ShoreHaven Wealth Partners, LLC holds a focused book of 106 reported positions worth $317.9M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishrs AI In And Tech Act ETF. Their largest long position is Ishares S&P 500 Growth ETF at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
ShoreHaven Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.6 points over this window.
Growth of $10,000 cloning ShoreHaven Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
+8 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as ShoreHaven Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 9 / 80 | $354.4M |
| Daniel Investment Group, Inc. | 8 / 80 | $114.2M |
| Foundation Wealth Management, LLC | 13 / 80 | $111.6M |
| Hoey Investments, Inc | 22 / 80 | $505.8M |
| Ketron Financial | 10 / 80 | $208.4M |
| Kelly Financial Services LLC | 46 / 80 | $289.6M |
| Ables, Iannone, Moore & Associates, Inc. | 10 / 80 | $110.9M |
| Skandinaviska Enskilda Banken AB (publ) | 8 / 80 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with ShoreHaven Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 GRWT ETF | $51.3M | 373.2K | 16.1% | ▲+22% Added · +68K sh | |
| 2 | American Centy ETF TR US LARGE CAP VLU | $34.0M | 372.3K | 10.7% | ▲+6.4% Added · +22K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $20.5M | 301.7K | 6.5% | ▲+19% Added · +48K sh | |
| 4 | BlackRock ETF Trust ISHA IN CTRY ETF | $11.7M | 318.7K | 3.7% | ▲+1.5% Added · +5K sh | |
| 5 | BlackRock ETF Trust ISHA I IN TE ETF | $11.0M | 208.9K | 3.5% | ▼−17% Reduced · −43K sh | |
| 6 | American Centy ETF TR AVANTIS EMGMKT | $9.8M | 101.9K | 3.1% | ▼−23% Reduced · −31K sh | |
| 7 | Wisdomtree TR GLOB EX US QU FD | $8.1M | 176.0K | 2.6% | ▲+1.5% Added · +3K sh | |
| 8 | Apple Inc COM | $7.4M | 25.6K | 2.3% | ▼−0.6% Reduced · −167 sh | |
| 9 | Ishares TR RUS TOP 200 ETF | $7.2M | 39.2K | 2.3% | ▼−0.1% Reduced · −59 sh | |
| 10 | SPDR Series Trust ST STR SP1500VT | $6.9M | 29.0K | 2.2% | ▼−0.6% Reduced · −173 sh | |
| 11 | BlackRock ETF Trust ISHA US THEM ETF | $6.8M | 157.9K | 2.1% | ▼−28% Reduced · −62K sh | |
| 12 | BlackRock ETF Trust ISHA SYST AL ETF | $6.3M | 225.7K | 2.0% | ▲New New position | |
| 13 | Ishares TR US TREAS BD ETF | $6.2M | 271.5K | 1.9% | ▲+146% Added · +161K sh | |
| 14 | Ishares TR MSCI USA MMENTM | $5.8M | 17.0K | 1.8% | ▼−28% Reduced · −6K sh | |
| 15 | Ishares TR U S EQUITY FACTR | $5.7M | 74.9K | 1.8% | ▼−2.5% Reduced · −2K sh | |
| 16 | Ishares TR MSCI INTL VLU FT | $5.4M | 129.3K | 1.7% | ▼−0.4% Reduced · −497 sh | |
| 17 | BlackRock ETF Trust ISHA LA CORE ETF | $5.4M | 106.6K | 1.7% | ▼−2.2% Reduced · −2K sh | |
| 18 | Global X FDS DEFENSE TECH ETF | $5.1M | 86.2K | 1.6% | ▲+24% Added · +17K sh | |
| 19 | Bny Mellon ETF Trust HIGH YIELD ETF | $4.8M | 101.1K | 1.5% | ▲+71% Added · +42K sh | |
| 20 | Ishares TR CORE S&P TTL STK | $4.3M | 26.0K | 1.3% | ▲+0.3% Added · +68 sh | |
| 21 | Ishares TR EAFE VALUE ETF | $4.1M | 53.4K | 1.3% | ▼−34% Reduced · −27K sh | |
| 22 | BlackRock ETF Trust II ISHA FLEX IN ETF | $4.1M | 77.5K | 1.3% | ▲+12% Added · +8K sh | |
| 23 | Ishares TR S&P 100 ETF | $4.0M | 10.9K | 1.3% | ▼−3.1% Reduced · −349 sh | |
| 24 | Grayscale Bitcoin Mini TR Et SHS NEW | $3.8M | 145.9K | 1.2% | ▲+65% Added · +57K sh | |
| 25 | Ishares TR EAFE GRWTH ETF | $3.7M | 29.9K | 1.2% | ▲~0% Added · +5 sh | |
| 26 | BlackRock ETF Trust II ISHA GLO USD ETF | $2.8M | 55.4K | 0.9% | ▲New New position | |
| 27 | Ishares Gold TR ISHARES NEW | $2.7M | 35.2K | 0.8% | ▲+0.6% Added · +200 sh | |
| 28 | Janus Detroit STR TR HENDRSON AAA CL | $2.6M | 52.3K | 0.8% | ▲+0.5% Added · +238 sh | |
| 29 | Invesco Exch Traded FD TR II NATL AMT MUNI | $2.6M | 110.4K | 0.8% | ▲+6.8% Added · +7K sh | |
| 30 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $2.6M | 101.7K | 0.8% | ▲+43% Added · +31K sh | |
| 31 | Vertiv Holdings Co COM CL A | $2.4M | 7.2K | 0.8% | ▼−34% Reduced · −4K sh | |
| 32 | Ishares TR MBS ETF | $2.3M | 24.5K | 0.7% | ▲+10% Added · +2K sh | |
| 33 | Ishares TR 20 YR TR BD ETF | $2.2M | 25.3K | 0.7% | ▼−76% Reduced · −79K sh | |
| 34 | Ishares TR EUROPE ETF | $2.2M | 29.7K | 0.7% | ▼−2.3% Reduced · −705 sh | |
| 35 | BlackRock ETF Trust ISHARES US LARG | $2.1M | 62.8K | 0.7% | ▲+74% Added · +27K sh | |
| 36 | Ishares TR MSCI USA QLT FCT | $2.0M | 9.3K | 0.6% | ▼−76% Reduced · −29K sh | |
| 37 | Ishares TR 7-10 YR TRSY BD | $1.7M | 18.1K | 0.5% | ▲+1.0% Added · +186 sh | |
| 38 | Wisdomtree TR ITL HIGH DIV FD | $1.7M | 30.7K | 0.5% | ▼−3.7% Reduced · −1K sh | |
| 39 | SPDR Series Trust ST STR NUVEE ETF | $1.7M | 36.2K | 0.5% | ▲+353% Added · +28K sh | |
| 40 | Ishares Inc MSCI EMRG CHN | $1.6M | 16.0K | 0.5% | ▼~0% Reduced · −3 sh | |
| 41 | Ishares TR CORE DIV GRWTH | $1.6M | 21.4K | 0.5% | ▼−3.4% Reduced · −762 sh | |
| 42 | First TR Exch Traded FD III MUNI HI INCM ETF | $1.6M | 33.4K | 0.5% | ▼−1.9% Reduced · −645 sh | |
| 43 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.5% | ▼−0.4% Reduced · −18 sh | |
| 44 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $1.6M | 26.1K | 0.5% | ▼−8.3% Reduced · −2K sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 0.5% | —Held | |
| 46 | Ishares TR MSCI USA MIN ETF | $1.3M | 13.4K | 0.4% | ▼−0.7% Reduced · −101 sh | |
| 47 | SPDR Index SHS FDS ST PORT MARK ETF | $1.2M | 24.0K | 0.4% | ▼−7.1% Reduced · −2K sh | |
| 48 | Ishares TR INVT GRAD SY ETF | $1.2M | 27.4K | 0.4% | ▲+2.6% Added · +703 sh | |
| 49 | SPDR Series Trust ST STR SP AERO | $1.2M | 4.3K | 0.4% | ▲+35% Added · +1K sh | |
| 50 | Nvidia Corporation COM | $1.2M | 5.8K | 0.4% | ▼−1.7% Reduced · −102 sh |
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Use Arkolith to show ShoreHaven Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 106 | $317.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 103 | $278.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 104 | $278.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 102 | $270.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 98 | $244.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 87 | $208.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 88 | $211.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 84 | $207.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.