13F Insight
DOSSIER · 13F-HR · Q3 2026

ShoreHaven Wealth Partners, LLC

$326M in tracked AUM across 102 positions as of Q3 2026.

SW
CIK 0001844922 · last filed Sep 30, 2026
Total AUM
$326M
as of Q3 2026
Holdings
102
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ShoreHaven Wealth Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$55M388K16.9%02
AVLV
AMERICAN CENTY ETF TR
$35M392K10.9%03
DYNF
BLACKROCK ETF TRUST
$22M315K6.7%04
CORO
BLACKROCK ETF TRUST
$12M333K3.7%05
BAI
BLACKROCK ETF TRUST
$11M223K3.2%06
AVEM
AMERICAN CENTY ETF TR
$10M107K3.1%07
AAPL
APPLE INC
$9M26K2.6%08
DNL
WISDOMTREE TR
$8M186K2.5%09
IWL
ISHARES TR
$7M39K2.3%10
THRO
BLACKROCK ETF TRUST
$7M163K2.2%

Filing history

2026Q3Sep 30
$326M▲ 2.6%
102 positionsView →2026Q2Jun 30
$318M▲ 14.2%
106 positionsView →2026Q1Mar 31
$278M▲ 0.0%
103 positionsView →2025Q4Dec 31
$278M▲ 2.9%
104 positionsView →2025Q3Sep 30
$271M▲ 10.9%
102 positionsLocked2025Q2Jun 30
$244M▲ 16.9%
98 positionsLocked2025Q1Mar 31
$209M▼ 1.4%
87 positionsLocked2024Q4Dec 31
$212M▲ 2.1%
88 positionsLocked2024Q3Sep 30
$207M▲ 9.0%
84 positionsLocked2024Q2Jun 30
$190M▲ 4.7%
78 positionsLocked2024Q1Mar 31
$182M▲ 10.6%
78 positionsLocked2023Q4Dec 31
$164M▲ 13.0%
76 positionsLocked
Showing 12 of 24