Institutions / ShoreHaven Wealth Partners, LLC
ShoreHaven Wealth Partners, LLC
CIK 1844922 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$278.41M
Positions
104
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 104 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $32.41M | 11.6% |
| American Centy ETF Tr | $24.10M | 8.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $19.71M | 7.1% |
| Invesco Exchange Traded Fd T | $13.71M | 4.9% |
| American Centy ETF Tr | $13.03M | 4.7% |
| iShares MSCI UAE ETF | $8.68M | 3.1% |
| BlackRock ETF Trust | $8.06M | 2.9% |
| iShares MSCI UAE ETF | $7.53M | 2.7% |
| Apple Inc. | $7.15M | 2.6% |
| iShares Tr | $6.95M | 2.5% |
| WisdomTree Tr | $6.86M | 2.5% |
| iShares Tr | $6.54M | 2.3% |
| BlackRock ETF Trust | $6.32M | 2.3% |
| SPDR Series Trust | $6.07M | 2.2% |
| iShares MSCI UAE ETF | $5.64M | 2.0% |
| iShares Gold Tr | $5.40M | 1.9% |
| iShares Tr | $5.35M | 1.9% |
| iShares MSCI UAE ETF | $5.13M | 1.8% |
| BlackRock ETF Trust II | $4.58M | 1.6% |
| Grayscale Bitcoin Mini Tr Et | $3.78M | 1.4% |
| iShares MSCI UAE ETF | $3.60M | 1.3% |
| iShares Tr | $3.57M | 1.3% |
| BNY Mellon ETF Trust | $2.87M | 1.0% |
| Global X Fds | $2.86M | 1.0% |
| iShares Tr | $2.83M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.