ShoreHaven Wealth Partners, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.9% | $10,376,231 |
| Unclassified | 23.8% | $6,874,241 |
| Financial Services | 11.7% | $3,367,992 |
| Communication Services | 9.2% | $2,666,870 |
| Industrials | 9.1% | $2,624,070 |
| Consumer Cyclical | 4.0% | $1,149,769 |
| Utilities | 1.9% | $562,372 |
| Energy | 1.9% | $538,388 |
| Real Estate | 1.3% | $380,120 |
| Consumer Defensive | 1.3% | $361,820 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | +57,381 | 145,908 | $3,786,312 | |
| IAU | Ishares Gold Trust | +200 | 35,180 | $2,656,441 | |
| VZ | Verizon Communications Inc | +76 | 16,271 | $688,914 | |
| ED | Consolidated Edison Inc | +27 | 3,238 | $358,219 | |
| CVX | Chevron Corp | +17 | 3,248 | $538,388 | |
| NEE | Nextera Energy Inc | +16 | 2,326 | $204,153 | |
| JPM | Jpmorgan Chase & Co | +5 | 1,577 | $516,199 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VRT | Vertiv Holdings Co | −3,660 | 7,198 | $2,410,034 | |
| GOOGL | Alphabet Inc. | −2,424 | 4,516 | $1,613,882 | |
| PM | Philip Morris International Inc. | −396 | 2,000 | $361,820 | |
| AAPL | Apple Inc. | −167 | 25,650 | $7,422,084 | |
| NVDA | Nvidia Corp | −102 | 5,772 | $1,154,919 | |
| MSFT | Microsoft Corp | −79 | 2,365 | $882,192 | |
| AMZN | Amazon Com Inc | −2 | 2,764 | $658,771 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,650 | $7,422,084 | 25.68% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 145,908 | $3,786,312 | 13.10% | |
| IAU |
Ishares Gold Trust
|
Added | 35,180 | $2,656,441 | 9.19% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 7,198 | $2,410,034 | 8.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,516 | $1,613,882 | 5.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,140 | $1,571,224 | 5.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,772 | $1,154,919 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,365 | $882,192 | 3.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 16,271 | $688,914 | 2.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,764 | $658,771 | 2.28% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,248 | $538,388 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,577 | $516,199 | 1.79% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
NEW | 5,480 | $431,933 | 1.49% | |
| GLDM |
World Gold Trust
|
Held | 5,433 | $431,488 | 1.49% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 1,581 | $403,834 | 1.40% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Held | 17,000 | $380,120 | 1.32% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 6,695 | $364,074 | 1.26% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,000 | $361,820 | 1.25% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 3,238 | $358,219 | 1.24% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,541 | $322,130 | 1.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 532 | $309,044 | 1.07% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 299 | $287,506 | 0.99% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 702 | $260,154 | 0.90% | |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
Held | 20,000 | $239,000 | 0.83% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
NEW | 727 | $230,844 | 0.80% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
NEW | 255 | $214,036 | 0.74% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 726 | $204,158 | 0.71% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,326 | $204,153 | 0.71% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.