Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ShoreHaven Wealth Partners, LLC (CIK 1844922) reported $278.4M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($34.5M, 12.40%), AVLV ($28.2M, 10.13%), DYNF ($14.7M, 5.30%), AVEM ($10.7M, 3.84%), CORO ($10.1M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $34.5M | 12.40% | 305,347 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $28.2M | 10.13% | 349,848 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $14.7M | 5.30% | 253,479 | Trimmed |
| 4 | AVEM | AMERICAN CENTY ETF TR | $10.7M | 3.84% | 132,593 | Trimmed |
| 5 | CORO | BLACKROCK ETF TRUST | $10.1M | 3.63% | 313,988 | New |
| 6 | TLT | ISHARES TR | $9.0M | 3.25% | 104,315 | Added |
| 7 | BAI | BLACKROCK ETF TRUST | $8.3M | 2.98% | 251,503 | Added |
| 8 | THRO | BLACKROCK ETF TRUST | $8.0M | 2.86% | 219,700 | Added |
| 9 | QUAL | ISHARES TR | $7.3M | 2.62% | 37,971 | Added |
| 10 | DNL | WISDOMTREE TR | $7.0M | 2.51% | 173,366 | Added |
| 11 | AAPL | APPLE INC | $6.6M | 2.35% | 25,817 | Trimmed |
| 12 | IWL | ISHARES TR | $6.3M | 2.26% | 39,211 | Added |
| 13 | VLU | SPDR SERIES TRUST | $6.3M | 2.25% | 29,201 | Added |
| 14 | EFV | ISHARES TR | $6.0M | 2.16% | 80,855 | Trimmed |
| 15 | MTUM | ISHARES TR | $5.6M | 2.02% | 23,482 | Added |
| 16 | IVLU | ISHARES TR | $5.2M | 1.85% | 129,807 | Trimmed |
| 17 | LRGF | ISHARES TR | $5.1M | 1.82% | 76,858 | Trimmed |
| 18 | SHLD | GLOBAL X FDS | $4.9M | 1.77% | 69,412 | Added |
| 19 | BLCR | BLACKROCK ETF TRUST | $4.5M | 1.61% | 109,013 | New |
| 20 | ITOT | ISHARES TR | $3.7M | 1.33% | 25,914 | Added |
| 21 | BINC | BLACKROCK ETF TRUST II | $3.6M | 1.30% | 69,437 | Trimmed |
| 22 | OEF | ISHARES TR | $3.6M | 1.28% | 11,213 | Added |
| 23 | EFG | ISHARES TR | $3.3M | 1.19% | 29,857 | Trimmed |
| 24 | IAU | ISHARES GOLD TR | $3.1M | 1.11% | 34,980 | Trimmed |
| 25 | BKHY | BNY MELLON ETF TRUST | $2.8M | 1.00% | 58,958 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31