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ShoreHaven Wealth Partners, LLC Portfolio
$326.1M across 102 positions as of 2026-09-30, with 54% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVWiShares S&P 500 Growth ETF | $55.2M | 16.9% | 388,265 |
| AVLVAvantis U.S. Large Cap Value ETF | $35.4M | 10.9% | 391,797 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $21.8M | 6.7% | 314,552 |
| BLACKROCK ETF TRUST | $12.1M | 3.7% | 333,253 |
| BAIiShares A.I. Innovation and Tech Active ETF | $10.5M | 3.2% | 223,421 |
| AVEMAvantis Emerging Markets Equity ETF | $10M | 3.1% | 106,698 |
| AAPLApple Inc | $8.6M | 2.6% | 25,827 |
| WISDOMTREE TR | $8.3M | 2.5% | 185,685 |
| IWLiShares Russell Top 200 ETF | $7.4M | 2.3% | 39,161 |
| THROiShares U.S. Thematic Rotation Active ETF | $7.2M | 2.2% | 163,469 |
| BLACKROCK ETF TRUST | $6.9M | 2.1% | 232,622 |
| SPDR SERIES TRUST | $6.7M | 2.1% | 28,231 |
| GOVTiShares U.S. Treasury Bond ETF | $6.1M | 1.9% | 277,909 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $5.7M | 1.8% | 155,176 |
| MTUMiShares MSCI USA Momentum Factor ETF | $5.7M | 1.8% | 18,044 |
| SHLDGlobal X Defense Tech ETF | $5.7M | 1.7% | 94,637 |
| ISHARES TR | $5.6M | 1.7% | 72,041 |
| BLACKROCK ETF TRUST | $5.5M | 1.7% | 113,105 |
| IVLUiShares MSCI Intl Value Factor ETF | $5.4M | 1.7% | 126,700 |
| EFViShares MSCI EAFE Value ETF | $4.4M | 1.3% | 55,556 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $4.3M | 1.3% | 25,758 |
| OEFiShares S&P 100 Fund | $4.2M | 1.3% | 10,925 |
| BNY MELLON ETF TRUST | $4.1M | 1.3% | 89,941 |
| EFGiShares MSCI EAFE Growth ETF | $3.6M | 1.1% | 30,239 |
| BINCiShares Flexible Income Active ETF | $2.9M | 0.9% | 57,953 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $2.9M | 0.9% | 36,546 |
| BLACKROCK ETF TRUST II | $2.8M | 0.9% | 56,342 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $2.2M | 0.7% | 63,543 |
| MBBiShares MBS ETF | $2.2M | 0.7% | 24,342 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $2.2M | 0.7% | 50,362 |
| ISHARES TR | $2.1M | 0.6% | 29,483 |
| QUALiShares MSCI USA Quality Factor ETF | $2M | 0.6% | 9,118 |
| TLTiShares 20+ Year Treasury Bond ETF | $2M | 0.6% | 25,781 |
| IEFiShares 7-10 Year Treasury Bond ETF | $2M | 0.6% | 22,250 |
| JAAAJanus Henderson AAA CLO ETF | $1.9M | 0.6% | 37,374 |
| FLMIFranklin Dynamic Municipal Bond ETF | $1.8M | 0.5% | 75,862 |
| BLACKROCK ETF TRUST II | $1.7M | 0.5% | 35,917 |
| VRTVertiv Holdings Co | $1.7M | 0.5% | 7,198 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $1.7M | 0.5% | 80,401 |
| WISDOMTREE TR | $1.7M | 0.5% | 29,711 |
| XLGInvesco S&P 500 Top 50 ETF | $1.6M | 0.5% | 24,979 |
| BRK.BBerkshire Hathaway Inc | $1.6M | 0.5% | 3,140 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $1.6M | 0.5% | 15,766 |
| GOOGLAlphabet Inc | $1.5M | 0.5% | 4,448 |
| DGROiShares Core Dividend Growth ETF | $1.4M | 0.4% | 18,876 |
| NVDANVIDIA Corp | $1.4M | 0.4% | 6,104 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1.4M | 0.4% | 18,042 |
| ISHARES TR | $1.3M | 0.4% | 31,466 |
| USMViShares MSCI USA Min Vol Factor ETF | $1.3M | 0.4% | 13,495 |
| FMHIFirst Trust Municipal High Income ETF | $1.3M | 0.4% | 28,881 |
| MSFTMicrosoft Corp | $1.3M | 0.4% | 2,518 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1.3M | 0.4% | 24,700 |
| SPDR SERIES TRUST | $1.3M | 0.4% | 45,518 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.2M | 0.4% | 25,131 |
| IWBiShares Russell 1000 ETF | $1M | 0.3% | 2,422 |
| EA SERIES TRUST | $897K | 0.3% | 19,998 |
| XARSPDR S&P Aerospace & Defense ETF | $891.7K | 0.3% | 3,856 |
| ISHARES INC | $883.3K | 0.3% | 16,910 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $867.9K | 0.3% | 34,955 |
| GOOGAlphabet Inc | $853.9K | 0.3% | 2,506 |
| DHSWISDOMTREE TR | $788K | 0.2% | 7,038 |
| VZVerizon Communications Inc | $750K | 0.2% | 16,351 |
| CVXChevron Corp | $745.6K | 0.2% | 3,651 |
| AMZNAmazon.com Inc | $703.9K | 0.2% | 2,825 |
| EEMiShares MSCI Emerging Index Fund | $697.1K | 0.2% | 10,438 |
| JPMJPMorgan Chase & Co | $663.1K | 0.2% | 2,004 |
| HDViShares Core High Dividend ETF | $625.8K | 0.2% | 22,382 |
| BLACKROCK ETF TRUST II | $612.6K | 0.2% | 28,660 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $548.8K | 0.2% | 23,382 |
| NDAQNasdaq Inc | $504.2K | 0.2% | 5,480 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $476.8K | 0.1% | 4,667 |
| IWDiShares Russell 1000 Value ETF | $473.7K | 0.1% | 1,911 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $468.8K | 0.1% | 9,625 |
| GLDMSPDR Gold MiniShares Trust | $446.5K | 0.1% | 5,433 |
| ISHARES TR | $434K | 0.1% | 4,889 |
| IVEiShares S&P 500 Value ETF | $421.3K | 0.1% | 1,845 |
| PMPhilip Morris International Inc | $392.8K | 0.1% | 2,059 |
| WISDOMTREE TR | $387K | 0.1% | 3,981 |
| FIRST TR EXCH TRADED FD III | $364.2K | 0.1% | 7,609 |
| EDConsolidated Edison Inc | $333.7K | 0.1% | 3,265 |
| BLKBlackRock Inc | $330K | 0.1% | 312 |
| AMDAdvanced Micro Devices Inc | $325.7K | 0.1% | 532 |
| NLYAnnaly Capital Management Inc | $321.1K | 0.1% | 17,000 |
| IVViShares Core S&P 500 ETF | $310.7K | 0.1% | 406 |
| BLACKROCK ETF TRUST II | $296.4K | 0.1% | 6,195 |
| ISHARES TR | $294.1K | 0.1% | 3,489 |
| FIDELITY COVINGTON TRUST | $292K | 0.1% | 7,675 |
| MSMorgan Stanley | $289.9K | 0.1% | 1,541 |
| VTIVanguard Total Stock Market ETF | $289.6K | 0.1% | 774 |
| RBLXRoblox Corp | $283.7K | 0.1% | 6,695 |
| HTGCHercules Capital Inc | $269K | 0.1% | 16,000 |
| IEMGiShares Core MSCI Emerging Markets ETF | $265.9K | 0.1% | 3,276 |
| FIDELITY MERRIMACK STR TR | $260K | 0.1% | 6,226 |
| MARMarriott International Inc | $249.7K | 0.1% | 702 |
| IEFAiShares Core MSCI EAFE ETF | $245.1K | 0.1% | 2,530 |
| FDRRFIDELITY COVINGTON TRUST | $235.4K | 0.1% | 3,452 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $234.4K | 0.1% | 3,227 |
| FBNDFidelity Total Bond ETF | $223.2K | 0.1% | 5,154 |
| FIDELITY COVINGTON TRUST | $223.2K | 0.1% | 2,349 |
| METAMeta Platforms Inc | $222.3K | 0.1% | 306 |
| VYMVanguard High Dividend Yield ETF | $208.4K | 0.1% | 1,343 |
| FIDELITY COVINGTON TRUST | $206.7K | 0.1% | 4,771 |
Quarter ending 2026-09-30.
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