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ShoreHaven Wealth Partners, LLC

Q3 2026 13F filing

Updated 20 days ago

102 disclosed positions worth $326.1M

Portfolio value
$326.1M
Total holdings
102
New positions
4
Closed positions
8
Increased
52
Decreased
31
Turnover
11.8%
Filed
2026-10-16

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES TR

+4.0%
Value
$55.2M
Shares
388.3K
% Port
16.94%
?
2.N/A

AMERICAN CENTY ETF TR

+5.2%
Value
$35.4M
Shares
391.8K
% Port
10.87%
E

BLACKROCK ETF TRUST

+4.3%
Value
$21.8M
Shares
314.6K
% Port
6.68%
E

BLACKROCK ETF TRUST

+4.6%
Value
$12.1M
Shares
333.3K
% Port
3.71%
E

BLACKROCK ETF TRUST

+7.0%
Value
$10.5M
Shares
223.4K
% Port
3.23%
?
6.N/A

AMERICAN CENTY ETF TR

+4.7%
Value
$10M
Shares
106.7K
% Port
3.08%
A

APPLE INC

+0.7%
Value
$8.6M
Shares
25.8K
% Port
2.64%
B

WISDOMTREE TR

+5.5%
Value
$8.3M
Shares
185.7K
% Port
2.54%
?
9.N/A

ISHARES TR

+0.0%
Value
$7.4M
Shares
39.2K
% Port
2.28%
E
10.ETHA

BLACKROCK ETF TRUST

+3.5%
Value
$7.2M
Shares
163.5K
% Port
2.20%
E
11.ETHA

BLACKROCK ETF TRUST

+3.1%
Value
$6.9M
Shares
232.6K
% Port
2.13%
S

SPDR SERIES TRUST

-2.8%
Value
$6.7M
Shares
28.2K
% Port
2.07%
E
13.ETHA

ISHARES TR

+2.4%
Value
$6.1M
Shares
277.9K
% Port
1.86%
B
14.BTC

GRAYSCALE BITCOIN MINI TR ET

+6.3%
Value
$5.7M
Shares
155.2K
% Port
1.76%
E
15.ETHA

ISHARES TR

+6.1%
Value
$5.7M
Shares
18.0K
% Port
1.76%
G

GLOBAL X FDS

+9.8%
Value
$5.7M
Shares
94.6K
% Port
1.74%
E
17.ETHA

ISHARES TR

-3.8%
Value
$5.6M
Shares
72.0K
% Port
1.72%
E
18.ETHA

BLACKROCK ETF TRUST

+6.1%
Value
$5.5M
Shares
113.1K
% Port
1.70%
E
19.ETHA

ISHARES TR

-2.0%
Value
$5.4M
Shares
126.7K
% Port
1.67%
E
20.ETHA

ISHARES TR

+4.0%
Value
$4.4M
Shares
55.6K
% Port
1.35%
E
21.ETHA

ISHARES TR

-0.9%
Value
$4.3M
Shares
25.8K
% Port
1.31%
E
22.ETHA

ISHARES TR

+0.6%
Value
$4.2M
Shares
10.9K
% Port
1.28%
L
23.LEO

BNY MELLON ETF TRUST

-11.0%
Value
$4.1M
Shares
89.9K
% Port
1.26%
E
24.ETHA

ISHARES TR

+1.3%
Value
$3.6M
Shares
30.2K
% Port
1.11%
E
25.ETHA

BLACKROCK ETF TRUST II

-25.3%
Value
$2.9M
Shares
58.0K
% Port
0.90%
I
26.IAU

ISHARES GOLD TR

+3.9%
Value
$2.9M
Shares
36.5K
% Port
0.88%
B
27.BSTZ

BLACKROCK ETF TRUST II

+1.6%
Value
$2.8M
Shares
56.3K
% Port
0.87%
B
28.BSTZ

BLACKROCK ETF TRUST

+1.2%
Value
$2.2M
Shares
63.5K
% Port
0.67%
E
29.ETHA

ISHARES TR

-0.5%
Value
$2.2M
Shares
24.3K
% Port
0.67%
S

SPDR SERIES TRUST

+39.1%
Value
$2.2M
Shares
50.4K
% Port
0.66%
B
31.BLK

ISHARES TR

-0.8%
Value
$2.1M
Shares
29.5K
% Port
0.64%
E
32.ETHA

ISHARES TR

-1.6%
Value
$2M
Shares
9.1K
% Port
0.62%
E
33.ETHA

ISHARES TR

+1.7%
Value
$2M
Shares
25.8K
% Port
0.61%
E
34.ETHA

ISHARES TR

+23.3%
Value
$2M
Shares
22.3K
% Port
0.61%
N
35.NOC

JANUS DETROIT STR TR

-28.6%
Value
$1.9M
Shares
37.4K
% Port
0.58%
F

FRANKLIN TEMPLETON ETF TR

-25.4%
Value
$1.8M
Shares
75.9K
% Port
0.54%
?
37.N/A

BLACKROCK ETF TRUST II

+112.7%
Value
$1.7M
Shares
35.9K
% Port
0.53%
V
38.VRT

VERTIV HOLDINGS CO

Unchanged
Value
$1.7M
Shares
7.2K
% Port
0.53%
I
39.IVZ

INVESCO EXCH TRADED FD TR II

-27.2%
Value
$1.7M
Shares
80.4K
% Port
0.53%
B
40.BTCW

WISDOMTREE TR

-3.1%
Value
$1.7M
Shares
29.7K
% Port
0.51%
I
41.IVZ

INVESCO EXCHANGE TRADED FD T

-4.4%
Value
$1.6M
Shares
25.0K
% Port
0.49%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$1.6M
Shares
3.1K
% Port
0.48%
E
43.ETHA

ISHARES INC

-1.4%
Value
$1.6M
Shares
15.8K
% Port
0.48%
G

ALPHABET INC

-1.5%
Value
$1.5M
Shares
4.4K
% Port
0.47%
E
45.ETHA

ISHARES TR

-11.9%
Value
$1.4M
Shares
18.9K
% Port
0.44%
N
46.NVDA

NVIDIA CORPORATION

+5.8%
Value
$1.4M
Shares
6.1K
% Port
0.43%
E
47.ETHA

ISHARES TR

+27.4%
Value
$1.4M
Shares
18.0K
% Port
0.43%
E
48.ETHA

ISHARES TR

+14.8%
Value
$1.3M
Shares
31.5K
% Port
0.41%
E
49.ETHA

ISHARES TR

+0.6%
Value
$1.3M
Shares
13.5K
% Port
0.40%
F
50.FPF

FIRST TR EXCH TRADED FD III

-13.6%
Value
$1.3M
Shares
28.9K
% Port
0.40%