ShoreHaven Wealth Partners, LLC
103 holdingsFiling period: 2026-03-31Current AUM: $308.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 305.3K | $34.5M | $41.3M | 13.38% | +42.4K | 2026-03-31 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 349.8K | $28.2M | $32.2M | 10.44% | +31.8K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 253.5K | $14.7M | $17.1M | 5.54% | -70,622 | 2026-03-31 |
| 4 | AVEM | AMERICAN CENTY ETF TR | 132.6K | $10.7M | $11.9M | 3.84% | -36,631 | 2026-03-31 |
| 5 | CORO | BLACKROCK ETF TRUST | 314.0K | $10.1M | $11.2M | 3.63% | -- | 2026-03-31 |
| 6 | TLT | ISHARES TR | 104.3K | $9.0M | $8.6M | 2.78% | +4.8K | 2026-03-31 |
| 7 | BAI | BLACKROCK ETF TRUST | 251.5K | $8.3M | $10.4M | 3.37% | +61.6K | 2026-03-31 |
| 8 | THRO | BLACKROCK ETF TRUST | 219.7K | $8.0M | $9.4M | 3.03% | +10.7K | 2026-03-31 |
| 9 | QUAL | ISHARES TR | 38.0K | $7.3M | $8.3M | 2.70% | +72 | 2026-03-31 |
| 10 | DNL | WISDOMTREE TR | 173.4K | $7.0M | $7.8M | 2.52% | +7.0K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 25.8K | $6.6M | $8.0M | 2.58% | -496 | 2026-03-31 |
| 12 | IWL | ISHARES TR | 39.2K | $6.3M | $7.2M | 2.34% | +901 | 2026-03-31 |
| 13 | VLU | SPDR SERIES TRUST | 29.2K | $6.3M | $7.1M | 2.30% | +371 | 2026-03-31 |
| 14 | EFV | ISHARES TR | 80.9K | $6.0M | $6.5M | 2.12% | -16,432 | 2026-03-31 |
| 15 | MTUM | ISHARES TR | 23.5K | $5.6M | $7.0M | 2.28% | +943 | 2026-03-31 |
| 16 | IVLU | ISHARES TR | 129.8K | $5.2M | $5.6M | 1.83% | -4,933 | 2026-03-31 |
| 17 | LRGF | ISHARES TR | 76.9K | $5.1M | $5.8M | 1.89% | -216 | 2026-03-31 |
| 18 | SHLD | GLOBAL X FDS | 69.4K | $4.9M | $4.4M | 1.42% | +25.2K | 2026-03-31 |
| 19 | BLCR | BLACKROCK ETF TRUST | 109.0K | $4.5M | $5.3M | 1.72% | -- | 2026-03-31 |
| 20 | ITOT | ISHARES TR | 25.9K | $3.7M | $4.2M | 1.37% | +1.7K | 2026-03-31 |
| 21 | BINC | BLACKROCK ETF TRUST II | 69.4K | $3.6M | $3.6M | 1.17% | -17,376 | 2026-03-31 |
| 22 | OEF | ISHARES TR | 11.2K | $3.6M | $4.1M | 1.34% | +3.0K | 2026-03-31 |
| 23 | EFG | ISHARES TR | 29.9K | $3.3M | $3.6M | 1.17% | -1,455 | 2026-03-31 |
| 24 | IAU | ISHARES GOLD TR | 35.0K | $3.1M | $2.7M | 0.86% | -31,508 | 2026-03-31 |
| 25 | BKHY | BNY MELLON ETF TRUST | 59.0K | $2.8M | $2.8M | 0.90% | -727 | 2026-03-31 |
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