ShoreHaven Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ShoreHaven Wealth Partners, LLC 13F Holdings
CIK 0001844922 · RED BANK, NJ
As of Sep 30, 2025, ShoreHaven Wealth Partners, LLC reported
101 positions worth $270.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 255,391 | $30.8M | 11.39% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 269,896 |
|
9.5M7.21% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 312,420 |
8.5M | 6.83% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 225,830 |
3.0M | 4.80% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 64,399 |
2.5M | 4.63% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 113,112 |
0.1M | 3.74% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 131,986 | $9.9M | 3.66% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 202,367 | $7.7M | 2.83% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 111,449 | $7.6M | 2.79% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 216,125 | $7.4M | 2.73% |
| APPLE INC | AAPL | Technology | 25,963 | $6.6M | 2.44% |
| WISDOMTREE TR | — | — | 162,488 | $6.6M | 2.43% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 38,352 | $6.4M | 2.35% |
| STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF | VLU | — | 28,949 | $5.9M | 2.18% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 78,558 | $5.4M | 2.01% |
| ISHARES GOLD TRUST | IAU | — | 67,412 | $4.9M | 1.81% |
| ISHARES TR | IVLU | — | 134,198 | $4.8M | 1.76% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 88,471 | $4.7M | 1.74% |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | — | 78,449 | $4.0M | 1.47% |
| ISHARES AAA - A RATED CORPORATE BOND ETF | QLTA | — | 78,784 | $3.8M | 1.41% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 31,176 | $3.6M | 1.31% |
| GLOBAL X DEFENSE TECH ETF | SHLD | — | 50,266 | $3.5M | 1.30% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 24,210 | $3.5M | 1.30% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 13,263 | $3.4M | 1.26% |
| VERTIV HOLDINGS CO | VRT | Industrials | 22,058 | $3.3M | 1.23% |