DOSSIER · 13F-HR · Q2 2026

SHP Wealth Management

$1.5B in tracked AUM across 1,981 positions as of Q2 2026.

SW
CIK 0001807060 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
1,981
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SHP Wealth Management 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
VOO
VANGUARD INDEX FDS
$395M576K27.2%
02
IDMO
INVESCO EXCH TRADED FD TR II
$123M2.0M8.5%
03
DGRO
ISHARES TR
$96M1.3M6.6%
04
IUSG
ISHARES TR
$94M500K6.5%
05
USTB
VICTORY PORTFOLIOS II
$90M1.8M6.2%
06
FELC
FIDELITY COVINGTON TRUST
$72M1.7M4.9%
07
JEPI
J P MORGAN EXCHANGE TRADED F
$59M1.0M4.1%
08
SPY
STATE STR SPDR S&P 500 ETF T
$26M35K1.8%
09
FLBL
FRANKLIN TEMPLETON ETF TR
$26M1.1M1.8%
10
HYDB
ISHARES TR
$23M493K1.6%

Filing history

2026Q2Jun 30
$1.5B 9.7%
1,981 positionsView →
2026Q1Mar 31
$1.3B 3.2%
1,826 positionsView →
2025Q4Dec 31
$1.3B
1,565 positionsView →