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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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