Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IUSG, USTB, and represent 54.98% of SHP Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USTB (+$27M), HYDB (+$23M), XMMO (+$22M), VOO (+$15M), JEPI (+$5.9M), GPIQ (+$5.5M), DGRO (+$5.5M), IDMO, FLBL, AAPL.
Started 286 new stock positions in WES, BAX, LAUR, AAOI, SWX, MKSI, GHI, GLNG, HR, MFSI.
Reduced shares in these 10 stocks: VCIT (-$81M), JMEE (-$25M), SHYG (-$21M), JEPQ (-$5.5M), VO, BUFR, MOAT, GLD, ISTB, HD.
Sold out of its positions in SIVR, AEIS, Air Lease Corp, ANNA, ANRO, AMTM, AVLV, AVEM, AVDV, Apellis Pharmaceuticals.
SHP Wealth Management was a net buyer of stock by $6.3M.
SHP Wealth Management has $1.5B in assets under management (AUM), dropping by 9.65%.
Central Index Key (CIK): 0001807060

Tip: Access up to 7 years of quarterly data

Positions held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for SHP Wealth Management

SHP Wealth Management holds 1981 positions in its portfolio as reported in the June 2026 quarterly 13F filing

SHP Wealth Management has 1981 total positions. Only the first 250 positions are shown.

Sign up to view all of the SHP Wealth Management June 30, 2026 positions
Download the SHP Wealth Management June 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)	27.2	$395M	+3%	576k	686.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	8.5	$123M	+2%	2.0M	60.29	View chart
Ishares Tr Core Div Grwth (DGRO)	6.6	$96M	+6%	1.3M	75.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.5	$94M		500k	188.09	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	6.2	$90M	+43%	1.8M	50.62	View chart
Fidelity Covington Trust Enhanced Large (FELC)	4.9	$72M	+2%	1.7M	41.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.1	$59M	+11%	1.0M	56.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$26M		35k	746.76	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.8	$26M	+8%	1.1M	22.92	View chart
Ishares Tr High Yld Systm B (HYDB)	1.6	$23M	+244145%	493k	46.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.5	$22M	NEW	131k	170.14	View chart
Apple (AAPL)	1.4	$21M	+9%	73k	289.36	View chart
NVIDIA Corporation (NVDA)	1.4	$21M		103k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$13M		18k	736.38	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.9	$13M	+3%	211k	60.29	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$10M	-2%	248k	40.59	View chart
Amazon (AMZN)	0.7	$9.9M	+9%	42k	238.34	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.7	$9.6M	+7%	403k	23.85	View chart
Microsoft Corporation (MSFT)	0.6	$8.3M	-4%	22k	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.7M	+5%	22k	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.9M		19k	370.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.6M		7.4k	748.87	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.4	$5.5M	NEW	93k	59.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.6M		13k	353.33	View chart
Micron Technology (MU)	0.3	$4.4M	+2%	3.8k	1154.21	View chart
Meta Platforms Cl A (META)	0.3	$4.2M	+6%	7.5k	563.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$4.2M	-3%	19k	217.93	View chart
Tesla Motors (TSLA)	0.3	$3.8M	+8%	9.2k	420.62	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$3.8M		53k	72.28	View chart
Morgan Stanley Com New (MS)	0.3	$3.8M		18k	209.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.5M	-48%	43k	80.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.5M	+17%	7.0k	500.42	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.4M	+5%	10k	327.34	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$3.3M	+4%	37k	89.85	View chart
Broadcom (AVGO)	0.2	$3.2M	+5%	8.4k	377.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$3.1M	-63%	51k	61.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.1M	-4%	44k	71.25	View chart
Applied Materials (AMAT)	0.2	$3.1M		4.2k	723.00	View chart
SYSCO Corporation (SYY)	0.2	$3.0M		36k	83.58	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.0M		22k	136.72	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$2.9M	+5%	18k	165.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.9M		63k	45.49	View chart
Eli Lilly & Co. (LLY)	0.2	$2.8M	+2%	2.4k	1199.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.7M	+14%	53k	50.49	View chart
Abbvie (ABBV)	0.2	$2.6M	+8%	11k	251.63	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.2	$2.5M	+73%	29k	85.67	View chart
Caterpillar (CAT)	0.2	$2.4M	+4%	2.2k	1064.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.2M	+20%	12k	189.74	View chart
Automatic Data Processing (ADP)	0.2	$2.2M		10k	223.96	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M	+12%	8.5k	253.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.1M	+27%	27k	79.42	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$2.1M	+23%	101k	21.06	View chart
Visa Com Cl A (V)	0.1	$2.1M	+7%	6.2k	343.08	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$2.1M	+7%	43k	48.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	+100%	13k	156.95	View chart
Ishares Tr Global Equity (GLOF)	0.1	$2.1M	+101%	36k	58.81	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	0.1	$2.1M	+105%	52k	40.14	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.1M	+99%	15k	136.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.0M	+34%	6.8k	303.12	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M	+13%	3.5k	580.99	View chart
Eversource Energy (ES)	0.1	$2.0M		28k	72.27	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$2.0M	+20%	68k	29.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M		5.7k	342.86	View chart
Procter & Gamble Company (PG)	0.1	$1.9M	+6%	13k	146.64	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.9M	+54%	36k	53.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.8M	+658%	21k	86.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.7M	-97%	21k	82.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	-27%	16k	103.96	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$1.6M	-29%	45k	36.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	-27%	4.2k	368.35	View chart
Dell Technologies CL C (DELL)	0.1	$1.5M		3.4k	431.46	View chart
Analog Devices (ADI)	0.1	$1.5M	+590%	3.7k	397.12	View chart
McDonald's Corporation (MCD)	0.1	$1.5M		5.4k	270.31	View chart
Fortinet (FTNT)	0.1	$1.5M	-7%	9.5k	153.63	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$1.4M	+96%	35k	40.96	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.1	$1.4M	+8%	27k	52.85	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$1.4M	+37%	27k	51.91	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.1	$1.4M	+14%	28k	48.32	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$1.3M	+13%	31k	42.31	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	+8%	11k	113.26	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.3M	+4%	3.0k	433.36	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+2%	1.4k	935.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-6%	8.5k	148.30	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.2M	-32%	25k	48.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	+3%	7.5k	158.03	View chart
Valero Energy Corporation (VLO)	0.1	$1.2M		4.5k	260.41	View chart
Home Depot (HD)	0.1	$1.2M	-27%	3.3k	352.73	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	+25%	20k	56.98	View chart
Tidal Trust Ii Defia Ai Pwr Etf (AIPO)	0.1	$1.1M	+12%	34k	33.41	View chart
Themes Etf Tr Trans Defen Etf (NATO)	0.1	$1.1M	+14%	27k	40.60	View chart
International Business Machines (IBM)	0.1	$1.1M	+2%	3.9k	281.21	View chart
Philip Morris International (PM)	0.1	$1.1M	+2%	6.1k	180.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	+6%	6.6k	164.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M	+3%	11k	96.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	+33%	1.7k	655.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M		2.1k	513.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	+298%	8.5k	124.17	View chart
Cisco Systems (CSCO)	0.1	$1.0M	+24%	8.6k	117.47	View chart
Eaton Corp SHS (ETN)	0.1	$996k	+115%	2.3k	426.19	View chart
Verizon Communications (VZ)	0.1	$994k	+2%	24k	42.34	View chart
Carrier Global Corporation (CARR)	0.1	$921k	+17%	13k	73.35	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$918k	-95%	22k	42.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$918k	-20%	9.8k	93.38	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$910k		943.00	964.87	View chart
Palantir Technologies Cl A (PLTR)	0.1	$910k		7.8k	116.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$904k		29k	31.71	View chart
Waste Management (WM)	0.1	$897k	-7%	4.0k	222.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$890k	+3%	1.9k	477.50	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$888k	-9%	13k	68.54	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$875k	+2%	22k	40.29	View chart
Merck & Co (MRK)	0.1	$871k	+7%	6.8k	128.50	View chart
Chevron Corporation (CVX)	0.1	$868k	+2%	5.2k	165.77	View chart
General Dynamics Corporation (GD)	0.1	$865k	+35%	2.4k	354.28	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$864k		34k	25.17	View chart
Select Sector Spdr Tr St Ener Inco Etf (XLEI)	0.1	$860k	+17%	34k	25.23	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$859k	+6%	4.3k	201.90	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$846k	+161%	9.6k	87.88	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$839k	-18%	17k	48.66	View chart
McKesson Corporation (MCK)	0.1	$837k	+4%	1.1k	755.78	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$822k	-25%	22k	38.06	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$819k	+415%	30k	27.41	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$818k	+213%	9.4k	86.61	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.1	$818k	+213%	18k	46.63	View chart
Walt Disney Company (DIS)	0.1	$811k	+3%	8.4k	96.25	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.1	$810k	NEW	90k	9.03	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$803k		6.6k	121.43	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$796k	+210%	45k	17.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$785k		1.0k	763.26	View chart
O'reilly Automotive (ORLY)	0.1	$782k	+9%	8.5k	92.09	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$771k	+30%	9.3k	82.84	View chart
Pepsi (PEP)	0.1	$766k	+68%	5.7k	135.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$763k		2.5k	303.02	View chart
S&p Global (SPGI)	0.1	$759k	-2%	1.9k	407.17	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$759k	-6%	13k	56.52	View chart
Equifax (EFX)	0.1	$757k		4.8k	158.71	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$753k		13k	59.71	View chart
TJX Companies (TJX)	0.1	$749k		4.9k	151.51	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$745k	-18%	14k	53.50	View chart
Palo Alto Networks (PANW)	0.1	$738k	+125%	2.2k	341.00	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$726k	+5%	17k	42.59	View chart
Ge Vernova (GEV)	0.0	$713k	+9%	607.00	1175.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$707k	-36%	8.9k	79.03	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.0	$700k	-24%	31k	22.40	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$692k		15k	47.16	View chart
Nucor Corporation (NUE)	0.0	$684k	+9%	3.1k	222.73	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$681k	-34%	2.4k	285.56	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$676k	+25%	26k	25.94	View chart
Ge Aerospace Com New (GE)	0.0	$676k	+4%	1.8k	373.78	View chart
At&t (T)	0.0	$669k	+17%	32k	20.70	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.0	$659k	+14%	7.1k	93.12	View chart
Netflix (NFLX)	0.0	$657k	+13%	9.2k	71.40	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$652k	+219%	25k	26.23	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.0	$650k	+218%	75k	8.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$647k		6.7k	96.32	View chart
MercadoLibre (MELI)	0.0	$629k	+2%	370.00	1698.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$625k	-24%	7.5k	83.75	View chart
Vanguard World Utilities Etf (VPU)	0.0	$594k	-4%	3.0k	195.73	View chart
UnitedHealth (UNH)	0.0	$594k	-33%	1.4k	415.50	View chart
Southern Company (SO)	0.0	$591k	+12%	6.2k	95.71	View chart
Intel Corporation (INTC)	0.0	$582k	+27%	4.2k	139.64	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$580k	+14%	292.00	1987.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$573k	-3%	11k	50.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$572k		1.7k	343.87	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$571k	+6%	15k	37.02	View chart
Ea Series Trust Mili Long Sh Etf (ORR)	0.0	$570k	+26%	16k	36.32	View chart
Coca-Cola Company (KO)	0.0	$564k	+7%	6.9k	81.27	View chart
State Street Corporation (STT)	0.0	$560k	+16%	3.3k	169.62	View chart
Goldman Sachs (GS)	0.0	$559k	+5%	553.00	1011.41	View chart
Hartford Financial Services (HIG)	0.0	$554k		4.2k	132.53	View chart
Cme (CME)	0.0	$552k	+69%	2.5k	220.87	View chart
Vanguard World Health Car Etf (VHT)	0.0	$548k		1.8k	299.01	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$541k	+98%	6.1k	89.14	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$540k	+2%	5.6k	96.45	View chart
Corning Incorporated (GLW)	0.0	$540k	+33%	2.1k	255.44	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$540k	-15%	12k	43.75	View chart
Kla Corp Com New (KLAC)	0.0	$539k	+3035%	1.8k	301.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$533k	+42%	3.4k	156.30	View chart
Travelers Companies (TRV)	0.0	$518k	-26%	1.6k	330.09	View chart
Nextera Energy (NEE)	0.0	$514k		5.9k	87.77	View chart
New York Life Invts Active E Mack Mu Insd Etf (MMIN)	0.0	$509k		21k	24.21	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$504k	-11%	9.5k	53.17	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$494k	-22%	4.1k	118.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$488k	+578%	4.1k	119.51	View chart
Spotify Technology S A SHS (SPOT)	0.0	$486k	+22%	1.1k	459.15	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$465k	-98%	6.0k	78.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$462k		7.8k	58.92	View chart
Constellation Energy (CEG)	0.0	$462k	+10%	1.9k	248.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$462k	-13%	1.5k	300.48	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$460k		4.0k	114.88	View chart
Qualcomm (QCOM)	0.0	$458k	+5%	2.5k	184.76	View chart
Emerson Electric (EMR)	0.0	$452k	-2%	3.2k	143.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$447k	-14%	4.1k	110.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$440k	+2%	5.4k	81.07	View chart
Equinix (EQIX)	0.0	$439k	+468%	421.00	1043.22	View chart
Boeing Company (BA)	0.0	$436k		2.0k	216.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$433k	+8%	5.6k	77.11	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.0	$425k	+52%	5.1k	82.55	View chart
Marvell Technology (MRVL)	0.0	$425k	+2%	1.4k	297.89	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$423k	-12%	7.0k	60.79	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$419k	+12%	7.5k	56.16	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$417k	+142%	16k	26.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$410k		14k	28.96	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$408k	+32%	5.0k	81.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$407k	+3%	4.5k	90.09	View chart
SEI Investments Company (SEIC)	0.0	$401k		4.6k	87.71	View chart
Intuitive Surgical Com New (ISRG)	0.0	$400k	+11%	1.0k	397.58	View chart
Aon Shs Cl A (AON)	0.0	$391k		1.2k	331.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$381k	+14%	1.3k	298.05	View chart
Ouster Com New (OUST)	0.0	$381k	+30%	6.1k	62.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$371k	+32%	1.9k	190.56	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$368k	-12%	15k	24.88	View chart
Duke Energy Corp Com New (DUK)	0.0	$368k	+32%	2.9k	126.58	View chart
Air Products & Chemicals (APD)	0.0	$367k	+1261%	1.3k	293.19	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$365k	-26%	3.8k	95.44	View chart
Marriott Intl Cl A (MAR)	0.0	$363k		979.00	370.43	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$361k		12k	29.40	View chart
Motorola Solutions Com New (MSI)	0.0	$360k		866.00	415.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$353k	+3%	1.5k	236.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$352k	+79%	5.9k	59.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$350k	NEW	6.9k	50.58	View chart
Ecolab (ECL)	0.0	$349k		1.3k	278.54	View chart
Bristol Myers Squibb (BMY)	0.0	$344k		6.0k	57.62	View chart
Cameco Corporation (CCJ)	0.0	$339k	+27%	3.3k	101.86	View chart
Oracle Corporation (ORCL)	0.0	$337k	+6%	2.3k	146.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$322k	+112%	3.3k	98.98	View chart
Doordash Cl A (DASH)	0.0	$312k	+32%	1.7k	184.50	View chart
Cheniere Energy Com New (LNG)	0.0	$308k	+1912%	1.3k	239.02	View chart
Linde SHS (LIN)	0.0	$306k	+4%	590.00	518.66	View chart
Altria (MO)	0.0	$305k	+2%	4.2k	71.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$300k	+10%	2.2k	137.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$299k	+16%	892.00	334.90	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$297k	+35%	839.00	354.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$297k	+9%	1.4k	219.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$295k	-13%	721.00	409.65	View chart
Capital One Financial (COF)	0.0	$295k	+8%	1.5k	200.65	View chart
Allstate Corporation (ALL)	0.0	$292k		1.2k	237.98	View chart
Canadian Natl Ry (CNI)	0.0	$292k		2.4k	119.24	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$291k	-48%	6.4k	45.75	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$288k	-18%	2.6k	112.09	View chart
Marsh & McLennan Companies (MRSH)	0.0	$286k	+757%	1.7k	166.64	View chart
Sandisk Corp (SNDK)	0.0	$285k	+83%	125.00	2280.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$281k	-26%	7.7k	36.26	View chart
Texas Roadhouse (TXRH)	0.0	$279k	+3%	1.4k	193.29	View chart
United States Antimony (UAMY)	0.0	$278k		38k	7.26	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.0	$275k		3.8k	72.93	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$270k	+3%	544.00	496.92	View chart
Ferrari Nv Ord (RACE)	0.0	$267k	-24%	717.00	372.33	View chart
Marathon Petroleum Corp (MPC)	0.0	$267k		1.0k	255.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$263k	+4%	2.7k	96.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$263k	+400%	3.0k	87.90	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 Q2 filed Aug. 11, 2026
SHP Wealth Management 2026 Q1 filed May 8, 2026
SHP Wealth Management 2025 Q4 filed March 4, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z