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Latest ShoreHaven Wealth Partners, LLC Stock Portfolio

$317Million | No. of Holdings #106

ShoreHaven Wealth Partners, LLC Performance

2026 Q2+11.08%
YTD+9.60%
2025+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 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, ShoreHaven Wealth Partners, LLC reported an equity portfolio of $317.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of ShoreHaven Wealth Partners, LLC are IJR, AEMB, BECO. The fund has invested 16.1% of it's portfolio in ISHARES TR and 10.7% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off ISHARES TR (AGT), ISHARES TR (AAXJ) and FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and ISHARES TR (AMPS). ShoreHaven Wealth Partners, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and NASDAQ INC (NDAQ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), SPDR SERIES TRUST (BIL) and BLACKROCK ETF TRUST (BECO).
ShoreHaven Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$317Million
  as of Jul 14, 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 11.08% in the last quarter. In trailing 12 months, it's portfolio return was 18.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust6,329,570
blackrock etf trust ii2,788,030
blackrock etf trust ii842,077
nasdaq inc431,934
blackrock etf trust ii311,965
advanced micro devices inc309,044
fidelity covington trust245,026
royal caribbean group230,958
New stocks bought by ShoreHaven Wealth Partners, LLC

Additions

Ticker% Inc.
ishares tr395
spdr series trust353
ishares tr145
blackrock etf trust73.88
bny mellon etf trust71.42
grayscale bitcoin mini tr et64.82
franklin templeton etf tr43.18
spdr series trust35.25
Additions to existing portfolio by ShoreHaven Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares tr-75.7
ishares tr-75.59
ishares tr-60.1
ishares tr-33.91
vertiv holdings co-33.71
blackrock etf trust-28.11
ishares tr-27.59
american centy etf tr-23.12
ShoreHaven Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-2,306,290
first tr exchange-traded fd-1,038,750
ishares tr-650,829
fidelity wise origin bitcoin-1,294,760
ishares tr-1,767,380
cibus inc-25,826
ssga active etf tr-294,311
at&t inc-209,216
ShoreHaven Wealth Partners, LLC got rid off the above stocks

Sector Distribution

ShoreHaven Wealth Partners, LLC has about 90.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Communication Services
Sector%
Others90.6
Technology3.3
Utilities3
Communication Services1.1

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%
UNALLOCATED90.6
MEGA-CAP4.9
MID-CAP2.8
LARGE-CAP1.7

Stocks belong to which Index?

About 8.4% 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%
Others91.6
S&P 5005.5
RUSSELL 20002.9
Top 5 Winners (%)%
GLW
corning inc
87.9 %
BECO
blackrock etf trust
54.9 %
IBCE
ishares tr
36.9 %
EMGF
ishares inc
30.1 %
ea series trust
28.9 %
Top 5 Winners ($)$
IJR
ishares tr
8.3 M
BECO
blackrock etf trust
4.6 M
AEMB
american centy etf tr
3.8 M
BECO
blackrock etf trust
2.7 M
IBCE
ishares tr
2.1 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.4 %
CVX
chevron corporation
-19.8 %
VZ
verizon communications inc
-15.6 %
BITS
global x fds
-14.4 %
GLDM
world gold tr
-14.3 %
Top 5 Losers ($)$
AMPS
ishares tr
-1.5 M
BITS
global x fds
-0.9 M
grayscale bitcoin mini tr et
-0.5 M
IAU
ishares gold tr
-0.4 M
CVX
chevron corporation
-0.1 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 106 stocks in it's portfolio. About 52.9% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for ShoreHaven Wealth Partners, LLC last quarter.

$317.89MTotal Value
114Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of ShoreHaven Wealth Partners, LLC, last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
1.29%53,441
$4.09M
1.29%
decreased 33.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
1.17%29,862
$3.72M
1.17%
increased 0.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.73%24,455
$2.31M
0.73%
increased 10.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.36%14,166
$1.13M
0.36%
increased 0.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.11%6,783
$347.9K
0.11%
decreased 1.25 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
1.78%74,892
$5.66M
1.78%
decreased 2.56 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.51%21,418
$1.62M
0.51%
decreased 3.44 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
ShoreHaven Wealth Partners, LLC's holding in Ishares Inc over time
0.23%13,823
$744.5K
0.23%
increased 0.94 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
ShoreHaven Wealth Partners, LLC's holding in American Centy Etf Tr over time
10.68%372,316
$33.96M
10.68%
increased 6.42 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
ShoreHaven Wealth Partners, LLC's holding in American Centy Etf Tr over time
3.09%101,935
$9.84M
3.09%
decreased 23.12 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
1.7%129,310
$5.41M
1.7%
decreased 0.38 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.39%27,411
$1.24M
0.39%
increased 2.63 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0.18%6,555
$576.4K
0.18%
increased 0.95 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
ShoreHaven Wealth Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
ShoreHaven Wealth Partners, LLC's holding in Wisdomtree Tr over time
2.56%176,021
$8.13M
2.56%
increased 1.53 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
ShoreHaven Wealth Partners, LLC's holding in Wisdomtree Tr over time
0.52%30,664
$1.66M
0.52%
decreased 3.75 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
ShoreHaven Wealth Partners, LLC's holding in Wisdomtree Tr over time
0.28%7,804
$887.2K
0.28%
decreased 1.69 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
ShoreHaven Wealth Partners, LLC's holding in Wisdomtree Tr over time
0.12%3,981
$383.5K
0.12%
decreased 16.56 percentreduced