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

CompanyClassValueShares% of portfolio
iShares Trโ€”$32.41M262,90611.6%
American Centy ETF Trโ€”$24.10M318,0448.7%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$19.71M324,1017.1%
Invesco Exchange Traded Fd Tโ€”$13.71M231,2854.9%
American Centy ETF Trโ€”$13.03M169,2244.7%
iShares MSCI UAE ETFโ€”$8.68M99,5463.1%
BlackRock ETF Trustโ€”$8.06M209,0332.9%
iShares MSCI UAE ETFโ€”$7.53M37,8992.7%
Apple Inc.โ€”$7.15M26,3132.6%
iShares Trโ€”$6.95M97,2872.5%
WisdomTree Trโ€”$6.86M166,3772.5%
iShares Trโ€”$6.54M38,3102.3%
BlackRock ETF Trustโ€”$6.32M189,8932.3%
SPDR Series Trustโ€”$6.07M28,8302.2%
iShares MSCI UAE ETFโ€”$5.64M22,5392.0%
iShares Gold Trโ€”$5.40M66,4881.9%
iShares Trโ€”$5.35M77,0741.9%
iShares MSCI UAE ETFโ€”$5.13M134,7401.8%
BlackRock ETF Trust IIโ€”$4.58M86,8131.6%
Grayscale Bitcoin Mini Tr Etโ€”$3.78M97,6641.4%
iShares MSCI UAE ETFโ€”$3.60M24,2101.3%
iShares Trโ€”$3.57M31,3121.3%
BNY Mellon ETF Trustโ€”$2.87M59,6851.0%
Global X Fdsโ€”$2.86M44,1781.0%
iShares Trโ€”$2.83M8,2561.0%

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.