Latest ShoreHaven Wealth Partners, LLC Stock Portfolio

ShoreHaven Wealth Partners, LLC Performance:

2025 Q4: 1.65%YTD: 14.22%2024: 11.92%

Performance for 2025 Q4 is 1.65%, and YTD is 14.22%, and 2024 is 11.92%.

About ShoreHaven Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

ShoreHaven Wealth Partners, LLC is a hedge fund based in Red Bank, NJ. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, ShoreHaven Wealth Partners, LLC reported an equity portfolio of $278.4 Millions as of 31 Dec, 2025.

The top stock holdings of ShoreHaven Wealth Partners, LLC are IJR, AEMB, BECO. The fund has invested 11.6% of it's portfolio in ISHARES TR and 8.7% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off BLACKROCK ETF TRUST (BECO), FIRST TR EXCHNG TRADED FD VI (AFLG) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in ISHARES TR (AGT), VERTIV HOLDINGS CO (VRT) and ISHARES TR (IBCE). ShoreHaven Wealth Partners, LLC opened new stock positions in ISHARES TR (IJR), VANECK ETF TRUST (BUZZ) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), CHEVRON CORP NEW (CVX) and JANUS DETROIT STR TR (JAAA).

ShoreHaven Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ShoreHaven Wealth Partners, LLC made a return of 1.65% in the last quarter. In trailing 12 months, it's portfolio return was 14.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,794,120
vaneck etf trust	841,221
spdr series trust	828,177
ishares tr	286,693
fidelity covington trust	255,976
fidelity covington trust	243,988
fidelity covington trust	238,710
fidelity merrimack str tr	227,314

New stocks bought by ShoreHaven Wealth Partners, LLC

Additions

Ticker	% Inc.
ishares tr	69.94
chevron corp new	63.18
janus detroit str tr	47.2
american centy etf tr	28.21
grayscale bitcoin mini tr et	24.49
vanguard index fds	19.84
american centy etf tr	17.84
meta platforms inc	14.55

Additions to existing portfolio by ShoreHaven Wealth Partners, LLC

Reductions

Ticker	% Reduced
ishares tr	-54.81
vertiv holdings co	-50.78
ishares tr	-41.15
ishares tr	-28.72
ishares tr	-25.89
microsoft corp	-20.69
wisdomtree tr	-15.93
ishares tr	-12.71

ShoreHaven Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blackrock etf trust	-583,231
first tr exchng traded fd vi	-311,539
ishares bitcoin trust etf	-220,107
ishares tr	-253,529
ishares tr	-235,292
first tr exchange-traded alp	-200,299
ishares tr	-232,043
vanguard whitehall fds	-203,250

ShoreHaven Wealth Partners, LLC got rid off the above stocks

Sector Distribution

ShoreHaven Wealth Partners, LLC has about 91.7% of it's holdings in Others sector.

Sector	%
Others	91.7
Technology	3.5
Utilities	1.5
Communication Services	1.4

Market Cap. Distribution

ShoreHaven Wealth Partners, LLC has about 6.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	91.7
MEGA-CAP	4.9
LARGE-CAP	1.8
SMALL-CAP	1.4

Stocks belong to which Index?

About 7.3% of the stocks held by ShoreHaven Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.7
S&P 500	5.9
RUSSELL 2000	1.4

Top 5 Winners (%)		%
SIVR	abrdn silver etf trust	49.0 %
GOOG	alphabet inc	28.9 %
GOOG	alphabet inc	28.6 %
	ea series trust	12.1 %
MS	morgan stanley	11.7 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	1.0 M
IJR	ishares tr	0.7 M
IAU	ishares gold tr	0.6 M
BECO	blackrock etf trust	0.5 M
AAPL	apple inc	0.5 M

Top 5 Losers (%)		%
RBLX	roblox corp	-41.5 %
	grayscale bitcoin mini tr et	-21.7 %
RCL	royal caribbean group	-13.8 %
T	at&t inc	-12.0 %
META	meta platforms inc	-9.5 %

Top 5 Losers ($)		$
	grayscale bitcoin mini tr et	-1.0 M
RBLX	roblox corp	-0.4 M
BITS	global x fds	-0.3 M
IJR	ishares tr	-0.2 M
BECO	blackrock etf trust	-0.2 M

ShoreHaven Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ShoreHaven Wealth Partners, LLC

ShoreHaven Wealth Partners, LLC has 104 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for ShoreHaven Wealth Partners, LLC last quarter.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.57	26,313	7,153,670	added	1.35

AAXJ	ishares tr	2.50	97,287	6,947,300	reduced	-12.71

AAXJ	ishares tr	1.28	31,312	3,567,090	added	0.44

AAXJ	ishares tr	0.75	21,961	2,091,210	reduced	-4.23

AAXJ	ishares tr	0.64	17,617	1,791,210	added	1.35

AAXJ	ishares tr	0.39	13,341	1,075,710	reduced	-0.09

AAXJ	ishares tr	0.27	7,757	746,888	reduced	-4.88

AAXJ	ishares tr	0.10	5,446	281,939	reduced	-0.42

ACWF	ishares tr	1.92	77,074	5,351,270	reduced	-1.89

ACWF	ishares tr	0.65	26,239	1,821,540	added	1.84

AEMB	american centy etf tr	8.66	318,044	24,098,300	added	17.84

AEMB	american centy etf tr	4.68	169,224	13,033,700	added	28.21

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	1.84	134,740	5,126,870	added	0.4

AGT	ishares tr	0.49	29,995	1,369,580	added	5.08

AGT	ishares tr	0.23	7,853	650,067	reduced	-54.81

AGT	ishares tr	0.14	7,535	376,825	reduced	-9.24

AGT	ishares tr	0.12	6,997	331,308	reduced	-25.89

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AGZD	wisdomtree tr	2.46	166,377	6,858,090	added	2.39