§ 13F · FUND PROFILE
ShoreHaven Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 102Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 305K | $35M | 12.4% | +16% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 350K | $28M | 10.1% | +10% |
| 3 | DYNF | BLACKROCK ETF TRUST | 253K | $15M | 5.3% | −22% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 133K | $11M | 3.8% | −22% |
| 5 | CORO | BLACKROCK ETF TRUST | 314K | $10M | 3.6% | NEW |
| 6 | TLT | ISHARES TR | 104K | $9M | 3.2% | +5% |
| 7 | BAI | BLACKROCK ETF TRUST | 252K | $8M | 3.0% | +32% |
| 8 | THRO | BLACKROCK ETF TRUST | 220K | $8M | 2.9% | +5% |
| 9 | QUAL | ISHARES TR | 38K | $7M | 2.6% | ±0% |
| 10 | DNL | WISDOMTREE TR | 173K | $7M | 2.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHOREHAVEN SIGNAL
AC read
ShoreHaven Wealth Partners, LLC is a Other fund managing $271 million in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed