§ 13F · FUND PROFILE
ShoreHaven Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $244.1T (13F)Positions · 98Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 263K | $32.4T | 11.6% | +3% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 318K | $24.1T | 8.7% | +18% |
| 3 | DYNF | BLACKROCK ETF TRUST | 324K | $19.7T | 7.1% | +4% |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | 231K | $13.7T | 4.9% | +2% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 169K | $13.0T | 4.7% | +28% |
| 6 | TLT | ISHARES TR | 100K | $8.7T | 3.1% | −12% |
| 7 | THRO | BLACKROCK ETF TRUST | 209K | $8.1T | 2.9% | +3% |
| 8 | QUAL | ISHARES TR | 38K | $7.5T | 2.7% | −41% |
| 9 | AAPL | APPLE INC | 26K | $7.2T | 2.6% | +1% |
| 10 | EFV | ISHARES TR | 97K | $6.9T | 2.5% | −13% |
§ 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 $244085.9 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed