Arkolith/Funds/SHP Wealth Management

SHP Wealth Management

CIK 1807060Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

SHP Wealth Management holds a focused book of 1975 stocks worth $1.5B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Invesco S&P Midcap Momentum and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard S&P 500 ETF at 27% of the equity book.

Opened
401
bought for the first time
Added to
847
already held, bought more
Trimmed
408
sold some, still holds it
Sold out
130
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
69%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
7%
Financials
2%
Consumer Discretionary
2%
Industrials
1%
Health Care
1%
Utilities
1%
Materials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as SHP Wealth Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$586.9B
WELLS FARGO & COMPANY/MN79 / 80$169.2B
LPL Financial LLC79 / 80$94.8B
OSAIC HOLDINGS, INC.79 / 80$19.9B
JPMORGAN CHASE & CO78 / 80$544.5B
ROYAL BANK OF CANADA78 / 80$166.4B
RAYMOND JAMES FINANCIAL INC78 / 80$105.9B
ENVESTNET ASSET MANAGEMENT INC78 / 80$94.0B

Ranked by how many of SHP Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,975 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$395.4M575.7K
27.2%
+3.8%
Added · +21K sh
2Invesco Exch Traded FD TR II
S&P INTL MOMNT
$123.3M2.04M
8.5%
+2.0%
Added · +41K sh
3Ishares TR
CORE DIV GRWTH
$96.2M1.27M
6.6%
+6.0%
Added · +72K sh
4Ishares TR
CORE S&P US GWT
$94.1M500.3K
6.5%
+0.7%
Added · +4K sh
5Victory Portfolios II
SHORT TRM BD ETF
$90.4M1.79M
6.2%
+43%
Added · +537K sh
6Fidelity Covington Trust
ENHANCED LARGE
$71.6M1.71M
4.9%
+2.4%
Added · +40K sh
7J P Morgan Exchange Traded F
EQUITY PREMIUM
$59.1M1.05M
4.1%
+11%
Added · +105K sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$26.3M35.2K
1.8%
−0.2%
Reduced · −72 sh
9Franklin Templeton ETF TR
SENIOR LOAN ETF
$25.9M1.13M
1.8%
+8.8%
Added · +92K sh
10Ishares TR
HIGH YLD SYSTM B
$23.1M493.4K
1.6%
2k×
Added · +493K sh
11Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$22.2M130.8K
1.5%
New
New position
12Apple Inc
COM
$21.0M72.6K
1.4%
+9.9%
Added · +7K sh
13Nvidia Corporation
COM
$20.7M103.4K
1.4%
+1.6%
Added · +2K sh
14Invesco QQQ TR
UNIT SER 1
$13.3M18.0K
0.9%
+1.1%
Added · +189 sh
15Fidelity Covington Trust
HIGH DIVID ETF
$12.7M210.8K
0.9%
+3.8%
Added · +8K sh
16Legg Mason ETF Invt
FRANKLIN INTL LW
$10.1M248.0K
0.7%
−2.6%
Reduced · −7K sh
17Amazon Com Inc
COM
$9.9M41.6K
0.7%
+9.2%
Added · +3K sh
18First TR Exchange Traded FD
BUYWRIT INCM ETF
$9.6M402.5K
0.7%
+7.5%
Added · +28K sh
19Microsoft Corp
COM
$8.3M22.3K
0.6%
−4.8%
Reduced · −1K sh
20Alphabet Inc
CAP STK CL A
$7.7M21.6K
0.5%
+5.6%
Added · +1K sh
21Vanguard Index FDS
TOTAL STK MKT
$6.9M18.5K
0.5%
−0.5%
Reduced · −89 sh
22Ishares TR
CORE S&P500 ETF
$5.6M7.4K
0.4%
−1.1%
Reduced · −80 sh
23Goldman Sachs ETF TR
NASDA 100 ETF
$5.5M92.9K
0.4%
New
New position
24Alphabet Inc
CAP STK CL C
$4.6M12.9K
0.3%
+1.4%
Added · +172 sh
25Micron Technology Inc
COM
$4.4M3.8K
0.3%
+2.5%
Added · +92 sh
26Meta Platforms Inc
CL A
$4.2M7.5K
0.3%
+6.3%
Added · +446 sh
27Vanguard Index FDS
VALUE ETF
$4.2M19.1K
0.3%
−3.8%
Reduced · −752 sh
28Tesla Inc
COM
$3.8M9.2K
0.3%
+8.5%
Added · +717 sh
29J P Morgan Exchange Traded F
US QUALTY FCTR
$3.8M53.1K
0.3%
−0.1%
Reduced · −30 sh
30Morgan Stanley
COM NEW
$3.8M18.1K
0.3%
+0.2%
Added · +32 sh
31Vanguard Index FDS
MID CAP ETF
$3.5M43.4K
0.2%
−48%
Reduced · −40K sh
32Berkshire Hathaway Inc Del
CL B NEW
$3.5M7.0K
0.2%
+17%
Added · +1K sh
33JPMorgan Chase & Co
COM
$3.4M10.4K
0.2%
+5.4%
Added · +528 sh
34First TR Exchange-Traded FD
NASDAQ CYB ETF
$3.3M36.9K
0.2%
+4.6%
Added · +2K sh
35Broadcom Inc
COM
$3.2M8.4K
0.2%
+5.0%
Added · +401 sh
36J P Morgan Exchange Traded F
NASDAQ EQT PREM
$3.1M50.5K
0.2%
−64%
Reduced · −89K sh
37Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.1M43.5K
0.2%
−4.2%
Reduced · −2K sh
38Applied Matls Inc
COM
$3.1M4.2K
0.2%
+0.6%
Added · +27 sh
39Sysco Corp
COM
$3.0M35.5K
0.2%
+0.1%
Added · +41 sh
40Exxon Mobil Corp
COM
$3.0M21.7K
0.2%
−0.8%
Reduced · −170 sh
41ETF Ser Solutions
DEFIA QUANT ETF
$2.9M17.6K
0.2%
+5.6%
Added · +936 sh
42Fidelity Merrimack STR TR
TOTAL BD ETF
$2.9M63.3K
0.2%
−0.3%
Reduced · −205 sh
43Eli Lilly & Co
COM
$2.8M2.4K
0.2%
+2.7%
Added · +62 sh
44Janus Detroit STR TR
HENDRSON AAA CL
$2.7M53.0K
0.2%
+15%
Added · +7K sh
45Abbvie Inc
COM
$2.6M10.5K
0.2%
+8.9%
Added · +860 sh
46SPDR Index SHS FDS
ST STR MSCI GLB
$2.5M29.1K
0.2%
+74%
Added · +12K sh
47Caterpillar Inc
COM
$2.4M2.2K
0.2%
+4.5%
Added · +95 sh
48RTX Corporation
COM
$2.2M11.8K
0.2%
+20%
Added · +2K sh
49Automatic Data Processing In
COM
$2.2M10.0K
0.2%
+0.3%
Added · +30 sh
50Johnson & Johnson
COM
$2.2M8.5K
0.1%
+13%
Added · +952 sh
Showing 50 of 1,975 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 20261,981$1.5B13F-HR
Q1 2026Mar 31, 2026May 8, 20261,826$1.3B13F-HR
Q4 2025Dec 31, 2025Mar 4, 20261,565$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.