Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $139 Billion
  • Q4 2025

Shum Financial Group, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $10.5B, Apple Inc. with a value of $9.3B, Ishares Msci Usa Quality Facto with a value of $5.98B, Microsoft Corp with a value of $5.43B, and Ishares 10+ Year Investment Gr with a value of $4.96B.

Examining the 13F form we can see an increase of $4.8B in the current position value, from $134B to 139B.

Shum Financial Group, Inc. is based out at Alameda, CA

Below you can find more details about Shum Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $65 Billion
Technology: $26.9 Billion
Healthcare: $9.5 Billion
Financial Services: $7.45 Billion
Consumer Defensive: $7.38 Billion
Consumer Cyclical: $5.24 Billion
Communication Services: $5 Billion
Industrials: $3.42 Billion
Other: $4.91 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.3 Billion 6.7% of portfolio
34,199
Q4 2025 Reduced 3.07%
$3.78T
$5.43 Billion 3.91% of portfolio
11,235
Q4 2025 Added 2.26%
$465B
$3.58 Billion 2.58% of portfolio
19,196
Q4 2025 Added 1.67%
$881B
$3.37 Billion 2.43% of portfolio
10,453
Q4 2025 Reduced 0.83%
$1.65T
$2.87 Billion 2.07% of portfolio
9,162
Q4 2025 Added 2.94%
$2.39T
$2.76 Billion 1.99% of portfolio
11,956
Q4 2025 Added 3.49%
$522B
$2.51 Billion 1.81% of portfolio
12,127
Q4 2025 Reduced 2.76%
$279B
$2.51 Billion 1.81% of portfolio
22,510
Q4 2025 Added 2.6%
$367B
$2.15 Billion 1.55% of portfolio
6,246
Q4 2025 Reduced 0.35%
$971B
$1.69 Billion 1.22% of portfolio
1,573
Q4 2025 Reduced 1.99%
$300B
$1.68 Billion 1.21% of portfolio
5,075
Q4 2025 Added 6.89%
$533B
$1.56 Billion 1.12% of portfolio
4,435
Q4 2025 Added 2.54%
$404B
$1.41 Billion 1.02% of portfolio
1,638
Q4 2025 Added 0.74%
$114B
$1.21 Billion 0.87% of portfolio
9,480
Q4 2025 Added 3.0%
$414B
$1.19 Billion 0.86% of portfolio
5,227
Q4 2025 Reduced 2.04%
$237B
$1.12 Billion 0.81% of portfolio
4,236
Q4 2025 Added 1.15%
$27.1B
$1.09 Billion 0.78% of portfolio
31,070
Q4 2025 Reduced 0.44%
$61.4B
$1.08 Billion 0.78% of portfolio
5,851
Q4 2025 Added 8.57%
$593B
$1.07 Billion 0.77% of portfolio
5,486
Q4 2025 Added 1.01%
$266B
$1.07 Billion 0.77% of portfolio
3,601
Q4 2025 Added 0.76%
$228B
$1.01 Billion 0.73% of portfolio
8,045
Q4 2025 Reduced 1.01%
$346B
$943 Million 0.68% of portfolio
6,582
Q4 2025 Reduced 0.87%
$139B
$943 Million 0.68% of portfolio
2,724
Q4 2025 Added 63.02%
$319B
$870 Million 0.63% of portfolio
11,289
Q4 2025 Reduced 0.5%
$237B
$839 Million 0.6% of portfolio
5,232
Q4 2025 Reduced 1.78%
$49.1B
$818 Million 0.59% of portfolio
8,729
Q4 2025 Added 961.92%
$68.7B
$793 Million 0.57% of portfolio
7,992
Q4 2025 Added 36.62%
$490B
$755 Million 0.54% of portfolio
6,277
Q4 2025 Reduced 8.31%
$84B
$727 Million 0.52% of portfolio
4,142
Q4 2025 Added 9.11%
$193B
$697 Million 0.5% of portfolio
6,122
Q4 2025 Reduced 0.73%
$388B
$634 Million 0.46% of portfolio
2,959
Q4 2025 Added 1.58%
$235B
$636 Million 0.46% of portfolio
6,041
Q4 2025 Reduced 0.69%
$204B
$629 Million 0.45% of portfolio
4,380
Q4 2025 Reduced 0.93%
$68.9B
$625 Million 0.45% of portfolio
2,163
Q4 2025 Reduced 1.05%
$98.1B
$624 Million 0.45% of portfolio
4,046
Q4 2025 Added 8.79%
$328B
$611 Million 0.44% of portfolio
1,982
Q4 2025 Reduced 0.15%
$303B
$616 Million 0.44% of portfolio
4,044
Q4 2025 Reduced 0.39%
$662B
$598 Million 0.43% of portfolio
1,189
Q4 2025 Reduced 0.25%
$123B
$573 Million 0.41% of portfolio
1,185
Q4 2025 Reduced 1.74%
$167B
$568 Million 0.41% of portfolio
5,684
Q4 2025 Added 26.82%
$26.3B
$537 Million 0.39% of portfolio
2,953
Q4 2025 Reduced 3.28%
$115B
$545 Million 0.39% of portfolio
1,162
Q4 2025 Added 3.66%
$48.1B
$513 Million 0.37% of portfolio
1,978
Q4 2025 Added 0.82%
$255B
$499 Million 0.36% of portfolio
1,348
Q4 2025 Added 1.28%
$128B
$463 Million 0.33% of portfolio
4,822
Q4 2025 Reduced 5.43%
$1.74T
$373 Million 0.27% of portfolio
1,190
Q3 2025 New
$224B
$332 Million 0.24% of portfolio
1,087
Q4 2025 Added 1.12%
$132B
$328 Million 0.24% of portfolio
1,680
Q3 2025 Reduced 4.55%
$183B
$320 Million 0.23% of portfolio
979
Q4 2025 Reduced 1.9%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $139 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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