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ShoreHaven Wealth Partners, LLC

Q2 2026 13F filing

Updated 58 days ago

106 disclosed positions worth $317.9M

Portfolio value
$317.9M
Total holdings
106
New positions
11
Closed positions
8
Increased
39
Decreased
44
Turnover
17.9%
Filed
2026-07-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+22.2%
Value
$51.3M
Shares
373.2K
% Port
16.15%
?
2.N/A

AMERICAN CENTY ETF TR

+6.4%
Value
$34M
Shares
372.3K
% Port
10.68%
E

BLACKROCK ETF TRUST

+19.0%
Value
$20.5M
Shares
301.7K
% Port
6.45%
?
4.N/A

BLACKROCK ETF TRUST

+1.5%
Value
$11.7M
Shares
318.7K
% Port
3.67%
?
5.N/A

BLACKROCK ETF TRUST

-17.0%
Value
$11M
Shares
208.9K
% Port
3.46%
?
6.N/A

AMERICAN CENTY ETF TR

-23.1%
Value
$9.8M
Shares
101.9K
% Port
3.09%
?
7.N/A

WISDOMTREE TR

+1.5%
Value
$8.1M
Shares
176.0K
% Port
2.56%
A

APPLE INC

-0.7%
Value
$7.4M
Shares
25.6K
% Port
2.33%
?
9.N/A

ISHARES TR

-0.1%
Value
$7.2M
Shares
39.2K
% Port
2.28%
?
10.N/A

SPDR SERIES TRUST

-0.6%
Value
$6.9M
Shares
29.0K
% Port
2.18%
?
11.N/A

BLACKROCK ETF TRUST

-28.1%
Value
$6.8M
Shares
157.9K
% Port
2.14%
?
12.N/A

BLACKROCK ETF TRUST

Value
$6.3M
Shares
225.7K
% Port
1.99%
?
13.N/A

ISHARES TR

+145.8%
Value
$6.2M
Shares
271.5K
% Port
1.95%
?
14.N/A

ISHARES TR

-27.6%
Value
$5.8M
Shares
17.0K
% Port
1.83%
?
15.N/A

ISHARES TR

-2.6%
Value
$5.7M
Shares
74.9K
% Port
1.78%
E
16.ETHA

ISHARES TR

-0.4%
Value
$5.4M
Shares
129.3K
% Port
1.70%
?
17.N/A

BLACKROCK ETF TRUST

-2.2%
Value
$5.4M
Shares
106.6K
% Port
1.69%
?
18.N/A

GLOBAL X FDS

+24.1%
Value
$5.1M
Shares
86.2K
% Port
1.62%
?
19.N/A

BNY MELLON ETF TRUST

+71.4%
Value
$4.8M
Shares
101.1K
% Port
1.51%
E
20.ETHA

ISHARES TR

+0.3%
Value
$4.3M
Shares
26.0K
% Port
1.34%
E
21.ETHA

ISHARES TR

-33.9%
Value
$4.1M
Shares
53.4K
% Port
1.29%
E
22.ETHA

BLACKROCK ETF TRUST II

+11.7%
Value
$4.1M
Shares
77.5K
% Port
1.28%
E
23.ETHA

ISHARES TR

-3.1%
Value
$4M
Shares
10.9K
% Port
1.25%
B
24.BTC

GRAYSCALE BITCOIN MINI TR ET

+64.8%
Value
$3.8M
Shares
145.9K
% Port
1.19%
E
25.ETHA

ISHARES TR

+0.0%
Value
$3.7M
Shares
29.9K
% Port
1.17%
?
26.N/A

BLACKROCK ETF TRUST II

Value
$2.8M
Shares
55.4K
% Port
0.88%
I
27.IAU

ISHARES GOLD TR

+0.6%
Value
$2.7M
Shares
35.2K
% Port
0.84%
?
28.N/A

JANUS DETROIT STR TR

+0.5%
Value
$2.6M
Shares
52.3K
% Port
0.83%
?
29.N/A

INVESCO EXCH TRADED FD TR II

+6.8%
Value
$2.6M
Shares
110.4K
% Port
0.82%
?
30.N/A

FRANKLIN TEMPLETON ETF TR

+43.2%
Value
$2.6M
Shares
101.7K
% Port
0.81%
V
31.VRT

VERTIV HOLDINGS CO

-33.7%
Value
$2.4M
Shares
7.2K
% Port
0.76%
E
32.ETHA

ISHARES TR

+10.1%
Value
$2.3M
Shares
24.5K
% Port
0.73%
E
33.ETHA

ISHARES TR

-75.7%
Value
$2.2M
Shares
25.3K
% Port
0.69%
?
34.N/A

ISHARES TR

-2.3%
Value
$2.2M
Shares
29.7K
% Port
0.68%
?
35.N/A

BLACKROCK ETF TRUST

+73.9%
Value
$2.1M
Shares
62.8K
% Port
0.67%
E
36.ETHA

ISHARES TR

-75.6%
Value
$2M
Shares
9.3K
% Port
0.64%
E
37.ETHA

ISHARES TR

+1.0%
Value
$1.7M
Shares
18.1K
% Port
0.54%
?
38.N/A

WISDOMTREE TR

-3.8%
Value
$1.7M
Shares
30.7K
% Port
0.52%
?
39.N/A

SPDR SERIES TRUST

+353.0%
Value
$1.7M
Shares
36.2K
% Port
0.52%
E
40.ETHA

ISHARES INC

-0.0%
Value
$1.6M
Shares
16.0K
% Port
0.51%
E
41.ETHA

ISHARES TR

-3.4%
Value
$1.6M
Shares
21.4K
% Port
0.51%
?
42.N/A

FIRST TR EXCH TRADED FD III

-1.9%
Value
$1.6M
Shares
33.4K
% Port
0.51%
G

ALPHABET INC

-0.4%
Value
$1.6M
Shares
4.5K
% Port
0.51%
I
44.IVZ

INVESCO EXCHANGE TRADED FD T

-8.3%
Value
$1.6M
Shares
26.1K
% Port
0.50%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$1.6M
Shares
3.1K
% Port
0.49%
E
46.ETHA

ISHARES TR

-0.8%
Value
$1.3M
Shares
13.4K
% Port
0.41%
?
47.N/A

SPDR INDEX SHS FDS

-7.1%
Value
$1.2M
Shares
24.0K
% Port
0.39%
?
48.N/A

ISHARES TR

+2.6%
Value
$1.2M
Shares
27.4K
% Port
0.39%
?
49.N/A

SPDR SERIES TRUST

+35.3%
Value
$1.2M
Shares
4.3K
% Port
0.39%
N
50.NVDA

NVIDIA CORPORATION

-1.7%
Value
$1.2M
Shares
5.8K
% Port
0.36%