Shorehaven Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$278.4M
Q ending 2026-03-31
Prior quarter
$278.4M
Q ending 2025-12-31
Change
+0.0% QoQ · +33.4% YoY
Positions
103
reported holdings
Largest positions
Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVW | Shares | $34.5M | 305K |
| American Centy Etf Tr | AVLV | Shares | $28.2M | 350K |
| Blackrock Etf Trust | DYNF | Shares | $14.7M | 253K |
| American Centy Etf Tr | AVEM | Shares | $10.7M | 133K |
| Blackrock Etf Trust | CORO | Shares | $10.1M | 314K |
| Ishares Tr | TLT | Shares | $9.0M | 104K |
| Blackrock Etf Trust | BAI | Shares | $8.3M | 252K |
| Blackrock Etf Trust | THRO | Shares | $8.0M | 220K |
| Ishares Tr | QUAL | Shares | $7.3M | 38K |
| Wisdomtree Tr | DNL | Shares | $7.0M | 173K |
| Apple Inc | AAPL | Shares | $6.6M | 26K |
| Ishares Tr | IWL | Shares | $6.3M | 39K |
| Spdr Series Trust | VLU | Shares | $6.3M | 29K |
| Ishares Tr | EFV | Shares | $6.0M | 81K |
| Ishares Tr | MTUM | Shares | $5.6M | 23K |
| Ishares Tr | IVLU | Shares | $5.2M | 130K |
| Ishares Tr | LRGF | Shares | $5.1M | 77K |
| Global X Fds | SHLD | Shares | $4.9M | 69K |
| Blackrock Etf Trust | BLCR | Shares | $4.5M | 109K |
| Ishares Tr | ITOT | Shares | $3.7M | 26K |
| Blackrock Etf Trust Ii | BINC | Shares | $3.6M | 69K |
| Ishares Tr | OEF | Shares | $3.6M | 11K |
| Ishares Tr | EFG | Shares | $3.3M | 30K |
| Ishares Gold Tr | IAU | Shares | $3.1M | 35K |
| Bny Mellon Etf Trust | BKHY | Shares | $2.8M | 59K |
| Vertiv Holdings Co | VRT | Shares | $2.7M | 11K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $2.7M | 89K |
| Janus Detroit Str Tr | JAAA | Shares | $2.6M | 52K |
| Ishares Tr | GOVT | Shares | $2.5M | 110K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $2.4M | 103K |
| Ishares Tr | IAGG | Shares | $2.3M | 46K |
| Ishares Tr | QLTA | Shares | $2.1M | 45K |
| Ishares Tr | MBB | Shares | $2.1M | 22K |
| Ishares Tr | IEV | Shares | $2.1M | 30K |
| Ishares Tr | TLH | Shares | $1.8M | 18K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.8M | 71K |
| Wisdomtree Tr | DTH | Shares | $1.7M | 32K |
| Ishares Tr | IEF | Shares | $1.7M | 18K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $1.6M | 34K |
| Ishares Tr | DGRO | Shares | $1.6M | 22K |
| Invesco Exchange Traded Fd T | XLG | Shares | $1.6M | 29K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Alphabet Inc | GOOGL | Shares | $1.3M | 5K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $1.3M | 22K |
| Ishares Inc | EMXC | Shares | $1.3M | 16K |
| Ishares Tr | USMV | Shares | $1.3M | 14K |
| Spdr Index Shs Fds | SPEM | Shares | $1.2M | 26K |
| Ishares Tr | IGEB | Shares | $1.2M | 27K |
| Ishares Tr | LQD | Shares | $1.2M | 11K |
| Ishares Tr | HYG | Shares | $1.1M | 14K |
| Blackrock Etf Trust | BALI | Shares | $1.1M | 36K |
| First Tr Exchange-Traded Fd | FTSL | Shares | $1.0M | 23K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Microsoft Corp | MSFT | Shares | $905K | 2K |
| Ishares Tr | IWB | Shares | $875K | 2K |
| Wisdomtree Tr | DHS | Shares | $867K | 8K |
| Vaneck Etf Trust | EMLC | Shares | $848K | 34K |
| Spdr Series Trust | XAR | Shares | $813K | 3K |
| Verizon Communications Inc | VZ | Shares | $813K | 16K |
| Spdr Series Trust | SPBO | Shares | $799K | 28K |
| Blackrock Etf Trust Ii | SHYM | Shares | $724K | 33K |
| Ishares Inc | EUHY | Shares | $718K | 14K |
| Alphabet Inc | GOOG | Shares | $690K | 2K |
| Chevron Corporation | CVX | Shares | $668K | 3K |
| Ishares Tr | HYGW | Shares | $651K | 22K |
| Ishares Tr | HDV | Shares | $649K | 5K |
| Ishares Tr | EEM | Shares | $615K | 11K |
| Ea Series Trust | AFOS | Shares | $604K | 17K |
| Amazon Com Inc | AMZN | Shares | $576K | 3K |
| Vanguard Mun Bd Fds | VTEB | Shares | $570K | 11K |
| Ishares Tr | IGRO | Shares | $544K | 6K |
| World Gold Tr | GLDM | Shares | $504K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $462K | 2K |
| Wisdomtree Tr | DLN | Shares | $426K | 5K |
| Ishares Tr | IVE | Shares | $400K | 2K |
| Philip Morris Intl Inc | PM | Shares | $396K | 2K |
| Ishares Tr | IWD | Shares | $392K | 2K |
| Roblox Corp | RBLX | Shares | $379K | 7K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $374K | 7K |
| Consolidated Edison Inc | ED | Shares | $363K | 3K |
| Spdr Series Trust | TFI | Shares | $362K | 8K |
| Annaly Capital Management In | NLY | Shares | $360K | 17K |
| Ishares Tr | USIG | Shares | $352K | 7K |
| Spdr Series Trust | HYMB | Shares | $337K | 14K |
| Ssga Active Etf Tr | SRLN | Shares | $294K | 7K |
| Blackrock Inc | BLK | Shares | $287K | 299 |
| Ishares Tr | SYSB | Shares | $286K | 3K |
| Ishares Inc | IEMG | Shares | $279K | 4K |
| Fidelity Covington Trust | FDEV | Shares | $267K | 7K |
| Ishares Tr | IVV | Shares | $264K | 405 |
| Morgan Stanley | MS | Shares | $254K | 2K |
| Vanguard Index Fds | VTI | Shares | $248K | 774 |
| Pimco Corporate & Incm Strg | PCN | Shares | $238K | 20K |
| Marriott Intl Inc New | MAR | Shares | $230K | 702 |
| Ishares Tr | IEFA | Shares | $229K | 3K |
| Fidelity Merrimack Str Tr | FSEC | Shares | $225K | 5K |
| Fidelity Covington Trust | FDMO | Shares | $224K | 3K |
| Fidelity Covington Trust | FDRR | Shares | $223K | 4K |
| Corning Inc | GLW | Shares | $215K | 2K |
| Nextera Energy Inc | NEE | Shares | $215K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.