ShoreHaven Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, ShoreHaven Wealth Partners, LLC held in its portfolio 100 assets valued at $278,410,634 (i.e. $278.41M).
The most valuable assets in the portfolio included: ISHARES TR ($32.41M), AMERICAN CENTY ETF TR ($24.10M), and BLACKROCK ETF TRUST ($19.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 100 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ShoreHaven Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 262906 | 32405823 | S&P 500 GRWT ETF |
| AMERICAN CENTY ETF TR | 318044 | 24098268 | US LARGE CAP VLU |
| BLACKROCK ETF TRUST | 324101 | 19708589 | ISHARES US EQUIT |
| INVESCO EXCHANGE TRADED FD T | 231285 | 13710608 | S&P 500 TOP 50 |
| AMERICAN CENTY ETF TR | 169224 | 13033662 | AVANTIS EMGMKT |
| ISHARES TR | 99546 | 8676510 | 20 YR TR BD ETF |
| SPDR SERIES TRUST | 88280 | 8555592 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 209033 | 8060337 | ISHARES US THEMA |
| ISHARES TR | 37899 | 7527662 | MSCI USA QLT FCT |
| APPLE INC | 26313 | 7153673 | COM |
| ISHARES TR | 97287 | 6947295 | EAFE VALUE ETF |
| WISDOMTREE TR | 166377 | 6858087 | GLOBAL EX US QUA |
| ISHARES TR | 38310 | 6536835 | RUS TOP 200 ETF |
| BLACKROCK ETF TRUST | 189893 | 6323469 | ISHARES A I INNO |
| ISHARES TR | 22539 | 5641835 | MSCI USA MMENTM |
| ISHARES GOLD TR | 66488 | 5396831 | ISHARES NEW |
| ISHARES TR | 77074 | 5351268 | U S EQUITY FACTR |
| ISHARES TR | 134740 | 5126869 | MSCI INTL VLU FT |
| BLACKROCK ETF TRUST II | 86813 | 4581165 | ISHARES FLEXIBLE |
| GRAYSCALE BITCOIN MINI TR ET | 97664 | 3782527 | SHS NEW |
| ISHARES TR | 24210 | 3599863 | CORE S&P TTL STK |
| ISHARES TR | 31312 | 3567088 | EAFE GRWTH ETF |
| BNY MELLON ETF TRUST | 59685 | 2869064 | HIGH YIELD ETF |
| GLOBAL X FDS | 44178 | 2862293 | DEFENSE TECH ETF |
| ISHARES TR | 8256 | 2831576 | S&P 100 ETF |
| ISHARES TR | 56157 | 2700609 | A RATE CP BD ETF |
| FIRST TR EXCH TRADED FD III | 49860 | 2390041 | MUNI HI INCM ETF |
| JANUS DETROIT STR TR | 46925 | 2373487 | HENDRSON AAA CL |
| ISHARES TR | 30722 | 2107594 | EUROPE ETF |
| ISHARES TR | 21961 | 2091207 | MBS ETF |
| ISHARES TR | 26239 | 1821541 | CORE DIV GRWTH |
| ISHARES TR | 8985 | 1794125 | U.S. TECH ETF |
| ISHARES TR | 17617 | 1791213 | 10-20 YR TRS ETF |
| FRANKLIN TEMPLETON ETF TR | 71995 | 1790535 | FRANKLIN DYN MUN |
| VERTIV HOLDINGS CO | 10858 | 1759105 | COM CL A |
| ISHARES TR | 17972 | 1728228 | 7-10 YR TRSY BD |
| FIRST TR EXCHANGE-TRADED FD | 34598 | 1587388 | SENIOR LN FD |
| BERKSHIRE HATHAWAY INC DEL | 3144 | 1580808 | CL B NEW |
| WISDOMTREE TR | 28096 | 1449896 | ITL HIGH DIV FD |
| ALPHABET INC | 4521 | 1415298 | CAP STK CL A |
| ISHARES TR | 29995 | 1369583 | INVESTMENT GRADE |
| ISHARES TR | 13544 | 1275350 | MSCI USA MIN VOL |
| WISDOMTREE TR | 12492 | 1272021 | US HIGH DIVIDEND |
| ISHARES TR | 11510 | 1268360 | IBOXX INV CP ETF |
| ISHARES TR | 41330 | 1234121 | HIGH YLD CORP BD |
| ABRDN SILVER ETF TRUST | 17908 | 1211297 | PHYSCL SILVR SHS |
| MICROSOFT CORP | 2492 | 1205284 | COM |
| ISHARES INC | 16237 | 1180105 | MSCI EMRG CHN |
| SPDR INDEX SHS FDS | 24832 | 1162418 | PORTFOLIO EMG MK |
| BLACKROCK ETF TRUST | 36403 | 1153269 | ISHARES US LARG |
| NVIDIA CORPORATION | 5816 | 1084829 | COM |
| ISHARES TR | 13341 | 1075710 | IBOXX HI YD ETF |
| ISHARES TR | 2417 | 902644 | RUS 1000 ETF |
| VANECK ETF TRUST | 32580 | 841221 | JP MRGAN EM LOC |
| INVESCO EXCH TRADED FD TR II | 35320 | 819086 | NATL AMT MUNI |
| BLACKROCK ETF TRUST II | 33732 | 749529 | SHORT DURATION H |
| ISHARES TR | 7757 | 746888 | JPMORGAN USD EMG |
| VANGUARD MUN BD FDS | 14802 | 744393 | TAX EXEMPT BD |
| ALPHABET INC | 2365 | 742424 | CAP STK CL C |
| VERIZON COMMUNICATIONS INC | 16114 | 656350 | COM |
| ISHARES TR | 7853 | 650067 | INTL DIV GRWTH |
| AMAZON COM INC | 2792 | 644449 | COM |
| WISDOMTREE TR | 7316 | 644421 | US LARGECAP DIVD |
| ISHARES TR | 10828 | 592447 | MSCI EMG MKT ETF |
| EA SERIES TRUST | 16171 | 555973 | ARS FOCUSED OPPO |
| ROBLOX CORP | 6695 | 542496 | CL A |
| JPMORGAN CHASE & CO. | 1567 | 505017 | COM |
| CHEVRON CORP NEW | 3311 | 504710 | COM |
| SSGA ACTIVE ETF TR | 11691 | 482492 | STATE STREET BLA |
| WORLD GOLD TR | 5450 | 465267 | SPDR GLD MINIS |
| ISHARES TR | 2053 | 435459 | S&P 500 VAL ETF |
| FIRST TR EXCH TRADED FD III | 7582 | 387711 | MANAGD MUN ETF |
| ISHARES TR | 1836 | 386290 | RUS 1000 VAL ETF |
| PHILIP MORRIS INTL INC | 2396 | 384396 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 17000 | 380120 | COM NEW |
| ISHARES TR | 7535 | 376825 | CORE INTL AGGR |
| BNY MELLON ETF TRUST | 2874 | 375919 | US LRG CP CORE |
| ISHARES TR | 6997 | 331308 | HIGH YLD SYSTM B |
| BLACKROCK INC | 298 | 319406 | COM |
| CONSOLIDATED EDISON INC | 3186 | 316500 | COM |
| ISHARES TR | 2103 | 296859 | S&P SML 600 GWT |
| ISHARES TR | 3194 | 286693 | SYSTEMATIC BD ET |
| ISHARES INC | 4217 | 283529 | CORE MSCI EMKT |
| ISHARES TR | 5446 | 281939 | USD INV GRDE ETF |
| ISHARES TR | 403 | 276078 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 773 | 259420 | TOTAL STK MKT |
| FIDELITY COVINGTON TRUST | 7396 | 255976 | INTL MULTIFACTOR |
| MORGAN STANLEY | 1420 | 252266 | COM NEW |
| FIDELITY COVINGTON TRUST | 2906 | 243988 | MOMENTUM FACTR |
| FIDELITY COVINGTON TRUST | 3912 | 238710 | DIVID ETF RISI |
| FIDELITY MERRIMACK STR TR | 5151 | 227314 | INVESTMENT GR SE |
| ISHARES TR | 2530 | 226357 | CORE MSCI EAFE |
| AT&T INC | 8980 | 223087 | COM |
| FIDELITY COVINGTON TRUST | 2925 | 221151 | QLTY FCTOR ETF |
| FIRST SOLAR INC | 834 | 217866 | COM |
| MARRIOTT INTL INC NEW | 701 | 217478 | CL A |
| INTERNATIONAL BUSINESS MACHS | 721 | 213626 | COM |
| VISA INC | 607 | 213145 | COM CL A |
| META PLATFORMS INC | 315 | 208519 | CL A |
| ROYAL CARIBBEAN GROUP | 726 | 202614 | COM |
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