DOSSIER · 13F-HR · Q3 2026

Shum Financial Group, Inc.

$174M in tracked AUM across 110 positions as of Q3 2026.

SF
CIK 0002044675 · last filed Sep 30, 2026
Total AUM
$174M
as of Q3 2026
Holdings
110
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Shum Financial Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M48K9.3%
02
EFV
ISHARES TR
$13M159K7.2%
03
QUAL
ISHARES TR
$7M33K4.2%
04
MSFT
MICROSOFT CORP
$7M13K3.8%
05
NVDA
NVIDIA CORPORATION
$6M24K3.2%
06
IQLT
ISHARES TR
$5M106K3.0%
07
SPEM
SPDR INDEX SHS FDS
$5M100K3.0%
08
SPSM
SPDR SERIES TRUST
$4M82K2.5%
09
SPYV
SPDR SERIES TRUST
$4M70K2.5%
10
SDY
SPDR SERIES TRUST
$4M28K2.4%

Filing history

2026Q3Sep 30
$174M▲ 5.0%
110 positionsView →
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 positionsLocked
2025Q1Mar 31
$63M▼ 45.9%
47 positionsLocked
2024Q4Dec 31
$116M▼ 3.5%
88 positionsLocked
2024Q3Sep 30
$120M—
90 positionsLocked