ShoreHaven Wealth Partners

Red Bank, NJfiles as ShoreHaven Wealth Partners, LLC

$318m in 106 US stocks at the end of 30 June 2026. The top 10 are 52.9% of the money. It changed about 12.9% of the portfolio this quarter.

Value

$318m

Stocks

106

Top 10 share

52.9%

Turnover

12.9%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
2.0% of the fund
Blackrock ETF Trust IIGGOV
0.9% of the fund
Blackrock ETF Trust IISECU
0.3% of the fund
NasdaqNDAQ
0.1% of the fund
Blackrock ETF Trust IIBRTR
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Fidelity Covington TrustFIVA
<0.1% of the fund
Royal Caribbean CruisesRCL
<0.1% of the fund
Sterling InfrastructureSTRL
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
Fidelity Merrimack STR TRFBND
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVW
16.1% of the fund
+22%
American Centy ETF TRAVLV
10.7% of the fund
+6%
Blackrock ETF TrustDYNF
6.5% of the fund
+19%
Ishares TRGOVT
1.9% of the fund
+146%
Global X FDSSHLD
1.6% of the fund
+24%
BNY Mellon ETF TrustBKHY
1.5% of the fund
+71%
Blackrock ETF Trust IIBINC
1.3% of the fund
+12%
Grayscale Bitcoin Mini TR ETBTC
1.2% of the fund
+65%
Invesco Exch Traded FD TR IIPZA
0.8% of the fund
+7%
Franklin Templeton ETF TRFLMI
0.8% of the fund
+43%
Ishares TRMBB
0.7% of the fund
+10%
Blackrock ETF TrustBALI
0.7% of the fund
+74%
Spdr Series TrustTFI
0.5% of the fund
+353%
Ishares TRIGEB
0.4% of the fund
+3%
Spdr Series TrustXAR
0.4% of the fund
+35%
Blackrock ETF Trust IISHYM
0.2% of the fund
+3%
Vanguard MUN BD FDSVTEB
0.2% of the fund
+3%
First TR Exch Traded FD IIIFMB
0.1% of the fund
+10%
Ishares TRSYSB
<0.1% of the fund
+8%
Fidelity Merrimack STR TRFSEC
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Blackrock ETF TrustBAI
3.5% of the fund
-17%
American Centy ETF TRAVEM
3.1% of the fund
-23%
Blackrock ETF TrustTHRO
2.1% of the fund
-28%
Ishares TRMTUM
1.8% of the fund
-28%
Ishares TRLRGF
1.8% of the fund
-3%
Blackrock ETF TrustBLCR
1.7% of the fund
-2%
Ishares TREFV
1.3% of the fund
-34%
Ishares TROEF
1.3% of the fund
-3%
Vertiv HoldingsVRT
0.8% of the fund
-34%
Ishares TRTLT
0.7% of the fund
-76%
Ishares TRIEV
0.7% of the fund
-2%
Ishares TRQUAL
0.6% of the fund
-76%
Wisdomtree TRDTH
0.5% of the fund
-4%
Ishares TRDGRO
0.5% of the fund
-3%
Invesco Exchange Traded FD TXLG
0.5% of the fund
-8%
Spdr Index SHS FDSSPEM
0.4% of the fund
-7%
Ishares TRLQD
0.3% of the fund
-8%
MicrosoftMSFT
0.3% of the fund
-3%
Ishares TRQLTA
0.3% of the fund
-60%
Ishares TRIVE
0.1% of the fund
-3%
Wisdomtree TRDLN
0.1% of the fund
-17%
Philip Morris InternationalPM
0.1% of the fund
-17%
Spdr Series TrustHYMB
<0.1% of the fund
-14%
IsharesIEMG
<0.1% of the fund
-18%
Fidelity Covington TrustFDEV
<0.1% of the fund
-14%

Sold out

Sold their entire stake.

Ishares TRIAGG
-100%
Ishares TRTLH
-100%
Fidelity Wise Origin BitcoinFBTC
-100%
First TR Exchange-Traded FDFTSL
-100%
Ishares TRHYGW
-100%
Ssga Active ETF TRSRLN
-100%
AT&TT
-100%
CibusCBUS
-100%

Holdings

Ishares TRIVW
Share
16.1%
Value
$51m
Shares
373,246
+22%
American Centy ETF TRAVLV
Share
10.7%
Value
$34m
Shares
372,316
+6%
Blackrock ETF TrustDYNF
Share
6.5%
Value
$21m
Shares
301,711
+19%
Blackrock ETF TrustCORO
Share
3.7%
Value
$12m
Shares
318,708
Held
Blackrock ETF TrustBAI
Share
3.5%
Value
$11m
Shares
208,852
-17%
American Centy ETF TRAVEM
Share
3.1%
Value
$10m
Shares
101,935
-23%
Wisdomtree TRDNL
Share
2.6%
Value
$8m
Shares
176,021
Held
AppleAAPL
Share
2.3%
Value
$7m
Shares
25,650
Held
Ishares TRIWL
Share
2.3%
Value
$7m
Shares
39,152
Held
Spdr Series TrustVLU
Share
2.2%
Value
$7m
Shares
29,028
Held
Blackrock ETF TrustTHRO
Share
2.1%
Value
$7m
Shares
157,950
-28%
Blackrock ETF TrustIALT
Share
2.0%
Value
$6m
Shares
225,653
New
Ishares TRGOVT
Share
1.9%
Value
$6m
Shares
271,524
+146%
Ishares TRMTUM
Share
1.8%
Value
$6m
Shares
17,004
-28%
Ishares TRLRGF
Share
1.8%
Value
$6m
Shares
74,892
-3%
Ishares TRIVLU
Share
1.7%
Value
$5m
Shares
129,310
Held
Blackrock ETF TrustBLCR
Share
1.7%
Value
$5m
Shares
106,637
-2%
Global X FDSSHLD
Share
1.6%
Value
$5m
Shares
86,155
+24%
BNY Mellon ETF TrustBKHY
Share
1.5%
Value
$5m
Shares
101,068
+71%
Ishares TRITOT
Share
1.3%
Value
$4m
Shares
25,982
Held
Ishares TREFV
Share
1.3%
Value
$4m
Shares
53,441
-34%
Blackrock ETF Trust IIBINC
Share
1.3%
Value
$4m
Shares
77,534
+12%
Ishares TROEF
Share
1.3%
Value
$4m
Shares
10,864
-3%
Grayscale Bitcoin Mini TR ETBTC
Share
1.2%
Value
$4m
Shares
145,908
+65%
Ishares TREFG
Share
1.2%
Value
$4m
Shares
29,862
Held
Blackrock ETF Trust IIGGOV
Share
0.9%
Value
$3m
Shares
55,439
New
Ishares Gold TRIAU
Share
0.8%
Value
$3m
Shares
35,180
Held
Janus Detroit STR TRJAAA
Share
0.8%
Value
$3m
Shares
52,343
Held
Invesco Exch Traded FD TR IIPZA
Share
0.8%
Value
$3m
Shares
110,405
+7%
Franklin Templeton ETF TRFLMI
Share
0.8%
Value
$3m
Shares
101,728
+43%
Vertiv HoldingsVRT
Share
0.8%
Value
$2m
Shares
7,198
-34%
Ishares TRMBB
Share
0.7%
Value
$2m
Shares
24,455
+10%
Ishares TRTLT
Share
0.7%
Value
$2m
Shares
25,346
-76%
Ishares TRIEV
Share
0.7%
Value
$2m
Shares
29,732
-2%
Blackrock ETF TrustBALI
Share
0.7%
Value
$2m
Shares
62,796
+74%
Ishares TRQUAL
Share
0.6%
Value
$2m
Shares
9,268
-76%
Ishares TRIEF
Share
0.5%
Value
$2m
Shares
18,052
Held
Wisdomtree TRDTH
Share
0.5%
Value
$2m
Shares
30,664
-4%
Spdr Series TrustTFI
Share
0.5%
Value
$2m
Shares
36,217
+353%
IsharesEMXC
Share
0.5%
Value
$2m
Shares
15,984
Held
Ishares TRDGRO
Share
0.5%
Value
$2m
Shares
21,418
-3%
First TR Exch Traded FD IIIFMHI
Share
0.5%
Value
$2m
Shares
33,442
Held
AlphabetGOOGL
Share
0.5%
Value
$2m
Shares
4,516
Held
Invesco Exchange Traded FD TXLG
Share
0.5%
Value
$2m
Shares
26,123
-8%
Berkshire HathawayBRK-B
Share
0.5%
Value
$2m
Shares
3,140
Held
Ishares TRUSMV
Share
0.4%
Value
$1m
Shares
13,412
Held
Spdr Index SHS FDSSPEM
Share
0.4%
Value
$1m
Shares
23,952
-7%
Ishares TRIGEB
Share
0.4%
Value
$1m
Shares
27,411
+3%
Spdr Series TrustXAR
Share
0.4%
Value
$1m
Shares
4,332
+35%
NvidiaNVDA
Share
0.4%
Value
$1m
Shares
5,772
Held
Ishares TRHYG
Share
0.4%
Value
$1m
Shares
14,166
Held
Ishares TRLQD
Share
0.3%
Value
$1m
Shares
9,758
-8%
Ishares TRIWB
Share
0.3%
Value
$1m
Shares
2,446
Held
Wisdomtree TRDHS
Share
0.3%
Value
$887,203
Shares
7,804
Held
MicrosoftMSFT
Share
0.3%
Value
$882,144
Shares
2,365
-3%
Vaneck ETF TrustEMLC
Share
0.3%
Value
$873,814
Shares
34,187
Held
Ishares TRQLTA
Share
0.3%
Value
$845,983
Shares
17,803
-60%
Blackrock ETF Trust IISECU
Share
0.3%
Value
$842,077
Shares
16,889
New
AlphabetGOOG
Share
0.3%
Value
$839,568
Shares
2,376
Held
Spdr Series TrustSPBO
Share
0.3%
Value
$806,653
Shares
27,777
Held
EA Series TrustAFOS
Share
0.2%
Value
$767,535
Shares
16,454
Held
Blackrock ETF Trust IISHYM
Share
0.2%
Value
$758,664
Shares
33,794
+3%
IsharesEUHY
Share
0.2%
Value
$744,529
Shares
13,823
Held
Ishares TREEM
Share
0.2%
Value
$735,261
Shares
10,748
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$688,912
Shares
16,271
Held
Amazon.comAMZN
Share
0.2%
Value
$658,772
Shares
2,764
Held
Ishares TRHDV
Share
0.2%
Value
$650,310
Shares
23,725
Held
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$595,984
Shares
11,783
+3%
Ishares TRIGRO
Share
0.2%
Value
$576,367
Shares
6,555
Held
ChevronCVX
Share
0.2%
Value
$538,367
Shares
3,248
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$516,076
Shares
1,577
Held
Ishares TRIWD
Share
0.1%
Value
$445,223
Shares
1,837
Held
NasdaqNDAQ
Share
0.1%
Value
$431,934
Shares
5,480
New
World Gold TRGLDM
Share
0.1%
Value
$431,489
Shares
5,433
Held
Ishares TRIVE
Share
0.1%
Value
$419,010
Shares
1,845
-3%
First TR Exch Traded FD IIIFMB
Share
0.1%
Value
$416,542
Shares
8,109
+10%
CorningGLW
Share
0.1%
Value
$403,835
Shares
1,581
Held
Wisdomtree TRDLN
Share
0.1%
Value
$383,481
Shares
3,981
-17%
Annaly Capital ManagementNLY
Share
0.1%
Value
$380,120
Shares
17,000
Held
RobloxRBLX
Share
0.1%
Value
$364,074
Shares
6,695
Held
Philip Morris InternationalPM
Share
0.1%
Value
$361,820
Shares
2,000
-17%
Consolidated EdisonED
Share
0.1%
Value
$358,197
Shares
3,238
Held
Ishares TRUSIG
Share
0.1%
Value
$347,900
Shares
6,783
Held
Morgan StanleyMS
Share
0.1%
Value
$322,126
Shares
1,541
Held
Blackrock ETF Trust IIBRTR
Share
<0.1%
Value
$311,965
Shares
6,199
New
Advanced Micro DevicesAMD
Share
<0.1%
Value
$309,044
Shares
532
New
Ishares TRSYSB
Share
<0.1%
Value
$308,023
Shares
3,472
+8%
Ishares TRIVV
Share
<0.1%
Value
$303,947
Shares
406
Held
Spdr Series TrustHYMB
Share
<0.1%
Value
$298,971
Shares
11,752
-14%
BlackRockBLK
Share
<0.1%
Value
$287,840
Shares
299
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$286,324
Shares
774
Held
Fidelity Covington TrustFDMO
Share
<0.1%
Value
$273,827
Shares
2,778
Held
IsharesIEMG
Share
<0.1%
Value
$271,377
Shares
3,276
-18%
Marriott InternationalMAR
Share
<0.1%
Value
$260,154
Shares
702
Held
Fidelity Covington TrustFIVA
Share
<0.1%
Value
$245,026
Shares
6,361
New
Ishares TRIEFA
Share
<0.1%
Value
$244,373
Shares
2,530
Held
Fidelity Covington TrustFDRR
Share
<0.1%
Value
$243,235
Shares
3,749
Held
Pimco Corporate & Income Strategy FundPCN
Share
<0.1%
Value
$239,000
Shares
20,000
Held
Fidelity Merrimack STR TRFSEC
Share
<0.1%
Value
$231,168
Shares
5,273
+3%
Royal Caribbean CruisesRCL
Share
<0.1%
Value
$230,958
Shares
727
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVW	16.1%	$51m	373,246	+22%
American Centy ETF TRAVLV	10.7%	$34m	372,316	+6%
Blackrock ETF TrustDYNF	6.5%	$21m	301,711	+19%
Blackrock ETF TrustCORO	3.7%	$12m	318,708	Held
Blackrock ETF TrustBAI	3.5%	$11m	208,852	-17%
American Centy ETF TRAVEM	3.1%	$10m	101,935	-23%
Wisdomtree TRDNL	2.6%	$8m	176,021	Held
AppleAAPL	2.3%	$7m	25,650	Held
Ishares TRIWL	2.3%	$7m	39,152	Held
Spdr Series TrustVLU	2.2%	$7m	29,028	Held
Blackrock ETF TrustTHRO	2.1%	$7m	157,950	-28%
Blackrock ETF TrustIALT	2.0%	$6m	225,653	New
Ishares TRGOVT	1.9%	$6m	271,524	+146%
Ishares TRMTUM	1.8%	$6m	17,004	-28%
Ishares TRLRGF	1.8%	$6m	74,892	-3%
Ishares TRIVLU	1.7%	$5m	129,310	Held
Blackrock ETF TrustBLCR	1.7%	$5m	106,637	-2%
Global X FDSSHLD	1.6%	$5m	86,155	+24%
BNY Mellon ETF TrustBKHY	1.5%	$5m	101,068	+71%
Ishares TRITOT	1.3%	$4m	25,982	Held
Ishares TREFV	1.3%	$4m	53,441	-34%
Blackrock ETF Trust IIBINC	1.3%	$4m	77,534	+12%
Ishares TROEF	1.3%	$4m	10,864	-3%
Grayscale Bitcoin Mini TR ETBTC	1.2%	$4m	145,908	+65%
Ishares TREFG	1.2%	$4m	29,862	Held
Blackrock ETF Trust IIGGOV	0.9%	$3m	55,439	New
Ishares Gold TRIAU	0.8%	$3m	35,180	Held
Janus Detroit STR TRJAAA	0.8%	$3m	52,343	Held
Invesco Exch Traded FD TR IIPZA	0.8%	$3m	110,405	+7%
Franklin Templeton ETF TRFLMI	0.8%	$3m	101,728	+43%
Vertiv HoldingsVRT	0.8%	$2m	7,198	-34%
Ishares TRMBB	0.7%	$2m	24,455	+10%
Ishares TRTLT	0.7%	$2m	25,346	-76%
Ishares TRIEV	0.7%	$2m	29,732	-2%
Blackrock ETF TrustBALI	0.7%	$2m	62,796	+74%
Ishares TRQUAL	0.6%	$2m	9,268	-76%
Ishares TRIEF	0.5%	$2m	18,052	Held
Wisdomtree TRDTH	0.5%	$2m	30,664	-4%
Spdr Series TrustTFI	0.5%	$2m	36,217	+353%
IsharesEMXC	0.5%	$2m	15,984	Held
Ishares TRDGRO	0.5%	$2m	21,418	-3%
First TR Exch Traded FD IIIFMHI	0.5%	$2m	33,442	Held
AlphabetGOOGL	0.5%	$2m	4,516	Held
Invesco Exchange Traded FD TXLG	0.5%	$2m	26,123	-8%
Berkshire HathawayBRK-B	0.5%	$2m	3,140	Held
Ishares TRUSMV	0.4%	$1m	13,412	Held
Spdr Index SHS FDSSPEM	0.4%	$1m	23,952	-7%
Ishares TRIGEB	0.4%	$1m	27,411	+3%
Spdr Series TrustXAR	0.4%	$1m	4,332	+35%
NvidiaNVDA	0.4%	$1m	5,772	Held
Ishares TRHYG	0.4%	$1m	14,166	Held
Ishares TRLQD	0.3%	$1m	9,758	-8%
Ishares TRIWB	0.3%	$1m	2,446	Held
Wisdomtree TRDHS	0.3%	$887,203	7,804	Held
MicrosoftMSFT	0.3%	$882,144	2,365	-3%
Vaneck ETF TrustEMLC	0.3%	$873,814	34,187	Held
Ishares TRQLTA	0.3%	$845,983	17,803	-60%
Blackrock ETF Trust IISECU	0.3%	$842,077	16,889	New
AlphabetGOOG	0.3%	$839,568	2,376	Held
Spdr Series TrustSPBO	0.3%	$806,653	27,777	Held
EA Series TrustAFOS	0.2%	$767,535	16,454	Held
Blackrock ETF Trust IISHYM	0.2%	$758,664	33,794	+3%
IsharesEUHY	0.2%	$744,529	13,823	Held
Ishares TREEM	0.2%	$735,261	10,748	Held
Verizon CommunicationsVZ	0.2%	$688,912	16,271	Held
Amazon.comAMZN	0.2%	$658,772	2,764	Held
Ishares TRHDV	0.2%	$650,310	23,725	Held
Vanguard MUN BD FDSVTEB	0.2%	$595,984	11,783	+3%
Ishares TRIGRO	0.2%	$576,367	6,555	Held
ChevronCVX	0.2%	$538,367	3,248	Held
JPMorgan ChaseJPM	0.2%	$516,076	1,577	Held
Ishares TRIWD	0.1%	$445,223	1,837	Held
NasdaqNDAQ	0.1%	$431,934	5,480	New
World Gold TRGLDM	0.1%	$431,489	5,433	Held
Ishares TRIVE	0.1%	$419,010	1,845	-3%
First TR Exch Traded FD IIIFMB	0.1%	$416,542	8,109	+10%
CorningGLW	0.1%	$403,835	1,581	Held
Wisdomtree TRDLN	0.1%	$383,481	3,981	-17%
Annaly Capital ManagementNLY	0.1%	$380,120	17,000	Held
RobloxRBLX	0.1%	$364,074	6,695	Held
Philip Morris InternationalPM	0.1%	$361,820	2,000	-17%
Consolidated EdisonED	0.1%	$358,197	3,238	Held
Ishares TRUSIG	0.1%	$347,900	6,783	Held
Morgan StanleyMS	0.1%	$322,126	1,541	Held
Blackrock ETF Trust IIBRTR	<0.1%	$311,965	6,199	New
Advanced Micro DevicesAMD	<0.1%	$309,044	532	New
Ishares TRSYSB	<0.1%	$308,023	3,472	+8%
Ishares TRIVV	<0.1%	$303,947	406	Held
Spdr Series TrustHYMB	<0.1%	$298,971	11,752	-14%
BlackRockBLK	<0.1%	$287,840	299	Held
Vanguard Index FDSVTI	<0.1%	$286,324	774	Held
Fidelity Covington TrustFDMO	<0.1%	$273,827	2,778	Held
IsharesIEMG	<0.1%	$271,377	3,276	-18%
Marriott InternationalMAR	<0.1%	$260,154	702	Held
Fidelity Covington TrustFIVA	<0.1%	$245,026	6,361	New
Ishares TRIEFA	<0.1%	$244,373	2,530	Held
Fidelity Covington TrustFDRR	<0.1%	$243,235	3,749	Held
Pimco Corporate & Income Strategy FundPCN	<0.1%	$239,000	20,000	Held
Fidelity Merrimack STR TRFSEC	<0.1%	$231,168	5,273	+3%
Royal Caribbean CruisesRCL	<0.1%	$230,958	727	New

Showing the largest 100 of 106.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.2% since 30 June 2025.

Where the money is

Technology3.4%

Financial services1.1%

Media & telecom1.0%

Industrials0.8%

Retail & consumer0.4%

Utilities0.2%

Energy0.2%

Everyday goods0.1%

Other92.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.