Shum Financial Group, Inc.

Est. AUM

$141.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$12.3M	48600	8.72%	SOLE
2	ISHARES TR	EAFE VALUE ETF	$11.2M	150162	7.89%	SOLE
3	ISHARES TR	MSCI USA QLT FCT	$5.9M	30609	4.15%	SOLE
4	ISHARES TR	10+ YR INVST GRD	$4.9M	99669	3.50%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	96266	3.29%	SOLE
6	MICROSOFT CORP	COM	$4.6M	12365	3.24%	SOLE
7	ISHARES TR	MSCI INTL QUALTY	$4.0M	86177	2.82%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	26198	2.70%	SOLE
9	NVIDIA CORPORATION	COM	$3.7M	21455	2.65%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$3.7M	79256	2.63%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	63777	2.55%	SOLE
12	JPMORGAN CHASE & CO	COM	$3.1M	10387	2.16%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	29351	2.03%	SOLE
14	JOHNSON & JOHNSON	COM	$2.8M	11639	2.01%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	47573	1.99%	SOLE
16	WALMART INC	COM	$2.8M	22267	1.96%	SOLE
17	ALPHABET INC	CAP STK CL A	$2.7M	9559	1.94%	SOLE
18	ISHARES TR	EAFE GRWTH ETF	$2.7M	23904	1.88%	SOLE
19	AMAZON COM INC	COM	$2.6M	12290	1.81%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	29263	1.76%	SOLE
21	BLACKROCK INC	COM	$2.1M	2180	1.48%	SOLE
22	HOME DEPOT INC	COM	$2.0M	6170	1.43%	SOLE
23	ISHARES TR	GLOBAL TECH ETF	$1.9M	18893	1.34%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$1.7M	1658	1.17%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.5M	31679	1.03%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$1.4M	5157	0.99%	SOLE
27	ELI LILLY & CO	COM	$1.4M	1486	0.97%	SOLE
28	VISA INC	COM CL A	$1.3M	4445	0.95%	SOLE
29	ISHARES TR	CRE U S REIT ETF	$1.3M	22141	0.93%	SOLE
30	PROLOGIS INC.	COM	$1.3M	9512	0.89%	SOLE
31	SSGA ACTIVE ETF TR	STATE STREET BLA	$1.2M	30352	0.86%	SOLE
32	PPL CORP	COM	$1.2M	31008	0.84%	SOLE
33	ABBVIE INC	COM	$1.1M	5244	0.81%	SOLE
34	SSGA ACTIVE TR	STATE STREET DOU	$1.1M	24773	0.75%	SOLE
35	PALO ALTO NETWORKS INC	COM	$1.0M	6497	0.74%	SOLE
36	TCW ETF TRUST	CORE PLUS BOND	$955K	25206	0.68%	SOLE
37	PROCTER & GAMBLE CO	COM	$944K	6532	0.67%	SOLE
38	EXXON MOBIL CORP	COM	$917K	5403	0.65%	SOLE
39	BROADCOM INC	COM	$885K	2859	0.63%	SOLE
40	CISCO SYS INC	COM	$875K	11279	0.62%	SOLE
41	INTERNATIONAL BUSINESS MACHS	COM	$875K	3611	0.62%	SOLE
42	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$869K	10504	0.61%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$859K	16842	0.61%	SOLE
44	PHILIP MORRIS INTL INC	COM	$852K	5155	0.60%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET HEA	$846K	5768	0.60%	SOLE
46	NETFLIX INC.	COM	$844K	8783	0.60%	SOLE
47	ABBOTT LABORATORIES	COM	$825K	8032	0.58%	SOLE
48	QUALCOMM INC	COM	$825K	6410	0.58%	SOLE
49	UNITED PARCEL SVCS INC	CL B	$814K	8269	0.58%	SOLE
50	ORACLE CORP	COM	$807K	5486	0.57%	SOLE

1–50 of 93

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