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: $165.9M106 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$297K	0.2%Prev: 0.2%	1,836 SH	Increased
ABBOTT LABORATORIES	COM	$702K	0.4%Prev: 0.6%	7,737 SH	Decreased-295 SH
ABBVIE INC	COM	$1.3M	0.8%Prev: 0.8%	5,145 SH	Increased-99 SH
ADVANCED MICRO DEVICES INC	COM	$2.0M	1.2%Prev: 0.5%	3,400 SH	Increased+114 SH
ALPHABET INC	CAP STK CL A	$3.7M	2.3%Prev: 1.9%	10,448 SH	Increased+889 SH
ALPHABET INC	CAP STK CL C	$590K	0.4%Prev: 0.3%	1,670 SH	Increased+150 SH
ALTRIA GROUP INC	COM	$256K	0.2%Prev: 0.2%	3,561 SH	Increased-16 SH
AMAZON COM INC	COM	$3.0M	1.8%Prev: 1.8%	12,480 SH	Increased+190 SH
AMERICAN EXPRESS CO	COM	$433K	0.3%Prev: 0.3%	1,279 SH	Increased-67 SH
AMERICAN TOWER CORP	COM	$768K	0.5%Prev: 0.5%	4,698 SH	Decreased+237 SH
AMGEN INC	COM	$337K	0.2%Prev: 0.2%	930 SH	Increased-27 SH
AMPHENOL CORP	CL A	$458K	0.3%	2,596 SH	New
APPLE INC	COM	$14.2M	8.6%Prev: 8.7%	49,101 SH	Increased+501 SH
ARISTA NETWORKS INC	COM SHS	$453K	0.3%Prev: 0.2%	2,665 SH	Increased+149 SH
ASML HLDG NV	N Y REGISTRY SHS	$826K	0.5%Prev: 0.2%	415 SH	Increased+152 SH
BANK OF AMER CORP	COM	$243K	0.1%	4,267 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$587K	0.4%Prev: 0.4%	1,174 SH	Increased-30 SH
BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$434K	0.3%	8,592 SH	New
BLACKROCK INC	COM	$2.1M	1.3%Prev: 1.5%	2,188 SH	Increased+8 SH
BLACKSTONE INC	COM	$489K	0.3%Prev: 0.3%	4,152 SH	Increased-16 SH
BROADCOM INC	COM	$1.2M	0.7%Prev: 0.6%	3,149 SH	Increased+290 SH
CISCO SYS INC	COM	$1.3M	0.8%Prev: 0.6%	11,210 SH	Increased-69 SH
COSTCO WHOLESALE CORPORATION	COM	$1.6M	1.0%Prev: 1.2%	1,715 SH	Decreased+57 SH
CROWDSTRIKE HLDGS INC	CL A	$956K	0.6%Prev: 0.3%	1,253 SH	Increased+92 SH
DISNEY WALT CO	COM	$433K	0.3%Prev: 0.4%	4,499 SH	Decreased-1,458 SH
EATON CORP PLC	SHS	$259K	0.2%	607 SH	New
ELI LILLY & CO	COM	$1.7M	1.1%Prev: 1.0%	1,453 SH	Increased-33 SH
EXXON MOBIL CORP	COM	$339K	0.2%Prev: 0.6%	2,477 SH	Decreased-2,926 SH
FEDEX CORP	COM	$567K	0.3%Prev: 0.5%	1,812 SH	Decreased-249 SH
GE AEROSPACE	COM NEW	$735K	0.4%Prev: 0.4%	1,967 SH	Increased+5 SH
GE VERNOVA INC	COM	$549K	0.3%Prev: 0.3%	467 SH	Increased+1 SH
GENERAL DYNAMICS CORP	COM	$216K	0.1%Prev: 0.1%	610 SH	Increased+9 SH
HERSHEY CO	COM	$518K	0.3%Prev: 0.4%	2,953 SH	Decreased
HOME DEPOT INC	COM	$2.1M	1.3%Prev: 1.4%	5,893 SH	Increased-277 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.6%Prev: 0.6%	3,617 SH	Increased+6 SH
INVESCO QQQ TR	UNIT SER 1	$260K	0.2%	353 SH	New
ISHARES TR	10+ YR INVST GRD	$4.9M	3.0%Prev: 3.5%	97,816 SH	Decreased-1,853 SH
ISHARES TR	CALIF MUN BD ETF	$214K	0.1%	3,706 SH	New
ISHARES TR	CORE HIGH DV ETF	$496K	0.3%Prev: 0.3%	18,101 SH	Increased+14,513 SH
ISHARES TR	CORE S&P MCP ETF	$280K	0.2%Prev: 0.2%	3,631 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$342K	0.2%Prev: 0.2%	2,305 SH	Increased+527 SH
ISHARES TR	CORE S&P US GWT	$584K	0.4%	3,107 SH	New
ISHARES TR	CORE S&P500 ETF	$433K	0.3%Prev: 0.3%	579 SH	Increased
ISHARES TR	CRE U S REIT ETF	$1.5M	0.9%Prev: 0.9%	22,124 SH	Increased-17 SH
ISHARES TR	EAFE GRWTH ETF	$3.4M	2.1%Prev: 1.9%	27,393 SH	Increased+3,489 SH
ISHARES TR	EAFE VALUE ETF	$11.9M	7.2%Prev: 7.9%	155,552 SH	Increased+5,390 SH
ISHARES TR	ESG AW MSCI EAFE	$331K	0.2%Prev: 0.2%	3,223 SH	Increased+50 SH
ISHARES TR	GLOBAL TECH ETF	$2.7M	1.6%Prev: 1.3%	18,531 SH	Increased-362 SH
ISHARES TR	JPMORGAN USD EMG	$1.1M	0.7%	11,630 SH	New
ISHARES TR	MSCI ACWI ETF	$796K	0.5%Prev: 0.5%	5,073 SH	Increased+471 SH
ISHARES TR	MSCI INTL QUALTY	$4.7M	2.9%Prev: 2.8%	95,491 SH	Increased+9,314 SH
ISHARES TR	MSCI USA QLT FCT	$7.1M	4.3%Prev: 4.2%	32,369 SH	Increased+1,760 SH
ISHARES TR	RUS MID CAP ETF	$231K	0.1%	2,090 SH	New
ISHARES TR	RUSSELL 2000 ETF	$239K	0.1%	794 SH	New
ISHARES U S ETF TR	SHOR DURA BD ETF	$287K	0.2%	5,656 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$602K	0.4%Prev: 0.4%	10,654 SH	Increased+1,282 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.7M	1.0%Prev: 0.6%	33,986 SH	Increased+17,144 SH
JOHNSON & JOHNSON	COM	$2.9M	1.8%Prev: 2.0%	11,612 SH	Increased-27 SH
JPMORGAN CHASE & CO	COM	$3.4M	2.0%Prev: 2.2%	10,337 SH	Increased-50 SH
LOCKHEED MARTIN CORP	COM	$597K	0.4%Prev: 0.5%	1,172 SH	Decreased-13 SH
MCDONALDS CORP	COM	$229K	0.1%Prev: 0.2%	849 SH	Decreased-221 SH
MEDTRONIC PLC	SHS	$339K	0.2%Prev: 0.3%	4,329 SH	Decreased-166 SH
MERCK & CO INC	COM	$757K	0.5%Prev: 0.5%	5,889 SH	Increased-64 SH
META PLATFORMS INC	CL A	$364K	0.2%Prev: 0.2%	647 SH	Increased+103 SH
MICROSOFT CORP	COM	$4.8M	2.9%Prev: 3.2%	12,956 SH	Increased+591 SH
MORGAN STANLEY	COM NEW	$278K	0.2%Prev: 0.2%	1,329 SH	Increased-7 SH
NETFLIX INC.	COM	$602K	0.4%Prev: 0.6%	8,426 SH	Decreased-357 SH
NVIDIA CORPORATION	COM	$4.7M	2.8%Prev: 2.6%	23,585 SH	Increased+2,130 SH
ORACLE CORP	COM	$766K	0.5%Prev: 0.6%	5,225 SH	Decreased-261 SH
PALO ALTO NETWORKS INC	COM	$2.3M	1.4%Prev: 0.7%	6,691 SH	Increased+194 SH
PEPSICO INC	COM	$524K	0.3%Prev: 0.5%	3,873 SH	Decreased-501 SH
PHILIP MORRIS INTL INC	COM	$942K	0.6%Prev: 0.6%	5,208 SH	Increased+53 SH
PPL CORP	COM	$1.1M	0.7%Prev: 0.8%	30,512 SH	Decreased-496 SH
PROCTER & GAMBLE CO	COM	$877K	0.5%Prev: 0.7%	5,981 SH	Decreased-551 SH
PROLOGIS INC.	COM	$1.3M	0.8%Prev: 0.9%	9,502 SH	Increased-10 SH
PUBLIC STORAGE	COM	$640K	0.4%	2,011 SH	New
QUALCOMM INC	COM	$1.2M	0.7%Prev: 0.6%	6,386 SH	Increased-24 SH
SALESFORCE INC	COM	$694K	0.4%Prev: 0.6%	4,431 SH	Decreased+168 SH
SCHWAB CHARLES CORP	COM	$708K	0.4%Prev: 0.4%	7,677 SH	Increased+1,369 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$235K	0.1%	4,448 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$922K	0.6%	5,814 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.4M	0.9%	31,795 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$4.4M	2.6%	84,553 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$584K	0.4%	22,870 SH	New
SPDR SERIES TRUST	ST STR P400MID	$3.2M	2.0%	47,975 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$3.6M	2.2%	30,587 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$4.2M	2.5%	68,415 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$4.1M	2.5%	26,884 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$2.9M	1.8%	30,622 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$5.5M	3.3%	94,534 SH	New
SSGA ACTIVE ETF TR	ST STR BL LN ETF	$1.2M	0.7%	30,281 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$731K	0.4%	979 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$612K	0.4%	1,282 SH	New
TARGET CORP	COM	$253K	0.2%Prev: 0.3%	1,937 SH	Decreased-1,077 SH
TCW ETF TRUST	CORE PLUS BOND	$945K	0.6%Prev: 0.7%	25,000 SH	Decreased-206 SH
TEXAS INSTRS INC	COM	$216K	0.1%	725 SH	New
UNITED PARCEL SVCS INC	CL B	$880K	0.5%Prev: 0.6%	8,186 SH	Increased-83 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	1.3%Prev: 1.0%	5,174 SH	Increased+17 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$320K	0.2%	467 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$581K	0.3%Prev: 0.4%	1,569 SH	Increased-57 SH
VANGUARD INDEX FDS	VALUE ETF	$465K	0.3%	2,135 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$217K	0.1%	3,641 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$911K	0.5%Prev: 0.6%	11,020 SH	Increased+516 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$433K	0.3%Prev: 0.3%	1,829 SH	Increased+76 SH
VISA INC	COM CL A	$1.5M	0.9%Prev: 0.9%	4,437 SH	Increased-8 SH
WALMART INC	COM	$2.5M	1.5%Prev: 2.0%	22,354 SH	Decreased+87 SH

Sold (vs prior filing)

CHEVRON CORPORATION — $641K
HONEYWELL INTL INC — $357K
ISHARES U S ETF TR — $281K
ISHARES U S ETF TR — $207K
PUBLIC STORAGE OPER CO — $533K
SELECT SECTOR SPDR TR — $846K
SELECT SECTOR SPDR TR — $1.5M
SPDR INDEX SHS FDS — $3.7M
SPDR SERIES TRUST — $20.8M
SSGA ACTIVE ETF TR — $1.2M
SSGA ACTIVE TR — $1.1M

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