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Latest ShoreHaven Wealth Partners, LLC Stock Portfolio

$278Million– No. of Holdings #103

ShoreHaven Wealth Partners, LLC Performance:
2026 Q1: -1.33%YTD: -1.33%2025: 14.22%
Performance for 2026 Q1 is -1.33%, and YTD is -1.33%, and 2025 is 14.22%.

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 2026-05-14, 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 Mar, 2026.

The top stock holdings of ShoreHaven Wealth Partners, LLC are IJR, AEMB, BECO. The fund has invested 12.4% of it's portfolio in ISHARES TR and 10.1% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off ISHARES TR (IJR), ABRDN SILVER ETF TRUST (SIVR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES GOLD TR (IAU) and ISHARES TR (DMXF). ShoreHaven Wealth Partners, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AMPS) and FIDELITY WISE ORIGIN BITCOIN. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), INVESCO EXCH TRADED FD TR II (CGW) and GLOBAL X FDS (BITS).
ShoreHaven Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

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

Our best estimate is that ShoreHaven Wealth Partners, LLC made a return of -1.33% in the last quarter. In trailing 12 months, it's portfolio return was 14.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust10,095,700
blackrock etf trust4,476,070
ishares tr2,531,050
fidelity wise origin bitcoin1,294,760
ishares inc718,454
ishares tr649,325
pimco corporate & incm strg238,000
corning inc214,969
New stocks bought by ShoreHaven Wealth Partners, LLC

Additions

Ticker% Inc.
ishares tr511
invesco exch traded fd tr ii192
global x fds57.12
ishares tr35.82
blackrock etf trust32.44
ishares tr26.13
spdr series trust23.67
ishares tr16.14
Additions to existing portfolio by ShoreHaven Wealth Partners, LLC

Reductions

Ticker% Reduced
invesco exchange traded fd t-87.68
ishares gold tr-47.39
ishares tr-46.61
ssga active etf tr-37.29
spdr series trust-36.8
wisdomtree tr-36.46
wisdomtree tr-34.79
first tr exchange-traded fd-32.98
ShoreHaven Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
abrdn silver etf trust-1,211,300
ishares tr-1,794,120
ishares tr-746,888
ishares tr-331,308
fidelity covington trust-221,151
bny mellon etf trust-375,919
ishares tr-296,859
first solar inc-217,866
ShoreHaven Wealth Partners, LLC got rid off the above stocks

Sector Distribution

ShoreHaven Wealth Partners, LLC has about 91.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Communication Services
Sector%
Others91.1
Technology3.1
Utilities2.6
Communication Services1.2

Market Cap. Distribution

ShoreHaven Wealth Partners, LLC has about 6.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.1
MEGA-CAP5
MID-CAP2.4
LARGE-CAP1.6

Stocks belong to which Index?

About 7.7% of the stocks held by ShoreHaven Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others92.3
S&P 5005.3
RUSSELL 20002.4
Top 5 Winners (%)%
VRT
vertiv holdings co
54.7 %
CVX
chevron corporation
35.3 %
VZ
verizon communications inc
23.2 %
T
at&t inc
15.1 %
ED
consolidated edison inc
13.9 %
Top 5 Winners ($)$
AEMB
american centy etf tr
1.6 M
VRT
vertiv holdings co
1.0 M
AEMB
american centy etf tr
0.5 M
IAU
ishares gold tr
0.4 M
BITS
global x fds
0.3 M
Top 5 Losers (%)%
RBLX
roblox corp
-30.2 %
MSFT
microsoft corp
-23.2 %
grayscale bitcoin mini tr et
-21.5 %
blackrock inc
-10.3 %
AMZN
amazon com inc
-9.7 %
Top 5 Losers ($)$
IJR
ishares tr
-2.9 M
grayscale bitcoin mini tr et
-0.8 M
BECO
blackrock etf trust
-0.8 M
CSD
invesco exchange traded fd t
-0.6 M
BECO
blackrock etf trust
-0.5 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 103 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. IJR 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: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions