Shum Financial Group

Shum Financial Group as of June 30, 2026

Portfolio Holdings for Shum Financial Group

Shum Financial Group 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
Apple (AAPL) 8.6 $14M 49k 289.36
Ishares Tr Eafe Value Etf (EFV) 7.2 $12M 156k 76.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.3 $7.1M 32k 219.43
Spdr Series Trust ST STR SP600 SML (SPSM) 3.3 $5.5M 95k 57.67
Ishares Tr 10+ Yr Invst Grd (IGLB) 3.0 $4.9M 98k 50.04
Microsoft Corporation (MSFT) 2.9 $4.8M 13k 373.01
Ishares Tr Msci Intl Qualty (IQLT) 2.9 $4.7M 96k 49.55
NVIDIA Corporation (NVDA) 2.8 $4.7M 24k 200.09
Spdr Index Shs Fds St Port Mark Etf (SPEM) 2.6 $4.4M 85k 51.78
Spdr Series Trust St Str P500val (SPYV) 2.5 $4.2M 68k 60.79
Spdr Series Trust St Str Sp Div (SDY) 2.5 $4.1M 27k 152.18
Alphabet Cap Stk Cl A (GOOGL) 2.3 $3.7M 10k 357.37
Spdr Series Trust ST STR P500GRW (SPYG) 2.2 $3.6M 31k 118.99
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $3.4M 27k 124.42
JPMorgan Chase & Co. (JPM) 2.0 $3.4M 10k 327.33
Spdr Series Trust St Str P400mid (SPMD) 2.0 $3.2M 48k 67.56
Amazon (AMZN) 1.8 $3.0M 13k 238.34
Johnson & Johnson (JNJ) 1.8 $2.9M 12k 253.97
Spdr Series Trust St Str Sp400val (MDYV) 1.8 $2.9M 31k 94.85
Ishares Tr Global Tech Etf (IXN) 1.6 $2.7M 19k 144.48
Wal-Mart Stores (WMT) 1.5 $2.5M 22k 113.26
Palo Alto Networks (PANW) 1.4 $2.3M 6.7k 341.02
UnitedHealth (UNH) 1.3 $2.2M 5.2k 415.63
Blackrock (BLK) 1.3 $2.1M 2.2k 961.48
Home Depot (HD) 1.3 $2.1M 5.9k 352.68
Advanced Micro Devices (AMD) 1.2 $2.0M 3.4k 580.91
Eli Lilly & Co. (LLY) 1.1 $1.7M 1.5k 1199.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $1.7M 34k 51.00
Costco Wholesale Corporation (COST) 1.0 $1.6M 1.7k 935.47
Visa Com Cl A (V) 0.9 $1.5M 4.4k 343.11
Ishares Tr Cre U S Reit Etf (USRT) 0.9 $1.5M 22k 66.45
Select Sector Spdr Tr St Str Util Etf (XLU) 0.9 $1.4M 32k 45.34
Cisco Systems (CSCO) 0.8 $1.3M 11k 117.46
Abbvie (ABBV) 0.8 $1.3M 5.1k 251.64
Prologis (PLD) 0.8 $1.3M 9.5k 135.47
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.7 $1.2M 30k 40.29
Broadcom (AVGO) 0.7 $1.2M 3.1k 377.75
Qualcomm (QCOM) 0.7 $1.2M 6.4k 184.79
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.1M 12k 96.44
PPL Corporation (PPL) 0.7 $1.1M 31k 36.35
International Business Machines (IBM) 0.6 $1.0M 3.6k 281.21
Crowdstrike Hldgs Cl A (CRWD) 0.6 $956k 1.3k 763.14
Tcw Etf Trust Core Plus Bond (FIXT) 0.6 $945k 25k 37.79
Philip Morris International (PM) 0.6 $942k 5.2k 180.91
Select Sector Spdr Tr St Str Care Etf (XLV) 0.6 $922k 5.8k 158.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $911k 11k 82.65
United Parcel Svcs CL B (UPS) 0.5 $880k 8.2k 107.50
Procter & Gamble Company (PG) 0.5 $877k 6.0k 146.64
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $826k 415.00 1989.44
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $796k 5.1k 156.96
American Tower Reit (AMT) 0.5 $768k 4.7k 163.57
Oracle Corporation (ORCL) 0.5 $766k 5.2k 146.55
Merck & Co (MRK) 0.5 $757k 5.9k 128.51
Ge Aerospace Com New (GE) 0.4 $735k 2.0k 373.77
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $731k 979.00 746.77
Charles Schwab Corporation (SCHW) 0.4 $708k 7.7k 92.28
Abbott Laboratories (ABT) 0.4 $702k 7.7k 90.74
salesforce (CRM) 0.4 $694k 4.4k 156.66
Public Storage (PSA) 0.4 $640k 2.0k 318.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $612k 1.3k 477.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $602k 11k 56.48
Netflix (NFLX) 0.4 $602k 8.4k 71.40
Lockheed Martin Corporation (LMT) 0.4 $597k 1.2k 509.46
Alphabet Cap Stk Cl C (GOOG) 0.4 $590k 1.7k 353.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $588k 1.2k 500.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $584k 3.1k 188.09
Spdr Series Trust St Str Aggre Etf (SPAB) 0.4 $584k 23k 25.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $581k 1.6k 370.04
FedEx Corporation (FDX) 0.3 $567k 1.8k 313.13
Ge Vernova (GEV) 0.3 $549k 467.00 1174.86
Pepsi (PEP) 0.3 $524k 3.9k 135.39
Hershey Company (HSY) 0.3 $518k 3.0k 175.45
Ishares Tr Core High Dv Etf (HDV) 0.3 $496k 18k 27.41
Blackstone Group Inc Com Cl A (BX) 0.3 $489k 4.2k 117.67
Vanguard Index Fds Value Etf (VTV) 0.3 $465k 2.1k 217.93
Amphenol Corp Cl A (APH) 0.3 $458k 2.6k 176.32
Arista Networks Com Shs (ANET) 0.3 $453k 2.7k 169.88
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.3 $434k 8.6k 50.53
Ishares Tr Core S&p500 Etf (IVV) 0.3 $433k 579.00 748.60
Walt Disney Company (DIS) 0.3 $433k 4.5k 96.25
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $433k 1.8k 236.64
American Express Company (AXP) 0.3 $433k 1.3k 338.25
Meta Platforms Cl A (META) 0.2 $364k 647.00 563.29
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $342k 2.3k 148.31
Medtronic SHS (MDT) 0.2 $339k 4.3k 78.23
Exxon Mobil Corporation (XOM) 0.2 $339k 2.5k 136.72
Amgen (AMGN) 0.2 $337k 930.00 362.12
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $331k 3.2k 102.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $321k 467.00 686.28
3M Company (MMM) 0.2 $297k 1.8k 161.94
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.2 $287k 5.7k 50.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $280k 3.6k 77.11
Morgan Stanley Com New (MS) 0.2 $278k 1.3k 209.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $260k 353.00 736.40
Eaton Corp SHS (ETN) 0.2 $259k 607.00 426.12
Altria (MO) 0.2 $256k 3.6k 71.95
Target Corporation (TGT) 0.2 $253k 1.9k 130.63
Bank of America Corporation (BAC) 0.1 $243k 4.3k 56.98
Ishares Tr Russell 2000 Etf (IWM) 0.1 $239k 794.00 300.45
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $235k 4.4k 52.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $231k 2.1k 110.32
McDonald's Corporation (MCD) 0.1 $230k 849.00 270.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $217k 3.6k 59.69
Texas Instruments Incorporated (TXN) 0.1 $216k 725.00 298.07
General Dynamics Corporation (GD) 0.1 $216k 610.00 354.20
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $214k 3.7k 57.64