Shore Haven Wealth Partners, LLC Portfolio Holdings

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

Shore Haven Wealth Partners, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 Million distributed in 102 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 $30.8M, American Centy ETF Tr Avantis with a value of $19.5M, Blackrock ETF Tr U S Equity Fa with a value of $18.5M, Invesco Exchange Traded Fd Tr with a value of $13M, and Ishares Msci Usa Quality Facto with a value of $12.5M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $220M to 237M.

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

Portfolio value $237 Million
ETFs: $197 Million
Technology: $9.86 Million
Communication Services: $3.75 Million
Financial Services: $2.48 Million
Industrials: $1.91 Million
Consumer Cyclical: $854,000
Consumer Defensive: $388,000
Utilities: $317,000
Other: $315,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.61 Million 2.79% of portfolio
25,963
Q3 2025 Reduced 0.25%
$3.78T
$1.63 Million 0.69% of portfolio
3,142
Q3 2025 Added 28.4%
$662B
$1.58 Million 0.67% of portfolio
3,139
Q3 2025 Added 3.02%
$1.65T
$1.09 Million 0.46% of portfolio
4,472
Q2 2025 Added 0.7%
$465B
$1.06 Million 0.45% of portfolio
5,702
Q3 2025 Reduced 0.04%
$2.39T
$620,000 0.26% of portfolio
2,828
Q3 2025 Reduced 3.38%
$1.74T
$575,000 0.24% of portfolio
2,365
Q3 2025 Reduced 0.5%
$881B
$480,000 0.2% of portfolio
1,523
Q3 2025 Added 6.88%
$237B
$388,000 0.16% of portfolio
2,396
Q1 2023 Reduced 1.2%
$303B
$315,000 0.13% of portfolio
2,029
Q3 2025 Added 0.9%
$266B
$202,000 0.09% of portfolio
719
Q3 2025 Reduced 3.23%
$270B
$225,000 0.09% of portfolio
1,420
Q2 2025 New
$1.37T
$201,000 0.08% of portfolio
275
Q3 2025 Reduced 10.71%
$533B
$201,000 0.08% of portfolio
591
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $237 Million
  • Prior Value $220 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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