§ 13F · FUND PROFILE
SHP Wealth Management.
AUM · $1.5B (13F)Positions · 1981Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 576K | $395M | — | +4% |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | 2.04M | $123M | — | +2% |
| 3 | DGRO | ISHARES TR | 1.27M | $96M | — | +6% |
| 4 | IUSG | ISHARES TR | 500K | $94M | — | +1% |
| 5 | USTB | VICTORY PORTFOLIOS II | 1.79M | $90M | — | +43% |
| 6 | FELC | FIDELITY COVINGTON TRUST | 1.71M | $72M | — | +2% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.05M | $59M | — | +11% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 35K | $26M | — | ±0% |
| 9 | FLBL | FRANKLIN TEMPLETON ETF TR | 1.13M | $26M | — | +9% |
| 10 | HYDB | ISHARES TR | 493K | $23M | — | +244145% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHP SIGNAL
AC read
SHP Wealth Management is a institutional fund managing $1.5 billion in assets. The fund runs a massive portfolio of 1,981 positions.
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