ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of March 31, 2026

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 103 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
Ishares Tr S&p 500 Grwt Etf (IVW) 12.4 $35M 305k 113.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.1 $28M 350k 80.61
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.3 $15M 254k 58.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $11M 133k 80.58
Blackrock Etf Trust Ishares Intl Ctr (CORO) 3.6 $10M 314k 32.15
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $9.0M 104k 86.69
Blackrock Etf Trust Ishares A I Inno (BAI) 3.0 $8.3M 252k 32.95
Blackrock Etf Trust Ishares Us Thema (THRO) 2.9 $8.0M 220k 36.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $7.3M 38k 191.81
Wisdomtree Tr Global Ex Us Qua (DNL) 2.5 $7.0M 173k 40.37
Apple (AAPL) 2.4 $6.6M 26k 253.79
Ishares Tr Rus Top 200 Etf (IWL) 2.3 $6.3M 39k 160.48
Spdr Series Trust State Street Spd (VLU) 2.3 $6.3M 29k 214.98
Ishares Tr Eafe Value Etf (EFV) 2.2 $6.0M 81k 74.35
Ishares Tr Msci Usa Mmentm (MTUM) 2.0 $5.6M 24k 239.99
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.8 $5.2M 130k 39.68
Ishares Tr U S Equity Factr (LRGF) 1.8 $5.1M 77k 66.00
Global X Fds Defense Tech Etf (SHLD) 1.8 $4.9M 69k 70.84
Blackrock Etf Trust Ishares Large Ca (BLCR) 1.6 $4.5M 109k 41.06
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $3.7M 26k 142.43
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $3.6M 69k 51.93
Ishares Tr S&p 100 Etf (OEF) 1.3 $3.6M 11k 318.07
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $3.3M 30k 111.37
Ishares Gold Tr Ishares New (IAU) 1.1 $3.1M 35k 88.16
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.0 $2.8M 59k 47.41
Vertiv Holdings Com Cl A (VRT) 1.0 $2.7M 11k 250.58
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.0 $2.7M 89k 29.99
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $2.6M 52k 50.37
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.5M 111k 22.91
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.9 $2.4M 103k 22.98
Ishares Tr Core Intl Aggr (IAGG) 0.8 $2.3M 46k 50.04
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.8 $2.1M 45k 47.59
Ishares Tr Mbs Etf (MBB) 0.8 $2.1M 22k 94.95
Ishares Tr Europe Etf (IEV) 0.7 $2.1M 30k 67.94
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $1.8M 18k 100.72
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $1.8M 71k 24.79
Wisdomtree Tr Itl High Div Fd (DTH) 0.6 $1.7M 32k 54.09
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.7M 18k 95.44
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $1.6M 34k 47.54
Ishares Tr Core Div Grwth (DGRO) 0.6 $1.6M 22k 70.18
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.6 $1.6M 29k 54.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 3.1k 479.19
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.3M 4.5k 287.56
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.3M 22k 59.03
Ishares Msci Emrg Chn (EMXC) 0.5 $1.3M 16k 78.66
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.3M 14k 92.74
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.2M 26k 46.91
Ishares Tr Investment Grade (IGEB) 0.4 $1.2M 27k 45.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.2M 11k 108.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 14k 79.56
Blackrock Etf Trust Ishares Us Larg (BALI) 0.4 $1.1M 36k 30.81
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $1.0M 23k 44.80
NVIDIA Corporation (NVDA) 0.4 $1.0M 5.9k 174.39
Microsoft Corporation (MSFT) 0.3 $905k 2.4k 370.18
Ishares Tr Rus 1000 Etf (IWB) 0.3 $875k 2.5k 356.58
Wisdomtree Tr Us High Dividend (DHS) 0.3 $867k 7.9k 109.22
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.3 $848k 34k 25.11
Spdr Series Trust State Street Spd (XAR) 0.3 $814k 3.2k 253.98
Verizon Communications (VZ) 0.3 $813k 16k 50.20
Spdr Series Trust State Street Spd (SPBO) 0.3 $799k 28k 29.03
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.3 $724k 33k 22.02
Ishares Euro High Yield (EUHY) 0.3 $719k 14k 52.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $690k 2.4k 286.87
Chevron Corporation (CVX) 0.2 $669k 3.2k 206.90
Ishares Tr High Yld Corp Bd (HYGW) 0.2 $651k 22k 29.50
Ishares Tr Core High Dv Etf (HDV) 0.2 $649k 4.8k 135.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $615k 11k 56.79
Ea Series Trust Ars Focused Oppo (AFOS) 0.2 $604k 17k 36.13
Amazon (AMZN) 0.2 $576k 2.8k 208.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $570k 11k 49.89
Ishares Tr Intl Div Grwth (IGRO) 0.2 $544k 6.5k 83.77
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $504k 5.4k 92.69
JPMorgan Chase & Co. (JPM) 0.2 $462k 1.6k 294.16
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $426k 4.8k 89.34
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $400k 1.9k 211.19
Philip Morris International (PM) 0.1 $396k 2.4k 165.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $392k 1.8k 213.61
Roblox Corp Cl A (RBLX) 0.1 $379k 6.7k 56.56
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $374k 7.4k 50.66
Consolidated Edison (ED) 0.1 $364k 3.2k 113.19
Spdr Series Trust State Street Spd (TFI) 0.1 $363k 8.0k 45.34
Annaly Capital Management In Com New (NLY) 0.1 $360k 17k 21.15
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $352k 6.9k 51.23
Spdr Series Trust State Street Spd (HYMB) 0.1 $337k 14k 24.80
Ssga Active Etf Tr State Street Bla (SRLN) 0.1 $294k 7.3k 40.14
Blackrock (BLK) 0.1 $288k 299.00 961.37
Ishares Tr Systematic Bd Et (SYSB) 0.1 $286k 3.2k 89.00
Ishares Core Msci Emkt (IEMG) 0.1 $279k 4.0k 69.75
Fidelity Covington Trust Intl Multifactor (FDEV) 0.1 $267k 7.5k 35.68
Ishares Tr Core S&p500 Etf (IVV) 0.1 $264k 405.00 652.43
Morgan Stanley Com New (MS) 0.1 $254k 1.5k 164.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $248k 774.00 320.71
PIMCO Corporate Income Fund (PCN) 0.1 $238k 20k 11.90
Marriott Intl Cl A (MAR) 0.1 $230k 702.00 327.07
Ishares Tr Core Msci Eafe (IEFA) 0.1 $229k 2.5k 90.54
Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.1 $225k 5.1k 43.84
Fidelity Covington Trust Momentum Factr (FDMO) 0.1 $224k 2.8k 80.10
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $223k 3.8k 58.80
Corning Incorporated (GLW) 0.1 $215k 1.6k 135.97
Nextera Energy (NEE) 0.1 $215k 2.3k 92.86
At&t (T) 0.1 $209k 7.2k 28.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $203k 1.4k 148.08
Cibus Cl A Com Stk (CBUS) 0.0 $26k 13k 1.98