§ 13F · FUND PROFILE
Shum Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 92Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$138.8T 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 JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | EFV | ISHARES TR | 147K | $10.5T | 7.6% | NEW |
| 2 | AAPL | APPLE INC | 34K | $9.3T | 6.7% | NEW |
| 3 | QUAL | ISHARES TR | 30K | $6.0T | 4.3% | NEW |
| 4 | MSFT | MICROSOFT CORP | 11K | $5.4T | 3.9% | NEW |
| 5 | IGLB | ISHARES TR | 98K | $5.0T | 3.6% | NEW |
| 6 | SPSM | SPDR SERIES TRUST | 96K | $4.5T | 3.2% | NEW |
| 7 | IQLT | ISHARES TR | 83K | $3.8T | 2.7% | NEW |
| 8 | SDY | SPDR SERIES TRUST | 27K | $3.7T | 2.7% | NEW |
| 9 | SPEM | SPDR INDEX SHS FDS | 77K | $3.6T | 2.6% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 19K | $3.6T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHUM SIGNAL
AC read
Shum Financial Group, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed