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: $141.4M87 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$267K	0.2%Prev: 0.3%	1,836 SH	Decreased-209 SH
ABBOTT LABORATORIES	COM	$825K	0.6%	8,032 SH	New
ABBVIE INC	COM	$1.1M	0.8%Prev: 1.0%	5,244 SH	Decreased-387 SH
ADVANCED MICRO DEVICES INC	COM	$668K	0.5%Prev: 0.4%	3,286 SH	Increased-1,772 SH
ALPHABET INC	CAP STK CL A	$2.7M	1.9%Prev: 1.2%	9,559 SH	Increased+841 SH
ALPHABET INC	CAP STK CL C	$436K	0.3%	1,520 SH	New
ALTRIA GROUP INC	COM	$236K	0.2%Prev: 0.3%	3,577 SH	Decreased-1,822 SH
AMAZON COM INC	COM	$2.6M	1.8%Prev: 1.9%	12,290 SH	Increased+824 SH
AMERICAN EXPRESS CO	COM	$407K	0.3%Prev: 0.3%	1,346 SH	Increased+1 SH
AMERICAN TOWER CORP	COM	$770K	0.5%	4,461 SH	New
AMGEN INC	COM	$337K	0.2%Prev: 0.3%	957 SH	Decreased-147 SH
APPLE INC	COM	$12.3M	8.7%Prev: 6.7%	48,600 SH	Increased+13,675 SH
ARISTA NETWORKS INC	COM SHS	$309K	0.2%	2,516 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$347K	0.2%	263 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$577K	0.4%Prev: 0.6%	1,204 SH	Decreased-76 SH
BLACKROCK INC	COM	$2.1M	1.5%Prev: 1.8%	2,180 SH	Increased+7 SH
BLACKSTONE INC	COM	$479K	0.3%Prev: 0.5%	4,168 SH	Decreased+127 SH
BROADCOM INC	COM	$885K	0.6%Prev: 0.2%	2,859 SH	Increased+1,150 SH
CHEVRON CORPORATION	COM	$641K	0.5%	3,096 SH	New
CISCO SYS INC	COM	$875K	0.6%Prev: 0.9%	11,279 SH	Decreased-5,578 SH
COSTCO WHOLESALE CORPORATION	COM	$1.7M	1.2%	1,658 SH	New
CROWDSTRIKE HLDGS INC	CL A	$453K	0.3%Prev: 0.3%	1,161 SH	Increased+122 SH
DISNEY WALT CO	COM	$574K	0.4%Prev: 0.6%	5,957 SH	Decreased-1,066 SH
ELI LILLY & CO	COM	$1.4M	1.0%Prev: 1.2%	1,486 SH	Decreased-173 SH
EXXON MOBIL CORP	COM	$917K	0.6%Prev: 0.8%	5,403 SH	Increased-2,209 SH
FEDEX CORP	COM	$734K	0.5%Prev: 0.6%	2,061 SH	Increased-828 SH
GE AEROSPACE	COM NEW	$557K	0.4%Prev: 0.4%	1,962 SH	Increased-226 SH
GE VERNOVA INC	COM	$407K	0.3%	466 SH	New
GENERAL DYNAMICS CORP	COM	$206K	0.1%	601 SH	New
HERSHEY CO	COM	$614K	0.4%Prev: 0.5%	2,953 SH	Increased-280 SH
HOME DEPOT INC	COM	$2.0M	1.4%Prev: 1.7%	6,170 SH	Increased+837 SH
HONEYWELL INTL INC	COM	$357K	0.3%Prev: 0.3%	1,580 SH	Decreased-180 SH
INTERNATIONAL BUSINESS MACHS	COM	$875K	0.6%Prev: 0.8%	3,611 SH	Decreased+64 SH
ISHARES TR	10+ YR INVST GRD	$4.9M	3.5%Prev: 4.3%	99,669 SH	Decreased+1,145 SH
ISHARES TR	CORE HIGH DV ETF	$487K	0.3%Prev: 0.3%	3,588 SH	Increased+302 SH
ISHARES TR	CORE S&P MCP ETF	$245K	0.2%	3,631 SH	New
ISHARES TR	CORE S&P SCP ETF	$221K	0.2%	1,778 SH	New
ISHARES TR	CORE S&P500 ETF	$378K	0.3%Prev: 0.3%	579 SH	Increased-42 SH
ISHARES TR	CRE U S REIT ETF	$1.3M	0.9%Prev: 1.1%	22,141 SH	Increased+59 SH
ISHARES TR	EAFE GRWTH ETF	$2.7M	1.9%Prev: 1.4%	23,904 SH	Increased+7,768 SH
ISHARES TR	EAFE VALUE ETF	$11.2M	7.9%Prev: 4.1%	150,162 SH	Increased+69,441 SH
ISHARES TR	ESG AW MSCI EAFE	$303K	0.2%	3,173 SH	New
ISHARES TR	GLOBAL TECH ETF	$1.9M	1.3%Prev: 1.3%	18,893 SH	Increased-209 SH
ISHARES TR	MSCI ACWI ETF	$637K	0.5%Prev: 1.2%	4,602 SH	Decreased-7,012 SH
ISHARES TR	MSCI INTL QUALTY	$4.0M	2.8%Prev: 2.2%	86,177 SH	Increased+20,937 SH
ISHARES TR	MSCI USA QLT FCT	$5.9M	4.2%Prev: 4.3%	30,609 SH	Increased+1,359 SH
ISHARES U S ETF TR	SHORT DURATION B	$281K	0.2%Prev: 0.3%	5,534 SH	Decreased-1,357 SH
ISHARES U S ETF TR	SHORT MATURITY M	$207K	0.1%	4,111 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$531K	0.4%Prev: 0.4%	9,372 SH	Increased+995 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$859K	0.6%Prev: 0.4%	16,842 SH	Increased+7,073 SH
JOHNSON & JOHNSON	COM	$2.8M	2.0%Prev: 2.1%	11,639 SH	Increased-2,665 SH
JPMORGAN CHASE & CO	COM	$3.1M	2.2%	10,387 SH	New
LOCKHEED MARTIN CORP	COM	$716K	0.5%Prev: 0.5%	1,185 SH	Increased-173 SH
MCDONALDS CORP	COM	$332K	0.2%Prev: 0.3%	1,070 SH	Decreased-124 SH
MEDTRONIC PLC	SHS	$389K	0.3%Prev: 0.6%	4,495 SH	Decreased-3,669 SH
MERCK & CO INC	COM	$716K	0.5%Prev: 0.5%	5,953 SH	Increased-408 SH
META PLATFORMS INC	CL A	$311K	0.2%Prev: 0.2%	544 SH	Increased+190 SH
MICROSOFT CORP	COM	$4.6M	3.2%Prev: 3.5%	12,365 SH	Increased+1,484 SH
MORGAN STANLEY	COM NEW	$220K	0.2%	1,336 SH	New
NETFLIX INC.	COM	$844K	0.6%	8,783 SH	New
NVIDIA CORPORATION	COM	$3.7M	2.6%Prev: 1.7%	21,455 SH	Increased+2,947 SH
ORACLE CORP	COM	$807K	0.6%Prev: 0.7%	5,486 SH	Increased-205 SH
PALO ALTO NETWORKS INC	COM	$1.0M	0.7%Prev: 0.6%	6,497 SH	Increased+2,720 SH
PEPSICO INC	COM	$679K	0.5%Prev: 0.8%	4,374 SH	Decreased-1,789 SH
PHILIP MORRIS INTL INC	COM	$852K	0.6%Prev: 0.8%	5,155 SH	Decreased-628 SH
PPL CORP	COM	$1.2M	0.8%Prev: 1.0%	31,008 SH	Increased-455 SH
PROCTER & GAMBLE CO	COM	$944K	0.7%	6,532 SH	New
PROLOGIS INC.	COM	$1.3M	0.9%Prev: 0.9%	9,512 SH	Increased-198 SH
PUBLIC STORAGE OPER CO	COM	$533K	0.4%Prev: 0.5%	1,966 SH	Decreased-123 SH
QUALCOMM INC	COM	$825K	0.6%Prev: 0.9%	6,410 SH	Decreased-568 SH
SALESFORCE INC	COM	$796K	0.6%Prev: 0.9%	4,263 SH	Decreased+232 SH
SCHWAB CHARLES CORP	COM	$593K	0.4%Prev: 0.2%	6,308 SH	Increased+2,992 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$846K	0.6%	5,768 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.5M	1.0%	31,679 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$3.7M	2.6%	79,256 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$20.8M	14.7%	313,633 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$1.2M	0.9%	30,352 SH	New
SSGA ACTIVE TR	STATE STREET DOU	$1.1M	0.7%	24,773 SH	New
TARGET CORP	COM	$365K	0.3%Prev: 0.4%	3,014 SH	Decreased-1,107 SH
TCW ETF TRUST	CORE PLUS BOND	$955K	0.7%	25,206 SH	New
UNITED PARCEL SVCS INC	CL B	$814K	0.6%	8,269 SH	New
UNITEDHEALTH GROUP INC	COM	$1.4M	1.0%Prev: 2.0%	5,157 SH	Decreased+686 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$522K	0.4%Prev: 0.4%	1,626 SH	Increased-13 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$869K	0.6%Prev: 0.7%	10,504 SH	Increased+894 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$377K	0.3%Prev: 0.3%	1,753 SH	Increased+96 SH
VISA INC	COM CL A	$1.3M	0.9%Prev: 1.3%	4,445 SH	Decreased+224 SH
WALMART INC	COM	$2.8M	2.0%Prev: 1.7%	22,267 SH	Increased+375 SH

Sold (vs prior filing)

ABBOTT LABS — $1.1M
AMERICAN TOWER CORP NEW — $913K
AT&T INC — $404K
AUTOMATIC DATA PROCESSING IN — $212K
CHEVRON CORP NEW — $724K
COMCAST CORP NEW — $248K
COSTCO WHSL CORP NEW — $1.6M
FS KKR CAP CORP — $211K
JPMORGAN CHASE & CO. — $2.7M
MONDELEZ INTL INC — $201K
MOODYS CORP — $233K
NETFLIX INC — $844K
PROCTER AND GAMBLE CO — $1.2M
SELECT SECTOR SPDR TR — $829K
SELECT SECTOR SPDR TR — $1.2M
SPDR INDEX SHS FDS — $2.9M
SPDR SER TR — $476K
SPDR SER TR — $2.4M
SPDR SER TR — $4.1M
SPDR SER TR — $2.4M
… and 7 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