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: $138.8M86 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$292K	0.2%Prev: 0.2%	1,827 SH	Increased+19 SH
ABBOTT LABS	COM	$1.0M	0.7%Prev: 0.8%	8,045 SH	Decreased-82 SH
ABBVIE INC	COM	$1.2M	0.9%Prev: 0.9%	5,227 SH	Decreased-109 SH
ADVANCED MICRO DEVICES INC	COM	$634K	0.5%Prev: 0.4%	2,959 SH	Increased+46 SH
ALPHABET INC	CAP STK CL A	$2.9M	2.1%Prev: 1.6%	9,162 SH	Increased+262 SH
ALPHABET INC	CAP STK CL C	$373K	0.3%Prev: 0.2%	1,190 SH	Increased
ALTRIA GROUP INC	COM	$206K	0.1%Prev: 0.2%	3,577 SH	Decreased-266 SH
AMAZON COM INC	COM	$2.8M	2.0%Prev: 1.9%	11,956 SH	Increased+403 SH
AMERICAN EXPRESS CO	COM	$499K	0.4%Prev: 0.3%	1,348 SH	Increased+17 SH
AMERICAN TOWER CORP NEW	COM	$727K	0.5%Prev: 0.5%	4,142 SH	Decreased+346 SH
AMGEN INC	COM	$320K	0.2%Prev: 0.2%	979 SH	Increased-19 SH
APPLE INC	COM	$9.3M	6.7%Prev: 6.7%	34,199 SH	Increased-1,082 SH
ARISTA NETWORKS INC	COM SHS	$314K	0.2%Prev: 0.2%	2,393 SH	Increased+790 SH
ASML HOLDING N V	N Y REGISTRY SHS	$217K	0.2%	203 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$598K	0.4%Prev: 0.4%	1,189 SH	Decreased-3 SH
BLACKROCK INC	COM	$2.3M	1.7%Prev: 1.9%	2,183 SH	Decreased+9 SH
BLACKSTONE INC	COM	$624K	0.4%Prev: 0.5%	4,046 SH	Decreased+327 SH
BROADCOM INC	COM	$943K	0.7%Prev: 0.4%	2,724 SH	Increased+1,053 SH
CHEVRON CORP NEW	COM	$616K	0.4%Prev: 0.5%	4,044 SH	Decreased-16 SH
CISCO SYS INC	COM	$870K	0.6%Prev: 0.6%	11,289 SH	Increased-57 SH
COSTCO WHSL CORP NEW	COM	$1.4M	1.0%Prev: 1.1%	1,638 SH	Decreased+12 SH
CROWDSTRIKE HLDGS INC	CL A	$545K	0.4%Prev: 0.4%	1,162 SH	Decreased+41 SH
DISNEY WALT CO	COM	$697K	0.5%Prev: 0.5%	6,122 SH	Decreased-45 SH
ELI LILLY & CO	COM	$1.7M	1.2%Prev: 0.9%	1,573 SH	Increased-32 SH
EXXON MOBIL CORP	COM	$755K	0.5%Prev: 0.6%	6,277 SH	Decreased-569 SH
FEDEX CORP	COM	$625K	0.5%Prev: 0.4%	2,163 SH	Increased-23 SH
GE AEROSPACE	COM NEW	$611K	0.4%Prev: 0.4%	1,982 SH	Increased-3 SH
GE VERNOVA INC	COM	$314K	0.2%Prev: 0.2%	481 SH	Increased-1 SH
GENERAL DYNAMICS CORP	COM	$200K	0.1%Prev: 0.2%	595 SH	Decreased+1 SH
HERSHEY CO	COM	$537K	0.4%Prev: 0.4%	2,953 SH	Decreased-100 SH
HOME DEPOT INC	COM	$2.1M	1.5%Prev: 1.9%	6,246 SH	Decreased-22 SH
HONEYWELL INTL INC	COM	$328K	0.2%Prev: 0.3%	1,680 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.8%Prev: 0.8%	3,601 SH	Increased+27 SH
ISHARES TR	10+ YR INVST GRD	$5.0M	3.6%Prev: 3.7%	98,223 SH	Decreased+963 SH
ISHARES TR	CORE HIGH DV ETF	$416K	0.3%Prev: 0.3%	3,421 SH	Increased+43 SH
ISHARES TR	CORE S&P MCP ETF	$240K	0.2%Prev: 0.2%	3,631 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$207K	0.1%Prev: 0.2%	1,726 SH	Increased
ISHARES TR	CORE S&P500 ETF	$396K	0.3%Prev: 0.3%	579 SH	Increased
ISHARES TR	CRE U S REIT ETF	$1.3M	0.9%Prev: 1.0%	22,217 SH	Decreased-66 SH
ISHARES TR	EAFE GRWTH ETF	$2.6M	1.8%Prev: 1.6%	22,426 SH	Increased+3,420 SH
ISHARES TR	EAFE VALUE ETF	$10.5M	7.6%Prev: 7.2%	147,386 SH	Increased+5,326 SH
ISHARES TR	ESG AW MSCI EAFE	$270K	0.2%Prev: 0.2%	2,843 SH	Increased+413 SH
ISHARES TR	GLOBAL TECH ETF	$2.0M	1.4%Prev: 1.5%	19,042 SH	Increased-58 SH
ISHARES TR	MSCI ACWI ETF	$614K	0.4%Prev: 0.4%	4,342 SH	Increased+517 SH
ISHARES TR	MSCI INTL QUALTY	$3.8M	2.7%Prev: 2.4%	82,704 SH	Increased+9,795 SH
ISHARES TR	MSCI USA QLT FCT	$6.0M	4.3%Prev: 4.3%	30,096 SH	Increased+619 SH
ISHARES U S ETF TR	SHORT DURATION B	$289K	0.2%Prev: 0.3%	5,649 SH	Decreased-2,368 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$484K	0.3%Prev: 0.4%	8,448 SH	Increased+88 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$682K	0.5%Prev: 0.5%	13,389 SH	Decreased-814 SH
JOHNSON & JOHNSON	COM	$2.5M	1.8%Prev: 1.7%	12,127 SH	Increased-344 SH
JPMORGAN CHASE & CO.	COM	$3.4M	2.4%Prev: 2.5%	10,453 SH	Increased-88 SH
LOCKHEED MARTIN CORP	COM	$573K	0.4%Prev: 0.4%	1,185 SH	Decreased-21 SH
MCDONALDS CORP	COM	$332K	0.2%Prev: 0.2%	1,087 SH	Increased+12 SH
MEDTRONIC PLC	SHS	$463K	0.3%Prev: 0.4%	4,822 SH	Decreased-277 SH
MERCK & CO INC	COM	$636K	0.5%Prev: 0.4%	6,041 SH	Increased-42 SH
META PLATFORMS INC	CL A	$246K	0.2%Prev: 0.2%	373 SH	Decreased-2 SH
MICROSOFT CORP	COM	$5.4M	3.9%Prev: 4.2%	11,235 SH	Decreased+248 SH
MORGAN STANLEY	COM NEW	$239K	0.2%Prev: 0.2%	1,344 SH	Increased
NETFLIX INC	COM	$818K	0.6%Prev: 0.7%	8,729 SH	Decreased+7,907 SH
NVIDIA CORPORATION	COM	$3.6M	2.6%Prev: 2.6%	19,196 SH	Increased+315 SH
ORACLE CORP	COM	$1.1M	0.8%Prev: 1.1%	5,486 SH	Decreased+55 SH
PALO ALTO NETWORKS INC	COM	$1.1M	0.8%Prev: 0.8%	5,851 SH	Decreased+462 SH
PEPSICO INC	COM	$629K	0.5%Prev: 0.5%	4,380 SH	Increased-41 SH
PHILIP MORRIS INTL INC	COM	$839K	0.6%Prev: 0.6%	5,232 SH	Decreased-95 SH
PPL CORP	COM	$1.1M	0.8%Prev: 0.9%	31,070 SH	Decreased-137 SH
PROCTER AND GAMBLE CO	COM	$943K	0.7%Prev: 0.8%	6,582 SH	Decreased-58 SH
PROLOGIS INC.	COM	$1.2M	0.9%Prev: 0.8%	9,480 SH	Increased+276 SH
PUBLIC STORAGE OPER CO	COM	$513K	0.4%Prev: 0.4%	1,978 SH	Decreased+16 SH
QUALCOMM INC	COM	$1.1M	0.8%Prev: 0.8%	6,401 SH	Increased+57 SH
SALESFORCE INC	COM	$1.1M	0.8%Prev: 0.7%	4,236 SH	Increased+48 SH
SCHWAB CHARLES CORP	COM	$568K	0.4%Prev: 0.3%	5,684 SH	Increased+1,202 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$895K	0.6%	5,783 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.4M	1.0%	31,641 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.6M	2.6%Prev: 2.6%	77,276 SH	Increased+3,824 SH
SPDR SERIES TRUST	STATE STREET SPD	$20.4M	14.7%	309,223 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$1.2M	0.9%	29,986 SH	New
SSGA ACTIVE TR	STATE STREET DOU	$1.0M	0.7%	23,432 SH	New
TARGET CORP	COM	$300K	0.2%Prev: 0.2%	3,069 SH	Increased-162 SH
TCW ETF TRUST	CORE PLUS BOND	$1.0M	0.7%Prev: 0.8%	26,371 SH	Decreased-379 SH
UNITED PARCEL SERVICE INC	CL B	$793K	0.6%Prev: 0.4%	7,992 SH	Increased+2,142 SH
UNITEDHEALTH GROUP INC	COM	$1.7M	1.2%Prev: 1.2%	5,075 SH	Increased+327 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$545K	0.4%Prev: 0.4%	1,626 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$895K	0.6%Prev: 0.6%	10,681 SH	Increased+342 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$384K	0.3%Prev: 0.3%	1,745 SH	Increased+17 SH
VISA INC	COM CL A	$1.6M	1.1%Prev: 1.1%	4,435 SH	Increased+110 SH
WALMART INC	COM	$2.5M	1.8%Prev: 1.7%	22,510 SH	Increased+570 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $204K
ISHARES U S ETF TR — $276K
MOODYS CORP — $211K
SELECT SECTOR SPDR TR — $803K
SELECT SECTOR SPDR TR — $1.4M
SPDR SERIES TRUST — $514K
SPDR SERIES TRUST — $2.7M
SPDR SERIES TRUST — $4.5M
SPDR SERIES TRUST — $3.1M
SPDR SERIES TRUST — $3.1M
SPDR SERIES TRUST — $2.1M
SPDR SERIES TRUST — $3.7M
SSGA ACTIVE ETF TR — $1.2M
SSGA ACTIVE TR — $1.0M

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