SHP Wealth Management

Est. AUM

$1.32B

13F long equity, this entity only

Positions

1,812

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$331.4M	554570	25.05%	SOLE
2	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$109.9M	2003953	8.31%	SOLE
3	ISHARES TR	CORE DIV GRWTH	$84.0M	1196825	6.35%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$82.4M	996012	6.23%	SOLE
5	ISHARES TR	CORE S&P US GWT	$77.0M	496636	5.82%	SOLE
6	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$63.1M	1248215	4.77%	SOLE
7	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$60.5M	1667985	4.57%	SOLE
8	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$53.4M	941864	4.04%	SOLE
9	VANGUARD INDEX FDS	MID CAP ETF	$24.0M	83709	1.82%	SOLE
10	FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$23.8M	1036246	1.80%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$22.9M	35253	1.73%	SOLE
12	ISHARES TR	0-5YR HI YL CP	$22.2M	523777	1.68%	SOLE
13	J P MORGAN EXCHANGE TRADED F	SMALL &MID CAP	$21.5M	322252	1.63%	SOLE
14	NVIDIA CORPORATION	COM	$17.7M	101729	1.34%	SOLE
15	APPLE INC	COM	$16.7M	65999	1.27%	SOLE
16	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$11.2M	203082	0.85%	SOLE
17	LEGG MASON ETF INVT	FRANKLIN INTL LW	$10.3M	254613	0.78%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$10.3M	17820	0.78%	SOLE
19	MICROSOFT CORP	COM	$8.7M	23395	0.65%	SOLE
20	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$8.6M	374265	0.65%	SOLE
21	AMAZON COM INC	COM	$7.9M	38148	0.60%	SOLE
22	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$7.8M	139941	0.59%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$6.0M	18634	0.45%	SOLE
24	ALPHABET INC	CAP STK CL A	$5.9M	20407	0.44%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$4.9M	7527	0.37%	SOLE
26	META PLATFORMS INC	CL A	$4.1M	7090	0.31%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$3.9M	19892	0.30%	SOLE
28	EXXON MOBIL CORP	COM	$3.7M	21855	0.28%	SOLE
29	ALPHABET INC	CAP STK CL C	$3.7M	12736	0.28%	SOLE
30	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$3.3M	53101	0.25%	SOLE
31	TESLA INC	COM	$3.1M	8434	0.24%	SOLE
32	MORGAN STANLEY	COM NEW	$3.0M	18021	0.22%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	45364	0.22%	SOLE
34	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.9M	63515	0.22%	SOLE
35	JPMORGAN CHASE &CO	COM	$2.9M	9826	0.22%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5931	0.21%	SOLE
37	SYSCO CORP	COM	$2.5M	35431	0.19%	SOLE
38	SPDR GOLD TR	GOLD SHS	$2.5M	5857	0.19%	SOLE
39	BROADCOM INC	COM	$2.5M	8013	0.19%	SOLE
40	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.3M	46102	0.18%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.2M	35305	0.17%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.1M	63281	0.16%	SOLE
43	ELI LILLY &CO	COM	$2.1M	2293	0.16%	SOLE
44	ABBVIE INC	COM	$2.1M	9666	0.16%	SOLE
45	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.1M	21694	0.16%	SOLE
46	AUTOMATIC DATA PROCESSING IN	COM	$2.0M	9954	0.15%	SOLE
47	EVERSOURCE ENERGY	COM	$2.0M	28454	0.15%	SOLE
48	WORLD GOLD TR	SPDR GLD MINIS	$2.0M	21082	0.15%	SOLE
49	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$1.9M	40345	0.15%	SOLE
50	RTX CORPORATION	COM	$1.9M	9827	0.14%	SOLE

1–50 of 1,812

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.