Shum Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$141.4M
Q ending 2026-03-31
Prior quarter
$138.8M
Q ending 2025-12-31
Change
+1.9% QoQ · +22.4% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, 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 |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $12.3M | 49K |
| Ishares Tr | EFV | Shares | $11.2M | 150K |
| Ishares Tr | QUAL | Shares | $5.9M | 31K |
| Ishares Tr | IGLB | Shares | $4.9M | 100K |
| Spdr Series Trust | SPSM | Shares | $4.7M | 96K |
| Microsoft Corp | MSFT | Shares | $4.6M | 12K |
| Ishares Tr | IQLT | Shares | $4.0M | 86K |
| Spdr Series Trust | SDY | Shares | $3.8M | 26K |
| Nvidia Corporation | NVDA | Shares | $3.7M | 21K |
| Spdr Index Shs Fds | SPEM | Shares | $3.7M | 79K |
| Spdr Series Trust | SPYV | Shares | $3.6M | 64K |
| Jpmorgan Chase & Co | JPM | Shares | $3.1M | 10K |
| Spdr Series Trust | SPYG | Shares | $2.9M | 29K |
| Johnson & Johnson | JNJ | Shares | $2.8M | 12K |
| Spdr Series Trust | SPMD | Shares | $2.8M | 48K |
| Walmart Inc | WMT | Shares | $2.8M | 22K |
| Alphabet Inc | GOOGL | Shares | $2.7M | 10K |
| Ishares Tr | EFG | Shares | $2.7M | 24K |
| Amazon Com Inc | AMZN | Shares | $2.6M | 12K |
| Spdr Series Trust | MDYV | Shares | $2.5M | 29K |
| Blackrock Inc | BLK | Shares | $2.1M | 2K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Ishares Tr | IXN | Shares | $1.9M | 19K |
| Costco Wholesale Corporation | COST | Shares | $1.7M | 2K |
| Select Sector Spdr Tr | XLU | Shares | $1.5M | 32K |
| Unitedhealth Group Inc | UNH | Shares | $1.4M | 5K |
| Eli Lilly & Co | LLY | Shares | $1.4M | 1K |
| Visa Inc | V | Shares | $1.3M | 4K |
| Ishares Tr | USRT | Shares | $1.3M | 22K |
| Prologis Inc. | PLD | Shares | $1.3M | 10K |
| Ssga Active Etf Tr | SRLN | Shares | $1.2M | 30K |
| Ppl Corp | PPL | Shares | $1.2M | 31K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Ssga Active Tr | EMTL | Shares | $1.1M | 25K |
| Palo Alto Networks Inc | PANW | Shares | $1.0M | 6K |
| Tcw Etf Trust | FIXT | Shares | $955K | 25K |
| Procter & Gamble Co | PG | Shares | $944K | 7K |
| Exxon Mobil Corp | XOM | Shares | $917K | 5K |
| Broadcom Inc | AVGO | Shares | $885K | 3K |
| International Business Machs | IBM | Shares | $875K | 4K |
| Cisco Sys Inc | CSCO | Shares | $875K | 11K |
| Vanguard Scottsdale Fds | VCIT | Shares | $869K | 11K |
| J P Morgan Exchange Traded F | JMST | Shares | $859K | 17K |
| Philip Morris Intl Inc | PM | Shares | $852K | 5K |
| Select Sector Spdr Tr | XLV | Shares | $846K | 6K |
| Netflix Inc. | NFLX | Shares | $844K | 9K |
| Qualcomm Inc | QCOM | Shares | $825K | 6K |
| Abbott Laboratories | ABT | Shares | $825K | 8K |
| United Parcel Svcs Inc | UPS | Shares | $814K | 8K |
| Oracle Corp | ORCL | Shares | $807K | 5K |
| Salesforce Inc | CRM | Shares | $796K | 4K |
| American Tower Corp | AMT | Shares | $770K | 4K |
| Fedex Corp | FDX | Shares | $734K | 2K |
| Lockheed Martin Corp | LMT | Shares | $716K | 1K |
| Merck & Co Inc | MRK | Shares | $716K | 6K |
| Pepsico Inc | PEP | Shares | $679K | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $668K | 3K |
| Chevron Corporation | CVX | Shares | $641K | 3K |
| Ishares Tr | ACWI | Shares | $637K | 5K |
| Hershey Co | HSY | Shares | $614K | 3K |
| Schwab Charles Corp | SCHW | Shares | $593K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $577K | 1K |
| Disney Walt Co | DIS | Shares | $574K | 6K |
| Ge Aerospace | GE | Shares | $557K | 2K |
| Spdr Series Trust | SPAB | Shares | $543K | 21K |
| Public Storage Oper Co | PSA | Shares | $533K | 2K |
| J P Morgan Exchange Traded F | JEPI | Shares | $531K | 9K |
| Vanguard Index Fds | VTI | Shares | $522K | 2K |
| Ishares Tr | HDV | Shares | $487K | 4K |
| Blackstone Inc | BX | Shares | $479K | 4K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $453K | 1K |
| Alphabet Inc | GOOG | Shares | $436K | 2K |
| American Express Co | AXP | Shares | $407K | 1K |
| Ge Vernova Inc | GEV | Shares | $407K | 466 |
| Medtronic Plc | Shares | $389K | 4K | |
| Ishares Tr | IVV | Shares | $378K | 579 |
| Vanguard Specialized Funds | VIG | Shares | $377K | 2K |
| Target Corp | TGT | Shares | $365K | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $357K | 2K |
| Asml Hldg Nv | Shares | $347K | 263 | |
| Amgen Inc | AMGN | Shares | $337K | 957 |
| Mcdonalds Corp | MCD | Shares | $332K | 1K |
| Meta Platforms Inc | META | Shares | $311K | 544 |
| Arista Networks Inc | ANET | Shares | $309K | 3K |
| Ishares Tr | ESGD | Shares | $303K | 3K |
| Ishares U S Etf Tr | NEAR | Shares | $281K | 6K |
| 3M Co | MMM | Shares | $267K | 2K |
| Ishares Tr | IJH | Shares | $245K | 4K |
| Altria Group Inc | MO | Shares | $236K | 4K |
| Ishares Tr | IJR | Shares | $221K | 2K |
| Morgan Stanley | MS | Shares | $220K | 1K |
| Ishares U S Etf Tr | MEAR | Shares | $207K | 4K |
| General Dynamics Corp | GD | Shares | $206K | 601 |
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.