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ShoreHaven Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $326,083,479
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $55,234,595
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $35,434,133
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $21,785,906
- BLACKROCK ETF TRUST · ISHA IN CTRY ETF · 09290C764 · shares: $12,113,743
- BLACKROCK ETF TRUST · ISHA I IN TE ETF · 09290C780 · shares: $10,543,235
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $10,031,788
- APPLE INC · COM · 037833100 · shares: $8,600,808
- WISDOMTREE TR · GLOB EX US QU FD · 97717W844 · shares: $8,290,707
- ISHARES TR · RUS TOP 200 ETF · 464289446 · shares: $7,446,856
- BLACKROCK ETF TRUST · ISHA US THEM ETF · 09290C806 · shares: $7,189,377
Reported holdings
102 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,343 shares | $208,399 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | — | 4,771 shares | $206,662 |