Shum Financial Group, Inc. holds a diversified book of 106 stocks worth $165.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishares JP Morgan Usd Emergi and trimmed SS SPDR P S&P 600 Small Cap. Their largest long position is Apple Inc at 9% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Shum Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +21.0%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Shum Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% 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
Other tracked managers holding the same core names as Shum Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $582.2B |
| UBS Group AG | 80 / 80 | $153.5B |
| LPL Financial LLC | 80 / 80 | $88.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.0B |
| JPMORGAN CHASE & CO | 79 / 80 | $536.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $168.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $159.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $89.7B |
Ranked by how many of Shum Financial Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $14.2M | 49.1K | 8.6% | ▲+1.0% Added · +501 sh | |
| 2 | Ishares TR EAFE VALUE ETF | $11.9M | 155.6K | 7.2% | ▲+3.6% Added · +5K sh | |
| 3 | Ishares TR MSCI USA QLT FCT | $7.1M | 32.4K | 4.3% | ▲+5.7% Added · +2K sh | |
| 4 | SPDR Series Trust ST STR SP600 SML | $5.5M | 94.5K | 3.3% | ▼−1.8% Reduced · −2K sh | |
| 5 | Ishares TR 10+ YR INVST GRD | $4.9M | 97.8K | 3.0% | ▼−1.9% Reduced · −2K sh | |
| 6 | Microsoft Corp COM | $4.8M | 13.0K | 2.9% | ▲+4.8% Added · +591 sh | |
| 7 | Ishares TR MSCI INTL QUALTY | $4.7M | 95.5K | 2.9% | ▲+11% Added · +9K sh | |
| 8 | Nvidia Corporation COM | $4.7M | 23.6K | 2.8% | ▲+9.9% Added · +2K sh | |
| 9 | SPDR Index SHS FDS ST PORT MARK ETF | $4.4M | 84.6K | 2.6% | ▲+6.7% Added · +5K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $4.2M | 68.4K | 2.5% | ▲+7.3% Added · +5K sh | |
| 11 | SPDR Series Trust ST STR SP DIV | $4.1M | 26.9K | 2.5% | ▲+2.6% Added · +686 sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.7M | 10.4K | 2.3% | ▲+9.3% Added · +889 sh | |
| 13 | SPDR Series Trust ST STR P500GRW | $3.6M | 30.6K | 2.2% | ▲+4.2% Added · +1K sh | |
| 14 | Ishares TR EAFE GRWTH ETF | $3.4M | 27.4K | 2.1% | ▲+15% Added · +3K sh | |
| 15 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 2.0% | ▼−0.5% Reduced · −50 sh | |
| 16 | SPDR Series Trust ST STR P400MID | $3.2M | 48.0K | 2.0% | ▲+0.8% Added · +402 sh | |
| 17 | Amazon Com Inc COM | $3.0M | 12.5K | 1.8% | ▲+1.5% Added · +190 sh | |
| 18 | Johnson & Johnson COM | $2.9M | 11.6K | 1.8% | ▼−0.2% Reduced · −27 sh | |
| 19 | SPDR Series Trust ST STR SP400VAL | $2.9M | 30.6K | 1.8% | ▲+4.6% Added · +1K sh | |
| 20 | Ishares TR GLOBAL TECH ETF | $2.7M | 18.5K | 1.6% | ▼−1.9% Reduced · −362 sh | |
| 21 | Walmart Inc COM | $2.5M | 22.4K | 1.5% | ▲+0.4% Added · +87 sh | |
| 22 | Palo Alto Networks Inc COM | $2.3M | 6.7K | 1.4% | ▲+3.0% Added · +194 sh | |
| 23 | Unitedhealth Group Inc COM | $2.2M | 5.2K | 1.3% | ▲+0.3% Added · +17 sh | |
| 24 | BlackRock Inc COM | $2.1M | 2.2K | 1.3% | ▲+0.4% Added · +8 sh | |
| 25 | Home Depot Inc COM | $2.1M | 5.9K | 1.3% | ▼−4.5% Reduced · −277 sh | |
| 26 | Advanced Micro Devices Inc COM | $2.0M | 3.4K | 1.2% | ▲+3.5% Added · +114 sh | |
| 27 | Eli Lilly & Co COM | $1.7M | 1.5K | 1.1% | ▼−2.2% Reduced · −33 sh | |
| 28 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.7M | 34.0K | 1.0% | ▲+102% Added · +17K sh | |
| 29 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 1.0% | ▲+3.4% Added · +57 sh | |
| 30 | Visa Inc COM CL A | $1.5M | 4.4K | 0.9% | ▼−0.2% Reduced · −8 sh | |
| 31 | Ishares TR CRE U S REIT ETF | $1.5M | 22.1K | 0.9% | ▼−0.1% Reduced · −17 sh | |
| 32 | Select Sector SPDR TR ST STR UTIL ETF | $1.4M | 31.8K | 0.9% | ▲+0.4% Added · +116 sh | |
| 33 | Cisco Sys Inc COM | $1.3M | 11.2K | 0.8% | ▼−0.6% Reduced · −69 sh | |
| 34 | Abbvie Inc COM | $1.3M | 5.1K | 0.8% | ▼−1.9% Reduced · −99 sh | |
| 35 | Prologis Inc. COM | $1.3M | 9.5K | 0.8% | ▼−0.1% Reduced · −10 sh | |
| 36 | Ssga Active ETF TR ST STR BL LN ETF | $1.2M | 30.3K | 0.7% | ▼−0.2% Reduced · −71 sh | |
| 37 | Broadcom Inc COM | $1.2M | 3.1K | 0.7% | ▲+10% Added · +290 sh | |
| 38 | Qualcomm Inc COM | $1.2M | 6.4K | 0.7% | ▼−0.4% Reduced · −24 sh | |
| 39 | Ishares TR JPMORGAN USD EMG | $1.1M | 11.6K | 0.7% | ▲New New position | |
| 40 | PPL Corp COM | $1.1M | 30.5K | 0.7% | ▼−1.6% Reduced · −496 sh | |
| 41 | International Business Machs COM | $1.0M | 3.6K | 0.6% | ▲+0.2% Added · +6 sh | |
| 42 | Crowdstrike Hldgs Inc CL A | $956K | 1.3K | 0.6% | ▲+7.9% Added · +92 sh | |
| 43 | TCW ETF Trust CORE PLUS BOND | $945K | 25.0K | 0.6% | ▼−0.8% Reduced · −206 sh | |
| 44 | Philip Morris Intl Inc COM | $942K | 5.2K | 0.6% | ▲+1.0% Added · +53 sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $922K | 5.8K | 0.6% | ▲+0.8% Added · +46 sh | |
| 46 | Vanguard Scottsdale FDS INT-TERM CORP | $911K | 11.0K | 0.5% | ▲+4.9% Added · +516 sh | |
| 47 | United Parcel Svcs Inc CL B | $880K | 8.2K | 0.5% | ▼−1.0% Reduced · −83 sh | |
| 48 | Procter & Gamble Co COM | $877K | 6.0K | 0.5% | ▼−8.4% Reduced · −551 sh | |
| 49 | ASML Hldg NV N Y REGISTRY SHS | $826K | 415 | 0.5% | ▲+58% Added · +152 sh | |
| 50 | Ishares TR MSCI ACWI ETF | $796K | 5.1K | 0.5% | ▲+10% Added · +471 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 22, 2026 | 106 | $165.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 93 | $141.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 92 | $138.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 94 | $134.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 89 | $115.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 88 | $115.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 90 | $119.9M | 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. The performance line is a simulation of the disclosed long book, not an audited return.