ShoreHaven Wealth Partners, LLC

Est. AUM

$276.1M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$34.5M	305347	12.51%	SOLE
2	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$28.2M	349848	10.22%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$14.7M	253479	5.34%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.7M	132593	3.87%	SOLE
5	BLACKROCK ETF TRUST	ISHARES INTL CTR	$10.1M	313988	3.66%	SOLE
6	ISHARES TR	20 YR TR BD ETF	$9.0M	104315	3.28%	SOLE
7	BLACKROCK ETF TRUST	ISHARES A I INNO	$8.3M	251503	3.00%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US THEMA	$8.0M	219700	2.88%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$7.3M	37971	2.64%	SOLE
10	WISDOMTREE TR	GLOBAL EX US QUA	$7.0M	173366	2.54%	SOLE
11	APPLE INC	COM	$6.6M	25817	2.37%	SOLE
12	ISHARES TR	RUS TOP 200 ETF	$6.3M	39211	2.28%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$6.3M	29201	2.27%	SOLE
14	ISHARES TR	EAFE VALUE ETF	$6.0M	80855	2.18%	SOLE
15	ISHARES TR	MSCI USA MMENTM	$5.6M	23482	2.04%	SOLE
16	ISHARES TR	MSCI INTL VLU FT	$5.2M	129807	1.87%	SOLE
17	ISHARES TR	U S EQUITY FACTR	$5.1M	76858	1.84%	SOLE
18	GLOBAL X FDS	DEFENSE TECH ETF	$4.9M	69412	1.78%	SOLE
19	BLACKROCK ETF TRUST	ISHARES LARGE CA	$4.5M	109013	1.62%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$3.7M	25914	1.34%	SOLE
21	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.6M	69437	1.31%	SOLE
22	ISHARES TR	S&P 100 ETF	$3.6M	11213	1.29%	SOLE
23	ISHARES TR	EAFE GRWTH ETF	$3.3M	29857	1.20%	SOLE
24	ISHARES GOLD TR	ISHARES NEW	$3.1M	34980	1.12%	SOLE
25	BNY MELLON ETF TRUST	HIGH YIELD ETF	$2.8M	58958	1.01%	SOLE
26	VERTIV HOLDINGS CO	COM CL A	$2.7M	10858	0.99%	SOLE
27	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$2.7M	88527	0.96%	SOLE
28	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.6M	52105	0.95%	SOLE
29	ISHARES TR	US TREAS BD ETF	$2.5M	110478	0.92%	SOLE
30	ISHARES TR	CORE INTL AGGR	$2.3M	46089	0.84%	SOLE
31	ISHARES TR	A RATE CP BD ETF	$2.1M	44619	0.77%	SOLE
32	ISHARES TR	MBS ETF	$2.1M	22210	0.76%	SOLE
33	ISHARES TR	EUROPE ETF	$2.1M	30437	0.75%	SOLE
34	ISHARES TR	10-20 YR TRS ETF	$1.8M	17547	0.64%	SOLE
35	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$1.8M	71050	0.64%	SOLE
36	WISDOMTREE TR	ITL HIGH DIV FD	$1.7M	31858	0.62%	SOLE
37	ISHARES TR	7-10 YR TRSY BD	$1.7M	17866	0.62%	SOLE
38	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$1.6M	34087	0.59%	SOLE
39	ISHARES TR	CORE DIV GRWTH	$1.6M	22180	0.56%	SOLE
40	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.6M	28500	0.56%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3140	0.55%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.3M	4534	0.47%	SOLE
43	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.3M	21934	0.47%	SOLE
44	ISHARES INC	MSCI EMRG CHN	$1.3M	15987	0.46%	SOLE
45	ISHARES TR	MSCI USA MIN VOL	$1.3M	13513	0.45%	SOLE
46	SPDR INDEX SHS FDS	STATE STREET SPD	$1.2M	25792	0.44%	SOLE
47	ISHARES TR	INVESTMENT GRADE	$1.2M	26708	0.44%	SOLE
48	ISHARES TR	IBOXX INV CP ETF	$1.2M	10657	0.42%	SOLE
49	ISHARES TR	IBOXX HI YD ETF	$1.1M	14146	0.41%	SOLE
50	BLACKROCK ETF TRUST	ISHARES US LARG	$1.1M	36114	0.40%	SOLE

1–50 of 102

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