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

Shum Financial Group, Inc.

Shum Financial's family office based in Omaha, NE — $141M in tracked AUM across 93 positions as of Q1 2026.

SF
Shum Financial·Omaha, NE·Family Office
CIK 0002044675 · last filed Mar 31, 2026
Total AUM
$141M
▲ 18.9%
vs prior
Holdings
93
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Shum Financial Group, Inc. 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
AAPL
APPLE INC
$12M49K8.7%
02
EFV
ISHARES TR
$11M150K7.9%
03
QUAL
ISHARES TR
$6M31K4.2%
04
IGLB
ISHARES TR
$5M100K3.5%
05
SPSM
SPDR SERIES TRUST
$5M96K3.3%
06
MSFT
MICROSOFT CORP
$5M12K3.2%
07
IQLT
ISHARES TR
$4M86K2.8%
08
SDY
SPDR SERIES TRUST
$4M26K2.7%
09
NVDA
NVIDIA CORPORATION
$4M21K2.6%
10
SPEM
SPDR INDEX SHS FDS
$4M79K2.6%

Filing history

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