ShoreHaven Wealth Partners, LLC
CIK
1844922
Location
Red Bank, NJ
Portfolio Value
Small
$317,885,699
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,063
/ 8,794
▲ 1225
· as of Jun 2026
Top Industry
Consumer Electronics
32.5%
Period ended 3 months ago
Filed Jul 14, 2026 · 3mo
23 quarters · since Dec 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
37.5%
+8.9 pts
Top 5
77.8%
+10.1 pts
Top 10
87.2%
+8.6 pts
HHI
2,047
Moderately concentrated+535
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.8% | $295,018,555 |
| Technology | 3.3% | $10,376,231 |
| Communication Services | 1.1% | $3,506,382 |
| Financial Services | 1.1% | $3,367,992 |
| Industrials | 0.8% | $2,624,070 |
| Consumer Cyclical | 0.4% | $1,149,769 |
| Utilities | 0.2% | $562,372 |
| Energy | 0.2% | $538,388 |
| Real Estate | 0.1% | $380,120 |
| Consumer Defensive | 0.1% | $361,820 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | +198,510 | 1,382,307 | $63,829,237 | |
| BCLO | iShares BBB-B CLO Active ETF | +87,525 | 189,855 | $8,758,880 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +57,381 | 145,908 | $3,786,312 | |
| BKAG | BNY Mellon Core Bond ETF | +42,110 | 101,068 | $4,811,847 | |
| BUYZ | Franklin Disruptive Commerce ETF | +30,678 | 101,728 | $2,560,493 | |
| — | +28,222 | 36,217 | $1,658,738 | ||
| — | +18,941 | 23,725 | $650,302 | ||
| AGNG | Global X Funds Global X Aging Population ETF | +16,743 | 86,155 | $5,144,315 | |
| BAB | Invesco Taxable Municipal Bond ETF | +7,082 | 110,405 | $2,596,725 | |
| FBCG | Fidelity Blue Chip Growth ETF | +5,259 | 19,341 | $991,168 | |
| FAAA | Fidelity AAA CLO ETF | +4,590 | 9,711 | $433,052 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +537 | 218,470 | $11,058,485 | |
| AFK | VanEck Africa Index ETF | +416 | 34,187 | $873,819 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | +353 | 11,783 | $595,984 | |
| JA | Janus Henderson AA-A CLO ETF | +238 | 52,343 | $2,642,798 | |
| IAU | Ishares Gold Trust | +200 | 35,180 | $2,656,441 | |
| FCAL | First Trust California Municipal High income ETF | +85 | 41,551 | $2,038,137 | |
| VZ | Verizon Communications Inc | +76 | 16,271 | $688,914 | |
| BKF | iShares MSCI BIC ETF | +45 | 40,555 | $3,114,939 | |
| 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
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −27,794 | 1,265,248 | $119,232,880 | |
| ACSG | American Century Small Cap Growth Insights ETF | −8,190 | 474,251 | $43,794,650 | |
| VRT | Vertiv Holdings Co | −3,660 | 7,198 | $2,410,034 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −2,377 | 26,123 | $1,599,511 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −1,840 | 23,952 | $1,240,234 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −649 | 72,889 | $9,249,751 | |
| PM | Philip Morris International Inc. | −396 | 2,000 | $361,820 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | −267 | 16,454 | $767,513 | |
| 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 | |
| GOOGL | Alphabet Inc. | −48 | 6,892 | $2,453,394 | |
| VIGI | Vanguard International Dividend Appreciation ETF | −11 | 1,357 | $214,446 | |
| AMZN | Amazon Com Inc | −2 | 2,764 | $658,771 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | 21,934 | $1,294,764 | |
| CAAA | First Trust AAA CMBS ETF | 23,186 | $1,038,732 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | 7,332 | $294,306 | |
| T | At&T Inc. | 7,217 | $209,220 | |
| CBUS | Cibus, Inc. | 13,043 | $25,825 | |
| No positions match the current search. | ||||
52 tracked positions ·
$317,885,699 total
· filing declares
106 positions · $317,885,632
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 52 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 1,265,248 | $119,232,880 | 37.51% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Added | 1,382,307 | $63,829,237 | 20.08% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Reduced | 474,251 | $43,794,650 | 13.78% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 218,470 | $11,058,485 | 3.48% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 72,889 | $9,249,751 | 2.91% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
Added | 189,855 | $8,758,880 | 2.76% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,650 | $7,422,084 | 2.33% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Added | 86,155 | $5,144,315 | 1.62% | |
| BKAG |
BNY Mellon Core Bond ETF
|
Added | 101,068 | $4,811,847 | 1.51% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 145,908 | $3,786,312 | 1.19% | |
| BKF |
iShares MSCI BIC ETF
|
Added | 40,555 | $3,114,939 | 0.98% | |
| IAU |
Ishares Gold Trust
|
Added | 35,180 | $2,656,441 | 0.84% | |
| JA |
Janus Henderson AA-A CLO ETF
|
Added | 52,343 | $2,642,798 | 0.83% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
Added | 110,405 | $2,596,725 | 0.82% | |
| BUYZ |
Franklin Disruptive Commerce ETF
|
Added | 101,728 | $2,560,493 | 0.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,892 | $2,453,394 | 0.77% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 7,198 | $2,410,034 | 0.76% | |
| FCAL |
First Trust California Municipal High income ETF
|
Added | 41,551 | $2,038,137 | 0.64% | |
|
|
Added | 36,217 | $1,658,738 | 0.52% | ||
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 26,123 | $1,599,511 | 0.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,140 | $1,571,224 | 0.49% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 23,952 | $1,240,234 | 0.39% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,772 | $1,154,919 | 0.36% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 19,341 | $991,168 | 0.31% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,365 | $882,192 | 0.28% | |
| AFK |
VanEck Africa Index ETF
|
Added | 34,187 | $873,819 | 0.27% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Reduced | 16,454 | $767,513 | 0.24% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 16,271 | $688,914 | 0.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,764 | $658,771 | 0.21% | |
|
|
Added | 23,725 | $650,302 | 0.20% | ||
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Added | 11,783 | $595,984 | 0.19% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,248 | $538,388 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,577 | $516,199 | 0.16% | |
| FAAA |
Fidelity AAA CLO ETF
|
Added | 9,711 | $433,052 | 0.14% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
NEW | 5,480 | $431,933 | 0.14% | |
| GLDM |
World Gold Trust
|
Held | 5,433 | $431,488 | 0.14% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 1,581 | $403,834 | 0.13% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Held | 17,000 | $380,120 | 0.12% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 6,695 | $364,074 | 0.11% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,000 | $361,820 | 0.11% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 3,238 | $358,219 | 0.11% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,541 | $322,130 | 0.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 532 | $309,044 | 0.10% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 299 | $287,506 | 0.09% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Held | 774 | $286,410 | 0.09% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 702 | $260,154 | 0.08% | |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
Held | 20,000 | $239,000 | 0.08% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
NEW | 727 | $230,844 | 0.07% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Reduced | 1,357 | $214,446 | 0.07% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
NEW | 255 | $214,036 | 0.07% |
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.