13F Insight
DOSSIER · 13F-HR · Q1 2026

SHP Wealth Management

SHP Wealth's pension fund based in Chicago, IL — $1.3B in tracked AUM across 1,826 positions as of Q1 2026.

SW
SHP Wealth·Chicago, IL·Pension Fund
CIK 0001807060 · last filed Mar 31, 2026
Total AUM
$1.3B
▲ 8.3%
vs prior
Holdings
1,826
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SHP Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$331M555K25.0%
02
IDMO
INVESCO EXCH TRADED FD TR II
$110M2.0M8.3%
03
DGRO
ISHARES TR
$84M1.2M6.3%
04
VCIT
VANGUARD SCOTTSDALE FDS
$82M996K6.2%
05
IUSG
ISHARES TR
$77M497K5.8%
06
USTB
VICTORY PORTFOLIOS II
$63M1.2M4.8%
07
FELC
FIDELITY COVINGTON TRUST
$60M1.7M4.6%
08
JEPI
J P MORGAN EXCHANGE TRADED F
$53M942K4.0%
09
VO
VANGUARD INDEX FDS
$24M84K1.8%
10
FLBL
FRANKLIN TEMPLETON ETF TR
$24M1.0M1.8%

Filing history

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