ShoreHaven Wealth Partners, LLC
106 holdingsFiling period: 2026-06-30Current AUM: $317.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 373.2K | $51.3M | $51.3M | 16.18% | +67.9K | 2026-06-30 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 372.3K | $34.0M | $34.7M | 10.93% | +22.5K | 2026-06-30 |
| 3 | DYNF | BLACKROCK ETF TRUST | 301.7K | $20.5M | $20.7M | 6.54% | +48.2K | 2026-06-30 |
| 4 | CORO | BLACKROCK ETF TRUST | 318.7K | $11.7M | $11.6M | 3.66% | +4.7K | 2026-06-30 |
| 5 | BAI | BLACKROCK ETF TRUST | 208.9K | $11.0M | $8.9M | 2.80% | -42,651 | 2026-06-30 |
| 6 | AVEM | AMERICAN CENTY ETF TR | 101.9K | $9.8M | $9.4M | 2.97% | -30,658 | 2026-06-30 |
| 7 | DNL | WISDOMTREE TR | 176.0K | $8.1M | $7.8M | 2.46% | +2.7K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 25.6K | $7.4M | $8.5M | 2.68% | -167 | 2026-06-30 |
| 9 | IWL | ISHARES TR | 39.2K | $7.2M | $7.3M | 2.32% | -59 | 2026-06-30 |
| 10 | VLU | SPDR SERIES TRUST | 29.0K | $6.9M | $7.1M | 2.25% | -173 | 2026-06-30 |
| 11 | THRO | BLACKROCK ETF TRUST | 157.9K | $6.8M | $6.9M | 2.16% | -61,750 | 2026-06-30 |
| 12 | IALT | BLACKROCK ETF TRUST | 225.7K | $6.3M | $6.6M | 2.09% | -- | 2026-06-30 |
| 13 | GOVT | ISHARES TR | 271.5K | $6.2M | $6.0M | 1.89% | +161.0K | 2026-06-30 |
| 14 | MTUM | ISHARES TR | 17.0K | $5.8M | $5.1M | 1.61% | -6,478 | 2026-06-30 |
| 15 | LRGF | ISHARES TR | 74.9K | $5.7M | $5.8M | 1.82% | -1,966 | 2026-06-30 |
| 16 | IVLU | ISHARES TR | 129.3K | $5.4M | $5.7M | 1.80% | -497 | 2026-06-30 |
| 17 | BLCR | BLACKROCK ETF TRUST | 106.6K | $5.4M | $5.2M | 1.63% | -2,376 | 2026-06-30 |
| 18 | SHLD | GLOBAL X FDS | 86.2K | $5.1M | $5.4M | 1.70% | +16.7K | 2026-06-30 |
| 19 | BKHY | BNY MELLON ETF TRUST | 101.1K | $4.8M | $4.7M | 1.48% | +42.1K | 2026-06-30 |
| 20 | ITOT | ISHARES TR | 26.0K | $4.3M | $4.3M | 1.35% | +68 | 2026-06-30 |
| 21 | EFV | ISHARES TR | 53.4K | $4.1M | $4.4M | 1.38% | -27,414 | 2026-06-30 |
| 22 | BINC | BLACKROCK ETF TRUST II | 77.5K | $4.1M | $4.0M | 1.25% | +8.1K | 2026-06-30 |
| 23 | OEF | ISHARES TR | 10.9K | $4.0M | $4.1M | 1.29% | -349 | 2026-06-30 |
| 24 | BTC | GRAYSCALE BITCOIN MINI TR ET | 145.9K | $3.8M | $4.9M | 1.55% | +57.4K | 2026-06-30 |
| 25 | EFG | ISHARES TR | 29.9K | $3.7M | $3.6M | 1.13% | +5 | 2026-06-30 |
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