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: $317.9M106 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$309K	0.1%	532 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.5%Prev: 0.3%	4,516 SH	Increased+44 SH
ALPHABET INC	CAP STK CL C	$840K	0.3%Prev: 0.2%	2,376 SH	Increased-1 SH
AMAZON COM INC	COM	$659K	0.2%Prev: 0.3%	2,764 SH	Increased-163 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.8M	3.1%Prev: 1.8%	101,935 SH	Increased+36,647 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$34.0M	10.7%Prev: 7.0%	372,316 SH	Increased+122,368 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$380K	0.1%Prev: 0.1%	17,000 SH	Increased
APPLE INC	COM	$7.4M	2.3%Prev: 2.2%	25,650 SH	Increased-379 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.5%Prev: 0.6%	3,140 SH	Increased+93 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$11.0M	3.5%	208,852 SH	New
BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$11.7M	3.7%	318,708 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$5.4M	1.7%	106,637 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$6.3M	2.0%	225,653 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$6.8M	2.1%	157,950 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$20.5M	6.5%Prev: 5.3%	301,711 SH	Increased+66,395 SH
BLACKROCK ETF TRUST	ISHARES US LARG	$2.1M	0.7%	62,796 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$4.1M	1.3%	77,534 SH	New
BLACKROCK ETF TRUST II	ISHA GLO USD ETF	$2.8M	0.9%	55,439 SH	New
BLACKROCK ETF TRUST II	ISHA SECU IN ETF	$842K	0.3%	16,889 SH	New
BLACKROCK ETF TRUST II	ISHA TOTA RE ETF	$312K	0.1%	6,199 SH	New
BLACKROCK ETF TRUST II	SHOR DURA HI ETF	$759K	0.2%	33,794 SH	New
BLACKROCK INC	COM	$288K	0.1%Prev: 0.1%	299 SH	Decreased+2 SH
BNY MELLON ETF TRUST	HIGH YIELD ETF	$4.8M	1.5%Prev: 1.1%	101,068 SH	Increased+45,934 SH
CHEVRON CORPORATION	COM	$538K	0.2%	3,248 SH	New
CONSOLIDATED EDISON INC	COM	$358K	0.1%Prev: 0.1%	3,238 SH	Increased+107 SH
CORNING INC	COM	$404K	0.1%	1,581 SH	New
EA SERIES TRUST	ARS FO OP ST ETF	$768K	0.2%	16,454 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$243K	0.1%	3,749 SH	New
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$245K	0.1%	6,361 SH	New
FIDELITY COVINGTON TRUST	INTL MULTIFACTOR	$229K	0.1%	6,453 SH	New
FIDELITY COVINGTON TRUST	MOMENTUM FACTR	$274K	0.1%	2,778 SH	New
FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$231K	0.1%	5,273 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$202K	0.1%	4,438 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$417K	0.1%Prev: 0.1%	8,109 SH	Increased+1,691 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.6M	0.5%Prev: 0.5%	33,442 SH	Increased+7,545 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.6M	0.8%Prev: 1.0%	101,728 SH	Increased-3,366 SH
GLOBAL X FDS	DEFENSE TECH ETF	$5.1M	1.6%	86,155 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$3.8M	1.2%Prev: 1.5%	145,908 SH	Increased+69,705 SH
INTERNATIONAL BUSINESS MACHS	COM	$204K	0.1%Prev: 0.1%	726 SH	Decreased-17 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$2.6M	0.8%	110,405 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.6M	0.5%Prev: 3.1%	26,123 SH	Decreased-117,318 SH
ISHARES GOLD TR	ISHARES NEW	$2.7M	0.8%Prev: 1.5%	35,180 SH	Decreased-25,295 SH
ISHARES INC	CORE MSCI EMKT	$271K	0.1%Prev: 0.1%	3,276 SH	Increased-941 SH
ISHARES INC	EURO HIGH YIELD	$745K	0.2%	13,823 SH	New
ISHARES INC	MSCI EMRG CHN	$1.6M	0.5%Prev: 0.9%	15,984 SH	Decreased-18,252 SH
ISHARES TR	20 YR TR BD ETF	$2.2M	0.7%Prev: 4.3%	25,346 SH	Decreased-92,580 SH
ISHARES TR	7-10 YR TRSY BD	$1.7M	0.5%Prev: 0.7%	18,052 SH	Increased+1,208 SH
ISHARES TR	A RATE CP BD ETF	$846K	0.3%Prev: 1.5%	17,803 SH	Decreased-61,221 SH
ISHARES TR	CORE DIV GRWTH	$1.6M	0.5%Prev: 0.7%	21,418 SH	Decreased-5,647 SH
ISHARES TR	CORE HIGH DV ETF	$650K	0.2%	23,725 SH	New
ISHARES TR	CORE MSCI EAFE	$244K	0.1%Prev: 0.1%	2,530 SH	Increased+88 SH
ISHARES TR	CORE S&P TTL STK	$4.3M	1.3%Prev: 1.4%	25,982 SH	Increased+867 SH
ISHARES TR	CORE S&P500 ETF	$304K	0.1%Prev: 0.1%	406 SH	Increased+37 SH
ISHARES TR	EAFE GRWTH ETF	$3.7M	1.2%Prev: 1.4%	29,862 SH	Increased-1,230 SH
ISHARES TR	EAFE VALUE ETF	$4.1M	1.3%Prev: 4.4%	53,441 SH	Decreased-114,214 SH
ISHARES TR	EUROPE ETF	$2.2M	0.7%Prev: 0.8%	29,732 SH	Increased-1,850 SH
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.4%Prev: 0.4%	14,166 SH	Increased+670 SH
ISHARES TR	IBOXX INV CP ETF	$1.1M	0.3%Prev: 0.9%	9,758 SH	Decreased-10,839 SH
ISHARES TR	INTL DIV GRWTH	$576K	0.2%Prev: 0.8%	6,555 SH	Decreased-18,839 SH
ISHARES TR	INVT GRAD SY ETF	$1.2M	0.4%	27,411 SH	New
ISHARES TR	MBS ETF	$2.3M	0.7%Prev: 0.8%	24,455 SH	Increased+2,359 SH
ISHARES TR	MSCI EMG MKT ETF	$735K	0.2%Prev: 0.4%	10,748 SH	Decreased-6,966 SH
ISHARES TR	MSCI INTL VLU FT	$5.4M	1.7%Prev: 1.8%	129,310 SH	Increased-5,327 SH
ISHARES TR	MSCI USA MIN ETF	$1.3M	0.4%	13,412 SH	New
ISHARES TR	MSCI USA MMENTM	$5.8M	1.8%Prev: 1.3%	17,004 SH	Increased+4,173 SH
ISHARES TR	MSCI USA QLT FCT	$2.0M	0.6%Prev: 5.7%	9,268 SH	Decreased-67,160 SH
ISHARES TR	RUS 1000 ETF	$1.0M	0.3%Prev: 0.4%	2,446 SH	Increased-123 SH
ISHARES TR	RUS 1000 VAL ETF	$445K	0.1%Prev: 0.1%	1,837 SH	Increased+1 SH
ISHARES TR	RUS TOP 200 ETF	$7.2M	2.3%Prev: 2.4%	39,152 SH	Increased+734 SH
ISHARES TR	S&P 100 ETF	$4.0M	1.3%Prev: 1.3%	10,864 SH	Increased+735 SH
ISHARES TR	S&P 500 GRWT ETF	$51.3M	16.1%Prev: 11.3%	373,246 SH	Increased+122,676 SH
ISHARES TR	S&P 500 VAL ETF	$419K	0.1%Prev: 0.1%	1,845 SH	Increased-22 SH
ISHARES TR	SYSTEMATIC BD ET	$308K	0.1%	3,472 SH	New
ISHARES TR	U S EQUITY FACTR	$5.7M	1.8%Prev: 2.1%	74,892 SH	Increased-3,681 SH
ISHARES TR	US TREAS BD ETF	$6.2M	1.9%	271,524 SH	New
ISHARES TR	USD INV GRDE ETF	$348K	0.1%Prev: 0.1%	6,783 SH	Increased+1,303 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.6M	0.8%Prev: 0.7%	52,343 SH	Increased+21,076 SH
JPMORGAN CHASE & CO	COM	$516K	0.2%	1,577 SH	New
MARRIOTT INTL INC NEW	CL A	$260K	0.1%	702 SH	New
MICROSOFT CORP	COM	$882K	0.3%Prev: 0.5%	2,365 SH	Decreased-82 SH
MORGAN STANLEY	COM NEW	$322K	0.1%Prev: 0.1%	1,541 SH	Increased+121 SH
NASDAQ INC	COM	$432K	0.1%	5,480 SH	New
NEXTERA ENERGY INC	COM	$204K	0.1%	2,326 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.4%Prev: 0.4%	5,772 SH	Increased+68 SH
PHILIP MORRIS INTL INC	COM	$362K	0.1%Prev: 0.2%	2,000 SH	Decreased-396 SH
PIMCO CORPORATE & INCM STRG	COM	$239K	0.1%	20,000 SH	New
ROBLOX CORP	CL A	$364K	0.1%Prev: 0.3%	6,695 SH	Decreased-387 SH
ROYAL CARIBBEAN GROUP	COM	$231K	0.1%Prev: 0.1%	727 SH	Increased+2 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$1.2M	0.4%	23,952 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$299K	0.1%	11,752 SH	New
SPDR SERIES TRUST	ST STR CORPO ETF	$807K	0.3%	27,777 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$1.7M	0.5%	36,217 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$1.2M	0.4%	4,332 SH	New
SPDR SERIES TRUST	ST STR SP1500VT	$6.9M	2.2%	29,028 SH	New
STERLING INFRASTRUCTURE INC	COM	$214K	0.1%	255 SH	New
VANECK ETF TRUST	JP MRGAN EM LOC	$874K	0.3%	34,187 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$286K	0.1%	774 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$596K	0.2%Prev: 0.5%	11,783 SH	Decreased-11,069 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$214K	0.1%	1,357 SH	New
VERIZON COMMUNICATIONS INC	COM	$689K	0.2%Prev: 0.3%	16,271 SH	Decreased+224 SH
VERTIV HOLDINGS CO	COM CL A	$2.4M	0.8%Prev: 1.2%	7,198 SH	Decreased-14,860 SH
WISDOMTREE TR	GLOB EX US QU FD	$8.1M	2.6%	176,021 SH	New
WISDOMTREE TR	ITL HIGH DIV FD	$1.7M	0.5%Prev: 0.5%	30,664 SH	Increased+2,070 SH
WISDOMTREE TR	US HIGH DIVIDEND	$887K	0.3%Prev: 0.3%	7,804 SH	Increased+1,120 SH
WISDOMTREE TR	US LARGECAP DIVD	$383K	0.1%Prev: 0.3%	3,981 SH	Decreased-5,899 SH
WORLD GOLD TR	SPDR GLD MINIS	$431K	0.1%Prev: 0.1%	5,433 SH	Increased-17 SH

Sold (vs prior filing)

AT&T INC — $258K
BLACKROCK ETF TRUST — $2.3M
BLACKROCK ETF TRUST — $1.1M
BLACKROCK ETF TRUST — $594K
BLACKROCK ETF TRUST — $6.9M
BLACKROCK ETF TRUST II — $5.6M
BLACKROCK ETF TRUST II — $274K
BLACKROCK ETF TRUST II — $628K
BNY MELLON ETF TRUST — $476K
CHEVRON CORP NEW — $288K
FIRST TR EXCHANGE TRADED FD — $218K
FIRST TR EXCHANGE-TRADED FD — $1.5M
FIRST TR EXCHNG TRADED FD VI — $244K
ISHARES TR — $226K
ISHARES TR — $2.1M
ISHARES TR — $247K
ISHARES TR — $416K
ISHARES TR — $655K
ISHARES TR — $224K
ISHARES TR — $1.5M
… and 17 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