ShoreHaven Wealth Partners, LLC
106 holdingsFiling period: 2026-06-30Current AUM: $315.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares TR | 373.2K | $51.3M | $51.5M | 16.31% | +67.9K | 2026-06-30 |
| 2 | AVLV | American Centy ETF TR | 372.3K | $34.0M | $34.7M | 11.00% | +22.5K | 2026-06-30 |
| 3 | DYNF | BlackRock ETF Trust | 301.7K | $20.5M | $20.7M | 6.55% | +48.2K | 2026-06-30 |
| 4 | CORO | BlackRock ETF Trust | 318.7K | $11.7M | $11.3M | 3.56% | +4.7K | 2026-06-30 |
| 5 | BAI | BlackRock ETF Trust | 208.9K | $11.0M | $8.6M | 2.74% | -42,651 | 2026-06-30 |
| 6 | AVEM | American Centy ETF TR | 101.9K | $9.8M | $8.9M | 2.81% | -30,658 | 2026-06-30 |
| 7 | DNL | WisdomTree TR | 176.0K | $8.1M | $7.7M | 2.43% | +2.7K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 25.6K | $7.4M | $8.8M | 2.79% | -167 | 2026-06-30 |
| 9 | IWL | iShares TR | 39.2K | $7.2M | $7.4M | 2.35% | -59 | 2026-06-30 |
| 10 | VLU | Spdr Series Trust | 29.0K | $6.9M | $7.2M | 2.27% | -173 | 2026-06-30 |
| 11 | THRO | BlackRock ETF Trust | 157.9K | $6.8M | $6.9M | 2.20% | -61,750 | 2026-06-30 |
| 12 | IALT | BlackRock ETF Trust | 225.7K | $6.3M | $6.7M | 2.13% | -- | 2026-06-30 |
| 13 | GOVT | iShares TR | 271.5K | $6.2M | $6.0M | 1.91% | +161.0K | 2026-06-30 |
| 14 | MTUM | iShares TR | 17.0K | $5.8M | $5.0M | 1.59% | -6,478 | 2026-06-30 |
| 15 | LRGF | iShares TR | 74.9K | $5.7M | $5.8M | 1.85% | -1,966 | 2026-06-30 |
| 16 | IVLU | iShares TR | 129.3K | $5.4M | $5.5M | 1.73% | -497 | 2026-06-30 |
| 17 | BLCR | BlackRock ETF Trust | 106.6K | $5.4M | $5.2M | 1.64% | -2,376 | 2026-06-30 |
| 18 | SHLD | Global X Fds | 86.2K | $5.1M | $5.5M | 1.73% | +16.7K | 2026-06-30 |
| 19 | BKHY | BNY Mellon ETF Trust | 101.1K | $4.8M | $4.6M | 1.46% | +42.1K | 2026-06-30 |
| 20 | ITOT | iShares TR | 26.0K | $4.3M | $4.3M | 1.37% | +68 | 2026-06-30 |
| 21 | EFV | iShares TR | 53.4K | $4.1M | $4.2M | 1.34% | -27,414 | 2026-06-30 |
| 22 | BINC | BlackRock ETF Trust II | 77.5K | $4.1M | $3.9M | 1.24% | +8.1K | 2026-06-30 |
| 23 | OEF | iShares TR | 10.9K | $4.0M | $4.1M | 1.31% | -349 | 2026-06-30 |
| 24 | BTC | Grayscale Bitcoin Mini TR ET | 145.9K | $3.8M | $5.1M | 1.63% | +57.4K | 2026-06-30 |
| 25 | EFG | iShares TR | 29.9K | $3.7M | $3.5M | 1.12% | +5 | 2026-06-30 |
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