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SHP Wealth Management
hedge fundUpdated 30 days agoManaged by Shp Wealth Management • Latest filing Q2 2026
Portfolio value
$1.5B
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.3B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.5B |
Top holdings
1,981 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $395.4M | 575.7K | 27.20% | — |
| 2 | ? N/A INVESCO EXCH TRADED FD TR II | $123.3M | 2.04M | 8.48% | — |
| 3 | E ETHA ISHARES TR | $96.2M | 1.27M | 6.61% | — |
| 4 | I ISMCF ISHARES TR | $94.1M | 500.3K | 6.47% | — |
| 5 | V VSH VICTORY PORTFOLIOS II | $90.4M | 1.79M | 6.22% | — |
| 6 | F FIS FIDELITY COVINGTON TRUST | $71.6M | 1.71M | 4.92% | — |
| 7 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $59.1M | 1.05M | 4.07% | — |
| 8 | S SPY STATE STR SPDR S&P 500 ETF T | $26.3M | 35.2K | 1.81% | — |
| 9 | ? N/A FRANKLIN TEMPLETON ETF TR | $25.9M | 1.13M | 1.78% | — |
| 10 | ? N/A ISHARES TR | $23.1M | 493.4K | 1.59% | — |
| 11 | I IVZ INVESCO EXCHANGE TRADED FD T | $22.2M | 130.8K | 1.53% | — |
| 12 | A AAPL APPLE INC | $21M | 72.6K | 1.44% | — |
| 13 | N NVDA NVIDIA CORPORATION | $20.7M | 103.4K | 1.42% | — |
| 14 | Q QQQ INVESCO QQQ TR | $13.3M | 18.0K | 0.91% | — |
| 15 | F FIS FIDELITY COVINGTON TRUST | $12.7M | 210.8K | 0.87% | — |
| 16 | B BEN LEGG MASON ETF INVT | $10.1M | 248.0K | 0.69% | — |
| 17 | A AMZN AMAZON COM INC | $9.9M | 41.6K | 0.68% | — |
| 18 | F FPF FIRST TR EXCHANGE TRADED FD | $9.6M | 402.5K | 0.66% | — |
| 19 | M MSFT MICROSOFT CORP | $8.3M | 22.3K | 0.57% | — |
| 20 | G GOOGN ALPHABET INC | $7.7M | 21.6K | 0.53% | — |