ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 11.6 $32M 263k 123.26
American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.7 $24M 318k 75.77
Blackrock Etf Trust Ishares Us Equit (DYNF) 7.1 $20M 324k 60.81
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 4.9 $14M 231k 59.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.7 $13M 169k 77.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $8.7M 100k 87.16
Blackrock Etf Trust Ishares Us Thema (THRO) 2.9 $8.1M 209k 38.56
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $7.5M 38k 198.62
Apple (AAPL) 2.6 $7.2M 26k 271.87
Ishares Tr Eafe Value Etf (EFV) 2.5 $6.9M 97k 71.41
Wisdomtree Tr Global Ex Us Qua (DNL) 2.5 $6.9M 166k 41.22
Ishares Tr Rus Top 200 Etf (IWL) 2.3 $6.5M 38k 170.63
Blackrock Etf Trust Ishares A I Inno (BAI) 2.3 $6.3M 190k 33.30
Spdr Series Trust State Street Spd (VLU) 2.2 $6.1M 29k 210.64
Ishares Tr Msci Usa Mmentm (MTUM) 2.0 $5.6M 23k 250.31
Ishares Gold Tr Ishares New (IAU) 1.9 $5.4M 67k 81.17
Ishares Tr U S Equity Factr (LRGF) 1.9 $5.4M 77k 69.43
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.8 $5.1M 135k 38.05
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.6 $4.6M 87k 52.77
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.4 $3.8M 98k 38.73
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $3.6M 24k 148.69
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $3.6M 31k 113.92
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.0 $2.9M 60k 48.07
Global X Fds Defense Tech Etf (SHLD) 1.0 $2.9M 44k 64.79
Ishares Tr S&p 100 Etf (OEF) 1.0 $2.8M 8.3k 342.97
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $2.7M 56k 48.09
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.9 $2.4M 50k 47.94
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $2.4M 47k 50.58
Ishares Tr Europe Etf (IEV) 0.8 $2.1M 31k 68.60
Ishares Tr Mbs Etf (MBB) 0.8 $2.1M 22k 95.22
Ishares Tr Core Div Grwth (DGRO) 0.7 $1.8M 26k 69.42
Ishares Tr U.s. Tech Etf (IYW) 0.6 $1.8M 9.0k 199.68
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $1.8M 18k 101.68
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $1.8M 72k 24.87
Vertiv Holdings Com Cl A (VRT) 0.6 $1.8M 11k 162.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.7M 18k 96.16
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $1.6M 35k 45.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.6M 3.1k 502.80
Wisdomtree Tr Itl High Div Fd (DTH) 0.5 $1.4M 28k 51.61
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.4M 4.5k 313.05
Ishares Tr Investment Grade (IGEB) 0.5 $1.4M 30k 45.66
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 14k 94.16
Wisdomtree Tr Us High Dividend (DHS) 0.5 $1.3M 13k 101.83
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.3M 12k 110.20
Ishares Tr High Yld Corp Bd (HYGW) 0.4 $1.2M 41k 29.86
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.4 $1.2M 18k 67.64
Microsoft Corporation (MSFT) 0.4 $1.2M 2.5k 483.66
Ishares Msci Emrg Chn (EMXC) 0.4 $1.2M 16k 72.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.2M 25k 46.81
Blackrock Etf Trust Ishares Us Larg (BALI) 0.4 $1.2M 36k 31.68
NVIDIA Corporation (NVDA) 0.4 $1.1M 5.8k 186.52
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 13k 80.63
Ishares Tr Rus 1000 Etf (IWB) 0.3 $903k 2.4k 373.46
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.3 $841k 33k 25.82
Spdr Series Trust State Street Spd (XAR) 0.3 $828k 3.4k 241.24
Spdr Series Trust State Street Spd (SPBO) 0.3 $822k 28k 29.34
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $819k 35k 23.19
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.3 $750k 34k 22.22
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $747k 7.8k 96.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $744k 15k 50.29
Alphabet Cap Stk Cl C (GOOG) 0.3 $742k 2.4k 313.92
Verizon Communications (VZ) 0.2 $656k 16k 40.73
Ishares Tr Intl Div Grwth (IGRO) 0.2 $650k 7.9k 82.78
Amazon (AMZN) 0.2 $644k 2.8k 230.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $644k 7.3k 88.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $592k 11k 54.71
Ea Series Trust Ars Focused Oppo (AFOS) 0.2 $556k 16k 34.38
Roblox Corp Cl A (RBLX) 0.2 $543k 6.7k 81.03
Spdr Series Trust State Street Spd (HYMB) 0.2 $537k 22k 24.94
JPMorgan Chase & Co. (JPM) 0.2 $505k 1.6k 322.28
Chevron Corporation (CVX) 0.2 $505k 3.3k 152.43
Ssga Active Etf Tr State Street Bla (SRLN) 0.2 $483k 12k 41.27
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $465k 5.5k 85.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $436k 2.1k 212.11
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $388k 7.6k 51.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $386k 1.8k 210.40
Philip Morris International (PM) 0.1 $384k 2.4k 160.43
Annaly Capital Management In Com New (NLY) 0.1 $380k 17k 22.36
Ishares Tr Core Intl Aggr (IAGG) 0.1 $377k 7.5k 50.01
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.1 $376k 2.9k 130.80
Ishares Tr High Yld Systm B (HYDB) 0.1 $331k 7.0k 47.35
Blackrock (BLK) 0.1 $319k 298.00 1071.83
Consolidated Edison (ED) 0.1 $317k 3.2k 99.34
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $297k 2.1k 141.16
Spdr Series Trust State Street Spd (TFI) 0.1 $296k 6.5k 45.71
Ishares Tr Systematic Bd Et (SYSB) 0.1 $287k 3.2k 89.76
Ishares Core Msci Emkt (IEMG) 0.1 $284k 4.2k 67.23
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $282k 5.4k 51.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $276k 403.00 685.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $259k 773.00 335.60
Fidelity Covington Trust Intl Multifactor (FDEV) 0.1 $256k 7.4k 34.61
Morgan Stanley Com New (MS) 0.1 $252k 1.4k 177.65
Fidelity Covington Trust Momentum Factr (FDMO) 0.1 $244k 2.9k 83.96
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $239k 3.9k 61.02
Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.1 $227k 5.2k 44.13
Ishares Tr Core Msci Eafe (IEFA) 0.1 $226k 2.5k 89.47
At&t (T) 0.1 $223k 9.0k 24.84
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $221k 2.9k 75.61
First Solar (FSLR) 0.1 $218k 834.00 261.23
Marriott Intl Cl A (MAR) 0.1 $218k 701.00 310.24
International Business Machines (IBM) 0.1 $214k 721.00 296.29
Visa Com Cl A (V) 0.1 $213k 607.00 351.14
Meta Platforms Cl A (META) 0.1 $209k 315.00 661.97
Royal Caribbean Cruises (RCL) 0.1 $203k 726.00 279.08