Shum Financial Group, Inc.

CIK 0002044675 • 5 13F filings • Apr 22, 2025 – Jul 22, 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

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $134.0M94 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$280K	0.2%Prev: 0.2%	1,808 SH	Decreased-28 SH
ABBOTT LABS	COM	$1.1M	0.8%	8,127 SH	New
ABBVIE INC	COM	$1.2M	0.9%Prev: 0.8%	5,336 SH	Decreased+191 SH
ADVANCED MICRO DEVICES INC	COM	$471K	0.4%Prev: 1.2%	2,913 SH	Decreased-487 SH
ALPHABET INC	CAP STK CL A	$2.2M	1.6%Prev: 2.3%	8,900 SH	Decreased-1,548 SH
ALPHABET INC	CAP STK CL C	$290K	0.2%Prev: 0.4%	1,190 SH	Decreased-480 SH
ALTRIA GROUP INC	COM	$254K	0.2%Prev: 0.2%	3,843 SH	Decreased+282 SH
AMAZON COM INC	COM	$2.5M	1.9%Prev: 1.8%	11,553 SH	Decreased-927 SH
AMERICAN EXPRESS CO	COM	$442K	0.3%Prev: 0.3%	1,331 SH	Increased+52 SH
AMERICAN TOWER CORP NEW	COM	$730K	0.5%	3,796 SH	New
AMGEN INC	COM	$282K	0.2%Prev: 0.2%	998 SH	Decreased+68 SH
APPLE INC	COM	$9.0M	6.7%Prev: 8.6%	35,281 SH	Decreased-13,820 SH
ARISTA NETWORKS INC	COM SHS	$234K	0.2%Prev: 0.3%	1,603 SH	Decreased-1,062 SH
AUTOMATIC DATA PROCESSING IN	COM	$204K	0.2%	694 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$599K	0.4%Prev: 0.4%	1,192 SH	Increased+18 SH
BLACKROCK INC	COM	$2.5M	1.9%Prev: 1.3%	2,174 SH	Increased-14 SH
BLACKSTONE INC	COM	$635K	0.5%Prev: 0.3%	3,719 SH	Increased-433 SH
BROADCOM INC	COM	$551K	0.4%Prev: 0.7%	1,671 SH	Decreased-1,478 SH
CHEVRON CORP NEW	COM	$630K	0.5%	4,060 SH	New
CISCO SYS INC	COM	$776K	0.6%Prev: 0.8%	11,346 SH	Decreased+136 SH
COSTCO WHSL CORP NEW	COM	$1.5M	1.1%	1,626 SH	New
CROWDSTRIKE HLDGS INC	CL A	$550K	0.4%Prev: 0.6%	1,121 SH	Decreased-132 SH
DISNEY WALT CO	COM	$706K	0.5%Prev: 0.3%	6,167 SH	Increased+1,668 SH
ELI LILLY & CO	COM	$1.2M	0.9%Prev: 1.1%	1,605 SH	Decreased+152 SH
EXXON MOBIL CORP	COM	$772K	0.6%Prev: 0.2%	6,846 SH	Increased+4,369 SH
FEDEX CORP	COM	$515K	0.4%Prev: 0.3%	2,186 SH	Decreased+374 SH
GE AEROSPACE	COM NEW	$597K	0.4%Prev: 0.4%	1,985 SH	Decreased+18 SH
GE VERNOVA INC	COM	$296K	0.2%Prev: 0.3%	482 SH	Decreased+15 SH
GENERAL DYNAMICS CORP	COM	$203K	0.2%Prev: 0.1%	594 SH	Decreased-16 SH
HERSHEY CO	COM	$571K	0.4%Prev: 0.3%	3,053 SH	Increased+100 SH
HOME DEPOT INC	COM	$2.5M	1.9%Prev: 1.3%	6,268 SH	Increased+375 SH
HONEYWELL INTL INC	COM	$354K	0.3%	1,680 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.8%Prev: 0.6%	3,574 SH	Decreased-43 SH
ISHARES TR	10+ YR INVST GRD	$5.0M	3.7%Prev: 3.0%	97,260 SH	Increased-556 SH
ISHARES TR	CORE HIGH DV ETF	$414K	0.3%Prev: 0.3%	3,378 SH	Decreased-14,723 SH
ISHARES TR	CORE S&P MCP ETF	$237K	0.2%Prev: 0.2%	3,631 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$205K	0.2%Prev: 0.2%	1,726 SH	Decreased-579 SH
ISHARES TR	CORE S&P500 ETF	$387K	0.3%Prev: 0.3%	579 SH	Decreased
ISHARES TR	CRE U S REIT ETF	$1.3M	1.0%Prev: 0.9%	22,283 SH	Decreased+159 SH
ISHARES TR	EAFE GRWTH ETF	$2.2M	1.6%Prev: 2.1%	19,006 SH	Decreased-8,387 SH
ISHARES TR	EAFE VALUE ETF	$9.6M	7.2%Prev: 7.2%	142,060 SH	Decreased-13,492 SH
ISHARES TR	ESG AW MSCI EAFE	$226K	0.2%Prev: 0.2%	2,430 SH	Decreased-793 SH
ISHARES TR	GLOBAL TECH ETF	$2.0M	1.5%Prev: 1.6%	19,100 SH	Decreased+569 SH
ISHARES TR	MSCI ACWI ETF	$529K	0.4%Prev: 0.5%	3,825 SH	Decreased-1,248 SH
ISHARES TR	MSCI INTL QUALTY	$3.2M	2.4%Prev: 2.9%	72,909 SH	Decreased-22,582 SH
ISHARES TR	MSCI USA QLT FCT	$5.7M	4.3%Prev: 4.3%	29,477 SH	Decreased-2,892 SH
ISHARES U S ETF TR	SHORT DURATION B	$411K	0.3%	8,017 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$276K	0.2%	5,460 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$477K	0.4%Prev: 0.4%	8,360 SH	Decreased-2,294 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$725K	0.5%Prev: 1.0%	14,203 SH	Decreased-19,783 SH
JOHNSON & JOHNSON	COM	$2.3M	1.7%Prev: 1.8%	12,471 SH	Decreased+859 SH
JPMORGAN CHASE & CO.	COM	$3.3M	2.5%	10,541 SH	New
LOCKHEED MARTIN CORP	COM	$602K	0.4%Prev: 0.4%	1,206 SH	Increased+34 SH
MCDONALDS CORP	COM	$327K	0.2%Prev: 0.1%	1,075 SH	Increased+226 SH
MEDTRONIC PLC	SHS	$486K	0.4%Prev: 0.2%	5,099 SH	Increased+770 SH
MERCK & CO INC	COM	$511K	0.4%Prev: 0.5%	6,083 SH	Decreased+194 SH
META PLATFORMS INC	CL A	$275K	0.2%Prev: 0.2%	375 SH	Decreased-272 SH
MICROSOFT CORP	COM	$5.7M	4.2%Prev: 2.9%	10,987 SH	Increased-1,969 SH
MOODYS CORP	COM	$211K	0.2%	443 SH	New
MORGAN STANLEY	COM NEW	$214K	0.2%Prev: 0.2%	1,344 SH	Decreased+15 SH
NETFLIX INC	COM	$985K	0.7%	822 SH	New
NVIDIA CORPORATION	COM	$3.5M	2.6%Prev: 2.8%	18,881 SH	Decreased-4,704 SH
ORACLE CORP	COM	$1.5M	1.1%Prev: 0.5%	5,431 SH	Increased+206 SH
PALO ALTO NETWORKS INC	COM	$1.1M	0.8%Prev: 1.4%	5,389 SH	Decreased-1,302 SH
PEPSICO INC	COM	$621K	0.5%Prev: 0.3%	4,421 SH	Increased+548 SH
PHILIP MORRIS INTL INC	COM	$864K	0.6%Prev: 0.6%	5,327 SH	Decreased+119 SH
PPL CORP	COM	$1.2M	0.9%Prev: 0.7%	31,207 SH	Increased+695 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.8%	6,640 SH	New
PROLOGIS INC.	COM	$1.1M	0.8%Prev: 0.8%	9,204 SH	Decreased-298 SH
PUBLIC STORAGE OPER CO	COM	$567K	0.4%	1,962 SH	New
QUALCOMM INC	COM	$1.1M	0.8%Prev: 0.7%	6,344 SH	Decreased-42 SH
SALESFORCE INC	COM	$993K	0.7%Prev: 0.4%	4,188 SH	Increased-243 SH
SCHWAB CHARLES CORP	COM	$428K	0.3%Prev: 0.4%	4,482 SH	Decreased-3,195 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$803K	0.6%	5,769 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.4M	1.0%	15,833 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.4M	2.6%	73,452 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$514K	0.4%	19,900 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$2.7M	2.0%	46,824 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$4.5M	3.4%	97,019 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$3.1M	2.3%	29,203 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$3.1M	2.3%	56,376 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$2.1M	1.6%	25,764 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$3.7M	2.7%	26,070 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$1.2M	0.9%	29,643 SH	New
SSGA ACTIVE TR	SPDR DBLELN EMRG	$1.0M	0.7%	22,789 SH	New
TARGET CORP	COM	$290K	0.2%Prev: 0.2%	3,231 SH	Increased+1,294 SH
TCW ETF TRUST	CORE PLUS BOND	$1.0M	0.8%Prev: 0.6%	26,750 SH	Increased+1,750 SH
UNITED PARCEL SERVICE INC	CL B	$489K	0.4%	5,850 SH	New
UNITEDHEALTH GROUP INC	COM	$1.6M	1.2%Prev: 1.3%	4,748 SH	Decreased-426 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$534K	0.4%Prev: 0.3%	1,626 SH	Decreased+57 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$870K	0.6%Prev: 0.5%	10,339 SH	Decreased-681 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$373K	0.3%Prev: 0.3%	1,728 SH	Decreased-101 SH
VISA INC	COM CL A	$1.5M	1.1%Prev: 0.9%	4,325 SH	Decreased-112 SH
WALMART INC	COM	$2.3M	1.7%Prev: 1.5%	21,940 SH	Decreased-414 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $702K
AMERICAN TOWER CORP — $768K
AMPHENOL CORP — $458K
ASML HLDG NV — $826K
BANK OF AMER CORP — $243K
BLACKROCK ETF TRUST II — $434K
COSTCO WHOLESALE CORPORATION — $1.6M
EATON CORP PLC — $259K
INVESCO QQQ TR — $260K
ISHARES TR — $214K
ISHARES TR — $584K
ISHARES TR — $1.1M
ISHARES TR — $231K
ISHARES TR — $239K
ISHARES U S ETF TR — $287K
JPMORGAN CHASE & CO — $3.4M
NETFLIX INC. — $602K
PROCTER & GAMBLE CO — $877K
PUBLIC STORAGE — $640K
SCHWAB STRATEGIC TR — $235K
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002044675-26-000007	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002044675-26-000001	$138.8M	View
Oct 20, 2025	Q3 2025