ShoreHaven Wealth Partners, LLC holds a focused book of 106 stocks worth $317.9M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844922/holdings"
Use Arkolith to show ShoreHaven Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 106 | $317.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 103 | $278.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 104 | $278.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 102 | $270.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 98 | $244.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 87 | $208.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 88 | $211.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 84 | $207.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.