Institutional Fund
Shorehaven Wealth Partners, LLC
Red Bank, NJCIK 18449225 filings on record
Portfolio Value
$278.44M
Q1 2026
Holdings
103
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.0%
from $278.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.4%
- American Centy ETF Tr10.1%
- Blackrock ETF Trust5.3%
- American Centy ETF Tr3.8%
- Blackrock ETF Trust3.6%
- Ishares Tr3.2%
- Other61.5%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 305.3K | $34.54M | 12.4% | +42.4K | Added |
| 2 | American Centy ETF Tr | 349.8K | $28.20M | 10.1% | +31.8K | Added |
| 3 | Blackrock ETF Trust | 253.5K | $14.75M | 5.3% | −70.6K | Reduced |
| 4 | American Centy ETF Tr | 132.6K | $10.68M | 3.8% | −36.6K | Reduced |
| 5 | Blackrock ETF Trust | 314.0K | $10.10M | 3.6% | +314.0K | New |
| 6 | Ishares Tr | 104.3K | $9.04M | 3.2% | +4.8K | Added |
| 7 | Blackrock ETF Trust | 251.5K | $8.29M | 3.0% | +61.6K | Added |
| 8 | Blackrock ETF Trust | 219.7K | $7.96M | 2.9% | +10.7K | Added |
| 9 | Ishares Tr | 38.0K | $7.28M | 2.6% | +72 | Added |
| 10 | Wisdomtree Tr | 173.4K | $7.00M | 2.5% | +7.0K | Added |
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