Shore Haven Wealth Partners, LLC Portfolio Holdings

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

Shore Haven Wealth Partners, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $27.6M, American Centy ETF Tr Avantis with a value of $17M, Ishares Msci Usa Quality Facto with a value of $14M, Blackrock ETF Tr U S Equity Fa with a value of $12.8M, and Msci Eafe Value ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $28.1M in the current position value, from $192M to 220M.

Below you can find more details about Shore Haven Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $220 Million
ETFs: $185 Million
Technology: $7.68 Million
Communication Services: $3.13 Million
Financial Services: $2.3 Million
Industrials: $1.91 Million
Consumer Cyclical: $869,000
Consumer Defensive: $436,000
Utilities: $314,000
Other: $287,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Million 12.56% of portfolio
250,570
Q2 2025 Reduced 3.55%
$0
$17 Million 7.76% of portfolio
249,948
Q2 2025 Added 12.95%
$0
$14 Million 6.36% of portfolio
76,428
Q2 2025 Added 7.6%
$0
$12.8 Million 5.83% of portfolio
235,316
Q2 2025 Reduced 11.87%
$0
$10.6 Million 4.84% of portfolio
167,655
Q2 2025 Added 58.94%
$0
$10.4 Million 4.74% of portfolio
117,926
Q2 2025 Added 38.46%
$0
$8.73 Million 3.97% of portfolio
216,755
Q2 2025 Added 5.16%
$0
$7.47 Million 3.4% of portfolio
143,441
Q2 2025 Added 33.76%
$0
$5.88 Million 2.68% of portfolio
38,418
Q2 2025 Reduced 0.09%
$0
$5.57 Million 2.54% of portfolio
29,008
Q2 2025 Reduced 5.19%
$0
$5.04 Million 2.29% of portfolio
78,573
Q2 2025 Reduced 2.95%
$0
$4.47 Million 2.04% of portfolio
65,288
Q2 2025 New
$0
$4.43 Million 2.02% of portfolio
134,637
Q2 2025 Added 0.3%
$0
$3.78 Million 1.72% of portfolio
79,024
Q2 2025 Reduced 6.69%
$53.5B
$3.77 Million 1.72% of portfolio
60,475
Q2 2025 Added 8.47%
$0
$3.65 Million 1.66% of portfolio
21,083
Q2 2025 Reduced 10.47%
$0
$3.39 Million 1.54% of portfolio
25,115
Q2 2025 Reduced 0.92%
$0
$3.08 Million 1.4% of portfolio
12,831
Q2 2025 Added 2.48%
$0
$2.69 Million 1.23% of portfolio
10,129
Q2 2025 Reduced 0.25%
$0
$2.66 Million 1.21% of portfolio
55,134
Q2 2025 Reduced 5.98%
$0
$2.55 Million 1.16% of portfolio
105,094
Q2 2025 Reduced 17.14%
$0
$2.26 Million 1.03% of portfolio
20,597
Q2 2025 Added 23.62%
$0
$2.16 Million 0.98% of portfolio
34,236
Q2 2025 Reduced 66.41%
$0
$2.07 Million 0.94% of portfolio
20,350
Q2 2025 Added 43.6%
$0
$2.07 Million 0.94% of portfolio
22,096
Q2 2025 Added 2.69%
$0
$2 Million 0.91% of portfolio
25,394
Q2 2025 Reduced 1.54%
$0
$2 Million 0.91% of portfolio
31,582
Q2 2025 Reduced 0.95%
$0
$1.73 Million 0.79% of portfolio
27,065
Q2 2025 Added 3.39%
$0
$1.61 Million 0.73% of portfolio
16,844
Q2 2025 Added 2.05%
$0
$1.59 Million 0.72% of portfolio
31,267
Q2 2025 Added 290.06%
$0
$1.46 Million 0.67% of portfolio
31,872
Q2 2025 Reduced 13.25%
$0
$1.34 Million 0.61% of portfolio
45,694
Q2 2025 Added 2.04%
$0
$1.32 Million 0.6% of portfolio
28,594
Q2 2025 New
$0
$1.26 Million 0.57% of portfolio
13,461
Q2 2025 Reduced 0.04%
$0
$1.21 Million 0.55% of portfolio
25,897
Q2 2025 Reduced 28.91%
$0
$1.2 Million 0.54% of portfolio
48,227
Q2 2025 Added 425.81%
$0
$1.12 Million 0.51% of portfolio
22,852
Q2 2025 Added 33.2%
$0
$1.09 Million 0.5% of portfolio
13,496
Q2 2025 Reduced 8.48%
$0
$1.04 Million 0.47% of portfolio
24,260
Q2 2025 Added 5.03%
$0
$872,000 0.4% of portfolio
2,569
Q2 2025 Added 5.55%
$0
$854,000 0.39% of portfolio
17,714
Q2 2025 Added 1.36%
$0
$811,000 0.37% of portfolio
9,880
Q2 2025 Reduced 1.22%
$0
$745,000 0.34% of portfolio
8,051
Q2 2025 Added 0.42%
$0
$655,000 0.3% of portfolio
15,968
Q2 2025 Added 1.93%
$0
$641,000 0.29% of portfolio
6,684
Q2 2025 Reduced 61.49%
$0
$525,000 0.24% of portfolio
12,631
Q2 2025 New
$0
$476,000 0.22% of portfolio
4,020
Q2 2025 Reduced 3.55%
$0
$416,000 0.19% of portfolio
8,151
Q2 2025 New
$0
$364,000 0.17% of portfolio
1,867
Q3 2024 Reduced 0.05%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $220 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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