13F Insight
DOSSIER · 13F-HR · Q2 2026

ShoreHaven Wealth Partners, LLC

$318M in tracked AUM across 106 positions as of Q2 2026.

SW
CIK 0001844922 · last filed Jun 30, 2026
Total AUM
$318M
as of Q2 2026
Holdings
106
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ShoreHaven Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$51M373K16.1%02
AVLV
AMERICAN CENTY ETF TR
$34M372K10.7%03
DYNF
BLACKROCK ETF TRUST
$21M302K6.5%04
CORO
BLACKROCK ETF TRUST
$12M319K3.7%05
BAI
BLACKROCK ETF TRUST
$11M209K3.5%06
AVEM
AMERICAN CENTY ETF TR
$10M102K3.1%07
DNL
WISDOMTREE TR
$8M176K2.6%08
AAPL
APPLE INC
$7M26K2.3%09
IWL
ISHARES TR
$7M39K2.3%10
VLU
SPDR SERIES TRUST
$7M29K2.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$145M▼ 2.7%
73 positionsLocked
Showing 12 of 23