ShoreHaven Wealth Partners, LLC

CIK

1844922

Location

Red Bank, NJ

Portfolio Value

Micro $27,238,695

Diversification

Diversified

Filing Date

Global Rank

#7,139 / 8,232 ▲ 115

Top Industry

Consumer Electronics 33.3%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed May 14, 2026 · 31d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.1%

SPY

+76.3%

Annualised alpha

-1.9%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.1%

+1.0 pts

Top 5

60.6%

−2.7 pts

Top 10

80.2%

−1.1 pts

HHI

1,041

Diversified−89

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.9%	$8,696,184	4
Unclassified	27.7%	$7,537,108	4
Financial Services	10.1%	$2,746,260	5
Industrials	10.0%	$2,720,797	1
Communication Services	9.9%	$2,704,675	4
Consumer Cyclical	3.0%	$805,677	2
Energy	2.5%	$668,493	1
Utilities	2.1%	$577,972	2
Consumer Defensive	1.5%	$396,154	1
Real Estate	1.3%	$359,550	1
Healthcare	0.1%	$25,825	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	+121	1,541	$253,602
VZ	Verizon Communications Inc	+81	16,195	$812,989
NVDA	Nvidia Corp	+58	5,874	$1,024,425
ED	Consolidated Edison Inc	+25	3,211	$363,420
GOOGL	Alphabet Inc.	+13	4,534	$1,303,797
JPM	Jpmorgan Chase & Co	+5	1,572	$462,419
MAR	Marriott International Inc /Md/	+1	702	$229,603
BLK	BlackRock, Inc.	+1	299	$287,551
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−31,508	34,980	$3,083,836
BTC	Grayscale Bitcoin Mini Trust ETF	−9,137	88,527	$2,654,924
T	At&T Inc.	−1,763	7,217	$209,220
AAPL	Apple Inc.	−496	25,817	$6,552,096
CVX	Chevron Corp	−80	3,231	$668,493
MSFT	Microsoft Corp	−48	2,444	$904,695
AMZN	Amazon Com Inc	−26	2,766	$576,074
GLDM	World Gold Trust	−17	5,433	$503,584
BRK-B	Berkshire Hathaway Inc	−4	3,140	$1,504,688
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	21,934	$1,294,764
PCN	Pimco Corporate & Income Strategy Fund	20,000	$238,000
GLW	Corning Inc /Ny	1,581	$214,968
NEE	Nextera Energy Inc	2,310	$214,552
CBUS	Cibus, Inc.	13,043	$25,825
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SIVR	abrdn Silver ETF Trust	17,908	$1,211,297
FSLR	First Solar, Inc.	834	$217,865
IBM	International Business Machines Corp	721	$213,567
V	Visa Inc.	607	$212,880
META	Meta Platforms, Inc.	315	$207,928
RCL	Royal Caribbean Cruises Ltd	726	$202,495
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $27,238,695 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	25,817	-496	$6,552,096	−8.4%	24.05%
IAU	Ishares Gold Trust	Reduced	34,980	-31,508	$3,083,836	−42.9%	11.32%
VRT	Vertiv Holdings Co Industrials	Held	10,858	0	$2,720,797	+54.7%	9.99%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	88,527	-9,137	$2,654,924	−29.8%	9.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,140	-4	$1,504,688	−4.8%	5.52%
GOOGL	Alphabet Inc. Communication Services	Added	4,534	+13	$1,303,797	−7.9%	4.79%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	21,934	NEW	$1,294,764	NEW	4.75%
NVDA	Nvidia Corp Technology	Added	5,874	+58	$1,024,425	−5.6%	3.76%
MSFT	Microsoft Corp Technology	Reduced	2,444	-48	$904,695	−24.9%	3.32%
VZ	Verizon Communications Inc Communication Services	Added	16,195	+81	$812,989	+23.9%	2.98%
CVX	Chevron Corp Energy	Reduced	3,231	-80	$668,493	+32.5%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,766	-26	$576,074	−10.6%	2.11%
GLDM	World Gold Trust	Reduced	5,433	-17	$503,584	+8.2%	1.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,572	+5	$462,419	−8.4%	1.70%
PM	Philip Morris International Inc. Consumer Defensive	Held	2,396	0	$396,154	+3.1%	1.45%
RBLX	Roblox Corp Communication Services	Held	6,695	0	$378,669	−30.2%	1.39%
ED	Consolidated Edison Inc Utilities	Added	3,211	+25	$363,420	+14.8%	1.33%
NLY	Annaly Capital Management Inc Real Estate	Held	17,000	0	$359,550	−5.4%	1.32%
BLK	BlackRock, Inc. Financial Services	Added	299	+1	$287,551	−9.8%	1.06%
MS	Morgan Stanley Financial Services	Added	1,541	+121	$253,602	+0.6%	0.93%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	NEW	20,000	NEW	$238,000	NEW	0.87%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	702	+1	$229,603	+5.6%	0.84%
GLW	Corning Inc /Ny Technology	NEW	1,581	NEW	$214,968	NEW	0.79%
NEE	Nextera Energy Inc Utilities	NEW	2,310	NEW	$214,552	NEW	0.79%
T	At&T Inc. Communication Services	Reduced	7,217	-1,763	$209,220	−6.2%	0.77%
CBUS	Cibus, Inc. Healthcare	NEW	13,043	NEW	$25,825	NEW	0.09%