ShoreHaven Wealth Partners, LLC

CIK 0001844922 • 7 13F filings • May 6, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $244.1M98 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$788K	0.3%Prev: 0.5%	4,472 SH	Decreased-62 SH
ALPHABET INC	CAP STK CL C	$422K	0.2%Prev: 0.2%	2,377 SH	Decreased-29 SH
AMAZON COM INC	COM	$642K	0.3%Prev: 0.2%	2,927 SH	Increased+161 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.5M	1.8%Prev: 3.8%	65,288 SH	Decreased-67,305 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$17.0M	7.0%Prev: 10.1%	249,948 SH	Decreased-99,900 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$320K	0.1%Prev: 0.1%	17,000 SH	Decreased
APPLE INC	COM	$5.3M	2.2%Prev: 2.4%	26,029 SH	Decreased+212 SH
AT&T INC	COM	$258K	0.1%Prev: 0.1%	8,931 SH	Increased+1,714 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.6%Prev: 0.5%	3,047 SH	Decreased-93 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$2.3M	1.0%Prev: 3.0%	81,412 SH	Decreased-170,091 SH
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$1.1M	0.4%	36,372 SH	New
BLACKROCK ETF TRUST	ISHARES INTL DIV	$594K	0.2%	21,755 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.8M	5.3%Prev: 5.3%	235,316 SH	Decreased-18,163 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$6.9M	2.8%Prev: 2.9%	194,179 SH	Decreased-25,521 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.6M	2.3%Prev: 1.3%	106,568 SH	Increased+37,131 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$274K	0.1%	12,280 SH	New
BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$628K	0.3%	12,418 SH	New
BLACKROCK INC	COM	$312K	0.1%Prev: 0.1%	297 SH	Increased-2 SH
BNY MELLON ETF TRUST	HIGH YIELD ETF	$2.7M	1.1%Prev: 1.0%	55,134 SH	Decreased-3,824 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$476K	0.2%	4,020 SH	New
CHEVRON CORP NEW	COM	$288K	0.1%	2,011 SH	New
CONSOLIDATED EDISON INC	COM	$314K	0.1%Prev: 0.1%	3,131 SH	Decreased-80 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$320K	0.1%Prev: 0.1%	6,418 SH	Decreased-961 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.2M	0.5%Prev: 0.6%	25,897 SH	Decreased-8,190 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$218K	0.1%	2,423 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.5M	0.6%Prev: 0.4%	31,872 SH	Increased+8,686 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$244K	0.1%	5,551 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.5M	1.0%Prev: 0.6%	105,094 SH	Increased+34,044 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$3.6M	1.5%Prev: 1.0%	76,203 SH	Increased-12,324 SH
INTERNATIONAL BUSINESS MACHS	COM	$219K	0.1%	743 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$7.5M	3.1%Prev: 0.6%	143,441 SH	Increased+114,941 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	1.5%Prev: 1.1%	60,475 SH	Increased+25,495 SH
ISHARES INC	CORE MSCI EMKT	$253K	0.1%Prev: 0.1%	4,217 SH	Decreased+218 SH
ISHARES INC	MSCI EMRG CHN	$2.2M	0.9%Prev: 0.5%	34,236 SH	Increased+18,249 SH
ISHARES TR	0-5 YR TIPS ETF	$226K	0.1%	2,192 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.1M	0.8%Prev: 0.6%	20,350 SH	Increased+2,803 SH
ISHARES TR	20 YR TR BD ETF	$10.4M	4.3%Prev: 3.2%	117,926 SH	Increased+13,611 SH
ISHARES TR	7-10 YR TRSY BD	$1.6M	0.7%Prev: 0.6%	16,844 SH	Decreased-1,022 SH
ISHARES TR	A RATE CP BD ETF	$3.8M	1.5%Prev: 0.8%	79,024 SH	Increased+34,405 SH
ISHARES TR	CONV BD ETF	$247K	0.1%	2,742 SH	New
ISHARES TR	CORE DIV GRWTH	$1.7M	0.7%Prev: 0.6%	27,065 SH	Increased+4,885 SH
ISHARES TR	CORE INTL AGGR	$416K	0.2%Prev: 0.8%	8,151 SH	Decreased-37,938 SH
ISHARES TR	CORE MSCI EAFE	$204K	0.1%Prev: 0.1%	2,442 SH	Decreased-88 SH
ISHARES TR	CORE S&P TTL STK	$3.4M	1.4%Prev: 1.3%	25,115 SH	Decreased-799 SH
ISHARES TR	CORE S&P500 ETF	$229K	0.1%Prev: 0.1%	369 SH	Decreased-36 SH
ISHARES TR	CUR HD EURZN ETF	$655K	0.3%	15,968 SH	New
ISHARES TR	EAFE GRWTH ETF	$3.5M	1.4%Prev: 1.2%	31,092 SH	Increased+1,235 SH
ISHARES TR	EAFE VALUE ETF	$10.6M	4.4%Prev: 2.2%	167,655 SH	Increased+86,800 SH
ISHARES TR	EUROPE ETF	$2.0M	0.8%Prev: 0.7%	31,582 SH	Decreased+1,145 SH
ISHARES TR	HDG MSCI EAFE	$224K	0.1%	5,905 SH	New
ISHARES TR	HIGH YLD CORP BD	$1.5M	0.6%Prev: 0.2%	50,550 SH	Increased+28,485 SH
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.4%Prev: 0.4%	13,496 SH	Decreased-650 SH
ISHARES TR	IBOXX INV CP ETF	$2.3M	0.9%Prev: 0.4%	20,597 SH	Increased+9,940 SH
ISHARES TR	INTL DIV GRWTH	$2.0M	0.8%Prev: 0.2%	25,394 SH	Increased+18,901 SH
ISHARES TR	JPMORGAN USD EMG	$746K	0.3%	8,051 SH	New
ISHARES TR	MBS ETF	$2.1M	0.8%Prev: 0.8%	22,096 SH	Decreased-114 SH
ISHARES TR	MSCI EAFE ETF	$236K	0.1%	2,641 SH	New
ISHARES TR	MSCI EMG MKT ETF	$855K	0.4%Prev: 0.2%	17,714 SH	Increased+6,885 SH
ISHARES TR	MSCI INTL VLU FT	$4.4M	1.8%Prev: 1.8%	134,637 SH	Decreased+4,830 SH
ISHARES TR	MSCI USA MIN VOL	$1.3M	0.5%Prev: 0.5%	13,461 SH	Increased-52 SH
ISHARES TR	MSCI USA MMENTM	$3.1M	1.3%Prev: 2.0%	12,831 SH	Decreased-10,651 SH
ISHARES TR	MSCI USA QLT FCT	$14.0M	5.7%Prev: 2.6%	76,428 SH	Increased+38,457 SH
ISHARES TR	RUS 1000 ETF	$872K	0.4%Prev: 0.3%	2,569 SH	Decreased+114 SH
ISHARES TR	RUS 1000 VAL ETF	$357K	0.1%Prev: 0.1%	1,836 SH	Decreased-1 SH
ISHARES TR	RUS TOP 200 ETF	$5.9M	2.4%Prev: 2.3%	38,418 SH	Decreased-793 SH
ISHARES TR	S&P 100 ETF	$3.1M	1.3%Prev: 1.3%	10,129 SH	Decreased-1,084 SH
ISHARES TR	S&P 500 GRWT ETF	$27.6M	11.3%Prev: 12.4%	250,570 SH	Decreased-54,777 SH
ISHARES TR	S&P 500 VAL ETF	$365K	0.1%Prev: 0.1%	1,867 SH	Decreased-28 SH
ISHARES TR	S&P SML 600 GWT	$301K	0.1%	2,259 SH	New
ISHARES TR	SHRT NAT MUN ETF	$379K	0.2%	3,562 SH	New
ISHARES TR	U S EQUITY FACTR	$5.0M	2.1%Prev: 1.8%	78,573 SH	Decreased+1,715 SH
ISHARES TR	U.S. ENERGY ETF	$223K	0.1%	4,934 SH	New
ISHARES TR	U.S. TECH ETF	$3.7M	1.5%	21,083 SH	New
ISHARES TR	USD INV GRDE ETF	$282K	0.1%Prev: 0.1%	5,480 SH	Decreased-1,389 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.6M	0.7%Prev: 0.9%	31,267 SH	Decreased-20,838 SH
JPMORGAN CHASE & CO.	COM	$413K	0.2%	1,425 SH	New
META PLATFORMS INC	CL A	$228K	0.1%	308 SH	New
MICROSOFT CORP	COM	$1.2M	0.5%Prev: 0.3%	2,447 SH	Increased+3 SH
MORGAN STANLEY	COM NEW	$200K	0.1%Prev: 0.1%	1,420 SH	Decreased-121 SH
NVIDIA CORPORATION	COM	$901K	0.4%Prev: 0.4%	5,704 SH	Decreased-170 SH
PHILIP MORRIS INTL INC	COM	$436K	0.2%Prev: 0.1%	2,396 SH	Increased
ROBLOX CORP	CL A	$745K	0.3%Prev: 0.1%	7,082 SH	Increased+387 SH
ROYAL CARIBBEAN GROUP	COM	$227K	0.1%	725 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.0M	0.4%	24,260 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$205K	0.1%	332 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.2M	0.5%	48,227 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$1.3M	0.5%	45,694 SH	New
SPDR SERIES TRUST	SPDR S&P1500VL	$5.6M	2.3%	29,008 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$525K	0.2%	12,631 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.5%Prev: 0.2%	22,852 SH	Increased+11,422 SH
VERIZON COMMUNICATIONS INC	COM	$694K	0.3%Prev: 0.3%	16,047 SH	Decreased-148 SH
VERTIV HOLDINGS CO	COM CL A	$2.8M	1.2%Prev: 1.0%	22,058 SH	Increased+11,200 SH
VISA INC	COM CL A	$210K	0.1%	591 SH	New
WISDOMTREE TR	GLB US QTLY DIV	$8.7M	3.6%	216,755 SH	New
WISDOMTREE TR	ITL HIGH DIV FD	$1.3M	0.5%Prev: 0.6%	28,594 SH	Decreased-3,264 SH
WISDOMTREE TR	US HIGH DIVIDEND	$642K	0.3%Prev: 0.3%	6,684 SH	Decreased-1,254 SH
WISDOMTREE TR	US LARGECAP DIVD	$812K	0.3%Prev: 0.2%	9,880 SH	Increased+5,109 SH
WORLD GOLD TR	SPDR GLD MINIS	$357K	0.1%Prev: 0.2%	5,450 SH	Decreased+17 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $10.1M
BLACKROCK ETF TRUST — $4.5M
BLACKROCK ETF TRUST — $1.1M
BLACKROCK ETF TRUST II — $724K
CHEVRON CORPORATION — $668K
CIBUS INC — $26K
CORNING INC — $215K
EA SERIES TRUST — $604K
FIDELITY COVINGTON TRUST — $223K
FIDELITY COVINGTON TRUST — $267K
FIDELITY COVINGTON TRUST — $224K
FIDELITY MERRIMACK STR TR — $225K
FIDELITY WISE ORIGIN BITCOIN — $1.3M
GLOBAL X FDS — $4.9M
INVESCO EXCH TRADED FD TR II — $2.4M
ISHARES INC — $718K
ISHARES TR — $649K
ISHARES TR — $1.2M
ISHARES TR — $286K
ISHARES TR — $2.5M
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001172661-26-004577	—	View
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000597	$278.4M	View
Oct 23, 2025	Q3 2025