Institutions / SHP Wealth Management
SHP Wealth Management
CIK 1807060 · Institution · as of Dec 31, 2025
Portfolio value
$1.29B
Positions
1,565
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,565 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $345.68M | 26.9% |
| iShares Tr | $84.24M | 6.6% |
| iShares Tr | $78.33M | 6.1% |
| Vanguard Scottsdale Fds | $70.81M | 5.5% |
| iShares Tr | $70.67M | 5.5% |
| Fidelity Covington Trust | $58.24M | 4.5% |
| Invesco Exch Traded Fd Tr II | $47.93M | 3.7% |
| J P Morgan Exchange Traded F | $42.88M | 3.3% |
| Franklin Templeton ETF Tr | $27.71M | 2.2% |
| iShares Tr | $26.75M | 2.1% |
| VanEck ETF Trust | $25.65M | 2.0% |
| SPDR S&P 500 ETF Tr | $23.37M | 1.8% |
| Vanguard Index Fds | $23.03M | 1.8% |
| J P Morgan Exchange Traded F | $20.52M | 1.6% |
| NVIDIA Corp | $18.35M | 1.4% |
| Apple Inc. | $17.71M | 1.4% |
| Microsoft Corp | $11.34M | 0.9% |
| Fidelity Covington Trust | $10.93M | 0.9% |
| Invesco Qqq Tr | $10.47M | 0.8% |
| Amazon.com Inc | $9.22M | 0.7% |
| Legg Mason ETF Invt | $8.99M | 0.7% |
| First Trust Exchange-Traded Fund VI | $8.42M | 0.7% |
| J P Morgan Exchange Traded F | $8.02M | 0.6% |
| Alphabet Inc. | $6.68M | 0.5% |
| Vanguard Index Fds | $6.07M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.