ShoreHaven Wealth Partners

ShoreHaven Wealth Partners as of June 30, 2026

Portfolio Holdings for ShoreHaven Wealth Partners

ShoreHaven Wealth Partners holds 106 positions in its portfolio as reported in the June 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) 16.1 $51M 373k 137.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.7 $34M 372k 91.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.5 $21M 302k 68.01
Blackrock Etf Trust Isha In Ctry Etf (CORO) 3.7 $12M 319k 36.60
Blackrock Etf Trust Isha I In Te Etf (BAI) 3.5 $11M 209k 52.72
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.1 $9.8M 102k 96.49
Wisdomtree Tr Glob Ex Us Qu Fd (DNL) 2.6 $8.1M 176k 46.18
Apple (AAPL) 2.3 $7.4M 26k 289.36
Ishares Tr Rus Top 200 Etf (IWL) 2.3 $7.2M 39k 184.95
Spdr Series Trust ST STR SP1500VT (VLU) 2.2 $6.9M 29k 238.20
Blackrock Etf Trust Isha Us Them Etf (THRO) 2.1 $6.8M 158k 43.11
Blackrock Etf Trust Isha Syst Al Etf (IALT) 2.0 $6.3M 226k 28.05
Ishares Tr Us Treas Bd Etf (GOVT) 1.9 $6.2M 272k 22.78
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $5.8M 17k 342.82
Ishares Tr U S Equity Factr (LRGF) 1.8 $5.7M 75k 75.63
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.7 $5.4M 129k 41.82
Blackrock Etf Trust Isha La Core Etf (BLCR) 1.7 $5.4M 107k 50.37
Global X Fds Defense Tech Etf (SHLD) 1.6 $5.1M 86k 59.71
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.5 $4.8M 101k 47.61
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $4.3M 26k 164.27
Ishares Tr Eafe Value Etf (EFV) 1.3 $4.1M 53k 76.55
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.3 $4.1M 78k 52.34
Ishares Tr S&p 100 Etf (OEF) 1.3 $4.0M 11k 365.87
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.2 $3.8M 146k 25.95
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $3.7M 30k 124.42
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.9 $2.8M 55k 50.29
Ishares Gold Tr Ishares New (IAU) 0.8 $2.7M 35k 75.51
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $2.6M 52k 50.49
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.8 $2.6M 110k 23.52
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.8 $2.6M 102k 25.17
Vertiv Holdings Com Cl A (VRT) 0.8 $2.4M 7.2k 334.82
Ishares Tr Mbs Etf (MBB) 0.7 $2.3M 25k 94.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $2.2M 25k 86.42
Ishares Tr Europe Etf (IEV) 0.7 $2.2M 30k 72.85
Blackrock Etf Trust Ishares Us Larg (BALI) 0.7 $2.1M 63k 33.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $2.0M 9.3k 219.43
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.7M 18k 94.57
Wisdomtree Tr Itl High Div Fd (DTH) 0.5 $1.7M 31k 54.11
Spdr Series Trust St Str Nuvee Etf (TFI) 0.5 $1.7M 36k 45.80
Ishares Msci Emrg Chn (EMXC) 0.5 $1.6M 16k 102.30
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.6M 21k 75.79
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.5 $1.6M 33k 48.49
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.6M 4.5k 357.39
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $1.6M 26k 61.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.6M 3.1k 500.38
Ishares Tr Msci Usa Min Etf (USMV) 0.4 $1.3M 13k 96.46
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $1.2M 24k 51.78
Ishares Tr Invt Grad Sy Etf (IGEB) 0.4 $1.2M 27k 45.11
Spdr Series Trust St Str Sp Aero (XAR) 0.4 $1.2M 4.3k 283.79
NVIDIA Corporation (NVDA) 0.4 $1.2M 5.8k 200.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 14k 79.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.1M 9.8k 109.07
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 2.4k 409.53
Wisdomtree Tr Us High Dividend (DHS) 0.3 $887k 7.8k 113.69
Microsoft Corporation (MSFT) 0.3 $882k 2.4k 373.00
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.3 $874k 34k 25.56
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.3 $846k 18k 47.52
Blackrock Etf Trust Ii Isha Secu In Etf (SECU) 0.3 $842k 17k 49.86
Alphabet Cap Stk Cl C (GOOG) 0.3 $840k 2.4k 353.35
Spdr Series Trust St Str Corpo Etf (SPBO) 0.3 $807k 28k 29.04
Ea Series Trust Ars Fo Op St Etf (AFOS) 0.2 $768k 17k 46.65
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) 0.2 $759k 34k 22.45
Ishares Euro High Yield (EUHY) 0.2 $745k 14k 53.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $735k 11k 68.41
Verizon Communications (VZ) 0.2 $689k 16k 42.34
Amazon (AMZN) 0.2 $659k 2.8k 238.34
Ishares Tr Core High Dv Etf (HDV) 0.2 $650k 24k 27.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $596k 12k 50.58
Ishares Tr Intl Div Grwth (IGRO) 0.2 $576k 6.6k 87.93
Chevron Corporation (CVX) 0.2 $538k 3.2k 165.75
JPMorgan Chase & Co. (JPM) 0.2 $516k 1.6k 327.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $445k 1.8k 242.36
Nasdaq Omx (NDAQ) 0.1 $432k 5.5k 78.82
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $432k 5.4k 79.42
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $419k 1.8k 227.11
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $417k 8.1k 51.37
Corning Incorporated (GLW) 0.1 $404k 1.6k 255.43
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $384k 4.0k 96.33
Annaly Capital Management In Com New (NLY) 0.1 $380k 17k 22.36
Roblox Corp Cl A (RBLX) 0.1 $364k 6.7k 54.38
Philip Morris International (PM) 0.1 $362k 2.0k 180.91
Consolidated Edison (ED) 0.1 $358k 3.2k 110.62
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $348k 6.8k 51.29
Morgan Stanley Com New (MS) 0.1 $322k 1.5k 209.04
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) 0.1 $312k 6.2k 50.33
Advanced Micro Devices (AMD) 0.1 $309k 532.00 580.91
Ishares Tr Systematic Bd Et (SYSB) 0.1 $308k 3.5k 88.72
Ishares Tr Core S&p500 Etf (IVV) 0.1 $304k 406.00 748.64
Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $299k 12k 25.44
Blackrock (BLK) 0.1 $288k 299.00 962.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $286k 774.00 369.93
Fidelity Covington Trust Momentum Factr (FDMO) 0.1 $274k 2.8k 98.57
Ishares Core Msci Emkt (IEMG) 0.1 $271k 3.3k 82.84
Marriott Intl Cl A (MAR) 0.1 $260k 702.00 370.59
Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.1 $245k 6.4k 38.52
Ishares Tr Core Msci Eafe (IEFA) 0.1 $244k 2.5k 96.59
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $243k 3.7k 64.88
PIMCO Corporate Income Fund (PCN) 0.1 $239k 20k 11.95
Fidelity Merrimack Str Tr Investment Gr Se (FSEC) 0.1 $231k 5.3k 43.84
Royal Caribbean Cruises (RCL) 0.1 $231k 727.00 317.69
Fidelity Covington Trust Intl Multifactor (FDEV) 0.1 $229k 6.5k 35.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $214k 1.4k 158.00
Sterling Construction Company (STRL) 0.1 $214k 255.00 839.36
Nextera Energy (NEE) 0.1 $204k 2.3k 87.79
International Business Machines (IBM) 0.1 $204k 726.00 281.22
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $202k 4.4k 45.49