Shum Financial Group
Latest statistics and disclosures from Shum Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, EFV, QUAL, IGLB, SPSM, and represent 27.55% of Shum Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL, MSFT, NVDA, MEAR, EFV, JMST, EFG, IQLT, SPYV, GOOGL.
- Started 1 new stock position in MEAR.
- Reduced shares in these 10 stocks: CVX, XOM, JNJ, LLY, SDY, FIXT, FDX, WMT, MDT, HD.
- Shum Financial Group was a net buyer of stock by $6.1M.
- Shum Financial Group has $141M in assets under management (AUM), dropping by 1.87%.
- Central Index Key (CIK): 0002044675
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Portfolio Holdings for Shum Financial Group
Shum Financial Group holds 93 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $12M | +42% | 49k | 253.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 7.9 | $11M | 150k | 74.35 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $5.9M | 31k | 191.81 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 3.5 | $4.9M | 100k | 49.63 |
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| Spdr Series Trust State Street Spd (SPSM) | 3.3 | $4.7M | 96k | 48.32 |
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| Microsoft Corporation (MSFT) | 3.2 | $4.6M | +10% | 12k | 370.16 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 2.8 | $4.0M | +4% | 86k | 46.23 |
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| Spdr Series Trust State Street Spd (SDY) | 2.7 | $3.8M | 26k | 145.94 |
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| NVIDIA Corporation (NVDA) | 2.6 | $3.7M | +11% | 22k | 174.40 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 2.6 | $3.7M | +2% | 79k | 46.91 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.6 | $3.6M | +4% | 64k | 56.58 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $3.1M | 10k | 294.17 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.0 | $2.9M | 29k | 97.91 |
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| Johnson & Johnson (JNJ) | 2.0 | $2.8M | -4% | 12k | 244.43 |
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| Spdr Series Trust State Street Spd (SPMD) | 2.0 | $2.8M | 48k | 59.22 |
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| Wal-Mart Stores (WMT) | 2.0 | $2.8M | 22k | 124.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.7M | +4% | 9.6k | 287.56 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 1.9 | $2.7M | +6% | 24k | 111.37 |
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| Amazon (AMZN) | 1.8 | $2.6M | +2% | 12k | 208.27 |
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| Spdr Series Trust State Street Spd (MDYV) | 1.8 | $2.5M | +4% | 29k | 85.15 |
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| Blackrock (BLK) | 1.5 | $2.1M | 2.2k | 961.63 |
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| Home Depot (HD) | 1.4 | $2.0M | 6.2k | 328.89 |
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| Ishares Tr Global Tech Etf (IXN) | 1.3 | $1.9M | 19k | 99.97 |
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| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 1.7k | 996.43 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.0 | $1.5M | 32k | 45.89 |
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| UnitedHealth (UNH) | 1.0 | $1.4M | 5.2k | 270.59 |
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| Eli Lilly & Co. (LLY) | 1.0 | $1.4M | -5% | 1.5k | 919.77 |
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| Visa Com Cl A (V) | 0.9 | $1.3M | 4.4k | 302.26 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.9 | $1.3M | 22k | 59.19 |
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| Prologis (PLD) | 0.9 | $1.3M | 9.5k | 132.17 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.9 | $1.2M | 30k | 40.14 |
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| PPL Corporation (PPL) | 0.8 | $1.2M | 31k | 38.20 |
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| Abbvie (ABBV) | 0.8 | $1.1M | 5.2k | 217.47 |
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| Ssga Active Tr State Street Dou (EMTL) | 0.7 | $1.1M | +5% | 25k | 42.56 |
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| Palo Alto Networks (PANW) | 0.7 | $1.0M | +11% | 6.5k | 160.32 |
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| Tcw Etf Trust Core Plus Bond (FIXT) | 0.7 | $955k | -4% | 25k | 37.89 |
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| Procter & Gamble Company (PG) | 0.7 | $944k | 6.5k | 144.45 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $917k | -13% | 5.4k | 169.64 |
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| Broadcom (AVGO) | 0.6 | $885k | +4% | 2.9k | 309.51 |
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| International Business Machines (IBM) | 0.6 | $875k | 3.6k | 242.39 |
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| Cisco Systems (CSCO) | 0.6 | $875k | 11k | 77.59 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $869k | 11k | 82.75 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $859k | +25% | 17k | 50.98 |
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| Philip Morris International (PM) | 0.6 | $852k | 5.2k | 165.34 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $846k | 5.8k | 146.61 |
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| Netflix (NFLX) | 0.6 | $845k | 8.8k | 96.15 |
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| Qualcomm (QCOM) | 0.6 | $826k | 6.4k | 128.78 |
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| Abbott Laboratories (ABT) | 0.6 | $825k | 8.0k | 102.66 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $814k | +3% | 8.3k | 98.38 |
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| Oracle Corporation (ORCL) | 0.6 | $807k | 5.5k | 147.11 |
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| salesforce (CRM) | 0.6 | $796k | 4.3k | 186.67 |
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| American Tower Reit (AMT) | 0.5 | $770k | +7% | 4.5k | 172.59 |
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| FedEx Corporation (FDX) | 0.5 | $734k | -4% | 2.1k | 356.18 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $716k | 1.2k | 604.39 |
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| Merck & Co (MRK) | 0.5 | $716k | 6.0k | 120.29 |
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| Pepsi (PEP) | 0.5 | $679k | 4.4k | 155.30 |
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| Advanced Micro Devices (AMD) | 0.5 | $669k | +11% | 3.3k | 203.43 |
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| Chevron Corporation (CVX) | 0.5 | $641k | -23% | 3.1k | 206.90 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $637k | +5% | 4.6k | 138.36 |
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| Hershey Company (HSY) | 0.4 | $614k | 3.0k | 207.89 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $593k | +10% | 6.3k | 93.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $577k | 1.2k | 479.20 |
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| Walt Disney Company (DIS) | 0.4 | $574k | -2% | 6.0k | 96.38 |
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| Ge Aerospace Com New (GE) | 0.4 | $557k | 2.0k | 283.80 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $543k | 21k | 25.62 |
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| Public Storage (PSA) | 0.4 | $533k | 2.0k | 270.94 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $531k | +10% | 9.4k | 56.68 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $522k | 1.6k | 320.81 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $487k | +4% | 3.6k | 135.72 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $479k | +3% | 4.2k | 114.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $453k | 1.2k | 390.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $436k | +27% | 1.5k | 286.86 |
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| American Express Company (AXP) | 0.3 | $407k | 1.3k | 302.48 |
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| Ge Vernova (GEV) | 0.3 | $407k | -3% | 466.00 | 872.90 |
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| Medtronic SHS (MDT) | 0.3 | $390k | -6% | 4.5k | 86.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $378k | 579.00 | 652.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $377k | 1.8k | 215.08 |
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| Target Corporation (TGT) | 0.3 | $365k | 3.0k | 121.18 |
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| Honeywell International (HON) | 0.3 | $357k | -5% | 1.6k | 226.03 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $347k | +29% | 263.00 | 1320.83 |
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| Amgen (AMGN) | 0.2 | $337k | -2% | 957.00 | 351.85 |
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| McDonald's Corporation (MCD) | 0.2 | $333k | 1.1k | 310.75 |
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| Meta Platforms Cl A (META) | 0.2 | $311k | +45% | 544.00 | 572.13 |
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| Arista Networks Com Shs (ANET) | 0.2 | $309k | +5% | 2.5k | 122.78 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $303k | +11% | 3.2k | 95.62 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.2 | $281k | -2% | 5.5k | 50.84 |
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| 3M Company (MMM) | 0.2 | $267k | 1.8k | 145.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $245k | 3.6k | 67.53 |
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| Altria (MO) | 0.2 | $236k | 3.6k | 65.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $221k | +3% | 1.8k | 124.31 |
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| Morgan Stanley Com New (MS) | 0.2 | $220k | 1.3k | 164.57 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $207k | NEW | 4.1k | 50.34 |
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| General Dynamics Corporation (GD) | 0.1 | $206k | 601.00 | 343.08 |
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Past Filings by Shum Financial Group
SEC 13F filings are viewable for Shum Financial Group going back to 2024
- Shum Financial Group 2026 Q1 filed April 22, 2026
- Shum Financial Group 2025 Q4 filed Jan. 15, 2026
- Shum Financial Group 2025 Q3 filed Oct. 20, 2025
- Shum Financial Group 2025 Q1 filed April 22, 2025
- Shum Financial Group 2024 Q4 filed Jan. 22, 2025
- Shum Financial Group 2024 Q3 filed Nov. 13, 2024