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: $270.6M101 positionsView on SEC.gov

			% of Portfolio
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$901K	0.3%	20,257 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.5%	4,472 SH	Decreased-44 SH
ALPHABET INC	CAP STK CL C	$576K	0.2%Prev: 0.3%	2,365 SH	Decreased-11 SH
AMAZON COM INC	COM	$621K	0.2%Prev: 0.2%	2,828 SH	Decreased+64 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.9M	3.7%Prev: 3.1%	131,986 SH	Increased+30,051 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$19.5M	7.2%Prev: 10.7%	269,896 SH	Decreased-102,420 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$344K	0.1%Prev: 0.1%	17,000 SH	Decreased
APPLE INC	COM	$6.6M	2.4%Prev: 2.3%	25,963 SH	Decreased+313 SH
AT&T INC	COM	$252K	0.1%	8,938 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.6%Prev: 0.5%	3,139 SH	Increased-1 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$7.4M	2.7%	216,125 SH	New
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$1.1M	0.4%	35,131 SH	New
BLACKROCK ETF TRUST	ISHARES INTL DIV	$583K	0.2%	20,840 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.5M	6.8%Prev: 6.5%	312,420 SH	Decreased+10,709 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$7.7M	2.8%	202,367 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.7M	1.7%	88,471 SH	New
BLACKROCK ETF TRUST II	SHORT DURATION H	$679K	0.3%	30,393 SH	New
BLACKROCK INC	COM	$347K	0.1%Prev: 0.1%	298 SH	Increased-1 SH
BNY MELLON ETF TRUST	HIGH YIELD ETF	$2.7M	1.0%Prev: 1.5%	55,691 SH	Decreased-45,377 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$370K	0.1%	2,885 SH	New
CHEVRON CORP NEW	COM	$315K	0.1%	2,029 SH	New
CONSOLIDATED EDISON INC	COM	$318K	0.1%Prev: 0.1%	3,159 SH	Decreased-79 SH
EA SERIES TRUST	ARS FOCUSED OPPO	$502K	0.2%	16,394 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$367K	0.1%Prev: 0.1%	7,240 SH	Decreased-869 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$2.2M	0.8%Prev: 0.5%	45,541 SH	Increased+12,099 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$200K	0.1%	2,403 SH	New
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.6M	0.6%	34,257 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$312K	0.1%	7,013 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.9M	0.7%Prev: 0.8%	75,840 SH	Decreased-25,888 SH
GLOBAL X FDS	DEFENSE TECH ETF	$3.5M	1.3%Prev: 1.6%	50,266 SH	Decreased-35,889 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$4.0M	1.5%Prev: 1.2%	78,449 SH	Increased-67,459 SH
INTERNATIONAL BUSINESS MACHS	COM	$203K	0.1%Prev: 0.1%	719 SH	Decreased-7 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$762K	0.3%Prev: 0.8%	32,997 SH	Decreased-77,408 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$13.0M	4.8%Prev: 0.5%	225,830 SH	Increased+199,707 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$220K	0.1%	3,386 SH	New
ISHARES GOLD TR	ISHARES NEW	$4.9M	1.8%Prev: 0.8%	67,412 SH	Increased+32,232 SH
ISHARES INC	CORE MSCI EMKT	$278K	0.1%Prev: 0.1%	4,217 SH	Increased+941 SH
ISHARES INC	MSCI EMRG CHN	$1.2M	0.4%Prev: 0.5%	17,726 SH	Decreased+1,742 SH
ISHARES TR	0-5 YR TIPS ETF	$232K	0.1%	2,245 SH	New
ISHARES TR	10-20 YR TRS ETF	$1.8M	0.7%	17,382 SH	New
ISHARES TR	20 YR TR BD ETF	$10.1M	3.7%Prev: 0.7%	113,112 SH	Increased+87,766 SH
ISHARES TR	7-10 YR TRSY BD	$1.7M	0.6%Prev: 0.5%	17,194 SH	Decreased-858 SH
ISHARES TR	A RATE CP BD ETF	$3.8M	1.4%Prev: 0.3%	78,784 SH	Increased+60,981 SH
ISHARES TR	CONV BD ETF	$254K	0.1%	2,534 SH	New
ISHARES TR	CORE DIV GRWTH	$1.8M	0.6%Prev: 0.5%	25,765 SH	Increased+4,347 SH
ISHARES TR	CORE INTL AGGR	$425K	0.2%	8,302 SH	New
ISHARES TR	CORE MSCI EAFE	$221K	0.1%Prev: 0.1%	2,530 SH	Decreased
ISHARES TR	CORE S&P TTL STK	$3.5M	1.3%Prev: 1.3%	24,210 SH	Decreased-1,772 SH
ISHARES TR	CORE S&P500 ETF	$275K	0.1%Prev: 0.1%	411 SH	Decreased+5 SH
ISHARES TR	EAFE GRWTH ETF	$3.6M	1.3%Prev: 1.2%	31,176 SH	Decreased+1,314 SH
ISHARES TR	EAFE VALUE ETF	$7.6M	2.8%Prev: 1.3%	111,449 SH	Increased+58,008 SH
ISHARES TR	EUROPE ETF	$2.0M	0.8%Prev: 0.7%	31,077 SH	Decreased+1,345 SH
ISHARES TR	HIGH YLD CORP BD	$1.2M	0.4%	38,332 SH	New
ISHARES TR	HIGH YLD SYSTM B	$452K	0.2%	9,442 SH	New
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.4%Prev: 0.4%	13,353 SH	Decreased-813 SH
ISHARES TR	IBOXX INV CP ETF	$1.3M	0.5%Prev: 0.3%	12,084 SH	Increased+2,326 SH
ISHARES TR	INTL DIV GRWTH	$1.4M	0.5%Prev: 0.2%	17,378 SH	Increased+10,823 SH
ISHARES TR	INVESTMENT GRADE	$1.3M	0.5%	28,545 SH	New
ISHARES TR	JPMORGAN USD EMG	$776K	0.3%	8,155 SH	New
ISHARES TR	MBS ETF	$2.2M	0.8%Prev: 0.7%	22,931 SH	Decreased-1,524 SH
ISHARES TR	MSCI EAFE ETF	$235K	0.1%	2,520 SH	New
ISHARES TR	MSCI EMG MKT ETF	$578K	0.2%Prev: 0.2%	10,828 SH	Decreased+80 SH
ISHARES TR	MSCI INTL VLU FT	$4.8M	1.8%Prev: 1.7%	134,198 SH	Decreased+4,888 SH
ISHARES TR	MSCI USA MIN VOL	$1.2M	0.4%	12,784 SH	New
ISHARES TR	MSCI USA MMENTM	$3.4M	1.3%Prev: 1.8%	13,263 SH	Decreased-3,741 SH
ISHARES TR	MSCI USA QLT FCT	$12.5M	4.6%Prev: 0.6%	64,399 SH	Increased+55,131 SH
ISHARES TR	RUS 1000 ETF	$886K	0.3%Prev: 0.3%	2,424 SH	Decreased-22 SH
ISHARES TR	RUS 1000 VAL ETF	$374K	0.1%Prev: 0.1%	1,836 SH	Decreased-1 SH
ISHARES TR	RUS TOP 200 ETF	$6.4M	2.4%Prev: 2.3%	38,352 SH	Decreased-800 SH
ISHARES TR	S&P 100 ETF	$2.7M	1.0%Prev: 1.3%	8,253 SH	Decreased-2,611 SH
ISHARES TR	S&P 500 GRWT ETF	$30.8M	11.4%Prev: 16.1%	255,391 SH	Decreased-117,855 SH
ISHARES TR	S&P 500 VAL ETF	$386K	0.1%Prev: 0.1%	1,867 SH	Decreased+22 SH
ISHARES TR	S&P SML 600 GWT	$320K	0.1%	2,259 SH	New
ISHARES TR	U S EQUITY FACTR	$5.4M	2.0%Prev: 1.8%	78,558 SH	Decreased+3,666 SH
ISHARES TR	USD INV GRDE ETF	$286K	0.1%Prev: 0.1%	5,469 SH	Decreased-1,314 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.6M	0.6%Prev: 0.8%	31,879 SH	Decreased-20,464 SH
JPMORGAN CHASE & CO.	COM	$481K	0.2%	1,523 SH	New
META PLATFORMS INC	CL A	$202K	0.1%	275 SH	New
MICROSOFT CORP	COM	$2.0M	0.7%Prev: 0.3%	3,842 SH	Increased+1,477 SH
MORGAN STANLEY	COM NEW	$226K	0.1%Prev: 0.1%	1,420 SH	Decreased-121 SH
NVIDIA CORPORATION	COM	$1.1M	0.4%Prev: 0.4%	5,702 SH	Decreased-70 SH
PHILIP MORRIS INTL INC	COM	$389K	0.1%Prev: 0.1%	2,396 SH	Increased+396 SH
ROBLOX CORP	CL A	$927K	0.3%Prev: 0.1%	6,695 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$235K	0.1%Prev: 0.1%	726 SH	Increased-1 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.1M	0.4%	23,973 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$550K	0.2%	22,044 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$304K	0.1%	6,682 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$806K	0.3%	27,189 SH	New
SPDR SERIES TRUST	SPDR S&P1500VL	$5.9M	2.2%	28,949 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$519K	0.2%	12,489 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$212K	0.1%Prev: 0.1%	645 SH	Decreased-129 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$761K	0.3%Prev: 0.2%	15,190 SH	Increased+3,407 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$203K	0.1%Prev: 0.1%	1,442 SH	Decreased+85 SH
VERIZON COMMUNICATIONS INC	COM	$707K	0.3%Prev: 0.2%	16,078 SH	Increased-193 SH
VERTIV HOLDINGS CO	COM CL A	$3.3M	1.2%Prev: 0.8%	22,058 SH	Increased+14,860 SH
VISA INC	COM CL A	$202K	0.1%	591 SH	New
WISDOMTREE TR	GLB US QTLY DIV	$6.6M	2.4%	162,488 SH	New
WISDOMTREE TR	ITL HIGH DIV FD	$1.6M	0.6%Prev: 0.5%	33,419 SH	Decreased+2,755 SH
WISDOMTREE TR	US HIGH DIVIDEND	$1.2M	0.4%Prev: 0.3%	11,857 SH	Increased+4,053 SH
WISDOMTREE TR	US LARGECAP DIVD	$637K	0.2%Prev: 0.1%	7,316 SH	Increased+3,335 SH
WORLD GOLD TR	SPDR GLD MINIS	$417K	0.2%Prev: 0.1%	5,450 SH	Decreased+17 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $309K
BLACKROCK ETF TRUST — $11.0M
BLACKROCK ETF TRUST — $11.7M
BLACKROCK ETF TRUST — $5.4M
BLACKROCK ETF TRUST — $6.3M
BLACKROCK ETF TRUST — $6.8M
BLACKROCK ETF TRUST — $2.1M
BLACKROCK ETF TRUST II — $4.1M
BLACKROCK ETF TRUST II — $2.8M
BLACKROCK ETF TRUST II — $842K
BLACKROCK ETF TRUST II — $312K
BLACKROCK ETF TRUST II — $759K
CHEVRON CORPORATION — $538K
CORNING INC — $404K
EA SERIES TRUST — $768K
FIDELITY COVINGTON TRUST — $243K
FIDELITY COVINGTON TRUST — $245K
FIDELITY COVINGTON TRUST — $229K
FIDELITY COVINGTON TRUST — $274K
FIDELITY MERRIMACK STR TR — $231K
… and 21 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