§ 13F · FUND PROFILE
ShoreHaven Wealth Partners, LLC.
AUM · $318M (13F)Positions · 106Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 373K | $51M | 16.1% | +22% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 372K | $34M | 10.7% | +6% |
| 3 | DYNF | BLACKROCK ETF TRUST | 302K | $21M | 6.5% | +19% |
| 4 | CORO | BLACKROCK ETF TRUST | 319K | $12M | 3.7% | +2% |
| 5 | BAI | BLACKROCK ETF TRUST | 209K | $11M | 3.5% | −17% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 102K | $10M | 3.1% | −23% |
| 7 | DNL | WISDOMTREE TR | 176K | $8M | 2.6% | +2% |
| 8 | AAPL | APPLE INC | 26K | $7M | 2.3% | −1% |
| 9 | IWL | ISHARES TR | 39K | $7M | 2.3% | ±0% |
| 10 | VLU | SPDR SERIES TRUST | 29K | $7M | 2.2% | −1% |
§ 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 $318 million in assets. The fund runs a portfolio of 106 positions.
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