ShoreHaven Wealth Partners, LLC 13F Holdings · Q2 2026
ShoreHaven Wealth Partners, LLC reported 106 securities worth $317.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (16.15%), AVLV (10.68%), DYNF (6.45%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $51.3M | 16.15% | 373,246 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $34.0M | 10.68% | 372,316 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $20.5M | 6.45% | 301,711 | Added |
| 4 | CORO | BLACKROCK ETF TRUST | $11.7M | 3.67% | 318,708 | Added |
| 5 | BAI | BLACKROCK ETF TRUST | $11.0M | 3.46% | 208,852 | Trimmed |
| 6 | AVEM | AMERICAN CENTY ETF TR | $9.8M | 3.09% | 101,935 | Trimmed |
| 7 | DNL | WISDOMTREE TR | $8.1M | 2.56% | 176,021 | Added |
| 8 | AAPL | APPLE INC | $7.4M | 2.33% | 25,650 | Trimmed |
| 9 | IWL | ISHARES TR | $7.2M | 2.28% | 39,152 | Trimmed |
| 10 | VLU | SPDR SERIES TRUST | $6.9M | 2.18% | 29,028 | Trimmed |
| 11 | THRO | BLACKROCK ETF TRUST | $6.8M | 2.14% | 157,950 | Trimmed |
| 12 | IALT | BLACKROCK ETF TRUST | $6.3M | 1.99% | 225,653 | New |
| 13 | GOVT | ISHARES TR | $6.2M | 1.95% | 271,524 | Added |
| 14 | MTUM | ISHARES TR | $5.8M | 1.83% | 17,004 | Trimmed |
| 15 | LRGF | ISHARES TR | $5.7M | 1.78% | 74,892 | Trimmed |
| 16 | IVLU | ISHARES TR | $5.4M | 1.70% | 129,310 | Trimmed |
| 17 | BLCR | BLACKROCK ETF TRUST | $5.4M | 1.69% | 106,637 | Trimmed |
| 18 | SHLD | GLOBAL X FDS | $5.1M | 1.62% | 86,155 | Added |
| 19 | BKHY | BNY MELLON ETF TRUST | $4.8M | 1.51% | 101,068 | Added |
| 20 | ITOT | ISHARES TR | $4.3M | 1.34% | 25,982 | Added |
| 21 | EFV | ISHARES TR | $4.1M | 1.29% | 53,441 | Trimmed |
| 22 | BINC | BLACKROCK ETF TRUST II | $4.1M | 1.28% | 77,534 | Added |
| 23 | OEF | ISHARES TR | $4.0M | 1.25% | 10,864 | Trimmed |
| 24 | BTC | GRAYSCALE BITCOIN MINI TR ET | $3.8M | 1.19% | 145,908 | Added |
| 25 | EFG | ISHARES TR | $3.7M | 1.17% | 29,862 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR