ShoreHaven Wealth Partners, LLC: 13F holdings
CIK 18449222026Q2
| Positions | 106 |
|---|
| Reported value | $317.9m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 106 (+3 vs prior quarter) |
|---|
| Reported value | $317.9m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 373,246 | $51.3m | 16.1% |
| AVLV AMERICAN CENTY ETF TR | 372,316 | $34.0m | 10.7% |
| DYNF BLACKROCK ETF TRUST | 301,711 | $20.5m | 6.5% |
| CORO BLACKROCK ETF TRUST | 318,708 | $11.7m | 3.7% |
| BAI BLACKROCK ETF TRUST | 208,852 | $11.0m | 3.5% |
| AVEM AMERICAN CENTY ETF TR | 101,935 | $9.8m | 3.1% |
| DNL WISDOMTREE TR | 176,021 | $8.1m | 2.6% |
| AAPL APPLE INC | 25,650 | $7.4m | 2.3% |
| IWL ISHARES TR | 39,152 | $7.2m | 2.3% |
| IWD SPDR SERIES TRUST | 29,028 | $6.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844922")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples