00	356.66	View chart
Te Connectivity Ord Shs (TEL)	0.0	$296k	-4%	1.4k	208.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$287k	+4%	2.2k	130.92	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$286k	NEW	6.7k	42.49	View chart
Honeywell International (HON)	0.0	$284k	+2%	1.3k	226.12	View chart
Cameco Corporation (CCJ)	0.0	$284k	-32%	2.6k	108.61	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$282k	+4%	3.7k	76.54	View chart
Realty Income (O)	0.0	$280k	-12%	4.6k	61.19	View chart
Linde SHS (LIN)	0.0	$279k	+19%	563.00	494.58	View chart
Altria (MO)	0.0	$272k	-7%	4.1k	65.97	View chart
Pfizer (PFE)	0.0	$270k	+20%	9.6k	28.08	View chart
Abbott Laboratories (ABT)	0.0	$265k	+7%	2.6k	102.63	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$262k	-65%	2.0k	133.22	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.0	$260k	NEW	5.6k	46.33	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$258k	NEW	3.0k	85.61	View chart
Lockheed Martin Corporation (LMT)	0.0	$258k	+3%	427.00	603.67	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.0	$256k	-35%	7.1k	35.97	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$253k	NEW	14k	17.54	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$252k	-6%	5.0k	50.14	View chart
Comcast Corp Cl A (CMCSA)	0.0	$251k		8.7k	28.71	View chart
Allstate Corporation (ALL)	0.0	$250k	+2%	1.2k	207.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$250k	+5%	1.0k	244.09	View chart
Uber Technologies (UBER)	0.0	$250k	+3%	3.5k	71.92	View chart
Canadian Natl Ry (CNI)	0.0	$248k		2.4k	102.77	View chart
Capital One Financial (COF)	0.0	$247k	+9%	1.4k	182.60	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.0	$247k	+8%	9.9k	25.03	View chart
Gilead Sciences (GILD)	0.0	$247k	+7%	1.8k	139.45	View chart
Lowe's Companies (LOW)	0.0	$247k	+5%	1.0k	236.04	View chart
Broadridge Financial Solutions (BR)	0.0	$245k		1.5k	162.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$244k	-13%	2.6k	93.95	View chart
Blackrock (BLK)	0.0	$244k	-7%	254.00	960.16	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$242k	+11%	3.6k	68.14	View chart
Shell Spon Ads (SHEL)	0.0	$241k	-4%	2.6k	92.98	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$238k		3.8k	63.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$236k	+111%	1.2k	191.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$236k		1.2k	191.76	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$235k		1.6k	145.98	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$234k	+7%	524.00	446.48	View chart
Trane Technologies SHS (TT)	0.0	$233k		560.00	416.86	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$231k	NEW	3.1k	75.56	View chart
Texas Roadhouse (TXRH)	0.0	$230k	-25%	1.4k	165.16	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$228k		1.9k	118.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$226k	-18%	2.0k	110.47	View chart
Sherwin-Williams Company (SHW)	0.0	$225k	+8%	702.00	320.38	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$224k		3.1k	71.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$223k		2.0k	113.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$222k	+38%	2.5k	88.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$220k		1.5k	146.61	View chart

Past Filings by SHP Wealth Management

SEC 13F filings are viewable for SHP Wealth Management going back to 2025

SHP Wealth Management 2026 Q1 filed May 8, 2026
SHP Wealth Management 2025 Q4 filed March 4, 2026

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