DOSSIER · 13F-HR · Q2 2026

Shum Financial Group, Inc.

$166M in tracked AUM across 106 positions as of Q2 2026.

SF
CIK 0002044675 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
106
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Shum Financial Group, Inc. 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
AAPL
APPLE INC
$14M49K8.6%
02
EFV
ISHARES TR
$12M156K7.2%
03
QUAL
ISHARES TR
$7M32K4.3%
04
SPSM
SPDR SERIES TRUST
$5M95K3.3%
05
IGLB
ISHARES TR
$5M98K3.0%
06
MSFT
MICROSOFT CORP
$5M13K2.9%
07
IQLT
ISHARES TR
$5M95K2.9%
08
NVDA
NVIDIA CORPORATION
$5M24K2.8%
09
SPEM
SPDR INDEX SHS FDS
$4M85K2.6%
10
SPYV
SPDR SERIES TRUST
$4M68K2.5%

Filing history

2026Q2Jun 30
$166M 17.3%
106 positionsView →
2026Q1Mar 31
$141M 1.9%
93 positionsView →
2025Q4Dec 31
$139M 97.0%
92 positionsView →
2025Q3Sep 30
$70M 12.5%
49 positionsView →
2025Q1Mar 31
$63M 45.9%
47 positionsLocked
2024Q4Dec 31
$116M 3.5%
88 positionsLocked
2024Q3Sep 30
$120M
90 positionsLocked